Contracts CRM Training 
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.
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!
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Pamela Grow
DECEMBER 11, 2024
Your donors arent just names in your nonprofits CRM. For example, segment your donors within your CRM. Use short sentences, simple language, and contractions. For example, share the story of Maria, a single mother who received resources to secure stable housing and training to land a new job. Evoke emotion with stories.
Blackbaud
JUNE 12, 2025
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.
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. This infrastructure includes dedicated staff training, marketing materials, and legal expertise for complex gift arrangements.
The Fundraising Coach
MAY 30, 2025
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. Train staff and board members. Is your board on board?
Blackbaud
JULY 23, 2025
Were you counting on ESEA funds to pay for learning specialist training? How to do it Assess your grant or contract language to identify which programs could be impacted. Now is the time to rekindle relationships, dust off your CRM, and prepare your school to think beyond the traditional tuition-based model.
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