CauseVox

AUGUST 11, 2022

To help you successfully create and sustain a major donor program, we’ve pulled together key takeaways from this workshop with Charles Burge and Chanda Lockhart. Retaining Major Donors. Having a personalized stewardship plan is a fail-proof approach to retaining major donors. About The Presenters. Create Investment Reports.

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The Fundraising Coach

AUGUST 27, 2024

Use a Robust CRM A robust constituent relationship management (CRM) system will aggregate donor data , making it easy to derive insights that could influence your marketing and fundraising strategies. Your CRM will allow you to set permissions, so controls can be placed over different sections and types of data.

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Tech Soup

OCTOBER 2, 2017

Naples, Florida, is hosting a meetup on tools for effective email fundraising ; Chippewa Falls, Wisconsin, is hosting a series of Giving Tuesday brainstorming sessions ; and Chicago, Illinois, will explore how your CRM can save end-of-year fundraising plans. Seattle, Washington: Recruit, Engage, and Retain a Great Board.

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DoJiggy

DECEMBER 12, 2023

So, if you’re not retaining everyone, don’t panic; it’s a universal challenge. Periodic skill assessment workshops can help discover hidden talents within your volunteer base. Utilize CRM and Data Management Utilize nonprofit CRM and donor management platforms to track volunteer hours, roles, and preferences.

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Utilities Training CRM Goals 45

Fundly

FEBRUARY 20, 2024

On a retainer basis: This typically involves paying a fixed monthly fee to retain the consultants services for a set amount of time. Board Catalyst: Aly Sterling can conduct workshops to help energize and strengthen your board members. Averill offers workshops, retreats, and assistance in developing a recruitment strategy.

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Consulting Consulting Consultant Fundraising 52