Remove Article Remove CRM Remove Template
article thumbnail

How to Set Up a Challenge Fundraiser for Your Nonprofit 

CauseVox

To make the process of creating your toolkit as seamless and quick as possible, weve created a free customizable toolkit template for you to use! Download Our Free Customizable Peer-to-Peer Fundraising Toolkit Template & Guide : 6. An added bonus of using CauseVoxs CRM is that it will automatically save all the donor information.

article thumbnail

Does Your Nonprofit Need to Do a Little Spring Cleaning?

Ann Green's Nonprofit

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. Create separate templates for new donors, current donors, and monthly donors. Be meticulous. Make yours sparkle.

CRM
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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?

article thumbnail

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

Instrumentl

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. We've got a template for you. Keep typing.

article thumbnail

Rachel Bearbower’s 4 Templates That Every Nonprofit Leader Needs To Connect More With Donors And Raise More Funds

Groupfinity

#054 Rachel Bearbower is the founder and CEO of Small Shop Strategies, a nonprofit consultancy focused on coaching nonprofit leaders how to detangle their systems, so they can focus their time and energy on building relationships and raising more for their causes.

article thumbnail

Leveraging AI in Major Gift Fundraising: A Game-Changer in Philanthropy

Blackbaud

AI tools help minimize those tasks by prioritizing and identifying donors, drafting email communications, and syncing data to your CRM. An integration with Momentum, for example, connects donor portfolios with automation and generative AI for email communications for Blackbaud Raiser’s Edge NXT® and Blackbaud CRM customers.

AI
article thumbnail

How to Streamline Your Grant Management Process with Technology

Blackbaud

Applicants will then be able to electronically submit those applications to your grantmaking organization—meaning no paper applications to sort through—and the information is integrated into your grant management CRM. Use templates when possible so that the message is standardized and ready for each grant cycle.