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

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

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. Ready to Bring Your Brand to Life?

Nonprofit

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.

Policy

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. Program Readiness Assessment Rate your organization’s readiness on these key factors (1=Not Ready, 5=Fully Ready): The form can be filled in the actual website url.

Policy

Instrumentl

JUNE 21, 2025

When I'm getting ready to work on a big grant application, I tell my husband I'm going scuba diving. You've got to go deep and stay deep until you're ready to come back up. And when it's well-documented how to follow the system. DonorPerfect, project manager, custom CRM with air table.

Instrumentl

Blackbaud

OCTOBER 18, 2024

Keep appropriate waivers and liability forms ready for volunteers to sign. 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.

Management

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 know what that will look like for your GMS, even if you aren’t ready for those features yet.

Grant Management

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

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

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

Qgiv

JUNE 23, 2021

Are you ready to maximize your fundraising efforts and see real results? 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. Develop a Strategy.

Fundraising

Blackbaud

DECEMBER 14, 2023

Applicants will then be able to electronically submit those applications to your grantmaking organization—meaning no paper applications to sort through—and the information is integrated into your grant management CRM. Use templates when possible so that the message is standardized and ready for each grant cycle.

Grant Management

Qgiv

SEPTEMBER 2, 2024

In fact, 67% of nonprofits use a CRM. From accounting to fundraising, there’s a solution ready to pick up the load weighing your team down and help you achieve your fundraising goals ! Salesforce | Cloud-based nonprofit CRM software Salesforce Nonprofit Cloud is a CRM solution tailored to meet the needs of nonprofit organizations.

Software

CauseVox

JANUARY 3, 2025

A nonprofit fundraising plan is a document that strategically organizes all of your fundraising activities over a certain period of time (usually one year). These documents are also essential in shifting an entire organizations attitude about fundraising. Are you ready to create a great fundraising plan?

Fundraising

Blackbaud

JUNE 6, 2024

When evaluating your school’s readiness for a capital campaign, database readiness might not be at the top of the list for your campaign consultants or administration. But you and I know it’s critical to maintain a robust and up-to-date CRM. You’ll want these ready for gift officers in the next phase. Document as you go.

Goals

CauseVox

DECEMBER 8, 2023

Use a spreadsheet to document all fundraising endeavors, assessing expenses, benefits, and key details for each. For instance, adopting a new CRM system , which not only streamlines donor management but also significantly strengthens your fundraising game. Conclusion Ready to embark on your journey to fundraising success?

Calendar

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

*Diane’s note: You are used to our team talking about how both pre-award and post-award work connect to create an organization’s overall grant readiness. In fact, we were just talking about this in our most recent webinar about How to Be Exceptionally Grant Ready with Lucy Morgan from MyFedTrainer.com. Grant Management Software.

Grant Management

Tech Soup

JUNE 5, 2011

Organizations with healthy IT infrastructures are continually making iterative improvements based on their program needs, documenting those improvements, and monitoring for future iterations. For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it?

CRM

Tech Soup

JUNE 5, 2011

Organizations with healthy IT infrastructures are continually making iterative improvements based on their program needs, documenting those improvements, and monitoring for future iterations. For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it?

CRM

Blackbaud

FEBRUARY 15, 2024

If you’re ready to make a plan to retain your volunteers, start with these six tips. Document this important role and codify the goals for both the volunteer and the organization. People do want to get involved when and where they’re needed. Value Their Time Volunteers are generously donating their time and energy to your mission.

Retainer

DonorSnap

OCTOBER 5, 2023

A gratitude report is a document created by a nonprofit organization that lists all of their donors’ names for one fiscal year. They are often printed documents or available digitally and usually list out donors by giving level. When all of your materials are ready, you can either hire a designer or create the report yourself.

Nonprofit

OneCause

JULY 7, 2022

Arjuna Solutions has well documented that if you look at the data in terms of donors instead of donations, there’s a consistent trend over recent years that for every 100 new donors acquired in a year, approximately 99 others were lost. What’s the process for recording offline gifts get in your organization’s CRM?

Policy

Fundly

FEBRUARY 20, 2024

Expert services Getting Attention helps nonprofits with nearly every aspect of the Google Ad Grant, including: Application and eligibility check: Is your nonprofit ready to apply for the Google Ad Grant? DNL OmniMedia also offers CRM and data management services, advocacy assistance, data analysis, and web analytics services.

Consulting

Qgiv

JULY 21, 2022

Whether your nonprofit has a highly sophisticated CRM with all the bells and whistles, or you’re a new organization with a simple spreadsheet system, you’re likely tracking and recording information about your supporters. Marketing a fundraiser over text is great for donors who are ready to take immediate action for your cause.

Fundraising

Strategic Grants

MAY 21, 2025

Carving out the time to document the aim, need, activities, beneficiaries, cost and outcomes of your funding needs, whether thats a new CRM or expansion of program delivery into a new geographic region, can yield many benefitsaside from increased grant success, of course! Weve all been there!)

Grant

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. Figuring Out Timing and Execution for Your Asks Not every donor is ready to give at the same time.

CRM