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. This alignment prevents mission creep and maintains the integrity of your nonprofit’s goals. The goal is long-term sustainability with minimal additional resources. You see the writing on the wall.

Finance

Blackbaud

MAY 2, 2025

Grantees facing increased demand may require additional funding, but its vital to assess whether your foundation can provide more without compromising long-term goals. Running budget scenarios early allows you to make informed choices and reduce surprises. Start with flexible applications that feed directly into your CRM.

Government

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

Center for Major Gifts

JANUARY 25, 2025

Moves management works best when everyone understands the goals and commits to the necessary tasks, whether logging donor interactions or scheduling regular check-ins. Building a Solid Data Foundation An accurate, up-to-date CRM is essential for tracking each interaction, so begin by cleaning up donor records. email opens).

Management

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

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

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. Emphasize how their multi-year pledge can drive sustainable progress toward common goals.

Proposal

Candid

JANUARY 28, 2025

According to Salesforces Nonprofit Trend Report , digitally mature nonprofits are 4x more likely than their peers to achieve their mission goals. According to the National Council of Nonprofits , 92% of nonprofits have annual budgets under $1 million, while the typical nonprofit is community-based, serving local needs.

Funding

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

Planning the Golf Tournament Fundraiser Set Clear Goals Before you hit the green, start by setting crystal-clear goals. Establish a Budget and Pricing Strategy Money matters. Home Page The home page (as displayed in the Scouting for America example above) should showcase key details like date, location, and fundraising goals.

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. Setting clear, achievable savings goals and allocating a portion of unrestricted donations towards the reserve each month or quarter is crucial.

Budget

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. Determining the auction budget. To set an accurate budget for this event, assess past event budgets for similar experiences. To determine these target metrics, review past event results.

Procurement

Blackbaud

JULY 31, 2025

The Goal of an Annual Giving Campaign: Secure the Foundation The primary goal of an annual giving campaign is to raise unrestricted funds to support your nonprofit’s ongoing operational costs and core programs throughout the year.

Donation

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

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. Event management dashboard: Set goals, track progress, and manage tickets sold. Reviews Ease of use 4.2 Customer service 4.2 Pricing: Contact for pricing 2.

Software

Candid

OCTOBER 29, 2024

” Shifting professional and personal priorities The pandemic also prompted many nonprofit workers to reassess their professional goals and personal priorities. “I tried many different types of nonprofit work: direct service, fundraising, and even CRM sales for a large corporation.

Consulting

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. Effective data is relevant to your nonprofit’s goals and can be used to generate useful reports.

Management

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. Reporting isn’t the goal → relationships are At the end of the day, your mission isn’t to generate reports. You need clarity.

Burnout

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. Nonprofits utilize it differently depending on their goals, audience and tools. Before choosing a platform, it’s important to understand which features truly matter for your goals. The solution?

CRM

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

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. Who did I forget to thank?

Policy

Planned Giving

APRIL 17, 2025

Only if your goal is never again. 39 We just need a better CRM. CRMs dont fix bad habits. Yes, if your goal is to be ignored in bulk. Maybe they can Snapchat your budget deficit. Because asking strangers for pennies will surely stabilize the budget. Delusion No. 16 The donor already knows our needs.

SAM

Blackbaud

APRIL 28, 2025

With shrinking budgets and growing demands for accountability, schools must find innovative ways to support their students while achieving institutional goals. Developing a cohesive system makes awarding faster, easier, and more focused on student needs with everyone working toward the same goals.

Award

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. They are also a key part of your annual financial audit and compliance audits for your grant funders.

Finance

Blackbaud

JULY 8, 2025

The data can pass one way, such as incorporating credit card charges into an expense tracking system, or two ways, such as passing customer updates between a CRM and a ticketing platform to keep track of loyalty membership usage. They can act autonomously, using human-defined goals that the agent should pursue.

AI

Blackbaud

JULY 10, 2025

For example, a donation restricted to funding scholarships could still be immediately recognized as revenue if no conditions exist, but if there were conditions that also had to be met, like reaching a certain fundraising goal, then recognition would be delayed until those conditions are fulfilled.

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

Blackbaud

DECEMBER 4, 2024

You have less wiggle room in terms of time and budget. 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 ? Absolutely. But we’re growing fast.

CRM

Get Fully Funded

JANUARY 4, 2023

It is a key piece of your organization’s strategy and should support your mission and goals. Your nonprofit’s CRM is the centerpiece of your technology stack and will dictate how your team operates. There is a wide variety of CRM solutions available, many of which are specialized to help different types of organizations.

CRM

Pamela Grow

OCTOBER 30, 2023

Before you begin any project involving data analysis, start by clearly outlining your goal so you know which metrics to analyze. First, we’ll cover how to determine your goals for your monthly giving program. When laying out your goal, consider following the SMART model for goal setting. Determine your objectives.

Metrics

CauseVox

DECEMBER 8, 2023

Think of it as your roadmap to success, guiding your organization not only in compensating for any lost funds but also in meeting your current goals and reaching your long-term destination. To kickstart the planning process, define specific and measurable goals aligned with your organization’s mission.

Calendar

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

Qgiv

APRIL 11, 2023

When you have fundraising goals, it can be difficult to pause the action and focus on reading donor signals. Staying organized with different forms of data typically requires a good nonprofit CRM. The process and budget will depend on what makes sense for your organization. What are Donor Signals?

Indirect

Blackbaud

FEBRUARY 8, 2024

To successfully implement changes to your grantmaking application, you need to communicate the benefits of data-driven and user-centered design to your leadership, tie the benefits to your organization’s overall goals, and involve your leadership in the decision-making process. For example: Does your application represent your mission?

Application