Center for Major Gifts

JANUARY 25, 2025

This approach is known as moves management a structured method of planning and tracking each interaction or move that nudges a donor from initial awareness to a transformational gift. A defined moves management framework makes your fundraising efforts more efficient and fosters genuine, long-term connections with donors. email opens).

Management

DonorSnap

FEBRUARY 13, 2025

Pledge tracking is an important aspect of fundraising, and using a nonprofit CRM can simplify the process. If you are curious how a nonprofit CRM can help your organization track pledges you are in the right place. If you are curious how a nonprofit CRM can help your organization track pledges you are in the right place.

CRM

DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

Note from Diane: You know how passionate our team is about thinking about your grant management work (your post-award work) to help strengthen your grant applications (your pre-award) work. Thats why were thrilled to bring these tactical tips to you from Jitasa to help broaden your understanding of grant management.

Finance

Blackbaud

JUNE 12, 2025

Many nonprofits rely heavily on grants to fund their missions, but successfully securing and managing grants requires a clear understanding of the grant lifecycle. Proper management ensures funds are allocated efficiently and projects deliver the intended impact. Optimize resource use. Build stronger funder relationships.

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

Blackbaud

MAY 2, 2025

Running budget scenarios early allows you to make informed choices and reduce surprises. Look for Non-Financial Resources You Can Provide Many organizations were not around for the 2008 recession and could use non-financial support to help them manage the changes. Start with flexible applications that feed directly into your CRM.

Government

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

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

Greater Giving

JULY 23, 2025

Strong data management is a necessity for nonprofits juggling multiple programs, fundraisers , and outreach campaigns. In this guide, we’ll explore five data management best practices your nonprofit can implement to run more efficient fundraisers, launch more impactful programs, and cultivate stronger donor relationships.

Management

Bonterra

JULY 3, 2025

But managing everything required for a standout event is challenging. That’s where fundraising event management software for nonprofits can help. Keep reading to learn more about the best charity event software and event registration platforms for nonprofits, and how you can make your nonprofit event management better than ever.

Software

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? Customer/Client Relationship Management software was developed in the for-profit world. Easily track your donor pipeline CauseVoxs CRM Is it Any Better Than This Spreadsheet I Made?

CRM

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

Get Fully Funded

FEBRUARY 10, 2025

When you start a nonprofit, one of the most important things to figure out is how to manage your organizations finances. As your organization expands and evolves, many complexities can arise, making financial management more difficult for your team. if you pay for a separate donation processor when your CRM has one built in).

Management

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

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. Pricing: Free plan: no platform fee with optional donor tipping. Flex plan: RallyUp fee (ranging from 2.9–6.9%)

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? Customer/Client Relationship Management software was developed in the for-profit world. Easily track your donor pipeline CauseVoxs CRM Is it Any Better Than This Spreadsheet I Made?

CRM

CauseVox

MARCH 17, 2025

Online platforms like CauseVox make it easier than ever to organize, manage, and maximize your events fundraising potential. Establish a Budget and Pricing Strategy Money matters. Whether you run a small community organization or a large nonprofit, hosting a successful golf tournament fundraiser is entirely within your reach.

Fundraising

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. Manage event registration, check-ins, bidding, and checkouts from one centralized platform.

Procurement

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

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

JULY 31, 2025

Case management and advocacy: Supports staff who work directly with individuals and families to navigate challenges and access resources. Median annual gift size: Data from Blackbaud’s Fundraiser Performance Management community shows that the median annual gift amount is $100. compared to the previous year.

Donation

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

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

Candid

OCTOBER 29, 2024

In the community of women consultants that I work with, members are succeeding in all kinds of projects with their nonprofit clients: research and writing, strategic planning, fractional and interim leadership roles, project management, development and fundraising, and human resources—and they’re doing so at both small and large organizations.

Consulting

Blackbaud

JULY 28, 2025

Implementing fund accounting software with subfund capabilities can help your team avoid common nonprofit audit mistakes by streamlining grants management, documentation management, and other key processes. Your operational audit might focus on one specific area, like data management or technology.

Finance

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. Most donor management systems are great at reporting. Your nonprofit doesn’t need another dashboard. You need clarity. You need direction.

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. However, managing that communication manually takes time that most organizations don’t have. Key features: WildApricot is designed for nonprofits that manage members and events. The solution?

CRM

The Fundraising Coach

AUGUST 4, 2025

Many first-time donors can face barriers to giving when first starting out, such as tighter budgets. About the Author Diana Otero Senior Product Marketing Manager at Bloomerang As Senior Product Marketing Manager at Bloomerang, Diana leverages her expertise in nonprofit CRM to help organizations strengthen donor relationships.

IT

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. Q: Do we need an attorney on staff to manage planned gifts? And it’s never too early to start. Focus on generating gifts, then invest in back-end operations.

Policies

Planned Giving

FEBRUARY 20, 2025

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

Funding

NonProfit PRO

JUNE 19, 2025

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AI

Planned Giving

APRIL 17, 2025

Whos going to train, manage, and feed them? 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. Then enjoy the mediocrity of trying to please everyone. Delusion No. Delusion No. Delusion No.

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. Use your award management software to help monitor fund utilization and scholarship impact, refine strategies, and ensure funds are used effectively.

Award

Blackbaud

JULY 8, 2025

How this applies to nonprofits: Your office manager adds a new invoice to the system, which triggers an email to the person who needs to approve the payment. Business process management All organizations have ways of doing tasks. These tools help manage the APIs required to pass information between two systems.

AI

Blackbaud

JULY 10, 2025

Practicing good document management and adding the gift agreement to the journal entry right away ensures that donor intent is always understood, no matter the time frame on revenue recognition. If your fundraising CRM and fund accounting system are integrated, this can be done automatically to streamline the entire process.

Finance

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?” The short answer: change management. What Is Change Management? Absolutely.

CRM

Instrumentl

JUNE 21, 2025

If you want to bring grant prospecting, tracking, and management to one place, we can help you do that. Whether grant writing or just nonprofit work in general or task management, anything, what is one system that you love? DonorPerfect, project manager, custom CRM with air table. Instrumentl.com/teresa. I know I sure do.

Instrumentl