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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
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CRM Integration for Nonprofits and Schools: Helping Organizations Save time and Eliminate Errors

Blackbaud

Is your nonprofit or school getting the most from its fundraising CRM? Many organizations use CRMs to track donor information, but most are missing out on the benefits that come from integrating them with their other software. When you link your existing tools with your CRM, it becomes more than just a place to store data.

CRM
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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Knowing how to identify fitting grants and prepare competitive applications raises your chances of winning awards. Phase 1: Pre-Award Phase The pre-award phase lays the groundwork for a successful grant application and funding. It also helps nonprofits understand funder expectations and tailor applications accordingly.

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Get Your Grant-Funded Nonprofit Started in Fundraising

Blackbaud

Even if it feels overwhelming at first, break it down into essential steps: Setting goals Identifying potential donors Defining your message Starting with a well-conceived plan helps you clarify goals, outline specific actions, and define your budget to achieve your goals.

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How to Prepare Your Grantmaking for Economic Uncertainty (and Why Now is Different)

Blackbaud

Provide leeway on reporting deadlines and requirements to give them a little breathing roomor forego applications altogether for recurring grantees. Running budget scenarios early allows you to make informed choices and reduce surprises. Start with flexible applications that feed directly into your CRM.

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4 Ways Effective Grant Management Impacts Nonprofit Finances

DH Leonard Consulting & Grant Writing Services

Note from Diane: You know how passionate our team is about thinking about your grant management work (your post-award work) to help strengthen your grant applications (your pre-award) work. Many grantmakers request a proposed budget along with grant applications to show youre thinking about these goals from the start.

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21 Donor Recognition Examples: How to Thank Donors Well

CauseVox

Begin the body of the email with a warm “thank you” and include the amount donated along with the name of the campaign that the donation was earmarked for, if applicable. 4) Annual (Gratitude) Report Many nonprofits and charities compile an annual document that reports budgeting, services, and impact.

CRM