Calendar CRM Metrics 
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. By tracking key metrics, you can measure the duration and quality of your donor relationships and identify areas for improvement.
Blackbaud
JUNE 6, 2025
This finding is particularly puzzling because the majority of those surveyed expressed confidence in their abilities, in the effectiveness of their fundraising materials, and in the fairness of their performance metrics. Use your CRM to track prospect interactions and identify optimal times for outreach. Make a clear, specific ask.
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Planned Giving
APRIL 17, 2025
39 We just need a better CRM. CRMs dont fix bad habits. 43 We dont need to track metrics. 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.
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.
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.
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.
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.
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