DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

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. Your calendar should lay out activities, costs, expected income, deadlines, and other notable events month-by-month.

Finance 52

Finance Grant Management Management Grant 52

Blackbaud

JUNE 6, 2025

Use your CRM to track prospect interactions and identify optimal times for outreach. Use your CRM to track follow-up communications and ensure you’re persistent without being pushy. . “In the 90s, you’d tell people about a project you were planning and people would ask, ‘How much do you need?’”

Fundraising 52

Fundraising Metrics CRM AI 52

Ann Green's Nonprofit

JUNE 18, 2024

Depending on your CRM/database, you may be able to customize gift amount strings. What kind of experience are you giving your donors when they interact with your organization? Is it good, bad, or somewhere in between? It’s important for you to look at things from their perspective, not yours. It’s also a more personal way to connect.

Donation 177

Donation CRM Calendar Fundraising 177

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 105

Donation Media Nonprofit Goals 105

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. It doesn't have to be that way! Make a list.

Fundraising 130

Fundraising ChatGPT Readiness CRM 130

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. Joining TechSoup should be the first technology task for your new nonprofit. Office Tools No matter how small your organization is when you start, you need a basic office setup. But there are many other options.

CRM 105

CRM Nonprofit Management Media 105

CauseVox

JANUARY 3, 2025

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? A nonprofit fundraising plan is a road map designed to help you raise the money you need to achieve your goals. It breaks down your organizations vision into actionable, highly-specific steps for success. What is a Nonprofit Fundraising Plan?

Fundraising 98

Fundraising Calendar Engineering Nonprofit 98

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 105

CRM Fundraising Goals Finance 105

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 96

Calendar Budget Nonprofit Goals 96

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 98

Fundraising CRM Donation Software 98

Planned Giving

APRIL 17, 2025

39 We just need a better CRM. CRMs dont fix bad habits. From 26 years in business, Ive heard every excuse, myth, and magic-bullet theory fundraising has to offer. Heres the list. Brace yourselfor better yet, dont. It wont help. Delusion No. 1 Planned Giving? Were not ready for that. Delusion No. 2 We just need a good gala. Delusion No.

SAM 52

SAM Fundraising Budget Readiness 52

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 52

Grant Management Software Management Grant Management Software 52

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 48

CRM Nonprofit Mentor Management 48

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. Perhaps take your CMS to the cloud?

CRM 62

CRM Management Consulting Consultant 62

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 98

Software Nonprofit Management CRM 98

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. Manage tasks.

CRM 58

CRM Nonprofit Management Applicant 58

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. Perhaps take your CMS to the cloud?

CRM 52

CRM Management Consulting Consultant 52

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 44

CRM Calendar Applicant Application 44

GiveSmart

JULY 2, 2024

A content calendar and evaluation plan Two other valuable components of a marketing plan involve timing. 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.

Fundraising 52

Fundraising CRM Media Calendar 52

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 97

Fundraising Media Demographics CRM 97

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.

CRM 55

CRM Budget Training Calendar 55

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 69

Management Metrics Nonprofit CRM 69

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 62

Software Logic Model CRM Calendar 62

CauseVox

MAY 16, 2022

Fundraising Calendar Template. Once you have your plan and calendar in place, it’s time to set out your goals. There is so much that needs to be done to get staff, board members, volunteers, and donors to put their time, treasure, and talent towards supporting the organization. Download the free fundraising plan today!

Fundraising 96

Fundraising Template Procurement Nonprofit 96

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.

CRM 54

CRM Budget Training Calendar 54

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 59

CRM Consulting Consultant Consulting 59

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. Investing in event registration software for nonprofits will help you simplify your planning process and make it easy for your donors to donate and sign up for your fundraising event!

Software 52

Software CRM Nonprofit Fundraising 52

Tech Soup

JULY 6, 2017

Popular open-source CRM CiviCRM and a new product by its creators, CiviHR , an open-source HR platform for charities, were both recommended. Last week, we reported on a recent NetSquared London Meetup that investigated the IT tools that can be used to operate nonprofits inexpensively and effectively. Open-Source Tools.

Calendar 52

Calendar Media CRM Template 52

Get Fully Funded

JUNE 27, 2022

If you operate on a calendar year, your fourth quarter will be your most lucrative by far. If you have a CRM with an analytical dashboard, like Little Green Light or Bloomerang , you are presented with this number daily. But do you really think about it? Or do you push it out of your mind? What if your numbers are lagging a bit behind?

Fundraising 72

Fundraising Calendar Budget Goals 72

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. If you can’t make it (or even if you can!),

Nonprofit 52

Nonprofit Retainer CRM Calendar 52

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. Let’s take a look at five fundamental donor engagement tips. Understand your school’s community.

CRM 52

CRM Education Goals Fundraising 52

Tech Soup

SEPTEMBER 5, 2013

events of the calendar, Silicon Valley style. They host a simplified CRM database which is also an online platform that nonprofits can use to build their websites and communicate and collaborate with members. It’s one of the premier social enterprise. ” They explore social entrepreneurship that stands the test of time.

Conference 55

Conference Manufacturing CRM Calendar 55

CauseVox

JUNE 7, 2022

The goal for a Zoom meeting is simply to get it on the calendar. To learn more about how CauseVox CRM can help you track and manage donors so that you can build relationships that last , schedule a demo. For instance, “Jackie, would it be OK if we discussed the funding plan for the initiatives we’ve been talking about?”.

Funding 64

Funding CRM Goals Calendar 64

Tech Soup

OCTOBER 8, 2015

If you're holding monthly events gathering the #nptech community, let me know and I'll include you in the next community calendar. Baltimore, Maryland: Salesforce CRM Tutorial and Free Tech Help Session! Fall has arrived, and with it comes fundraising season! Feeling overwhelmed? and the globe. Not a fundraiser?

Fundraising 60

Fundraising Training Media CRM 60

Qgiv

APRIL 15, 2021

With proper event data management, you can harness that data to improve on fundraising events, retain more donors, and raise more money for your mission. Read on to learn how to start making the most of your event data. What is event data and how is it managed? Event data is the information generated via your nonprofit fundraising events.

Management 52

Management CRM Fundraising Software 52

Tech Soup

OCTOBER 2, 2017

Naples, Florida, is hosting a meetup on tools for effective email fundraising ; Chippewa Falls, Wisconsin, is hosting a series of Giving Tuesday brainstorming sessions ; and Chicago, Illinois, will explore how your CRM can save end-of-year fundraising plans. Fall has arrived, and with it comes fundraising season. Feeling overwhelmed?

Fundraising 54

Fundraising CRM Conference Media 54

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 55

Fundraising CRM Retainer Calendar 55