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

Blackbaud

Do you need to invest in your people as well as in software for a new tool to be successful? Consider your budget, research specific software providers , and decide if changing tools is the right decision for your organization. Read contracts carefully to avoid surprises. Change management: How does your team respond to change

CRM
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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Important activities: Gather necessary documents, develop narratives, build budgets, and secure internal approvals. Bonus Tip: Capture all completed applications and accompanying documentation in both your fundraising and accounting systems as attachments. Accept Funding Accepting funding requires more than just signing a contract.

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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. 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?

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4 Tips to Optimize Your Donor Database to Boost Engagement

Ann Green's Nonprofit

Treat your donor profiles as living documents. Integrate Your Database With Other Nonprofit Software Integrations allow data to transfer automatically from your nonprofits other fundraising and management platforms to its CRM, saving your team time and reducing the risk of errors that come with manual entry.

CRM
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Top Accounting Tips for Government Grants

Blackbaud

They come with strict compliance requirements, detailed reporting obligations, and potential penalties that could result in claw backs if you aren’t careful with your spending and documentation. If possible, use your fund accounting system as your single source of truth for document management, so everyone has access to the same information.

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Improve Your Student Billing Process

Blackbaud

This is why having your enrollment management system integrated with your tuition and billing software is critical. An integrated solution means enrollment contracts feed directly into your billing systemaccounting for any financial aid awardsautomatically populating student account information and reducing the chance of human error.

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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. The Impact of Economic Uncertainty on Nonprofit Sustainability Economic volatility creates additional challenges for nonprofit financial planning.