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Adopting a New CRM? 4 Change Management Tips for Small Nonprofits

Blackbaud

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?” Change initiatives present an ideal time to reflect on your organization’s culture. Absolutely.

CRM 98
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Get Your Grant-Funded Nonprofit Started in Fundraising

Blackbaud

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 98
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Build Trust by Integrating Your Fundraising and Finance Systems

Blackbaud

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 96
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How to Prepare Your Grantmaking for Economic Uncertainty (and Why Now is Different)

Blackbaud

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.

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21 Donor Recognition Examples: How to Thank Donors Well

CauseVox

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 84
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The Top Seven Reasons to Integrate Your Fundraising CRM and General Ledger

Blackbaud

Development and Finance both love when fundraising reports and financial statements show increases over last year, over targets, and over budgets. You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system.

CRM 59
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The Impact of User-Friendly Donation Forms

Blackbaud

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 donation amounts : Donors tend to give more when presented with user-friendly forms. Boost Giving with Suggested Ask Amounts Providing suggested amounts can lead to higher average gifts.