Center for Major Gifts

JANUARY 25, 2025

Additionally, the method fosters transparency and accountability since every conversation and decision is documented. Building a Solid Data Foundation An accurate, up-to-date CRM is essential for tracking each interaction, so begin by cleaning up donor records. email opens).

Management

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

Center for Major Gifts

FEBRUARY 12, 2025

Identifying Ideal Multi-Year Donor Prospects Start by analyzing donor data in your CRM, focusing on previous gift amounts, donation frequency, and known philanthropic interests. These documents outline the total pledge amount, payment schedule, and designated purpose of funds.

Proposal

DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

Effective grant management goes beyond tracking funds in your CRM its also about budgeting effectively, prioritizing programs that need financial support, and delivering timely reports to grantmakers. However, proper financial oversight is critical to make the most of those vital funds.

Finance

Blackbaud

APRIL 23, 2025

Additionally, this step offers an opportunity to verify and update applicant records in your CRM, avoiding duplicate entries and ensuring data integrity. To mitigate this, its crucial to foster open communication and make sure your evaluation criteria is documented thoroughly.

Grants

CauseVox

JUNE 9, 2025

4) Annual (Gratitude) Report Many nonprofits and charities compile an annual document that reports budgeting, services, and impact. Use your CRM to track this data and set reminders so you never miss a milestone. That’s where your CRM really shines. Otherwise, an email or a phone call works too!

CRM

Blackbaud

JULY 28, 2025

Implementing fund accounting software with subfund capabilities can help your team avoid common nonprofit audit mistakes by streamlining grants management, documentation management, and other key processes. The auditor will need recent tax documents, payroll details, annual financial statements, among other documentation.

Finance

Pamela Grow

FEBRUARY 11, 2025

These include: Donation receipts and tax acknowledgments: Promptly sending these essential documents shows your professionalism and gratitude while giving donors the information they need for tax purposes. Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software.

Metrics

Blackbaud

JUNE 16, 2025

Finance and fundraising teams must collaborate closely to ensure data pulled from the CRM aligns with financial records. Restricted Gift Compliance Your reports should document how donor-restricted funds were used in line with their intended purposes. Integrated fund accounting and fundraising systems also improve accuracy.

Finance

Greater Giving

JULY 23, 2025

For instance, your data about volunteers might be housed in your volunteer management software and not get transferred to your CRM, preventing you from easily checking which donors also volunteer. Documenting internal processes. Nonprofits with several disparate tools may have issues transferring data between platforms.

Management

Blackbaud

MAY 19, 2025

When youve documented and implemented a strong conflict of interest policy, you protect your team, ensure ethical decision-making, and strengthen your reputation among grantees and stakeholders. For example, imagine your organization needs to hire a consultant to clean up your CRM data.

Policies

Blackbaud

MARCH 25, 2025

To prepare for a financial review, you need to compile your standard financial statements and supporting documentation. You’ll need to gather comprehensive documentation, including financial statements, receipts, and records of transactions. Preparing for an audit requires significant effort.

Software

GrantNews

MARCH 27, 2025

Cloud Storage and Document Sharing: Securely store, access, and collaborate on files from anywhere. Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently.

Mentor

Qgiv

NOVEMBER 13, 2024

This documentation is helpful for organizational reasons and also aids your event if you’re incorporating virtual elements. When your auction platform integrates with your other nonprofit tools, you can leverage your CRM to: Find and send invites to past event attendees. Create a plan for storing and cataloging auction items.

Procurement

Planned Giving

MAY 12, 2025

Document your flexibility, but use the word “suggested” to allow discretion. Your policies protect your nonprofit legally and set internal expectations. Begin with : Bequests Beneficiary designations Life insurance IRA rollovers Then grow into real estate, complex trusts, and life income gifts.

Policy

Planned Giving

FEBRUARY 20, 2025

Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency. With a documented $65 billion decline in charitable giving over the past four years, foundations now prioritize organizations with sustainable strategies over those operating crisis-to-crisis.

Funding

DH Leonard Consulting & Grant Writing Services

MARCH 20, 2025

Track applications in your CRM to stay organized. Keep track of grant opportunities youve already applied for, applications still in progress, grants youve won, and rejected opportunities in your CRM platform. Share your annual reports, form 990s , and other financial documents that explain your current funding situation.

Grant Writing

Wild Apricot

JULY 8, 2025

To truly connect, start by diving into the data you already have in past surveys, emails and your nonprofit CRM. Here’s an example from the Red Cross , who summed up their branding guidelines in a one-page document that can be easily shared throughout the organization. This is your foundation, and skipping it can lead to confusion.

Nonprofit

Blackbaud

JULY 8, 2025

But for organizations already doing more with less, documenting those results often takes time they don’t have. These repetitive tasks can be even more prevalent in nonprofit organizations, where updating vendor records, tracking down donor agreements, or documenting grant applications are everyday occurrences. The average U.S.

AI

Blackbaud

JULY 2, 2025

It can read the invoice and intelligently match it to expenses, providing more optimal automation and processing more diverse document formats—including crumbled receipt from your development officer’s recent lunch with a donor—than traditional OCR. Trying to track those manually can take hours.

Finance

Blackbaud

JULY 10, 2025

Practicing good document management and adding the gift agreement to the journal entry right away ensures that donor intent is always understood, no matter the time frame on revenue recognition. If your fundraising CRM and fund accounting system are integrated, this can be done automatically to streamline the entire process.

Finance

Instrumentl

JUNE 21, 2025

And when it's well-documented how to follow the system. It might take some time upfront to figure out, okay, what's the best system here, or time to document the steps or figure out what kind of system you need to use. DonorPerfect, project manager, custom CRM with air table. A lot of spreadsheets, monday.com.

Instrumentl

Bonterra

JUNE 27, 2025

Make it easier for your team to manage your organization with one of the best nonprofit constituent relationship management (CRM) systems designed for organizations like yours. Limit its documented goals to one or more charitable purposes. Generally, all nonprofits must: Serve the public good.

Nonprofit

Blackbaud

JULY 23, 2025

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. How to do it Assess your grant or contract language to identify which programs could be impacted. Optimize drawdowns.

Policy

Blackbaud

OCTOBER 18, 2024

Add them, if they are willing, to your affiliated volunteer roster and to your constituent relationship management (CRM) platform so you can keep them apprised of opportunities to support your mission in the future. Mitigate Risks Before deploying spontaneous volunteers to a disaster zone, check your insurance policy.

Management

Blackbaud

AUGUST 12, 2024

Where does your constituent relationship management software (CRM) fit into that culture? The Power of a CRM-Centric Culture Reflecting on my 20-plus years of working with nonprofit organizations, I can point to one pivotal era that underscored the importance of a CRM-centric culture: the pandemic.

CRM

Tech Soup

JANUARY 26, 2015

In that spirit, here are some leading open-source solutions in three categories relevant to nonprofits: CRM. CiviCRM is an open-source nonprofit-focused CRM system with powerful features for campaigns, fundraising, event planning, contact management, and case management. Human Resources Management (HRM). spanhidden.

CRM

Get Fully Funded

FEBRUARY 23, 2021

You may feel like you are doing everything yourself, but at some point you will be collaborating with others on documents, and you will need Docs and Sheets. Cloud storage: For file sharing and storage, you can start with Drive through Google Workspace, so all documents can be stored in a convenient, accessible place.

CRM

Blackbaud

AUGUST 7, 2024

It helps you identify and document changes in processes and workflow and will ensure your team is equipped for a smooth transition. Are these procedures documented, and do documents need updating? For it to be most effective, it’s crucial to document every aspect of the plan.

Funding

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

Blackbaud

OCTOBER 8, 2024

By extending the power of its Blackbaud CRM platform with Power BI, the team now sees more focused information about their major giving prospects. Tim McCleary, CRM Director for The Salvation Army Southern Territory, said the organization’s 71 major and planned giving officers have portfolios assigned by geographic region across 15 states.

CRM

Qgiv

JUNE 23, 2021

Use a CRM to help w ith donor research . Data-driven fundraising strategies are always the smartest move, so make sure you have the necessary constituent relationship management software (CRM) integrations and reporting tools. So, if you know you want to attract high-impact donors and retain them, turn to the data in your CRM.

Fundraising

Tech Soup

FEBRUARY 23, 2015

One of the major benefits of cloud-based programs is that you can work on projects or documents from anywhere at any time. With many programs, multiple staff members can work on a document or a project simultaneously. You can easily work on documents, presentations, spreadsheets, and more. Productivity and Collaboration.

CRM

Blackbaud

JANUARY 17, 2024

This includes reviewing your process documentation or creating it if necessary. Work with your team to review and document each of your funding programs, including the number of grantees, timelines, and applications for each. Make sure you have consistent communication processes for both declined funding requests as well as grantees.

Grant Management

Qgiv

SEPTEMBER 2, 2024

In fact, 67% of nonprofits use a CRM. Charity Engine | Nonprofit software with direct mail solutions CharityEngine is a CRM and fundraising platform designed to streamline operations for nonprofits of all sizes. Donor management software enables you to organize your donor information, track gifts, and strengthen your donor engagement.

Software

Tech Soup

DECEMBER 19, 2016

CRM (constituent relationship management) applications are becoming the center of our nonprofit IT systems. It also has hosted email via Exchange Online and online document sharing with SharePoint Online. Dynamics 365 — Microsoft's online CRM or constituent relationship management database. No programming necessary.

CRM

Get Fully Funded

OCTOBER 26, 2022

This document explains the purpose of your nonprofit and officially registers you as an organization in your state. Before you file this form or any of your incorporation documents, double-check to make sure you’ve filled out each one as accurately as possible. Nonprofits typically invest in resources such as: A CRM database.

Finance