Blackbaud

DECEMBER 12, 2024

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

Ann Green's Nonprofit

APRIL 28, 2025

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

Blackbaud

JUNE 12, 2025

Important activities: Gather necessary documents, develop narratives, build budgets, and secure internal approvals. Bonus Tip: Explore and incorporate available tools in your fundraising CRM to help track your applications, related actions, contacts, timeline, accounting considerations, and attachments.

Grant

CauseVox

JANUARY 20, 2025

Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data. If you captured any other pertinent data during the donation process, be sure to document this as well. Did they happen to stumble across your donation page through an online search?

Retainer

Planned Giving

FEBRUARY 20, 2025

Organizations lacking diversified funding streams become particularly vulnerable during economic downturns, when both individual giving and foundation support typically contract. Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency.

Funding

Blackbaud

JULY 23, 2025

How to do it Assess your grant or contract language to identify which programs could be impacted. For each source, estimate how much of the total grant or contract might be affected and work with your advancement and business office teams to document the impact on school operations. Document everything for audits.

Policy

Tech Soup

SEPTEMBER 29, 2014

Synata.com — is a contextual intelligence or data mining service that brings data and documents from Box, Dropbox, etc. He used an example of a customer service representative who brings up a customer profile that includes everything about that customer — emails, documents, their contract. via search to end-users.

CRM