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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
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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
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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Bonus Tip: Explore and incorporate available tools in your fundraising CRM to help track your applications, related actions, contacts, timeline, accounting considerations, and attachments. Accept Funding Accepting funding requires more than just signing a contract. Objective: Formally acknowledge and accept the grant award.

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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. CauseVox is a digital fundraising platform for nonprofits that helps you raise more with less effort through our fundraising software. Was it because they saw their friends peer-to-peer fundraising post on social media?

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Stop Begging, Start Planning: Why Foundations Are Done Funding Complacent Nonprofits

Planned Giving

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.

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Planned Gifts: A Quick Guide To Help Nonprofits Raise More

The Fundraising Coach

Charitable gift annuities (CGAs): CGAs are contracts between a donor and a nonprofit. Use your CRM to identify loyal, long-term donors, particularly those over the age of 55. Many CRMs will offer wealth screening tools that can help identify prospects. After the donor passes away, the nonprofit retains the remaining value.

CRM
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Federal Policy and Private Schools: 5 Steps to Navigate Change

Blackbaud

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.