Pamela Grow

DECEMBER 11, 2024

Your donors arent just names in your nonprofits CRM. For example, segment your donors within your CRM. Review available case studies, testimonials, and pricing structures to pick one that will fulfill your needs without breaking your budget. Theyre partners in your mission and vital threads in the fabric of your community.

Fundraising

Blackbaud

DECEMBER 5, 2024

Even if it feels overwhelming at first, break it down into essential steps: Setting goals Identifying potential donors Defining your message Starting with a well-conceived plan helps you clarify goals, outline specific actions, and define your budget to achieve your goals.

Funding

Ann Green's Nonprofit

DECEMBER 4, 2024

A good CRM/database will help you avoid any missteps.* A better use of your print and mailing budget is to send thank you notes instead of swag. Get together a group of board members, other volunteers, and staff to help you. If that’s not possible, create a thank you letter specifically for your new donors.

Electronics

Blackbaud

JUNE 12, 2025

Important activities: Gather necessary documents, develop narratives, build budgets, and secure internal approvals. Bonus Tip: Explore and incorporate available tools in your fundraising CRM to help track your applications, related actions, contacts, timeline, accounting considerations, and attachments.

Grant

Blackbaud

NOVEMBER 27, 2024

An exception would be digital paid ad campaigns, where expenses run high based on the organization’s ad budget. Donor management systems (DMS)/constituent relationship management systems (CRM): Tools like Blackbaud Raiser’s Edge NXT ® track donor data, segment lists, personalize outreach, improve retention, and so much more.

Fundraising

Pamela Grow

MAY 29, 2025

Weve all seen it: mid-level roles that expect CDO-level strategy, major gifts portfolios, team management, event planning, marketing knowledge, and oh, can you also design a new CRM integration before Friday? Julie Winslett put it best in her four-point strategy: Train executive and board leadership on realistic planning and budgeting.

IT

Blackbaud

MAY 2, 2025

Running budget scenarios early allows you to make informed choices and reduce surprises. Proactively share resources such as templates for strategic budgeting or checklists for cost containment best practices. Start with flexible applications that feed directly into your CRM. Also, be proactive with your funding decisions.

Government

Center for Major Gifts

JANUARY 25, 2025

Building a Solid Data Foundation An accurate, up-to-date CRM is essential for tracking each interaction, so begin by cleaning up donor records. Tracking Progress Throughout cultivation, document every interaction in your CRM. email opens). Track milestones like the first meeting, site visit, or pre-solicitation conversation.

Management

Blackbaud

JANUARY 13, 2025

Sure, you have a CRM full of small and mid-level donors, and a few programs that bring in a little recurring revenue. Factor in all costs, including staff time, and forecast different scenariosbest case, worst case, and most likelyto understand the impact on your budget. You see the writing on the wall.

Finance

Blackbaud

MARCH 10, 2025

Sharing data in an integrated financial and CRM ecosystem aligns functional teams and reduces time-intensive manual extracting and inputting of data, allowing you to put more of your time, energy, and resources into furthering your mission. Budgeting: If you can track goals and budgets in your software, are you doing so?

Finance

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

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

CauseVox

JUNE 9, 2025

4) Annual (Gratitude) Report Many nonprofits and charities compile an annual document that reports budgeting, services, and impact. To keep your event budget-friendly, link up with local businesses or major donors and see if they would be willing to sponsor. Depending on your budget, you may consider a digital donor wall.

CRM

Center for Major Gifts

FEBRUARY 12, 2025

Why Multi-Year Commitments Matter When donors pledge support for multiple years, nonprofits gain a predictable revenue stream that simplifies budget forecasting and program planning. Rather than constantly searching for the next big gift, organizations can allocate resources more effectively and invest in longer-term projects.

Proposal

DoJiggy

JULY 1, 2025

Integrations and Data: Consider how well the platform integrates with your CRM and other tools. With so many great platforms available, there’s a solution for every organization, budget, and campaign type. It supports robust donor engagement and is renowned for large annual campaigns and ongoing peer-to-peer programs.

Fundraising

Bonterra

JULY 29, 2025

The growing complexity of fundraising at scale In today’s environment, organizations encounter more than tight budgets and fluctuating donor retention. Prioritize tools that offer robust APIs and proven CRM integrations, minimizing the need for manual workarounds or IT intervention. Actionable step: Map your fundraising tech stack.

CRM

CauseVox

MARCH 17, 2025

Establish a Budget and Pricing Strategy Money matters. 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

Get Fully Funded

MAY 11, 2025

Economic uncertainty can feel like uncharted territory, especially for small nonprofits that operate on tight budgets and unwavering dedication to their missions. Review and Refine Your Budget: Scrutinize your current budget for non-essential expenses that could be reduced or eliminated.

Budget

Candid

JANUARY 28, 2025

NTENs Nonprofit Digital Investment Report notes 45% of nonprofits indicated they werent spending enough on technology, citing lack of budget (77%), lack of funder support (47%) and lack of donor support (38%). With small budgets come small staffs juggling multiple priorities.

Funding

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

Determining the auction budget. To set an accurate budget for this event, assess past event budgets for similar experiences. To set an accurate budget for this event, assess past event budgets for similar experiences. The characteristics of your planning committee will vary depending on your organization’s size.

Procurement

Candid

JANUARY 9, 2025

Or, instead of a policy specific to your database, create policies about how data is collected, stored, and accessed, even if some of those details do include your CRM systems specifics. Stop using technology budgets based on organizational hierarchy The CEO shouldnt have a choice of laptops if program coordinators dont have the same choice.

Policy

Bonterra

JULY 3, 2025

Bonterra EveryAction Best for: All-in-one nonprofit CRM Bonterra EveryAction is an all-in-one nonprofit CRM that combines AI and automation to streamline events end to end. Seamless CRM integration: Connect seamlessly with your existing CRM, letting data flow directly to your other systems for a 360-degree view.

Software

Blackbaud

JUNE 16, 2025

Finance and fundraising teams must collaborate closely to ensure data pulled from the CRM aligns with financial records. For example, donors who supported a capital campaign might receive a report outlining progress toward construction milestones, complete with photos and budget updates.

Finance

Blackbaud

JUNE 12, 2025

Forms that allow nonprofits to set predefined ask amounts make it easier for donors to choose a level of support that fits their budget. Boost Giving with Suggested Ask Amounts Providing suggested amounts can lead to higher average gifts.

Donation

Planned Giving

MAY 12, 2025

This guide offers the most practical, scalable approach to launching a planned giving programeven if you’re a small nonprofit with limited staff and budget. And it’s never too early to start. Quick Start Guide If you need to launch quickly, focus on these five core elements.

Policies

Blackbaud

JULY 31, 2025

Here are the main roles that oversee annual giving programs: Director of Annual Giving / Annual Fund Manager This is the primary operational lead for the annual giving program: Responsible for developing, implementing, and managing the annual giving strategy across all channels (direct mail, email, phone, digital, social media) Manages the annual giving (..)

Donation

Candid

OCTOBER 29, 2024

“I tried many different types of nonprofit work: direct service, fundraising, and even CRM sales for a large corporation. Forward-thinking nonprofits should create and budget for more fluid, project-based roles, and focus on fostering a culture where Autonomists and traditional employees can coexist.

Consultant

Community Boost

JUNE 27, 2025

If you’ve ever opened a CRM or spreadsheet and been met with a wall of charts, graphs, and stats, only to walk away still wondering what exactly you should do today , you’re not alone. DonorDock’s ActionBoard and Otto is one example of how tools are evolving to serve real nonprofit needs, not just big orgs with big budgets.

Burnout

Planned Giving

FEBRUARY 20, 2025

Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency. Leverage Advanced Data Analytics and Technology Investing in enterprise-grade donor management software and predictive analytics identifies high-potential donors and improves retention metrics.

Funding

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. When assessing new data management software, be mindful of your budget and timeline.

Management

Center for Major Gifts

JANUARY 22, 2025

First, centralize your data in a single donor management system or CRM, ensuring you have one source of truth for all donor information. Donor Research Software For deeper insights, specialized donor research platformslike iWave, WealthEngine, or DonorSearchoffer tools that extend well beyond basic CRM analytics.

Metrics

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.

Finance

Planned Giving

APRIL 17, 2025

39 We just need a better CRM. CRMs dont fix bad habits. Maybe they can Snapchat your budget deficit. Because asking strangers for pennies will surely stabilize the budget. Delusion No. 37 Well get to that next quarter. Next quarter becomes next year becomes never. Delusion No. 38 We already thanked them. Thats cute.

SAM

Get Fully Funded

FEBRUARY 10, 2025

if you pay for a separate donation processor when your CRM has one built in). Solution: Invest in Dedicated Accounting Software As soon as its feasible given your nonprofits budget, add an accounting platform to your tech stack. Visualize your actual financial data and compare it to your budget.

Management

Wild Apricot

JUNE 24, 2025

Nonprofits operate with tight budgets and small teams, and staying connected with donors, volunteers, and members is a major priority. It needs to connect with the other systems you already use, such as your CRM, donation platform, event registration tools or website. The solution? Marketing automation. Paid plans start at $12/month.

CRM

NonProfit PRO

JUNE 19, 2025

hide(); }});--> DonorDock, an all-in-one fundraising, CRM, and stewardship platform built for small and growing nonprofits, announced the launch of Otto, an AI-enabled assistant designed to help overwhelmed fundraising teams focus on what matters most—and get it done. Continue to your page in 15 seconds or skip this ad. rail-container).hide();

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