The Fundraising Coach

JUNE 11, 2024

Start by developing clear policies, procedures, and guidelines for data management. These policies should include areas like: Standardization. Integrating your existing tools with your database or CRM ensures that data flows seamlessly between platforms, eliminating the need for manual data entry and preventing database errors.

CRM 59

CRM Metrics Policies Procedures Nonprofit 59

Tech Soup

JANUARY 27, 2014

Your organization has a well-maintained CRM of all your donors and supporters — but does your CRM know who among your supporters lives in the districts represented by the most undecided legislators? An API allows you to interact with and “hook into” any piece of software that makes such an interface available.

CRM 67

CRM Applicant Application Pass-Through 67

Tech Soup

DECEMBER 19, 2016

Over 90 percent of businesses report using cloud solutions now, and many software companies are in the process of moving to it or already have. Cloud computing software and services are delivered over the Internet and are accessed mostly through our web browsers. It's closer to renting than buying software. Benefit #1: Cost.

CRM 62

CRM Software Applicant Application 62

Double the Donation

MARCH 23, 2021

Double the Donation and Ellucian are proud to debut expanded matching gifts functionality with 2-way data sync between 360MatchPro and Ellucian’s CRM Advance, allowing university clients to access valuable matching gift and employer information directly from their CRM Advance account. .

Donation 52

Donation CRM Software Education 52

Get Fully Funded

DECEMBER 1, 2022

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. When you reach out to any of these individuals, make sure you have a concrete donation acceptance policy as a part of your auction rules.

Procurement 72

Procurement CRM Pass-Through Donation 72

Qgiv

JULY 16, 2024

Use a centralized database or CRM system to store all your fundraising data in one place. Here are some steps to get started: Create a standard policy for data management Establishing a standard policy for data management ensures consistency and accuracy across your organization.

Management 52

Management Fundraising Metrics Software 52

Qgiv

NOVEMBER 3, 2021

And now, you’re using a hybrid fundraising model to address both in-person and online engagement— and you likely have new software to address that change as well. Are you preparing for a capital campaign and looking to ensure your software solutions are up to par? Define your budget for both the assessment and any follow-up activities.

Consulting 52

Consulting Consulting Consultant Software 52

Blackbaud

MARCH 7, 2025

Fundraising Roles: How Organizations Structure Their Nonprofits Measuring Fundraising Efforts: Common KPIs What Software Helps Fundraising Efforts? They develop and maintain policies for gift acceptance, establish data entry protocols, and manage the integration of various fundraising technologies.

Fundraising 64

Fundraising Nonprofit Pass-Through Software 64

CauseVox

JANUARY 3, 2025

If you maintain a donor database or other CRM , youll be able to access this data quickly. – Are there policy changes or regulations coming down the pike that will negatively impact your organization? Consider using a project management software to help with this process. Will new staff be brought on?

Fundraising 81

Fundraising Calendar Engineering Nonprofit 81

Tech Soup

SEPTEMBER 5, 2011

More recently Microsoft had an outage in its CRM Online and Office 365 services. Despite all this, the industry standard for cloud software as a service providers is to guarantee 99.9% The way to judge a cloud vendor's strength is to read their service level agreement, privacy policy, audit reports, and standard contract.

Liability 50

Liability Ethics Contract Contracts 50

Fundly

JANUARY 3, 2021

What are the top matching gift software tools? To tap into the value of corporate giving, you must leverage software to promote and educate donors on available programs. Be sure to get a demo of the database you’re considering before officially committing to the software. What information is included in a matching gift database?

Software 52

Software Nonprofit Donation Electronics 52

Tech Soup

DECEMBER 9, 2013

BYOD (bring-your-own-device) and the consumerization of IT will give nonprofits huge cost savings for leveraging technology to meet their missions, but will require solid security systems & policies coupled with industry standard Mobile Device Management. It is a new web-based hosting service for software development projects.

Nonprofit 91

Nonprofit Media Award Publishing 91

Blackbaud

JANUARY 10, 2025

In addition to crafting the Investment Policy Statement and Spending Policy, the Investment Committee should set a fiduciary calendar, so everyone knows when to expect updates on investments, reviews of operating reserves , and similar topics.

Award 96

Award Policy Policies Finance 96

Blackbaud

FEBRUARY 6, 2025

Changes in federal policies and priorities can create significant uncertainty for your organization. Due to the policy updates, you are probably looking for strategies to navigate the changes but may not know where to start. This also includes your policies. How to do it Stay up to date on policy updates.

Funding 91

Funding Policy Policies Grants 91

Planned Giving

FEBRUARY 20, 2025

PlannedGiving TWEETABLE INSIGHT Tweet The Compounding Impact of Policy Shifts: Political Changes and Government Funding Reductions Smart nonprofits build funding models that withstand policy changes under any administration. Personal impact stories beat tax explanations every time.

Funding 52

Funding Policy Policies Nonprofit 52