Blackbaud

APRIL 18, 2025

Your CRM and online fundraising tools should help you with much more than transaction management. Make Authentic Connections with Supporters Record and use personal details : Use your CRM to track personal details like birthdays, donation anniversaries, and interests. Create emails that include personalized messaging from this data.

Fundraising

CauseVox

APRIL 28, 2025

Download our free Ultimate Guide to Peer-to-Peer Fundraising: 2. Offer a downloadable resource (think: 5 Ways To Get Involved With Local Hunger Relief), a quiz, or a simple newsletter sign-up in exchange for an email address. Download our free Complete Guide to Matching Gifts : 6. From there, its all about capturing interest.

Nonprofit

Blackbaud

APRIL 24, 2025

Fix: Take a step back to review your workflows and choose tools that seamlessly integrate with your CRM. Data synchronization: To avoid copying and pasting information from one system to another, look for tools that seamlessly sync data to your CRM in real time. Stage 1: Review your tools and CRM systems.

Fundraising

CauseVox

JULY 28, 2025

A CRM for nonprofits makes it simple by pulling gift history, email engagement, event attendance, and more into one place so you can spot when someone is slipping and jump in early–for their sake and yours! Now, here’s where your CRM can do the heavy lifting. Use your CRM filters to weed out bounced emails and unsubscribed contacts.

CRM

Blackbaud

MAY 2, 2025

Start with flexible applications that feed directly into your CRM. When your CRM and grantmaking tools work together, you can spend less time managing data and more time focusing on your mission. By eliminating the need for manual data entry, these applications ensure that critical information flows seamlessly between systems.

Government

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. Many solutions have tools that provide valuable functionality for grant management.

Grant

CauseVox

JULY 28, 2025

Manage and track important donor information with ease using CauseVox’s CRM designed for nonprofits This kind of clarity is what turns good fundraising into great fundraising. That’s where a nonprofit CRM (Customer Relationship Management tool) stands out. With CauseVox’s CRM you can tag and segment your donors by type 2.

Utilities

CauseVox

JULY 15, 2025

Tools & Tracking Use your CRM to keep track of these interactions and automate where it makes sense. A good CRM helps you organize donor data, schedule follow-ups, and personalize content based on giving history or interest. You’re welcoming someone into your community, not delivering a corporate update.

CRM

CauseVox

MARCH 24, 2025

Download Our Free Ultimate Guide To Peer-To-Peer-Fundraising : 4. Download Our Free Customizable Peer-to-Peer Fundraising Toolkit Template & Guide : 6. You can also use a CRM to follow up with donors, share impact stories, and invite them to stay involved. A heartfelt You made this possible!

Fundraising

CauseVox

FEBRUARY 11, 2025

When choosing a platform, its important to consider key features like transaction fees, customization options, and integrations with your CRM or email marketing tools. In this article, we’ll go over the basic steps to create a donation page for free; we also recommend you download our free guide below to get a more detailed overview.

Donation

Bonterra

JULY 30, 2025

Key benefits include: An open API for effortless integration with your existing systems and CRM. DonorDrive includes interactive elements such as team fundraising, gamification incentives, and activity tracking to foster excitement and spur your audience toward higher participation.

Fundraising

Blackbaud

JUNE 6, 2025

Use your CRM to track prospect interactions and identify optimal times for outreach. Use your CRM to track follow-up communications and ensure you’re persistent without being pushy. When you understand what motivates each prospect, you can create outreach that speaks directly to their interests. Time your outreach strategically.

Fundraising

CauseVox

APRIL 18, 2025

And don’t forget to plan your follow-up strategy, utilizing your nonprofits CRM as a tool to keep you on track. Building on this solid foundation (and again, remembering to use your CRM as a tool) maintain regular communication to keep the momentum going. Download Our Free Complete Guide to Recurring Donations:

Donation

CauseVox

MAY 27, 2025

Luckily, theres a simple answer to streamline your fundraising and track your data quickly and simply: a nonprofit CRM. What is a Nonprofit CRM? Companies use a CRM to track their customers behavior, manage communication, and make offers that the customer is likely to be interested in. What Are The Benefits of a Nonprofit CRM?

CRM

CauseVox

JANUARY 20, 2025

Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data. Download CauseVoxs Donor Engagement & Retention Playbook: 3. Were they forwarded a link through email from one of your clients? Did they happen to stumble across your donation page through an online search?

Retainer

Pamela Grow

FEBRUARY 5, 2025

Incorporate your unique knowledge into valuable website content such as: Downloadable resources Blog posts Toolkits Quizzes Multimedia stories Make some of this content freely available on your website and turn other content into gated resources that require an email address to unlock.

Nonprofit

CauseVox

MAY 22, 2025

Theres a better way and it starts with a nonprofit CRM. Nonprofit CRM (Customer Relationship Management) systems are designed to help you organize your supporter data, streamline your fundraising, and build lasting, meaningful relationships with your community. Download the Free Guide Today!

CRM

CauseVox

JUNE 9, 2025

Download Our Free Donor Engagement & Retention Playbook: 1) Immediate Email Confirmation Let’s start with the lowest hanging fruit. Use your CRM to track this data and set reminders so you never miss a milestone. That’s where your CRM really shines. We cover all of that and more in the Complete Guide to Nonprofit CRMs.

CRM

Blackbaud

MARCH 10, 2025

Sharing data in an integrated financial and CRM ecosystem aligns functional teams and reduces time-intensive manual extracting and inputting of data, allowing you to put more of your time, energy, and resources into furthering your mission. The “machines” can finally “talk” to each other.

Finance

Blackbaud

NOVEMBER 5, 2024

Leverage CRM Data for Personalization By using data from your Customer Relationship Management (CRM) system, you can tailor your impact report to appeal to each of the audience segments you identify. Importing CRM data into a digital report builder, like Storyraise , is simple and quick.

CRM

Bonterra

JULY 9, 2025

Download our free guide, From Moments to Movements, to learn how nonprofits are unifying advocacy and fundraising to mobilize more supporters and keep them giving. Done right, petitions can drive legislative change and also help grow your list of active, invested supporters. Ready to see what unified advocacy can do?

Lobbying

GiveSmart

NOVEMBER 1, 2024

Download our expert-written Year-End Fundraising Appeal Templates for FREE and get started on empowering your supporters. Donating should be quick and easy! People are more generous with their time and money and make donations, volunteer, and help raise support for the causes they care most about.

Donation

CauseVox

MARCH 17, 2025

Download the Free Complete Guide to Nonprofit Fundraising Events : 1. CauseVox allows you to easily set up your event page, offers built-in peer-to-peer fundraising features, and includes a CRM to track participants and donors, helping you maintain relationships long after the last putt. And the best part?

Fundraising

CauseVox

MAY 27, 2025

Luckily, theres a simple answer to streamline your fundraising and track your data quickly and simply: a nonprofit CRM. What is a Nonprofit CRM? Companies use a CRM to track their customers behavior, manage communication, and make offers that the customer is likely to be interested in. What Are The Benefits of a Nonprofit CRM?

CRM

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. This includes validating IRS status, checking for required attachments, and ensuring the information provided aligns with your programs goals.

Grant

Blackbaud

JUNE 16, 2025

Finance and fundraising teams must collaborate closely to ensure data pulled from the CRM aligns with financial records. When donor contributions are recorded in your CRM, finance teams can easily verify compliance with donor restrictions through integrated fund accounting tools.

Finance

Fundly

JANUARY 20, 2025

Additional integrations with the NonProfitEasy CRM, Double the Donations matching gift search tool , QuickBooks, Mailchimp, and other popular solutions allow you to extend your fundraising capabilities further. By downloading the GoFundMe app, you can set up a fundraiser, upload images, and track donations through your phone.

Funding

Blackbaud

JULY 31, 2025

Creating a Data-Driven Annual Giving Program : Discover how to build a data-driven annual giving program in this free downloadable white paper. Introduction to Annual Giving in Blackbaud Raiser’s Edge NXT®️ : Watch this webinar to learn how to maximize your annual giving potential.

Donation

Blackbaud

AUGUST 6, 2025

Whitepaper 4 Ways Personalized Reporting Helps Your Nonprofit Make Better Strategic Decisions Download Now How to Use Your Financial Projections When you create financial projections, you’re essentially crafting a plan that can shape the decisions your organization makes.

Finance

Blackbaud

JULY 17, 2025

Download now A Four-Step Framework for Analytics Excellence Step 1: Streamline Your Data Collection Workflow Start by cleaning up the database and your data entry practices. These challenges often compound, creating a cycle of inefficiency that limits fundraising potential. Let’s work on breaking that cycle.

Software

Blackbaud

JULY 2, 2025

To automate this process, first evaluate your current CRM software and ensure that it integrates with your accounting software. Free Resource How to Get Started with Automation at Your Nonprofit Finance Office Download Now 3. Expense Management Managing expenses doesn’t have to be a hassle. It’s streamlined, efficient, and hassle-free.

Finance

The Fundraising Coach

MAY 30, 2025

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. Ask for feedback and use your CRM to track prospect growth, stewardship efforts, and marketing reach, allowing you to refine the program even as it grows.

CRM

Blackbaud

JANUARY 28, 2025

It should allow you to send ad hoc emails from within the system and synchronize data with your donor management CRM and fund accounting systems. Whether you’re just starting your search or are looking to upgrade your existing system, download our guide to help you make an informed decision.

Award

Blackbaud

JULY 10, 2025

If your fundraising CRM and fund accounting system are integrated, this can be done automatically to streamline the entire process. Download the whitepaper, Unlock the Power of Fund Accounting for Stewardship , to learn five ways fund accounting software can boost donations and improve transparency at your nonprofit.

Finance

Instrumentl

JUNE 21, 2025

DonorPerfect, project manager, custom CRM with air table. And the last thing I'll go over is just downloading reports. We've got Excel, Google sheets, Instrumentl, several Instrumentls, yay. A lot of spreadsheets, monday.com. I've heard of it, but I've never used it. Microsoft Planner. Yeah, that's a good one.

Instrumentl

Blackbaud

JULY 17, 2025

Free Resource The Ultimate Guide for Nonprofit CFOs Download now Process Pitfalls that Sabotage Efficiency Even the most brilliant team can’t outpace broken processes. Integration Gaps When your CRM, fundraising, and operations systems don’t feed directly into the general ledger , you’re forced to play data ferryman.

Finance

NonProfit PRO

AUGUST 1, 2022

With so many vendors in the market, how do you determine which CRM best meets your nonprofit's needs? Download our free Nonprofit CRM Comparison Workbook to compare vendors apples to apples and calculate a vendor fit score to find your perfect CRM match!

CRM