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

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

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

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

CauseVox

JANUARY 20, 2025

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.

Retainer

CauseVox

APRIL 18, 2025

To start, clearly define your campaign goal. For example: Launch the campaign with a time-bound goal (e.g., “Help us reach 50 new monthly donors by the end of the month”). And don’t forget to plan your follow-up strategy, utilizing your nonprofits CRM as a tool to keep you on track. Introduce a match (e.g.,

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. The goal is to be conversational, not reciting a prepared speech.

CRM

CauseVox

JUNE 9, 2025

Your main goal in all of your thank you notes should be to keep your donors engaged and interested in donating again.” Use your CRM to track this data and set reminders so you never miss a milestone. That’s where your CRM really shines. A nonprofit CRM can help you build a thoughtful, consistent approach to donor engagement.

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. Many grantmakers request a proposed budget along with grant applications to show youre thinking about these goals from the start.

Finance

CauseVox

MARCH 17, 2025

Planning the Golf Tournament Fundraiser Set Clear Goals Before you hit the green, start by setting crystal-clear goals. Home Page The home page (as displayed in the Scouting for America example above) should showcase key details like date, location, and fundraising goals. Ask yourself: What is our fundraising target?

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

This committee will be responsible for: Setting goals for the auction. Set both revenue and performance goals. Explore our dedicated article to learn more about setting starting bids and increments. To determine these target metrics, review past event results. However, there are always exceptions to the rule.

Procurement

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

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

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

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. However, there are a few key places where this type of audit can go awry.

Finance

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. Consider another example: A life insurance policy payout as part of a planned legacy gift.

Finance

Instrumentl

JUNE 21, 2025

Our goal is to tackle a problem grant professionals often have to solve, while also sharing different ways Instrumentl’s platform can help grant writers win more grants. Do you have the reporting, the goal setting, and to keep track of those benchmarks that you need to be reporting on? That's the goal. Microsoft Planner.

Instrumentl

CauseVox

OCTOBER 8, 2024

In this article, we’ll cover the must-have features to look for your GivingTuesday fundraising platform, so you’re set up for success. Seeing contributions add up in real time creates excitement and a sense of momentum, almost like watching a goal come to life. One of the most important integrations to consider is with your CRM.

Fundraising

Blackbaud

MARCH 11, 2024

AI tools help minimize those tasks by prioritizing and identifying donors, drafting email communications, and syncing data to your CRM. Build relationships with your community : As a major gift officer, your goal is to build long-lasting relationships with donors. The purpose of AI is to help you streamline your work, not add to it.

AI

Qgiv

JUNE 23, 2021

Creating a sustainable, scalable fundraising campaign that will help you grow your future impact is just as important as reaching your fundraising goal. All fundraisers know that their main goal is to raise money, but not all of them think about sustainability or scalability. Use a CRM to help w ith donor research .

Fundraising

The Fundraising Coach

FEBRUARY 11, 2020

Store data in the right CRM for you. Store data in the right CRM for you. For a quick refresher— nonprofit data is stored in a constituent relationship management (CRM) system. Luckily, there are CRM systems designed for nonprofits of all sizes, and with some research, you can find the perfect solution for your organization.

CRM

CauseVox

JANUARY 3, 2025

A nonprofit fundraising plan is a road map designed to help you raise the money you need to achieve your goals. A strategic fundraising plan is intended to keep you on track toward your fundraising goals by using your organizations resources as effectively and efficiently as possible while keeping aligned with your overall mission and vision.

Fundraising

Get Fully Funded

OCTOBER 26, 2022

Preparing and submitting articles of incorporation. There is a small fee required from your state’s corporate filing office to submit these articles. Begin by defining some goals, and then consider how you’ll go about accomplishing them. Nonprofits typically invest in resources such as: A CRM database.

Finance

Get Fully Funded

MAY 24, 2021

Today’s article dives into a vital topic for nonprofits – letting your supporters know how much they’ve impacted your cause and how much you appreciate them. Be sure to provide tools such as a fundraising thermometer to show how close you are to meeting your goals.

CRM

Qgiv

SEPTEMBER 24, 2024

Donor CRM integration. Your online fundraising tool should integrate with your nonprofit’s donor database or CRM functionality. A crowdfunding campaign is timed, and progress toward the goal is usually tracked through a fundraising thermometer. Crowdfunding. Integrations. Payment processing.

Fundraising

Blackbaud

MARCH 4, 2024

In this article, we share the top insights from Dan Keyworth’s white paper, Higher Education Advancement Technology, to help you make the most of your advancement technology solutions. The goal is to make it easier to act upon the vast amounts of data these institutions have. Yet it is not just about cost – time matters too.

Education

Get Fully Funded

DECEMBER 1, 2022

Use this article as your guide. Even if they’re not directly related to your board members or in your CRM, think about your friends outside of the organization and how they might be able to support your event by donating auction items. The more people you communicate your goals to, the more potential you’ll find help.

Procurement

Get Fully Funded

OCTOBER 7, 2021

To help your nonprofit organize future advocacy campaigns, this article will explore four strategies advocacy leaders should consider: Market your advocacy campaign on multiple platforms. Use your CRM to track relationships with supporters. Use your CRM to track relationships with supporters. Focus on volunteer retention.

CRM

The Fundraising Coach

MARCH 15, 2021

Specifically, a handful of fundraising data points can help you track performance, illuminate opportunities for growth, and set ambitious yet realistic goals. In this article, we’ll explore the following 6 fundraising metrics: Fundraising ROI. Remember—you can only achieve a goal or cross a milestone if you set one up!

Metrics

The Fundraising Coach

AUGUST 14, 2020

Successful major gift officers are meeting their fundraising goals the way they always have, by connecting with donors and asking them to invest in a part of the nonprofit's mission the donors care about. If you've been procrastinating on spending time in your database/CRM, there's no better time than now to get to work!

Fundraising

Tech Soup

JUNE 5, 2011

For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it? Perhaps your donors are in the CRM, your advocates and evangelists are in an Excel spreadsheet, and your program beneficiaries are in paper files. Includes slides.

CRM

Tech Soup

JUNE 5, 2011

For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it? Perhaps your donors are in the CRM, your advocates and evangelists are in an Excel spreadsheet, and your program beneficiaries are in paper files. Includes slides.

CRM

The Fundraising Coach

SEPTEMBER 11, 2022

To get started, this article will answer three questions nonprofits often have about working with ambassadors: What are ambassadors? Ambassadors are similar to influencers for your cause, advocating on behalf of your organization and helping you reach your desired goals. How do ambassadors help with recurring gifts?

CRM

Candid

MAY 4, 2021

In this article from our 2020 annual report , Crystal Mandler discusses the myriad tasks her team accomplished to help Candid operate more efficiently and effectively. In August, we launched a combined CRM (customer relationship management), a new e-commerce system, and a single sign-on solution.

Consulting

Qgiv

OCTOBER 5, 2021

In this article, we’ll walk through 21 end-of-year giving best practices to help your nonprofit end the fundraising year with a bang: Start planning your campaign early. Review your overall annual goal. Set a SMART goal for your campaign. Review your overall annual goal. Is it time to set a stretch goal?

Media

Qgiv

JANUARY 12, 2022

For starters, make sure your constituent relationship management (CRM) database is segmented to account for the giving history and interests of donors. You can also use your CRM to determine the best way to get in touch with current donors. Use the information in your CRM to address the letters with each supporter’s preferred name.

CRM