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Is It Time for Your Nonprofit or School to Make a CRM Change?

Blackbaud

After we made introductions, I asked about their donor CRM, jotting notes as they shared their hopes, frustrations, and data woes. As their list of frustrations grew and their unfulfilled hopes piled up, they asked me if I thought it was time to change to another donor CRM. It was a client kickoff call like so many others.

CRM 105
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4 Tips to Optimize Your Donor Database to Boost Engagement

Ann Green's Nonprofit

A robust donor database or constituent relationship management (CRM) system is one of the best tools you have at your disposal to boost engagement at your nonprofit. Create Thorough Donor Profiles Donor profiles are essential relationship-building tools that are built into nearly every nonprofit CRM. Lets dive in!

CRM 143
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4 Proven Direct Mail Fundraising Strategies For Nonprofits

Pamela Grow

Your donors arent just names in your nonprofits CRM. For example, segment your donors within your CRM. Use short sentences, simple language, and contractions. Theyre partners in your mission and vital threads in the fabric of your community. Dont convolute your message with complex words and long-winded sentences.

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Sales Operations Demystified: What It Is, Why It Matters, and How To Do It Right

Wild Apricot

Contract Lifecycle Management. Contract Management. Customer Relationship Management (CRM) Platform. Contract Lifecycle Management. Based on his matrix (see below) , companies reeling in below one million dollars in ARR can hire a number of tech-savvy staff, analysts and administrators to: Manage the CRM.

IT 161
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4 Top Donor Retention Strategies to Keep Your Year-End Donors

CauseVox

Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data. Typical fundraising software is clunky, complex, and contract-bound, but CauseVox actually tidies up your digital fundraising. Were they forwarded a link through email from one of your clients?

Retainer 115
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New FTC Rules Could Aid Donors In Opting Out

The NonProfit Times

While nonprofits are referred to in the FTC rules as not being directly impacted, businesses with which nonprofits contract are subject to the regulations. So, we don’t ‘clear off’ or approve any particular companies or industries.”

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How do you choose a payment processor for your nonprofit?

Candid

On top of standard processing fees, some providers charge additional fees for setup, training, contract closure, and early termination. First and foremost, have a clear understanding of how much money your organization is willing to invest in a payment processor.

Policies 105