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How to Keep Donor Data Safe With Your Nonprofit CRM

Pamela Grow

Thankfully, your nonprofit constituent relationship management (CRM) system can help keep donor data safe. Invest in secure software First and foremost, the CRM itself must be secure. Your nonprofit must know the right safety features to look for when evaluating your CRM or looking for a new one.

CRM 130
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Donor Data: 5 Data Tips for More Efficient Fundraising

The Fundraising Coach

Store data in the right CRM for you. Store data in the right CRM for you. For a quick refresher— nonprofit data is stored in a constituent relationship management (CRM) system. Luckily, there are CRM systems designed for nonprofits of all sizes, and with some research, you can find the perfect solution for your organization.

CRM 87
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Your Unrestricted Funds Need Stewardship, Too

Blackbaud

A lot of individual donations, like ones that come through your organization’s website or through the Annual Fund, are often unrestricted. Trust-Based Philanthropy puts relationships at the center of a donor’s giving and encourages the donor to do the research instead of having the nonprofit jump through hoops for funding.

Funding 111
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APIs for Nonprofits 101: How to Share Data Between Systems

Tech Soup

Your nonprofit is getting ready to lead an important advocacy campaign: a key bill central to your mission has just been introduced in the state legislature, but the process of getting it passed is fraught with uncertainty. In part 2, we'll walk you through some basic data formats.

CRM 67
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Nonprofit Planned Giving: 4 Commonly Asked Questions

Greater Giving

In planned giving, a major donor arranges to give now, but the nonprofit receives the gift after death, usually after the donor’s passing. Arranging a planned gift allows them to make a large contribution after they’ve passed away instead. In this guide, we’ll answer four common questions about planned giving, including: 1.

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Where to Start Your Search for Silent Auction Items

Get Fully Funded

Even if they’re not directly related to your board members or in your CRM, think about your friends outside of the organization and how they might be able to support your event by donating auction items. Most have a donation request process where you can request hotel stays, airline tickets, park passes, etc.

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Need a New Grant Management System? 5 Tips for Selecting the Best GMS for Your Foundation

Blackbaud

Here are a couple common features that may be on your list: CRM capabilities: Manage all your contacts in the same place you manage your grant programs. As you are planning your move to a new system, think through what information you would like to have that you aren’t getting now.