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Donor Welcome/Onboarding Sample Journeys

CauseVox

In this resource, you will receive practical tools to turn new donors into lifelong supporters through thoughtful, strategic engagement. Instead of leaving donors wondering what happens next after they give, a welcome/onboarding journey walks them through the next stage of their relationship with your organization. A recurring giver ?

CRM
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Lapsed Donors: How to Get Them Back

CauseVox

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
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Stewardship Reporting Best Practices for Finance Teams: Tips for Showing Donor Impact 

Blackbaud

Finance and fundraising teams must collaborate closely to ensure data pulled from the CRM aligns with financial records. Partnerships and Pass-Through Grants If your organization manages pass-through grants or collaborates with partner organizations, stewardship reports must document these arrangements transparently.

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Planned Gifts: A Quick Guide To Help Nonprofits Raise More

The Fundraising Coach

While establishing relationships that can lead to planned gifts can take time, there are ways nonprofits can effectively raise more funds through this type of fundraising. Here are some of the most common types of planned gifts: Bequests : These are gifts made through a donor’s will or living trust. Is your board on board?

CRM
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What Is Fundraising? An Introduction for Nonprofits

Blackbaud

Planned Giving Fundraising Planned giving, also known as legacy gifts, involves donors committing future gifts, often after their passing, to benefit both the donor (through tax advantages) and the organization (by securing long-term resources). Learn everything you want to know about annual giving here.

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How to Get Donations: Try These 20+ Tips!

Qgiv

As you read through these tips, be thoughtful in selecting the strategies that will work well for your nonprofit. When a donor gives to your organization, you likely collect a good amount of information in your CRM, including their name, contact information, and address. Request Demo. 20+ Tips to Get More Donations. Use your data.