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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?” And how will the change to a new fundraising CRM impact them ? Absolutely. But we’re growing fast.

CRM 98
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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

This phase involves identifying projects, researching opportunities, preparing applications, and submitting proposals. Key best practice: Early cross-department collaboration helps ensure project readiness and strengthens grant proposals by demonstrating organizational capacity. Submit Applications Timely submission is critical.

Grants 71
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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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How to secure essential technology funding to deliver on nonprofit missions

Candid

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 87
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4 Ways Effective Grant Management Impacts Nonprofit Finances

DH Leonard Consulting & Grant Writing Services

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 52
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Turning One-Time Gifts into Multi-Year Commitments: Strategies for Major Donor Fundraising

Center for Major Gifts

From identifying the right prospects and crafting tailored proposals to structuring pledge agreements and maintaining engagement, youll discover how to build and sustain reliable donor relationships that keep your programs fundedand thriving. Acknowledge your multi-year donors through meaningful recognition opportunities.

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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Center for Major Gifts

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.