CauseVox

JULY 28, 2025

In this article, we’ll dive into why donors lapse, how to spot and prioritize who to reach out to first, what to say when you do, and how to create a multi-channel approach that won’t overwhelm your busy team. Now, here’s where your CRM can do the heavy lifting. Use your CRM filters to weed out bounced emails and unsubscribed contacts.

CRM

Blackbaud

JUNE 12, 2025

This article breaks the grant lifecycle into two main phases: the pre-award phase and the post-award phase. Bonus Tip: Explore and incorporate available tools in your fundraising CRM to help track your applications, related actions, contacts, timeline, accounting considerations, and attachments.

Grants

CauseVox

FEBRUARY 11, 2025

In this article we will go through 7 easy steps on how to create a donation page for free, ways to optimize your page for conversions, and tips to promote your donation page to maximize contributions. Having a dedicated donation page ensures that giving is simple, accessible, and distraction-free.

Donation

CauseVox

JULY 28, 2025

Manage and track important donor information with ease using CauseVox’s CRM designed for nonprofits This kind of clarity is what turns good fundraising into great fundraising. That’s where a nonprofit CRM (Customer Relationship Management tool) stands out. With CauseVox’s CRM you can tag and segment your donors by type 2.

Utilities

CauseVox

JUNE 24, 2025

In this article, we’ll explore what donor segmentation is, why it matters and how to get started with small, easy steps. Your CRM or email platform probably allows tagging or filtering lists. That’s where a nonprofit CRM (Customer Relationship Management) system becomes essential. What Is Donor Segmentation? Who clicked?

IT

DonorSnap

DECEMBER 24, 2024

Many nonprofits rely on their CRM to manage aspects of their auction, but combining a CRM with specialized auction software can unlock a more efficient and seamless way to manage your event from start to finish. If youve ever wondered whether investing in auction software like AuctionSnap is worth it, youre not alone.

Software

CauseVox

JUNE 23, 2025

In this article, we’ll explore what donor segmentation is, why it matters and how to get started with small, easy steps. Your CRM or email platform probably allows tagging or filtering lists. That’s where a nonprofit CRM (Customer Relationship Management) system becomes essential. What Is Donor Segmentation? Who clicked?

IT

CauseVox

MAY 27, 2025

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

Center for Major Gifts

FEBRUARY 12, 2025

In this article, well explore practical strategies for turning one-time gifts into multi-year commitments. Identifying Ideal Multi-Year Donor Prospects Start by analyzing donor data in your CRM, focusing on previous gift amounts, donation frequency, and known philanthropic interests.

Proposal

Blackbaud

OCTOBER 30, 2024

In this article, we’ll explore the power in aligning AI technologies and methodologies by showing you how AI can support every stage of the ask, ultimately helping you raise more dollars for your organization, without being creepy. Its value lies in solving complex, role-specific problems—like assisting a fundraiser in making the right ask.

AI

CauseVox

MARCH 24, 2025

You can also use a CRM to follow up with donors, share impact stories, and invite them to stay involved. An added bonus of using CauseVoxs CRM is that it will automatically save all the donor information. A heartfelt You made this possible! message goes a long way in keeping people engaged for future campaigns.

Fundraising

DonorSnap

DECEMBER 24, 2024

Many nonprofits rely on their CRM to manage aspects of their auction, but combining a CRM with specialized auction software can unlock a more efficient and seamless way to manage your event from start to finish. If youve ever wondered whether investing in auction software like AuctionSnap is worth it, youre not alone.

Software

CauseVox

APRIL 18, 2025

And don’t forget to plan your follow-up strategy, utilizing your nonprofits CRM as a tool to keep you on track. Building on this solid foundation (and again, remembering to use your CRM as a tool) maintain regular communication to keep the momentum going. Thank new monthly donors promptly and publicly when appropriate.

Donation

Center for Major Gifts

MARCH 22, 2025

In this article, well discuss how making thank-you calls a key part of your donor stewardship routine can boost donor retention and fundraising results and show you how to make effective calls for your organization. Organizations have repeatedly found that a brief but heartfelt phone call can significantly boost donor retention.

CRM

CauseVox

JANUARY 20, 2025

Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data. Were they forwarded a link through email from one of your clients? Did they happen to stumble across your donation page through an online search? From here you can start to build specific lists of different types of donors.

Retainer

CauseVox

JUNE 9, 2025

Use your CRM to track this data and set reminders so you never miss a milestone. That’s where your CRM really shines. Whether it’s a quick thank-you email or a handwritten note for a major gift, your CRM helps you show up for your donors in ways that matter. Otherwise, an email or a phone call works too!

CRM

CauseVox

APRIL 28, 2025

Tools like Google Analytics, your CRM ,email platform, surveys, and one-on-one conversations can give you tons of insight into whats resonatingand whats not. How did they find you? Was it through a blog post, an Instagram reel, a peer-to-peer fundraiser? What emails did they open? What pages did they linger on?

Nonprofit

DonorSnap

JULY 17, 2025

If you’re already using DonorSnap, you know it’s a powerful CRM for tracking donors, recording event attendance, and managing communications. In this article, we’ll look at what DonorSnap does well for event management, where its limitations begin, and how EventSnap can enhance your planning and execution.

CRM

DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

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. However, proper financial oversight is critical to make the most of those vital funds.

Finance

CauseVox

MARCH 17, 2025

CauseVox allows you to easily set up your event page, offers built-in peer-to-peer fundraising features, and includes a CRM to track participants and donors, helping you maintain relationships long after the last putt.

Fundraising

CauseVox

MAY 27, 2025

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

Qgiv

NOVEMBER 13, 2024

Explore our dedicated article to learn more about setting starting bids and increments. When your auction platform integrates with your other nonprofit tools, you can leverage your CRM to: Find and send invites to past event attendees. Set auction item starting bids at around 25-30% of the fair market value.

Procurement

Ann Green's Nonprofit

MARCH 31, 2025

Clean up your mailing lists and CRM/database Has it been a while since you updated your mailing lists? go through your mailing lists and CRM/database to see if you need to make any additions, changes, and deletions. As you work on your weeding, this article on simplicity might be helpful. Be meticulous.

CRM

Planned Giving

MAY 12, 2025

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?

Policies

Center for Major Gifts

JANUARY 22, 2025

This article aims to show how nonprofits can leverage wealth screening, engagement metrics, and analytical tools to identify and qualify top prospects. First, centralize your data in a single donor management system or CRM, ensuring you have one source of truth for all donor information.

Metrics

Blackbaud

JULY 28, 2025

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.

Finance

Blackbaud

JUNE 9, 2025

This article builds on that conversation—offering practical insights to help you connect the dots, eliminate data silos, and unlock the full potential of your supporter data. You’re preparing for a system migration or CRM integration. You’re onboarding large groups of new constituents (e.g., school parents or event attendees).

SAM

DonorSnap

JULY 17, 2025

If you’re already using DonorSnap, you know it’s a powerful CRM for tracking donors, recording event attendance, and managing communications. In this article, we’ll look at what DonorSnap does well for event management, where its limitations begin, and how EventSnap can enhance your planning and execution.

CRM

The Fundraising Coach

MAY 30, 2025

This article provides a quick overview! Use your CRM to identify loyal, long-term donors, particularly those over the age of 55. Many CRMs will offer wealth screening tools that can help identify prospects. Do you have a strong base of long-term supporters you can tap? Is your board on board? Measure and refine the program.

CRM

Blackbaud

JULY 10, 2025

In this article, we’ll cover how to identify and understand contribution revenue recognition specifically, with considerations for both donor restricted and unrestricted funds, to help you gain confidence and maintain compliance.

Finance

Instrumentl

JUNE 21, 2025

DonorPerfect, project manager, custom CRM with air table. And you're going to get ads like this is just a screenshot of a quick search I did where there is even a business article about how to write a grant for a food pantry that was just very generic and not informational. A lot of spreadsheets, monday.com. Microsoft Planner.

Instrumentl

Tech Soup

OCTOBER 26, 2010

The theme for this final week of TechSoup's GreenTech Initiative campaign, The Green Side of Cloud Computing , is all about using cloud databases – more specifically, constituent relationship management (CRM) databases. My colleague Elliot Harmon has just written an informative article, CRM in the Cloud: Right for Your Organization?

CRM

Tech Soup

JUNE 25, 2013

Mobile CRM apps can help you stay organized and track potential donors while you're at a fundraising event, on the road, or networking at a conference. TechSoup provides an array of CRM programs. Other CRM Apps. Many of the popular CRM programs have mobile counterparts. Social CRM Apps. TechSoup Donor Partners.

CRM

Tech Soup

JUNE 25, 2013

Finding the right CRM (constituent relationship management) program for your organization can help you find potential donors, foster relationships, and organize successful fundraising campaigns. With so many different CRM programs out there, however, it can also be very overwhelming! TechSoup Global Blogs, Articles, and Webinars.

CRM

Tech Soup

OCTOBER 12, 2012

Our partners in Australia, Connecting Up , spent the month of September educating Australian nonprofits on constituent relationship management (CRM) tools and resources. CRM services or applications can help organizations better interact with their donors, volunteers and other important contacts. More CRM Resources.

CRM

Blackbaud

SEPTEMBER 12, 2024

You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system. For example, an integrated posting process can mark transactions as ‘posted’ in the fundraising CRM so they can’t be inadvertently posted again.

CRM

Tech Soup

DECEMBER 5, 2013

Mobile CRM apps can help you stay organized and track potential donors while you're at a fundraising event, on the road, or networking at a conference. Microsoft Dynamics CRM for Mobile. TechSoup provides an array of CRM programs. Other CRM Apps. Many of the popular CRM programs have mobile counterparts.

CRM