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7 Signs Your Organization Is Ready for an Enterprise-Scale CRM

Blackbaud

As a tech leader at a growing social impact organization, you know that migrating to an enterprise-scale constituent relationship management (CRM) system can be a daunting proposition. So, what are the specific signs that your organization has reached a tipping point and needs to consider moving to an enterprise-scale CRM ?

CRM 105
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Technology policies and practices to leave behind in 2025

Candid

Here are four technology policies and practices nonprofits and foundations of any size or mission area should leave behind in 2025: 1. Stop creating product-specific technology policies Just as accessibility covers many different systems, interventions, accommodations, and needs, so too should your organizations policies.

Policy 52
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Technology policies and practices to leave behind in 2025

Candid

Here are four technology policies and practices nonprofits and foundations of any size or mission area should leave behind in 2025: 1. Stop creating product-specific technology policies Just as accessibility covers many different systems, interventions, accommodations, and needs, so too should your organizations policies.

Policy 98
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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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Don’t Take a Vacation From Your Donor Communication

Ann Green's Nonprofit

Will certain policies or budget cuts affect your organization? When all levels of government make funding cuts or policy changes, the need in the community grows, which puts more burden on nonprofit organizations. Also, make sure your CRM/database is up to date. Many states have issued their budgets for the next fiscal year.

Policy 173
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How do you choose a payment processor for your nonprofit?

Candid

Examine each processor’s policies. As you drill down into the specifics of each payment processor you’re considering, remember to thoroughly examine each company’s policies. Data portability policies. Hold period policies . Here’s what to look out for: . Any hidden charges or fees . The complexity of the sign-up process.

Policy 105
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6 Tips to Retain Volunteers

Blackbaud

Adopt a CRM system, such as Blackbaud Raiser’s Edge NXT + Rosterfy , to allow volunteers to seamlessly manage their experience with your organization, including: Onboarding Scheduling Training Recognize that volunteers have busy lives outside of your organization, and it’s your job to understand their commitments. Authors Barbara L.

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