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How to Determine Your Needs When Choosing a New Fundraising CRM

Blackbaud

Choosing a new fundraising CRM is exciting–but also needs careful consideration. If you are unclear about your needs, abilities, and opportunities, you will quickly find it difficult to vet vendors and evaluate CRMs, not to mention bringing internal stakeholders onboard or getting sign-off at key stages.

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Grant Tracking: 3 Ways Your Nonprofit CRM Can Help

DH Leonard Consulting & Grant Writing Services

While potentially a bit biased, I thought their tips regarding how your CRM can help with your grant seeking were right on point. It’s a great reminder that the CRM system you use has the potential to support all elements of the Grant LIfe Cycle: Readiness, Research, Relationships, writing, and Reporting. Segmentation.

CRM 52
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The Top Seven Reasons to Integrate Your Fundraising CRM and General Ledger

Blackbaud

You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system. For example, an integrated posting process can mark transactions as ‘posted’ in the fundraising CRM so they can’t be inadvertently posted again.

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Easy Guide to Fundraising Data Management for Nonprofits

Qgiv

Managing your fundraising data can help engage your donors, reach your goals, and maximize your organization’s impact. This guide will walk you through the ins and outs of fundraising data management, providing practical tips and strategies to optimize your efforts. What is fundraising data or database management?

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How to Streamline Your Grant Management Process with Technology

Blackbaud

Here are a few things you can expect for each step of the grant management process, including some best practices on how to ensure the entire cycle works smoothly and effectively. Use templates when possible so that the message is standardized and ready for each grant cycle. Will several teams review the requests?

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Volunteer Management & Retention Best Practices for Nonprofits

Qgiv

To keep your volunteers as effective as possible, develop a volunteer management process that helps you recruit, train, and steward volunteers for your organization. Having a successful volunteer management strategy will help you increase your volunteer retention rate, which ultimately creates more efficient volunteer staff.

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4 Software Tools For Better Nonprofit Grant Management

DH Leonard Consulting & Grant Writing Services

*Diane’s note: You are used to our team talking about how both pre-award and post-award work connect to create an organization’s overall grant readiness. In fact, we were just talking about this in our most recent webinar about How to Be Exceptionally Grant Ready with Lucy Morgan from MyFedTrainer.com. Grant Management Software.