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8 Ways to Optimize Your Fundraising With a CRM for Nonprofits

CauseVox

But heres the good news: a CRM for nonprofits (Customer Relationship Management system) isnt just a digital rolodex, its a dynamic tool designed to help you build, nurture, and grow relationships with your supporters. With the right CRM for nonprofits, you can go beyond donor management and actually level up your entire fundraising strategy.

CRM
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How to Turn Donor Data Into Clear Next Steps (Not Another Dashboard)

Community Boost

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. That’s what leads to more retained donors , more giving, and less burnout for your team. Your nonprofit doesn’t need another dashboard.

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5 Accounting Workflows Your Nonprofit Can Begin Automating Today

Blackbaud

Avoid burnout with more time to focus on meaningful work According to the 2024 Accounts Payable Career Satisfaction report by the Institute of Finance Management (IOFM), 78% of Accounts Payable professionals believe that automation will have a positive long-term impact on their role.

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

Blackbaud

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?” If you don’t plan for time commitment and keep an eye on burnout, you run the risk of losing significant ground trying to implement new technology.

CRM
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Leveraging AI in Major Gift Fundraising: A Game-Changer in Philanthropy

Blackbaud

The Benefits of AI to Major Gift Fundraisers Fundraising is an industry that faces high stress and burnout. AI tools help minimize those tasks by prioritizing and identifying donors, drafting email communications, and syncing data to your CRM. You don’t want to be copying and pasting information from another tool to your CRM.

AI
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How to Get Leadership Buy-in for Streamlining Your Grantee Application

Blackbaud

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?

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Volunteer Management & Retention Best Practices for Nonprofits

Qgiv

Benefits of volunteer management Developing an efficient volunteer management style for your organization provides many benefits which help you accomplish your goals and grow your nonprofit. Training should inform your donors of the goals of your organization and provide instructions about the task that each volunteer is going to complete.