Planned Giving

APRIL 17, 2025

Were not ready for that. You’re ready for bake sales and spaghetti dinners, but not free money that takes a signature and a lawyer? 39 We just need a better CRM. CRMs dont fix bad habits. Donors dont remember your calendar. Heres the list. Brace yourselfor better yet, dont. It wont help. Delusion No.

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

Instrumentl

JUNE 21, 2025

When I'm getting ready to work on a big grant application, I tell my husband I'm going scuba diving. You've got to go deep and stay deep until you're ready to come back up. Calendar alerts. I live by my calendar alerts. DonorPerfect, project manager, custom CRM with air table. Microsoft Planner.

Instrumentl

The Fundraiser Coach

MAY 8, 2024

I clearly remember walking into the development office, dreading opening up the CRM to start my fundraising week. Here’s how I began to ensure a smoother transition from one busy week to the next, keeping my energy positive and my mind clear, ready to help donors change the world. It's about ending well to begin even better.

Fundraising

Ann Green's Nonprofit

JUNE 18, 2024

They’re on your website ready to give. Depending on your CRM/database, you may be able to customize gift amount strings. A communications calendar will help you with this. If this is not a good experience for her, then I think you know what will or won’t happen. Since most people give online, I’ll focus on that first.

Donation

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

CauseVox

JANUARY 3, 2025

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? Are you ready to create a great fundraising plan? Follow these 11 must-do steps to ensure your fundraising plan is ready. If you maintain a donor database or other CRM , youll be able to access this data quickly.

Fundraising

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

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

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

*Diane’s note: You are used to our team talking about how both pre-award and post-award work connect to create an organization’s overall grant readiness. In fact, we were just talking about this in our most recent webinar about How to Be Exceptionally Grant Ready with Lucy Morgan from MyFedTrainer.com. Grant Management Software.

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 2, 2024

In fact, 67% of nonprofits use a CRM. From accounting to fundraising, there’s a solution ready to pick up the load weighing your team down and help you achieve your fundraising goals ! Salesforce | Cloud-based nonprofit CRM software Salesforce Nonprofit Cloud is a CRM solution tailored to meet the needs of nonprofit organizations.

Software

CauseVox

MAY 16, 2022

Only you know whether your community is ready to gather in-person for an event, but here are some things to consider: Virtual events let you raise more with less effort: Hosting a virtual event allows you to lower your costs and appeal to a wider audience. Fundraising Calendar Template. Download the free fundraising plan today!

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

FEBRUARY 13, 2023

Donation options Sometimes your supporters are ready to give even before your fundraising event begins. 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

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

Get Fully Funded

JUNE 23, 2022

Ready to dive in? 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.

Nonprofit

Tech Soup

OCTOBER 8, 2015

If you're not ready to migrate to Office 365, you can learn more at TechSoup's free one-day forums. 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!

Fundraising

Tech Soup

AUGUST 31, 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. Burlington, Vermont: Get Ready for #GivingTuesday: How to Mobilize a Successful Campaign. Thursday, September 17, 2015.

Nonprofit

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

CauseVox

SEPTEMBER 13, 2021

If you’d like to add a peer to peer initiative to your fundraising calendar, but don’t have the time or resources for a full, organization-run campaign, consider creating opportunities for DIY fundraisers. Once you have these things in mind, you’re ready to get started building your campaign. Easily Set Up Your Campaign Site.

Fundraising

Fundly

FEBRUARY 20, 2024

Expert services Getting Attention helps nonprofits with nearly every aspect of the Google Ad Grant, including: Application and eligibility check: Is your nonprofit ready to apply for the Google Ad Grant? DNL OmniMedia also offers CRM and data management services, advocacy assistance, data analysis, and web analytics services.

Consulting

CauseVox

JULY 18, 2022

If you’d like to add a peer-to-peer initiative to your fundraising calendar, but don’t have the time or resources for a full, organization-run campaign, consider creating opportunities for DIY fundraisers. Once you have these things in mind, you’re ready to get started building your campaign. Easily Set Up Your Campaign Site.

Fundraising

CauseVox

JULY 31, 2022

If you’d like to add a peer-to-peer initiative to your fundraising calendar, but don’t have the time or resources for a full, organization-run campaign, consider creating opportunities for DIY fundraisers. Once you have these things in mind, you’re ready to get started building your campaign. Easily Set Up Your Campaign Site.

Fundraising

Qgiv

OCTOBER 5, 2021

The final months of the calendar year bring out the best in all of us. No matter your donors’ reasons for giving, the stats above show that at the end of the year, they’re ready and willing to give. We will target our major donors and monitor our CRM to measure donation sizes to stay on track.”

Media

Qgiv

OCTOBER 12, 2021

Your CRM, donation page, and other fundraising software all need to work with your website. WordPress plugins are the engines that drive the features or functionality on your website: add-on features like events calendars, comment forms, and timeline graphics. Consideration of software integrations. Research and add WordPress plugins.

Nonprofit

Qgiv

MARCH 28, 2022

Download the Corporate Sponsorship Cheat Sheet and templates and get ready to reach out to local businesses and major corporations alike with confidence! To begin, start your grant research as early as possible for the next calendar year. Apply for nonprofit grants. How to search for grants.

Nonprofit

OneCause

JANUARY 31, 2024

Keep the following questions in mind as you consult your calendar: Are we planning far enough in advance? The best way to manage this data is to integrate your event fundraising software with your nonprofit CRM so that all data flows seamlessly into your donor database. Is this an annual event?

Fundraising

CauseVox

NOVEMBER 3, 2022

1) Save Time Using A Calendar App For Meetings. Your contact simply compares their calendar to your published availability and self-selects an agreeable time. From there, you can automatically send Calendar invitations, set Zoom invites, push reminders, and much more – either natively in the app or using a service like Zapier.

Calendar

Qgiv

JULY 21, 2022

Whether your nonprofit has a highly sophisticated CRM with all the bells and whistles, or you’re a new organization with a simple spreadsheet system, you’re likely tracking and recording information about your supporters. Marketing a fundraiser over text is great for donors who are ready to take immediate action for your cause.

Fundraising

DonorSnap

APRIL 30, 2025

Take inventory of your tools: donor management (CRM), email marketing, accounting software, board portals, design platforms, and any other programs your team uses regularly. Pull key reports from your nonprofit CRM to see how the first quarter measured up. Check out this post on top nonprofit CRM reports. Are you on track?

CRM