Calendar CRM Template 
GiveSmart
NOVEMBER 1, 2024
The end of the calendar year is around the corner—the single biggest fundraising opportunity of the year! Download our expert-written Year-End Fundraising Appeal Templates for FREE and get started on empowering your supporters. Donating should be quick and easy! Looking to make your year-end fundraising turnkey?
Get Fully Funded
JULY 30, 2025
Establish a grants calendar and maintain a repository of templates and reusable content to streamline your application and grant management process. To start analyzing your data, use your CRM to collect and store fundraising information, then look for patterns that emerge using analytic platforms or AI tools.
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Blackbaud
JANUARY 10, 2025
In addition to crafting the Investment Policy Statement and Spending Policy, the Investment Committee should set a fiduciary calendar, so everyone knows when to expect updates on investments, reviews of operating reserves , and similar topics.
Bonterra
JULY 3, 2025
Bonterra EveryAction Best for: All-in-one nonprofit CRM Bonterra EveryAction is an all-in-one nonprofit CRM that combines AI and automation to streamline events end to end. Share on the calendar, assign event teams, and stay aware of signups and attendance. Plus, it integrates seamlessly with the rest of the Bonterra suite.
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.
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. Look for features like drag-and-drop email builders, mobile-friendly templates and tools to track opens, clicks and responses. Integration Your marketing tool shouldn’t work in a silo.
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. We've got a template for you. Microsoft Planner.
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