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7 Signs Your Organization Is Ready for an Enterprise-Scale CRM

Blackbaud

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
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Build Trust by Integrating Your Fundraising and Finance Systems

Blackbaud

This seamless flow of information is truly incredible, particularly when the data exchange is between finance and fundraising. When you unite your fundraising and finance systems, efficiency is simply the first win of many. Budgeting: If you can track goals and budgets in your software, are you doing so? That builds trust.

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4 Ways Effective Grant Management Impacts Nonprofit Finances

DH Leonard Consulting & Grant Writing Services

Effective grant management goes beyond tracking funds in your CRM its also about budgeting effectively, prioritizing programs that need financial support, and delivering timely reports to grantmakers. Many grantmakers request a proposed budget along with grant applications to show youre thinking about these goals from the start.

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How to Evaluate a New Revenue Stream

Blackbaud

Sure, you have a CRM full of small and mid-level donors, and a few programs that bring in a little recurring revenue. Ask the finance team. This alignment prevents mission creep and maintains the integrity of your nonprofit’s goals. The goal is long-term sustainability with minimal additional resources.

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

Blackbaud

For finance teams in donor-focused and grant-funded organizations, working hand-in-hand with fundraising partners is critical to crafting reports that truly engage and tell a story. For finance teams, grant reporting involves aligning financial data with program-specific outcomes.

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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Engage program managers and finance teams to ensure the project is feasible and aligns with organizational goals. They also show funders that you understand their goals and how your project aligns with them. Ensure your application clearly articulates the need, goals, methodology, and expected outcomes.

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12 Donation Request Letter Templates to Help Raise More

Qgiv

This way, readers understand what youre fighting for and the goals you want to accomplish. Be as specific as possible, including details like dates, fundraising goals, and the impact donors will make if they give]. If you have the means, would you be willing to donate [specific amount] to help us reach that goal?