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

Marketing automation is a way to handle repetitive marketing tasks using software. When someone signs up, they will automatically receive a confirmation email with details, followed by a calendar invite or prep materials. HubSpot Best for : Larger nonprofits with a budget and need for advanced automation and CRM integration.

CRM

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.

Instrumentl

Qgiv

SEPTEMBER 2, 2024

That’s why it’s essential to carefully choose the right software solutions to support your operations–the right tool can drive a high ROI for your fundraising efforts. Luckily, there are many nonprofit software solutions designed to meet the unique needs of your organization and help keep you and your staff from getting overwhelmed!

Software

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

These software tools allow teams to communicate effectively, stay organized, and ensure each grant application stays on track and is submitted before its deadline. . 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.

Grant Management

Tech Soup

AUGUST 30, 2013

But at Idealware , we’ve noticed that very little has been said about how software can fit into and support a nonprofit’s program evaluation strategy. With the launch of our new report, Understanding Software for Program Evaluation , we hope to start that conversation in earnest. So what did we find? Auxiliary Data Systems.

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

FEBRUARY 13, 2023

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! What is event registration software for nonprofits? Make sure the design tools for your event registration software are easy to use as well.

Software

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

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

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

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. Other Cloud Programs.

CRM

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. Subscriptions Service.

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. Bloomerang is a cloud-based CRM that lets you capture new donors and donations through email and annual appeal letters. Other Cloud Programs.

CRM

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

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

NOVEMBER 17, 2022

There are a lot of options to choose from and with so many features, how do you decide which software solution is best for you? From online donation forms to auction software, peer-to-peer platforms to text fundraising, there are plenty of fundraising tools that will help you raise more money for your mission. Nonprofit Tools.

Fundraising

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

Qgiv

APRIL 15, 2021

With some event fundraising software, you’ll only get raw data and will have to perform your own calculations to glean meaningful information out of it. This is where having fundraising software in place can save you a lot of headache. The fundraising event software has to collect that data and make it accessible to you.

Management

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

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

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

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. Decatur, Illinois: Free and Low-Cost Resources for Nonprofit Software.

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. If your fundraising platform doesn’t integrate with other software, you’re going to spend time transferring data from place to place.

Fundraising

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. You’ll want to be sure that you choose the right peer-to-peer fundraising software to ensure success.

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. You’ll want to be sure that you choose the right peer-to-peer fundraising software to ensure success.

Fundraising

Qgiv

OCTOBER 12, 2021

Consideration of software integrations. Your CRM, donation page, and other fundraising software all need to work with your website. When you partner with a nonprofit web consultant to help build your website, you can ensure all of your core software integrations will have a home on your site. . Custom software developers.

Nonprofit

Blackbaud

FEBRUARY 20, 2024

A secure board portal provides access to and stores all campaign-related committee meetings and documents, and it should integrate with members’ digital calendars. Investing in software? The Nonprofit CRM Built for Fundraisers Find out how Blackbaud’s Raiser’s Edge NXT® fits your organization.

Strategic Plan

OneCause

JANUARY 31, 2024

Event planning or auction software. 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. Entertainment.

Fundraising

Qgiv

MARCH 28, 2022

To begin, start your grant research as early as possible for the next calendar year. Membership management software can be extremely helpful to keep track of all your members and keep them engaged. Try to find software that can integrate with your existing CRM if you have one or choose a CRM with a membership management plan.

Nonprofit

Qgiv

FEBRUARY 28, 2022

Email marketing software has made it easier than ever to design and send newsletters to your mailing lists, and it’s much cheaper than printing hundreds of newsletters and sending them out to your supporters. If you’re using an email marketing software like HubSpot , check to be sure your newsletter template is mobile-friendly.

Fundraising

Fundly

FEBRUARY 20, 2024

Team DNLs experts are well-versed in the leading providers of robust nonprofit software, Blackbaud and Salesforce , as well as a variety of other popular platforms. DNL OmniMedia also offers CRM and data management services, advocacy assistance, data analysis, and web analytics services.

Consulting

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

JANUARY 24, 2024

And you’ll save time and resources by letting the software do most of the heavy lifting. Audit your current software. Now is also a great time to look at what fundraising software solutions you have in place. CRM : Storing, managing, and sorting your donor information is a crucial part of any fundraising strategy.

Fundraising

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. Here are three tips to get you started: Invest in text fundraising software. Maintain data hygiene.

Fundraising

Pamela Grow

JANUARY 14, 2021

This is the year to make it a point to schedule regular time for training on your CRM. Case in point… Last year I viewed a webinar from a relatively new software company. Download your new Fundraising & Marketing Calendar to keep you on track. I can’t imagine a better way to begin your year. Keep your list clean.

Nonprofit

CauseVox

JANUARY 6, 2025

Fundraising macro + micro goal examples in the downloadable calendar template) 4. Tools like our free fundraising plan calendar can help you create a comprehensive roadmap for the year. Track your progress regularly using dashboards or CRM software. Download our Fundraising Plan and Calendar Template:

Goals