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4 Top Donor Retention Strategies to Keep Your Year-End Donors

CauseVox

But heres the good news: 2025 can be the perfect year to strengthen your donor retention with clear goals , a well-thought-out fundraising calendar , a killer fundraising campaign and a refined donor retention strategy to help you keep your supporters year-round. Thats tons of money that is being missed out on. Lets make this happen.

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4 Ways Effective Grant Management Impacts Nonprofit Finances

DH Leonard Consulting & Grant Writing Services

Effective grant management goes beyond tracking funds in your CRM its also about budgeting effectively, prioritizing programs that need financial support, and delivering timely reports to grantmakers. Your calendar should lay out activities, costs, expected income, deadlines, and other notable events month-by-month.

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Everything You Need to Know About Nonprofit CRMs

CauseVox

Luckily, theres a simple answer to streamline your fundraising and track your data quickly and simply: a nonprofit CRM. What is a Nonprofit CRM? Companies use a CRM to track their customers behavior, manage communication, and make offers that the customer is likely to be interested in. What Are The Benefits of a Nonprofit CRM?

CRM
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Everything You Need to Know About Nonprofit CRMs

CauseVox

Luckily, theres a simple answer to streamline your fundraising and track your data quickly and simply: a nonprofit CRM. What is a Nonprofit CRM? Companies use a CRM to track their customers behavior, manage communication, and make offers that the customer is likely to be interested in. What Are The Benefits of a Nonprofit CRM?

CRM
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Avoid These 16 Common Nonprofit Audit Mistakes

Blackbaud

In this article, you’ll learn about the different types of audits nonprofit finance teams commonly work on and the most common nonprofit audit mistakes for each, giving you a better understanding of how to avoid these mistakes for your next audit. The W-9 gives you the necessary details like name, address, and TIN to complete the form.

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How to Launch a Planned Giving Program: A Step-by-Step Guide

Planned Giving

Read the rest of the article for valuable details, typical case study and a readyness calculator. Use videos, articles, and pull-quotes Keep stories emotional and human Focus on why the donor gave, not just what they gave Testimonial Collection Questions : “What first connected you to our organization?

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Step Up Your Systems for Success: How to Simplify, Streamline and Support Your Team w/ Teresa Huff | Instrumentl

Instrumentl

Calendar alerts. I live by my calendar alerts. DonorPerfect, project manager, custom CRM with air table. For years, I have used a Google spreadsheet and a calendar, and that works fine as long as I don't have too many complicated projects coming and going. That saves a ton of time. A lot of spreadsheets, monday.com.