DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

Its why we partner with MyFedTrainer.com to deliver grant writing supports and training on both the pre-award and post-award side of things. 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.

Finance

Candid

JANUARY 9, 2025

Yet, we see that many organizations are still quick to limit or cut back technology-related investments of all kinds, including training, evaluation, planning, and community feedback. 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

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

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

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. Mitigate this risk by training your team to handle data and follow privacy compliance laws. Build robust stakeholder profiles.

Management

Blackbaud

JULY 31, 2025

Staff training and development: Provides for the ongoing education and professional growth of nurses, doctors, and other medical personnel. Direct service delivery: Funds the core programs that provide food, shelter, counseling, job training, or crisis intervention.

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. Recommended Resource : A donor-friendly video or pocket guide can be incredibly effective for internal training and donor education. And it’s never too early to start.

Policy

Planned Giving

FEBRUARY 20, 2025

This infrastructure includes dedicated staff training, marketing materials, and legal expertise for complex gift arrangements. Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency. Still sending planned giving newsletters with complex tax examples?

Funding

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. Many nonprofits rely on multiple data sources and spreadsheets to track it all, leading to confusion and errors.

Finance

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

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. For example, someone who donates regularly might get a thank-you message and an invite to join a donor circle, while a first-time volunteer might get details about training or upcoming shifts.

CRM

Instrumentl

JUNE 21, 2025

Find Your Next Grant 17K Live Grants on Instrumentl 150+ Grants Added Weekly Try Instrumentl free for 14 days Step Up Your Systems for Success: How to Simplify, Streamline and Support Your Team - Grant Training Transcription Will: Hello, everyone. Another benefit is that it allows you to hire and train support. Microsoft Planner.

Instrumentl

Blackbaud

JULY 23, 2025

Why this is important Public funding may only constitute a small portion of your budget, but it could mean the difference between having programs and accommodations or not. Were you counting on ESEA funds to pay for learning specialist training? Run budget scenarios to understand your short and long-term challenges.

Policy

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

Blackbaud

JULY 17, 2025

Worse yet, a delayed or erroneous report can lead decision‐makers down the wrong path—imagine launching a new program based on stale numbers, only to discover the budget for that program never existed. Recognizing that these “little annoyances” carry real risk is your first step toward reclaiming control.

Finance

Get Fully Funded

JANUARY 4, 2023

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. Here are four factors to take into account when purchasing a CRM: 1.

CRM

Candid

JANUARY 9, 2025

Yet, we see that many organizations are still quick to limit or cut back technology-related investments of all kinds, including training, evaluation, planning, and community feedback. 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

Get Fully Funded

FEBRUARY 23, 2021

Online training courses abound, and your bookkeeper or board treasurer will likely be familiar with Quickbooks. Also known as Customer Relationship Management, or CRM, donor management is certainly important, though not necessarily more than other tools. But it also makes sense to start with a CRM tool right out of the gate.

CRM

Blackbaud

FEBRUARY 15, 2024

Adopt a CRM system, such as Blackbaud Raiser’s Edge NXT + Rosterfy , to allow volunteers to seamlessly manage their experience with your organization, including: Onboarding Scheduling Training Recognize that volunteers have busy lives outside of your organization, and it’s your job to understand their commitments.

Retainer

CauseVox

OCTOBER 12, 2021

Current features include: Peer to Peer Fundraising, with both individual and team pages Crowdfunding Embeddable Donation Forms Event Ticketing Fundraising CRM Integration Options Through Zapier Analytics Pledge Now, Pay Later Customizable Donation Tiers Recurring Donations. Best CRM For Donor Management: Kindful.

Fundraising

Candid

JUNE 1, 2022

Consider your budget. . On top of standard processing fees, some providers charge additional fees for setup, training, contract closure, and early termination. Let’s look at four tips to help you decide on the best solution for your organization’s needs. . Get recommendations. .

Policy

Qgiv

SEPTEMBER 24, 2024

Donor CRM integration. Your online fundraising tool should integrate with your nonprofit’s donor database or CRM functionality. Your fundraising platform should integrate with your nonprofit’s software solutions, including your CRM, marketing tools, accounting software, and analytics platform. Integrations.

Fundraising

Tech Soup

SEPTEMBER 2, 2015

Constituent relationship management (CRM) tools can help you keep track of donors as well as your organization's other constituents. Bloomerang is a cloud-based CRM (constituent-relationship management program) that lets you capture new donors and donations through email and annual appeal letters. Donor Management Tools.

Grantstation

DonorSnap

SEPTEMBER 1, 2023

So we have broken it down to the necessities and offered our top choices in the following categories: Nonprofit CRM Accounting Software Email Marketing Design Keep reading to discover the best tools you can get started with today that will help launch your nonprofit. Below are some of the most popular ways nonprofits use a CRM.

Software

Tech Soup

FEBRUARY 23, 2015

When your constituent relationship management (CRM) systems and databases are in the cloud, you can access all of your important contacts and information from any computer. Bloomerang is a cloud-based CRM that lets you capture new donors and donations through email and annual appeal letters. Other Cloud Programs.

CRM

Qgiv

AUGUST 4, 2023

To keep your volunteers as effective as possible, develop a volunteer management process that helps you recruit, train, and steward volunteers for your organization. There are three major aspects of managing your volunteers: recruitment, training, and stewardship. The average volunteer retention rate is around 65%.

Management

Blackbaud

JULY 22, 2024

A survey like this works well if you have specific requirements, such as a budget under $100,000 or serving families with preschool-aged children. Online submissions save your staff time because everything is automatically entered into your GMS, which often also serves as your CRM. Who will be completing your application?

Applicant

Candid

APRIL 14, 2021

Think about how you can adapt the key components of a strong major gifts program to your organization: Data—from a spreadsheet to an enterprise-level CRM (customer relationship management), you’ll need a way to track and analyze giving history, affinity, capacity, and interactions. What does success look like, and how will you track it?

CRM

Qgiv

SEPTEMBER 25, 2024

A nonprofit CRM is among the most essential tools for your organization to increase support, grow fundraising , and work more effectively toward its missions. According to Verified Market Research , “The Nonprofit CRM Market size was valued at USD 4.25 What are the benefits of using a CRM for nonprofits?

CRM

Tech Soup

SEPTEMBER 6, 2013

For example, a customized CRM (Constituent Relationship Management) system can help the nonprofit better communicate with their constituents, identify recurring donation opportunities and track progress. Other popular applications nonprofits have built using Caspio include: CRM, Task Management, Feedback Form. Subscriptions Service.

CRM

Tech Soup

FEBRUARY 23, 2015

When your constituent relationship management (CRM) systems and databases are in the cloud, you can access all of your important contacts and information from any computer. Bloomerang is a cloud-based CRM that lets you capture new donors and donations through email and annual appeal letters. Other Cloud Programs.

CRM

Tech Soup

OCTOBER 18, 2011

When you need to share this information and create processes to be followed, you are ready to graduate to a CRM system. This is why CRM applications have enjoying such wide acceptance. But, is it time for your organization to take the next step with CRM technology? What Does CRM Mean? You're a CRM rock star!

CRM

GiveSmart

NOVEMBER 20, 2024

With bi-weekly software updates, regular audits to ensure our blogs, resources, and training are accurate, as well as the publishing of our annual data-driven, transparent Impact Report and independent research study , we’re the award-winning fundraising, events, and donor management solution for your organization. You have to grow.

Fundraising

CauseVox

JANUARY 3, 2025

If you maintain a donor database or other CRM , youll be able to access this data quickly. If that data isnt available or you are a start-up, look at your estimated budget or check out the stats of similar organizations. Should more funds be allocated towards a certain initiative over another? Will new staff be brought on?

Fundraising

Tech Soup

NOVEMBER 10, 2009

If you're not already familiar with the popular online customer relationship management (CRM) tool, Salesforce.com , you should get to know it. The software as a service (cloud) tool allows extraordinary levels of relationship tracking and management for companies and nonprofits worldwide. read more.

CRM

Tech Soup

JUNE 5, 2011

For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it? Perhaps your donors are in the CRM, your advocates and evangelists are in an Excel spreadsheet, and your program beneficiaries are in paper files. Please train the staff.

CRM

Tech Soup

JUNE 5, 2011

For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it? Perhaps your donors are in the CRM, your advocates and evangelists are in an Excel spreadsheet, and your program beneficiaries are in paper files. Please train the staff.

CRM