Pamela Grow

FEBRUARY 11, 2025

Send Regular Communications: Consider creating a donor stewardship calendar to map out regular touchpoints, such as newsletters, mission updates, and impact stories. Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software.

Metrics

GiveSmart

NOVEMBER 1, 2024

The end of the calendar year is around the corner—the single biggest fundraising opportunity of the year! This guide will show you how to create a year-end fundraising campaign that will effectively reach the hearts and wallets of donors during this spike in end-of-year donations. Donating should be quick and easy!

Donation

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? Companies use a CRM to track their customers behavior, manage communication, and make offers that the customer is likely to be interested in. What Are The Benefits of a Nonprofit CRM?

CRM

Blackbaud

JANUARY 10, 2025

In addition to crafting the Investment Policy Statement and Spending Policy, the Investment Committee should set a fiduciary calendar, so everyone knows when to expect updates on investments, reviews of operating reserves , and similar topics.

Award

Bonterra

JULY 3, 2025

Bonterra EveryAction Best for: All-in-one nonprofit CRM Bonterra EveryAction is an all-in-one nonprofit CRM that combines AI and automation to streamline events end to end. Share on the calendar, assign event teams, and stay aware of signups and attendance. Plus, it integrates seamlessly with the rest of the Bonterra suite.

Software

Planned Giving

MAY 12, 2025

Daily Habit Implementation Ideas : Block 15 minutes on your calendar every morning Keep a running list of potential legacy donors to contact Set a goal of one personal outreach per day Create a simple “planned giving dashboard” to track progress This mental shift will organically increase your results over time.

Policies

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. If your nonprofit pays a contractor $600 or more in a calendar year, then you will need to issue them a form 1099-NEC at the end of the year.

Finance

Planned Giving

APRIL 17, 2025

39 We just need a better CRM. CRMs dont fix bad habits. Donors dont remember your calendar. Delusion No. 37 Well get to that next quarter. Next quarter becomes next year becomes never. Delusion No. 38 We already thanked them. Thats cute. Delusion No. Or bad fundraisers. Delusion No. 40 We dont want to be too aggressive.

SAM

Wild Apricot

JUNE 24, 2025

When someone signs up, they will automatically receive a confirmation email with details, followed by a calendar invite or prep materials. It needs to connect with the other systems you already use, such as your CRM, donation platform, event registration tools or website. Integration Your marketing tool shouldn’t work in a silo.

CRM

Bonterra

JULY 3, 2025

A giveaway of calendars — the organization prints around 2,000 extra every year — helps as well. “We We use the calendars as a bit of a carrot to bring people into the fold,” Lawrence says. Larry demonstrates the Trust’s popular, free Battle Maps app. Facebook helps attract new members, as does the organization’s website.

Calendar

Instrumentl

JUNE 21, 2025

Calendar alerts. I live by my calendar alerts. DonorPerfect, project manager, custom CRM with air table. For years, I have used a Google spreadsheet and a calendar, and that works fine as long as I don't have too many complicated projects coming and going. That saves a ton of time. A lot of spreadsheets, monday.com.

Instrumentl

Ann Green's Nonprofit

JUNE 18, 2024

Depending on your CRM/database, you may be able to customize gift amount strings. A communications calendar will help you with this. Be sure your direct mail appeal includes a reply envelope/card so someone can send you a check. You can help your donors by filling out their name, address, and past giving amounts on the reply form.

Donation

Get Fully Funded

FEBRUARY 23, 2021

With Google Workspace you get: Gmail, Chat, Calendar, Drive, Docs, Sheets, Forms, and many more tools, all for just $6 a month. With a scheduler, you can plan and execute your social media calendar and use the product’s analytics tools to track engagement. But it also makes sense to start with a CRM tool right out of the gate.

CRM

CauseVox

JANUARY 3, 2025

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? If you maintain a donor database or other CRM , youll be able to access this data quickly. Download your free nonprofit fundraising and calendar plan here. Keep your fundraising calendar on hand at every development meeting.

Fundraising

Blackbaud

OCTOBER 8, 2024

By extending the power of its Blackbaud CRM platform with Power BI, the team now sees more focused information about their major giving prospects. Tim McCleary, CRM Director for The Salvation Army Southern Territory, said the organization’s 71 major and planned giving officers have portfolios assigned by geographic region across 15 states.

CRM

The Fundraiser Coach

MAY 8, 2024

I clearly remember walking into the development office, dreading opening up the CRM to start my fundraising week. Time for Deep Work on projects or tasks that require uninterrupted time deserve to have a 1-2 hour block of time from your calendar when needed. Use Time Blocking : Don't let your schedule get nibbled away!

Fundraising

CauseVox

DECEMBER 8, 2023

When outlining each fundraiser, use a fundraising calendar to maintain a balance—ensuring enough activities to meet budgetary needs without overstretching your resources. The resulting figure will be the amount you need to raise through other fundraising activities during the upcoming calendar year.

Calendar

Tech Soup

FEBRUARY 23, 2015

Office 365 Nonprofit also includes hosted email and calendars with Exchange Online, instant messaging and web conferencing with Lync, and company social networking through Yammer. Bloomerang is a cloud-based CRM that lets you capture new donors and donations through email and annual appeal letters.

CRM

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

In this post, we will explore four software tools your nonprofit can leverage to better manage your ongoing grant applications: Your CRM. Your nonprofit’s CRM hosts a wide range of your organization’s data and management tools, making it an essential part of your grant management process. Grant Management Software. Accounting Tools.

Grant Management

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

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 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

Qgiv

SEPTEMBER 2, 2024

In fact, 67% of nonprofits use a CRM. Charity Engine | Nonprofit software with direct mail solutions CharityEngine is a CRM and fundraising platform designed to streamline operations for nonprofits of all sizes. Donor management software enables you to organize your donor information, track gifts, and strengthen your donor engagement.

Software

Tech Soup

FEBRUARY 23, 2015

Office 365 Nonprofit also includes hosted email and calendars with Exchange Online, instant messaging and web conferencing with Lync, and company social networking through Yammer. Bloomerang is a cloud-based CRM that lets you capture new donors and donations through email and annual appeal letters.

CRM

Tech Soup

OCTOBER 25, 2011

Mark your calendar! Mark your calendar again! Shawn Michael on Dynamics CRM Online for Nonprofits In this guest blog post, Shawn Michael of NPower Oregon discusses Dynamics CRM Online. Is a move to cloud-based CRM right for your organization? Week 4: The Future of Cloud Computing. Week 3: Security in the Cloud.

CRM

The Fundraising Coach

AUGUST 4, 2022

Keep a log of all phone calls in your donor management software solution or nonprofit CRM, including when the calls took place, whether they were answered, and what was discussed. . Whether you meet with donors in person or virtually, take notes during each meeting and record them in your CRM for reference.

Management

Tech Soup

AUGUST 30, 2013

This software type is probably the system you think of as your “program evaluation” software: your case management system, your CRM, or your custom database. Even your organization’s scheduling or calendaring tools can provide insights into how programs are translated into staff time. Auxiliary Data Systems.

Software

The Fundraising Coach

JUNE 9, 2023

Donors circle their favorite golf fundraisers on the calendar every year as a can’t miss event. This also ensures that you capture important donor data right at registration so you can include it in your nonprofit’s CRM. They look forward to time spent on the golf course, doing something they enjoy in support of a good cause.

Fundraising

Qgiv

FEBRUARY 13, 2023

With data collection tools, you should be able to easily integrate with your CRM and automatically compile data about your fundraising event and your donors. After a fundraising event, any donor interactions, donations, and data you collected can be automatically imported to your CRM from your event registration software with an integration.

Software

Qgiv

JANUARY 12, 2022

For starters, make sure your constituent relationship management (CRM) database is segmented to account for the giving history and interests of donors. You can also use your CRM to determine the best way to get in touch with current donors. Use the information in your CRM to address the letters with each supporter’s preferred name.

CRM

GiveSmart

JULY 2, 2024

A content calendar and evaluation plan Two other valuable components of a marketing plan involve timing. A thorough content calendar can help your team track when you plan to share content on each channel. While building your calendar, keep key dates and seasonal trends in mind.

Fundraising

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. Align has two important meanings.

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. Align has two important meanings.

CRM

CauseVox

MAY 16, 2022

Fundraising Calendar Template. Once you have your plan and calendar in place, it’s time to set out your goals. With CauseVox, you can automate data collection so that all ticket sales are logged in a Google Sheet or CRM. With CauseVox’s free fundraising plan, you’ll have the templates you need to start planning right away.

Fundraising

Get Fully Funded

JUNE 23, 2022

Before you can segment your donors, you need to collect and manage high-value data about them using your CRM software. For segmentation to work properly, you’ll need to manage the information in your CRM, practice good data hygiene, and regularly update your database to make sure it’s accurate. Gifts and discounts.

Nonprofit

Tech Soup

MARCH 16, 2015

If you're holding monthly events gathering the #nptech community, let me know , and I'll include you in the next community calendar. Vancouver, British Columbia: CRM for Nonprofits: NationBuilder. This roundup of face-to-face nonprofit tech events includes meetups from NetSquared , NTEN’s Tech Clubs , and HandsOn Tech.

Conference

Big Fundraising Ideas

APRIL 30, 2024

A central database or constituent relationship management (CRM) system will be essential. A central CRM will be essential for distilling what can quickly become an overwhelming amount of information into digestible and actionable reports. Answer these essential questions before you begin building a more intentional engagement approach.

CRM