Blackbaud

JANUARY 14, 2025

As a tech leader at a growing social impact organization, you know that migrating to an enterprise-scale constituent relationship management (CRM) system can be a daunting proposition. So, what are the specific signs that your organization has reached a tipping point and needs to consider moving to an enterprise-scale CRM ?

CRM

Blackbaud

MAY 2, 2025

Not to mention shifting political policies and higher prices on everyday items. 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.

Government

Bonterra

JULY 9, 2025

Whether you’re raising awareness, influencing policy, or mobilizing supporters, successful advocacy requires more than one-off actions; it takes strategic, personalized engagement across the entire supporter journey. Nonprofit advocacy is one of the most effective ways to drive mission-forward impact.

Lobbying

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. Its also important to share your conflict-of-interest policy and make sure everyone involved has an opportunity to disclose any potential conflicts.

Grant

Blackbaud

AUGUST 6, 2025

Also, stay informed about any upcoming policy or compliance changes that could impact your operations. It’s especially helpful for organizations facing uncertainties, like variable fundraising results or changes in government policy. For example, shifts in tax laws or new accounting standards may influence your financial projections.

Finance

Blackbaud

JULY 2, 2025

Automation systematizes your internal controls, making it easy to follow your policies for approvals, expense attachments, and reconciliation. To automate this process, first evaluate your current CRM software and ensure that it integrates with your accounting software. Expense Management Managing expenses doesn’t have to be a hassle.

Finance

The Fundraising Coach

MAY 30, 2025

Life insurance: Donors can name a nonprofit as the beneficiary of a life insurance policy. 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. After the donor passes away, the nonprofit retains the remaining value.

CRM