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. Focus on relevant metrics. Documenting internal processes. Invest in scalable practices.

Management

Qgiv

NOVEMBER 13, 2024

To determine these target metrics, review past event results. 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.

Procurement

Planned Giving

FEBRUARY 20, 2025

Leverage Advanced Data Analytics and Technology Investing in enterprise-grade donor management software and predictive analytics identifies high-potential donors and improves retention metrics. Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency.

Funding

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

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

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

The Fundraising Coach

JUNE 11, 2024

With the right donor database or constituent relationship management (CRM) system, you can centralize your data and create a single source of truth for all valuable information your organization collects. Look to integrate the following tools with your CRM: Fundraising platform. Invest in a centralized data platform. Fundraising.

CRM

CauseVox

DECEMBER 8, 2023

Use a spreadsheet to document all fundraising endeavors, assessing expenses, benefits, and key details for each. This metric tracks the percentage of donors from the previous year who continue to contribute in the current year. A specific example of a KPI could be looking at your donor retention rate.

Calendar

Qgiv

SEPTEMBER 2, 2024

In fact, 67% of nonprofits use a CRM. Analyze donor behavior, campaign performance, and operational metrics to make data-backed decisions and optimize your fundraising. Salesforce | Cloud-based nonprofit CRM software Salesforce Nonprofit Cloud is a CRM solution tailored to meet the needs of nonprofit organizations.

Software

GiveSmart

NOVEMBER 29, 2023

Fundraising data in a nonprofit is metrics or KPIs like donor contributions, grant information, number of gifts received, acquisition costs, and return on investment. Accounting departments can oversee tasks like generating reports, tax forms, statements, and external documents for the organization and the donor.

Software

Blackbaud

JUNE 6, 2024

But you and I know it’s critical to maintain a robust and up-to-date CRM. Work closely with administrators to identify reports that need to be run and the metrics to track during the campaign, which will inform your fund setup and gift entry process. Document as you go. Review reporting. Eat a cupcake (really, you deserve it).

Goals

DonorSnap

JULY 3, 2023

They are usually digital or print documents that utilize powerful visuals to walk readers through the year. Snapshot of Financials and Key Metrics Your annual report should include some financials in a very digestible format. What Data From Your CRM Should You Include in Your Nonprofit Annual Reports?

Nonprofit

DoJiggy

JULY 9, 2024

This flexibility ensures you can track the financial metrics that matter most to your organization. You can also generate donor contribution statements, which are essential for acknowledging donors and providing them with the necessary documentation for tax purposes. Use QuickBooks to record donations received.

Finance

Blackbaud

FEBRUARY 20, 2024

It should be directly tied to your progress and defined metrics. A secure board portal provides access to and stores all campaign-related committee meetings and documents, and it should integrate with members’ digital calendars. The Public Phase In launching this final phase, timing is key. Investing in software?

Strategic Plan

The Fundraising Coach

APRIL 9, 2024

A proposal is a document that outlines a consultant’s process and approach to your project, as well as answers any specific questions you have. You’ll also want to discuss what tools you’ll use to track your project’s success, such as fundraising software and CRM platforms like Salesforce , and decide on which metrics to pay attention to.

Consulting

Get Fully Funded

APRIL 20, 2021

But through shared documents and calendars via cloud-based platforms, the Executive Director of the horse rescue has the extra help they need to get everything done. If you have a volunteer handbook or other documents with general information, provide them to your new VA. Start small.

Calendar

Center for Major Gifts

FEBRUARY 3, 2025

Look at their giving capacity, philanthropic history, and personal interestsa task made easier by prospect research tools and a well-maintained CRM. Providing Reassurance If a donor worries about the feasibility or impact of their gift, offer concrete details such as program budgets, success metrics, or testimonials from other major donors.

CRM