Blackbaud

OCTOBER 30, 2024

Smart Donor Research Instead of spending hours Googling prospects, hunting down LinkedIn profiles, and scanning your CRM for every ounce of information, let AI be your research assistant. Train your AI tool. In the same vein, you can train your AI tools with information specific to your organization.

AI

GiveSmart

NOVEMBER 1, 2024

Step 2: Implement Best Practices Year-End Giving Campaign Tips and Ideas The more resources, training, and accountability you provide to your team of ambassadors, the more money you will collect. Donating should be quick and easy!

Donation

Blackbaud

APRIL 23, 2025

Additionally, this step offers an opportunity to verify and update applicant records in your CRM, avoiding duplicate entries and ensuring data integrity. Because external reviews often involve people who have less experience with your organization, its important to have clear, well-documented evaluation criteria and training.

Grant

Blackbaud

JANUARY 10, 2025

Provide guidance and recommendations for training on the Boards fiduciary responsibilities, such as how to read a form 990 and the financial audit. The post 8 Tips for Supporting Your Grantees After a Significant Award first appeared on The ENGAGE Blog by Blackbaud.

Award

Bonterra

JULY 30, 2025

Does your nonprofit need seamless CRM integration? How DonorDrive delivers: Award-winning native integration with Salesforce and Bonterra EveryAction : With these seamless CRM integrations, you’ll ensure clean, reliable data flow across your systems, without requiring middleware. Let’s dive in.

Nonprofit

Greater Giving

JULY 23, 2025

For instance, your data about volunteers might be housed in your volunteer management software and not get transferred to your CRM, preventing you from easily checking which donors also volunteer. Mitigate this risk by training your team to handle data and follow privacy compliance laws. Build robust stakeholder profiles.

Management

Blackbaud

JULY 31, 2025

Staff training and development: Provides for the ongoing education and professional growth of nurses, doctors, and other medical personnel. Direct service delivery: Funds the core programs that provide food, shelter, counseling, job training, or crisis intervention.

Donation

Blackbaud

JULY 17, 2025

If you manage constituent data outside your primary fundraising CRM, Blackbaud’s Persistent Key service can help you identify duplicate records and consolidate household or individual records for a more efficient multi-channel engagement strategy. Allow the data to work for you! Your data is powerful. Let’s make sure it works for you.

Software

Blackbaud

JULY 28, 2025

Documents like gift agreements and receipts flow automatically between your fundraising CRM and your finance accounting system, lightening the load when it comes to your next audit. The post Avoid These 16 Common Nonprofit Audit Mistakes first appeared on The ENGAGE Blog by Blackbaud.

Finance

Wild Apricot

JUNE 24, 2025

For example, someone who donates regularly might get a thank-you message and an invite to join a donor circle, while a first-time volunteer might get details about training or upcoming shifts. From there, you can guide them through the following steps: filling out forms, attending a training session or selecting a shift.

CRM

Blackbaud

JANUARY 28, 2025

It should allow you to send ad hoc emails from within the system and synchronize data with your donor management CRM and fund accounting systems. Ensure you can get in-person and online training during implementation, ongoing training and support, and collaboration tools to connect you with the vendors higher ed user community.

Award

Bonterra

JULY 28, 2025

Skip to Main Content Products For Nonprofits Fundraising + Engagement​ EveryAction Personalize outreach and turn insights into action Network for Good Smart tools for small nonprofits DonorDrive Peer-to-peer fundraising that works Mobilize Mobilize and manage volunteers GiveGab Run record-breaking giving days Case Management Apricot Flexible case management (..)

Grant Management Software

Instrumentl

JUNE 21, 2025

Find Your Next Grant 17K Live Grants on Instrumentl 150+ Grants Added Weekly Try Instrumentl free for 14 days Step Up Your Systems for Success: How to Simplify, Streamline and Support Your Team - Grant Training Transcription Will: Hello, everyone. Another benefit is that it allows you to hire and train support. Microsoft Planner.

Instrumentl

Blackbaud

OCTOBER 18, 2024

In natural disasters, the training and quick action of first responders and emergency services save lives and livelihoods. Screen Every Volunteer Spontaneous crisis volunteers need to be screened so they can be given suitable roles and be properly registered and trained. Resources the volunteer can provide (boat, truck, chainsaw, etc.)

Management

Blackbaud

DECEMBER 4, 2024

How can my scrappy smaller organization, with all the tasks my team is already juggling, adopt a new fundraising CRM and learn to use it with the least amount of disruption?” And how will the change to a new fundraising CRM impact them ? You’re thinking, “I agree — we’re awesome! But we’re growing fast. Connect the dots for the team.

CRM

Bonterra

JUNE 27, 2025

Make it easier for your team to manage your organization with one of the best nonprofit constituent relationship management (CRM) systems designed for organizations like yours. Hire and train staff. Nonprofits must invest any profits back into the organization to better serve their mission. Conduct facility maintenance.

Nonprofit

Blackbaud

JULY 23, 2025

Were you counting on ESEA funds to pay for learning specialist training? Now is the time to rekindle relationships, dust off your CRM, and prepare your school to think beyond the traditional tuition-based model. Is there demand for skills-based training for auto technicians or software engineers? For an English-learner program?

Policy

Blackbaud

JULY 17, 2025

Spotting these signs early gives you room to act—whether through clarifying roles, launching targeted training, or rebalancing workloads—before a small hiccup becomes a full‐blown crisis. Without training and executive sponsorship, staff retreat to familiar spreadsheets instead of the system that saves time and improves controls.

Finance

Blackbaud

AUGUST 12, 2024

Where does your constituent relationship management software (CRM) fit into that culture? The Power of a CRM-Centric Culture Reflecting on my 20-plus years of working with nonprofit organizations, I can point to one pivotal era that underscored the importance of a CRM-centric culture: the pandemic.

CRM

Greater Giving

DECEMBER 12, 2023

That’s where customer relationship management (CRM) comes in. A CRM is the backbone of effective communication, engagement , and fundraising strategies. In this guide, we’ll provide four CRM training best practices.

CRM

DH Leonard Consulting & Grant Writing Services

JULY 26, 2024

Diane’s Note: It’s no secret that our team is a big fan of Bloomerang as we have collaborated for years on free webinars and in the Nonprofit Storytelling Conference community, but they are also a generous supporter of our BIPOC Nonprofit Professional Scholarships for Agile in Nonprofit training. Segmentation.

CRM

Blackbaud

MARCH 11, 2024

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

Tech Soup

JULY 11, 2012

It was originally published on Microsoft's Corporate Citizenship blog. CRM clearly met all of our needs, even if they were to shift later in a dramatic. fashion," says BBBSC’s Dynamics CRM system manager Malcolm McAuley. Training and. now prepared for any future CRM upgrades and are fully up-to-date."

CRM

Blackbaud

SEPTEMBER 18, 2024

CRMs and Technology Ecosystems We then focused on the CRMs and technology ecosystems nonprofits have in place. Most participants shared that their nonprofit has a CRM solution. Attitudes towards CRMs are also similar across regions.

AI

Greater Giving

JULY 18, 2023

That way, you can transform the masses of information stored in your CRM into insightful tidbits. Organize and segment your data in your CRM. When deciding what information to gather, determine your organization’s must-know data points and avoid filling your CRM with unnecessary details. Deliver relevant appeals.

CRM

Blackbaud

AUGUST 7, 2024

To do a fund accounting implementation process right, there is a good amount of organization, data clean-up, and training involved. Are the staff members who will use the software trained in nonprofit accounting? What resources, training, and support will you and your team need through the implementation and beyond?

Funding

Blackbaud

FEBRUARY 12, 2024

For example, let’s say you’re building a CRM to track relationships with your donors. If you plan to include search functionality, you’ll need to set up rules such as, “When a user enters a donor name in the search, return all possible matches from the CRM.” Some examples: What should you include in your training data?

AI

Blackbaud

FEBRUARY 15, 2024

Adopt a CRM system, such as Blackbaud Raiser’s Edge NXT + Rosterfy , to allow volunteers to seamlessly manage their experience with your organization, including: Onboarding Scheduling Training Recognize that volunteers have busy lives outside of your organization, and it’s your job to understand their commitments.

Retainer

Qgiv

JULY 30, 2021

Qgiv’s custom walkthroughs train supporters to create a unique, beautiful page that tells their personal story. With Bloomerang , a powerful CRM system, you can start to get to know your donors more and communicate more effectively. DonorPerfect is an effective CRM system that your nonprofit can use alongside your peer-to-peer efforts.

Fundraising

Tech Soup

SEPTEMBER 2, 2015

Constituent relationship management (CRM) tools can help you keep track of donors as well as your organization's other constituents. Bloomerang is a cloud-based CRM (constituent-relationship management program) that lets you capture new donors and donations through email and annual appeal letters. Donor Management Tools.

Grantstation

Qgiv

AUGUST 4, 2023

To keep your volunteers as effective as possible, develop a volunteer management process that helps you recruit, train, and steward volunteers for your organization. There are three major aspects of managing your volunteers: recruitment, training, and stewardship. The average volunteer retention rate is around 65%.

Management

Qgiv

SEPTEMBER 25, 2024

A nonprofit CRM is among the most essential tools for your organization to increase support, grow fundraising , and work more effectively toward its missions. According to Verified Market Research , “The Nonprofit CRM Market size was valued at USD 4.25 What are the benefits of using a CRM for nonprofits?

CRM

Tech Soup

MARCH 20, 2012

Read below for great do-it-yourself resources, tips, and training materials so you can do more with what you've got and grow your organization's capacity each and every day. Want to set up a quick blog for your. DIY blogging. The event will include tips on creating a blog and getting it online on day one.

IT

Qgiv

SEPTEMBER 24, 2024

Donor CRM integration. Your online fundraising tool should integrate with your nonprofit’s donor database or CRM functionality. Your fundraising platform should integrate with your nonprofit’s software solutions, including your CRM, marketing tools, accounting software, and analytics platform. Integrations.

Fundraising

Get Fully Funded

OCTOBER 7, 2021

Use your CRM to track relationships with supporters. Here are a few sources you can look to stay informed about modern nonprofit advocacy: Blogs and articles. Find trustworthy news sources and treat these blogs like you would your morning paper. Use your CRM to track relationships with supporters. Bill tracking software.

CRM

Blackbaud

FEBRUARY 2, 2024

You’ve turned your trained AI models loose on a CRM full of potential converters. One blog isn’t going to turn you into an AI expert. A 10% increase? What is your cutoff point to determine if this effort was a success or failure? What do you do once you have this prediction? It has predicted Ian as a likely candidate.

AI

Blackbaud

FEBRUARY 26, 2024

Open APIs allow you to connect your CRM data to any platform that supports them. The post Join the AI Revolution: Build Your First Low-Code Fundraising App first appeared on The ENGAGE Blog. Get started with low-code and AI now.

AI