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The Biggest Challenge for Fundraisers: Getting That First Prospect Meeting

Blackbaud

Use your CRM to track prospect interactions and identify optimal times for outreach. Organizations that invest in training their teams in both data analytics and interpersonal skills are seeing higher success rates in securing first meetings. Time your outreach strategically. That’s often the perfect moment to suggest a meeting.

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4 Ways Effective Grant Management Impacts Nonprofit Finances

DH Leonard Consulting & Grant Writing Services

Its why we partner with MyFedTrainer.com to deliver grant writing supports and training on both the pre-award and post-award side of things. Effective grant management goes beyond tracking funds in your CRM its also about budgeting effectively, prioritizing programs that need financial support, and delivering timely reports to grantmakers.

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Year End Giving: The Step-by-Step Guide For Nonprofits

GiveSmart

The end of the calendar year is around the corner—the single biggest fundraising opportunity of the year! Step 2: Implement Best Practices Year-End Giving Campaign Tips and Ideas The more resources, training, and accountability you provide to your team of ambassadors, the more money you will collect. Donating should be quick and easy!

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8 Tips for Supporting Your Grantees After a Significant Award

Blackbaud

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.

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How to Launch a Planned Giving Program: A Step-by-Step Guide

Planned Giving

Recommended Resource : A donor-friendly video or pocket guide can be incredibly effective for internal training and donor education. A college was about to close its doors when it was saved by a surprise bequest. SEO Tip : Use the phrase “what is planned giving” in your FAQs to attract beginner-level queries.

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Avoid These 16 Common Nonprofit Audit Mistakes

Blackbaud

Documents like gift agreements and receipts flow automatically between your fundraising CRM and your finance accounting system, lightening the load when it comes to your next audit. If your nonprofit pays a contractor $600 or more in a calendar year, then you will need to issue them a form 1099-NEC at the end of the year.

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100 Delusions

Planned Giving

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