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. They are likely not experts in investment management.

Award

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

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. Reviews Ease of use 4.2 Customer service 4.2 Reviews Ease of use 4.2

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

Wild Apricot

JUNE 24, 2025

Nonprofits utilize it differently depending on their goals, audience and tools. When someone signs up, they will automatically receive a confirmation email with details, followed by a calendar invite or prep materials. Before choosing a platform, it’s important to understand which features truly matter for your goals.

CRM

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

Only if your goal is never again. 39 We just need a better CRM. CRMs dont fix bad habits. Yes, if your goal is to be ignored in bulk. Donors dont remember your calendar. Delusion No. 16 The donor already knows our needs. And yet somehow, still hasnt written the check. Delusion No. Delusion No. Delusion No.

SAM

Instrumentl

JUNE 21, 2025

Our goal is to tackle a problem grant professionals often have to solve, while also sharing different ways Instrumentl’s platform can help grant writers win more grants. Calendar alerts. I live by my calendar alerts. That's the goal. DonorPerfect, project manager, custom CRM with air table. Keep typing.

Instrumentl

CauseVox

JANUARY 3, 2025

A nonprofit fundraising plan is a road map designed to help you raise the money you need to achieve your goals. A strategic fundraising plan is intended to keep you on track toward your fundraising goals by using your organizations resources as effectively and efficiently as possible while keeping aligned with your overall mission and vision.

Fundraising

CauseVox

DECEMBER 8, 2023

Think of it as your roadmap to success, guiding your organization not only in compensating for any lost funds but also in meeting your current goals and reaching your long-term destination. To kickstart the planning process, define specific and measurable goals aligned with your organization’s mission.

Calendar

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. Reflect and Write : Reflect on the week — what goals did you meet, and what tasks are rolling over into next week? Make a list. Use Time Blocking : Don't let your schedule get nibbled away!

Fundraising

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

While each organziation has unique goals and needs, there are four broad TYPES of tools for you to consider putting in your grant related toolbox. In this post, we will explore four software tools your nonprofit can leverage to better manage your ongoing grant applications: Your CRM. Grant Management Software. Accounting Tools.

Grant Management

Qgiv

SEPTEMBER 24, 2024

Donor CRM integration. Your online fundraising tool should integrate with your nonprofit’s donor database or CRM functionality. A crowdfunding campaign is timed, and progress toward the goal is usually tracked through a fundraising thermometer. Crowdfunding. Integrations. Payment processing.

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. The solution enables nonprofits with even very limited funding to achieve their data management goals. Charitable event calendar.

CRM

Qgiv

SEPTEMBER 2, 2024

In fact, 67% of nonprofits use a CRM. Investing in software that aligns with your organization’s specific goals and needs can help your nonprofit raise more in the long run, so it’s best to find the best solution for you. There’s nonprofit software for every need you encounter.

Software

CauseVox

MAY 16, 2022

Fundraising Calendar Template. Once you have your plan and calendar in place, it’s time to set out your goals. What is your attendee goal? For example, Parkinson’s Nebraska exceeded their fundraising goal by asking their supporters to participate in a fun and engaging challenge to walk the total distance of Nebraska.

Fundraising

The Fundraising Coach

AUGUST 4, 2022

Whether in times of stability or uncertainty , building and maintaining strong relationships with your donors is the key to hitting your fundraising goals. 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. .

Management

The Fundraising Coach

JUNE 9, 2023

Donors circle their favorite golf fundraisers on the calendar every year as a can’t miss event. Set Goals Think about what you hope to accomplish with the golf event; essentially, what does success look like for your organization? Here are some tips to help you get started. Live-scoring.

Fundraising

Big Fundraising Ideas

APRIL 30, 2024

A central database or constituent relationship management (CRM) system will be essential. Ask your school’s donors and community partners for feedback on your campaigns, events, and goals. A central CRM will be essential for distilling what can quickly become an overwhelming amount of information into digestible and actionable reports.

CRM

Get Fully Funded

JUNE 27, 2022

If you operate on a calendar year, your fourth quarter will be your most lucrative by far. Your first step in a midyear fundraising evaluation is looking to see how much money you have raised year-to-date and whether or not you’re on track to hit your revenue goals for the year. Did you reach your goal? How did they perform?

Fundraising

CauseVox

JUNE 7, 2022

10,000 funds a [x], $25,000 funds [y], and $30,000 funds [z]) A goal and donation tiers that specify the number of gifts at each level A leadership giving range (e.g. The goal for a Zoom meeting is simply to get it on the calendar. 10,000-$100,000). Stay quiet and let the donor respond first!

Funding

GiveSmart

JULY 2, 2024

They're crucial for spreading the word and, when done well, can contribute to other long-term goals. Whether someone receives an email or text or reads your website, they should understand your organization's overall tone and your fundraising goals. While building your calendar, keep key dates and seasonal trends in mind.

Fundraising

CauseVox

SEPTEMBER 13, 2021

These campaigns run for a fixed period of time and have an overall fundraising or impact goal. Fundraisers participate by setting a personal fundraising goal towards the overall goal and share their personal fundraising pages with their friends and family. Individual fundraisers join together to work towards a goal.

Fundraising

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

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

Qgiv

OCTOBER 5, 2021

The final months of the calendar year bring out the best in all of us. Review your overall annual goal. Set a SMART goal for your campaign. Early preparation will also allow you to prepare your core campaign tools, such as: Your donation form Social media calendars Email series. Review your overall annual goal.

Media

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

Qgiv

MAY 14, 2021

Make sure your peer-to-peer fundraising software integrates with your customer relationship management (CRM) system or donor database so you’re using up-to-date and accurate data. Or, if you could create an entire communications calendar, and then pre-schedule all of the associated emails. Keep your data clean.

Fundraising

CauseVox

JULY 18, 2022

These campaigns run for a fixed period of time and have an overall fundraising or impact goal. Fundraisers participate by setting a personal fundraising goal towards the overall goal and share their personal fundraising pages with their friends and family. Individual fundraisers join together to work towards a goal.

Fundraising

CauseVox

JULY 31, 2022

These campaigns run for a fixed period of time and have an overall fundraising or impact goal. Fundraisers participate by setting a personal fundraising goal towards the overall goal and share their personal fundraising pages with their friends and family. Individual fundraisers join together to work towards a goal.

Fundraising

Qgiv

JUNE 7, 2021

Make sure your peer-to-peer fundraising software integrates with your customer relationship management (CRM) system or donor database so you’re using up-to-date and accurate data. Or, if you could create an entire communications calendar, and then pre-schedule all of the associated emails. Keep your data clean.

Fundraising

Tech Soup

APRIL 3, 2015

If you're holding monthly events gathering the #nptech community, let me know , and I'll include you in the next community calendar, or apply today to start your own NetSquared group. Vancouver, British Columbia: CRM for Nonprofits: NationBuilder. Tuesday, April 14, 2015. Toronto, Ontario: Graphic Design Hacks for Nonprofits.

Media

Blackbaud

FEBRUARY 20, 2024

Did we set appropriate capital campaign goals with our board? Since your board is already responsible for setting long–term strategic goals and addressing priority issues, this is an opportunity to reinforce how your campaign supports your organization’s strategic goals. Is our board on track for the public phase?

Strategic Plan

Qgiv

NOVEMBER 17, 2022

Paired with a CRM or a donor management platform, you can organize all of your donors’ and supporters’ data in one place. When integrated with a fundraising platform, you can automatically transfer and store any data you’ve collected from your fundraisers to your CRM. Nonprofit CRMs. What is a nonprofit CRM?

Fundraising

Fundly

FEBRUARY 20, 2024

Not every fundraising consulting firm is the sameeach has a particular focus area, expertise, and approach to helping their nonprofit partners reach their goals. Strategic Planning: By focusing on bigger-picture challenges, these consultants can help you stick to your core goals and improve your organizations infrastructure from the inside.

Consultant

OneCause

JANUARY 31, 2024

Determine your fundraising event goals. vc_separator][/vc_column][/vc_row][vc_row id=”goals”][vc_column] 1. Determine Your Fundraising Event Goals In order to host a successful event, you’ll first need to determine what success means to your organization. Select the right type of fundraising event.

Fundraising