Qgiv

MARCH 22, 2023

Choose a fundraising platform that offers an integration with a CRM to make collecting and using donor data from the campaign super easy. A CRM can help your organization automate communications with your supporters and help stay connected to them after the campaign. These appreciation letters can also serve as pledge reminders.

Goals 95

Goals CRM Donation Liability 95

Soapbox Exchange

APRIL 7, 2024

Rest assured, Advanced Fraud Protection seamlessly integrates with your current tools and CRM, ensuring a smooth transition without disrupting your established processes. Are you ready to elevate your donor security to new heights? Contact us to get started today! Check out the following resources!

AI 52

AI Liability CRM Fundraising 52

Get Fully Funded

DECEMBER 7, 2021

Record the donation in your CRM platform as being from the bank. Your CRM platform has instructions on how to do this. Certain types of gifts must be reviewed by the Board prior to acceptance due to the special liabilities they may pose for [Organization Name]. But when you need to consider an unusual gift, you want to be ready.

Donation 119

Donation Policy Policies Pass-Through 119

Blackbaud

OCTOBER 18, 2024

Keep appropriate waivers and liability forms ready for volunteers to sign. Add them, if they are willing, to your affiliated volunteer roster and to your constituent relationship management (CRM) platform so you can keep them apprised of opportunities to support your mission in the future.

Management 98

Management Liability Insurance Insurance 98