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? Customer/Client Relationship Management software was developed in the for-profit world. Easily track your donor pipeline CauseVoxs CRM Is it Any Better Than This Spreadsheet I Made?

CRM

Blackbaud

JULY 28, 2025

Implementing fund accounting software with subfund capabilities can help your team avoid common nonprofit audit mistakes by streamlining grants management, documentation management, and other key processes. Your operational audit might focus on one specific area, like data management or technology.

Finance

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.

Policy

Wild Apricot

JUNE 24, 2025

However, managing that communication manually takes time that most organizations don’t have. You’re planning events, managing volunteers, answering emails, posting updates and trying to keep donors engaged — all at once. The solution? Marketing automation. Manual marketing can eat up hours. Integration makes everything run smoother.

CRM

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. Donors dont remember your calendar. Then enjoy the mediocrity of trying to please everyone. And congrats for joining the safest group in the world. Delusion No. 22 We just need more volunteers. Delusion No. Delusion No.

SAM

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

If you want to bring grant prospecting, tracking, and management to one place, we can help you do that. Whether grant writing or just nonprofit work in general or task management, anything, what is one system that you love? Calendar alerts. I live by my calendar alerts. Instrumentl.com/teresa. I know I sure do.

Instrumentl

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. Aplos is built for nonprofit accounting and has donor management tools built in. But even if you are a one-person operation, you still need a project management tool! But there are many other options.

CRM

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

That’s why thinking about the key types of tools to help you with your grant management work is so important. Managing multiple grant applications at once can be challenging for even seasoned nonprofit professionals. Grant Management Software. Internal Communication Tools . Accounting Tools. Custom workflow options.

Grant Management

The Fundraising Coach

AUGUST 4, 2022

Gathering donor data and leveraging it to improve your interactions with supporters is the foundation of effective donor management and fundraising success. . In this post, we’ll highlight four strategies for improving your donor management: . You’ll also want to make sure that the tool you choose integrates with your CRM solution.

Management

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

Qgiv

SEPTEMBER 2, 2024

Managing a nonprofit takes patience, hard work, and a lot of organization. Plus, software solutions can help reduce your staff’s stress and streamline their workload by automating processes and providing a centralized place for managing different campaigns and communications. In fact, 67% of nonprofits use a CRM.

Software

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

Qgiv

SEPTEMBER 24, 2024

Donor CRM integration. Your online fundraising tool should integrate with your nonprofit’s donor database or CRM functionality. If your organization hosts multiple yearly events, such as seminars, galas, or 5Ks, leveraging an online fundraising platform with built-in event management tools can make your life easier.

Fundraising

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. Box lets you manage and collaborate on content with staff members and volunteers and distribute content to beneficiaries. Donor Management and Databases.

CRM

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

SEPTEMBER 6, 2013

From donor tracking to volunteer management, event registration to grant documentation, data is the lifeblood of a nonprofit’s daily operations. The way data is captured and managed makes a huge difference in the effectiveness and outcomes of the associated activity. Manage tasks. Events/Workshops/Training Management.

CRM

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. What is event data and how is it managed? Through event data management. For the best results when managing your event data , start with a focus on broad data.

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

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. Box lets you manage and collaborate on content with staff members and volunteers and distribute content to beneficiaries. Donor Management and Databases.

CRM

The Fundraising Coach

JUNE 9, 2023

Donors circle their favorite golf fundraisers on the calendar every year as a can’t miss event. Look for an event management platform that’s built just for golf events—most ticketing platforms or CRMs don’t have the capabilities to handle the unique nuances of a golf event, like handicaps, flighting, and scoring. Live-scoring.

Fundraising

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

Qgiv

FEBRUARY 13, 2023

Guest management tools Got a big gala coming up? With guest management tools, you can make sure every person who registers for your event has a designated seat. 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.

Software

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

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

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

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. Mason, Ohio: Help Create an App for Homeless to Manage Money More Effectively.

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. All of this information can be used to tailor your messages and modes of communication.

CRM

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. Chicago, Illinois: Social Media for Social Impact: Fundraising and Customer Relationship Management. Vancouver, British Columbia: CRM for Nonprofits: NationBuilder. Friday, March 27, 2015.

Conference

Tech Soup

JULY 6, 2017

Open Data Kit helps you collect and manage data through a mobile app that works offline. Popular open-source CRM CiviCRM and a new product by its creators, CiviHR , an open-source HR platform for charities, were both recommended. However, there are some alternative calendar tools. Open-Source Tools. We all miss Sunrise!

Calendar

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

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. Ensure your school has the necessary data technology to gather and analyze information.

CRM