Pamela Grow

MARCH 14, 2024

Hard skills are measurable technical skills or certifications such as CRM management proficiency. Following along with our volunteer manager example, a nonprofit might list volunteer scheduling, outreach, onboarding, supervision, and training as part of the new hire’s duties. Provide relevant training and resources.

Nonprofit 130

Nonprofit Retainer Training Burnout 130

Blackbaud

JUNE 24, 2024

For example, have your grant application automatically pull data into your CRM instead of having to manually enter or update contact records each grant cycle. If you aren’t sure what functionality your GMS has, look for on-demand training or talk with your account manager. This will make sure the data is always in the same format.

Government 116

Government AI Applicant Application 116

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? You may need to train volunteers, get your materials ready, or talk to someone about setting up the campaign website.

Fundraising 81

Fundraising Calendar Engineering Nonprofit 81

Qgiv

NOVEMBER 3, 2021

Policies to implement to ensure your team uses technology effectively Recommendations for any staff training. However, most organizations choose to work with a nonprofit technology consultant at this stage, especially those who use more comprehensive CRM and fundraising solutions.

Consulting 52

Consulting Consulting Consultant Software 52

Fundly

JANUARY 3, 2021

CRM integration When donors provide their employer details and contact information to your search tool, you should be able to easily import that information back into your CRM, or Constituent Relationship Management system. Here are some best practices you can use to market your matching gifts successfully: Train your internal team.

Software 52

Software Nonprofit Donation Electronics 52

Blackbaud

SEPTEMBER 18, 2024

Despite this, very few say their nonprofit has an AI policy in place—at 5% in the UK, 5% in Canada, and 6% in Australia/New Zealand. Considering the speed of AI adoption, it is vital that nonprofit-wide policy making is accelerated, especially when most participants say they, in fact, already use AI.

AI 108

AI Fundraising CRM Policy 108

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

OCTOBER 18, 2024

In natural disasters, the training and quick action of first responders and emergency services save lives and livelihoods. Screen Every Volunteer Spontaneous crisis volunteers need to be screened so they can be given suitable roles and be properly registered and trained. Resources the volunteer can provide (boat, truck, chainsaw, etc.)

Management 98

Management Liability Insurance Insurance 98

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