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 116

CRM Demographics Metrics Education 116

Blackbaud

APRIL 25, 2024

Choosing a new fundraising CRM is exciting–but also needs careful consideration. If you are unclear about your needs, abilities, and opportunities, you will quickly find it difficult to vet vendors and evaluate CRMs, not to mention bringing internal stakeholders onboard or getting sign-off at key stages.

CRM 111

CRM Fundraising Budget Management 111

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 61

CRM Nonprofit Mentor Fundraising 61

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 95

Fundraising CRM Management Software 95

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 71

Grant Grants Grant Management Award 71

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 148

Nonprofit Donation Readiness Fundraising 148

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 52

CRM Nonprofit Mentor Fundraising 52

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 84

CRM Donation Media Budget 84

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 77

Nonprofit Media Donation Fundraising 77

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 71

Fundraising Metrics AI CRM 71

NonProfit PRO

NOVEMBER 5, 2024

Making a change to your organization's CRM can be a daunting task. Virtuous is here to provide this quick guide to changing CRMs, allowing you to walk through each step with confidence. Download today! However, a powerful and sophisticated tool is crucial to your nonprofit's success.

CRM 52

CRM Nonprofit 52

NonProfit PRO

OCTOBER 4, 2024

Making a change to your organization's CRM can be a daunting task. Virtuous is here to provide this quick guide to changing CRMs, allowing you to walk through each step with confidence. Download today! However, a powerful and sophisticated tool is crucial to your nonprofit's success.

CRM 52

CRM Nonprofit 52

NonProfit PRO

MARCH 8, 2023

Meet the companion that nonprofit CRM users have been waiting for! Download the Clean Data Checklist to create a framework that keeps your team members on the same page.

CRM 104

CRM Nonprofit 104

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 81

Government CRM Applicant Application 81

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 115

Retainer Media Donation Software 115

Blackbaud

SEPTEMBER 12, 2024

You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system. For example, an integrated posting process can mark transactions as ‘posted’ in the fundraising CRM so they can’t be inadvertently posted again.

CRM 59

CRM Finance Fundraising Funding 59

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 96

Finance Fundraising Software Budget 96

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 52

Fundraising Metrics CRM AI 52

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 72

Donation Transportation CRM Metrics 72

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 66

Fundraising Template Goals Nonprofit 66

NonProfit PRO

APRIL 10, 2024

Meet the companion that nonprofit CRM users have been waiting for! Download the Clean Data Checklist to create a framework that keeps your team members on the same page and makes a smooth onboarding experience for new hires. Messy data causes mistakes that your organization can’t afford.

CRM 83

CRM Nonprofit 83

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 87

Award Management Software Utilities 87

Tech Soup

DECEMBER 5, 2013

TechSoup is proud to announce the newest version of Microsoft Dynamics CRM. Dynamics CRM is customer relationship management (CRM) server software that offers tools for storing and analyzing customer records. Dynamics CRM is ideal for larger organizations that store substantial constituent data and run analytics on it.

CRM 40

CRM Consulting Consulting Consultant 40

NonProfit PRO

APRIL 25, 2025

Download now and make an informed decision that fuels your mission! Our Nonprofit Software Buyers Guide walks you through the must-ask questions to ensure you invest in a solution that saves time, maximizes fundraising, and drives long-term impact.

CRM 52

CRM Software Nonprofit Fundraising 52

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 53

Donation CRM Media Management 53

CauseVox

OCTOBER 8, 2024

Download the Ultimate Guide to GivingTuesday and Year-End Fundraising: Ease of Use Choosing a platform that’s easy for both your team and your donors to use will make your GivingTuesday campaign run smoothly and encourage more people to give. One of the most important integrations to consider is with your CRM.

Fundraising 103

Fundraising CRM Donation Demographics 103

Blackbaud

SEPTEMBER 18, 2024

CRMs and Technology Ecosystems We then focused on the CRMs and technology ecosystems nonprofits have in place. Most participants shared that their nonprofit has a CRM solution. Attitudes towards CRMs are also similar across regions. Download each regional report for free to explore these findings in more detail.

AI 109

AI Fundraising CRM Policy 109

Blackbaud

AUGUST 1, 2024

Implementing Effective Data Collection Now, you may be thinking, “I don’t have that kind of information in my CRM,” and if that’s the case, now is the time to put systems in place so that come your next event you’re set for success! Effective donor engagement relies on robust data collection.

CRM 105

CRM Media Fundraising IT 105

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 105

Donation Media Nonprofit Goals 105

Selfish Giving

FEBRUARY 3, 2012

While this article is about QR codes, the magazine it was in, CRM , isn’t quite up to speed on mobile technology and hasn’t optimized its site for The Third Screen. If you don’t have one already, the first thing you’ll need to do is download a reader to your mobile device. All of these readers are FREE!

CRM 64

CRM IT 64

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 52

Funding Goals Donation Fundraising 52

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 61

Fundraising Readiness Donation Media 61

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 59

Grant Grants Applicant Application 59

NonProfit PRO

FEBRUARY 8, 2023

Meet the companion that nonprofit CRM users have been waiting for! Download the Clean Data Checklist to create a framework that keeps your team members on the same page and makes a smooth onboarding experience for new hires. Messy data causes mistakes that your organization can’t afford.

CRM 52

CRM Nonprofit 52

Blackbaud

NOVEMBER 7, 2023

No matter what donor CRM or engagement platform you use, it should have at least basic segmentation capabilities that allow you to split your audience into a few different groups with varying solicitation frequency. Use them. Free Resource Playing the Long Game: Stewardship Toolkit for Nonprofit Organizations Download Now 2.

Demographics 119

Demographics Consulting Consulting Consultant 119

Tech Soup

FEBRUARY 7, 2017

We also asked nonprofits about managing their mailing lists with a Customer Relationship Management (CRM) tool or database that allows them to track information, interactions, and activities for each individual on their lists. Using a Customer Relationship Management Tool or Database. The Ability to Segment Mailing Lists.

CRM 53

CRM Nonprofit Management IT 53

CauseVox

DECEMBER 8, 2023

Download Your Free Copy of our Fundraising Calendar and Nonprofit Annual Development Plan: Budgeting and Resource Allocation Establishing a robust budget that aligns with your overarching goals is not just good financial practice; it’s a strategic move that amplifies the impact of every dollar spent.

Calendar 96

Calendar Budget Nonprofit Goals 96