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The Top Seven Reasons to Integrate Your Fundraising CRM and General Ledger

Blackbaud

FINANCE DIRECTOR: Fiscal year-end numbers have not been fully reviewed yet, but recognized revenue from fundraising will be close to $7 million DEVELOPMENT DIRECTOR: What the…?!? Directors of Development and Directors of Finance often find themselves working in a love/hate relationship. EXECUTIVE DIRECTOR: Ugh.

CRM 59
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How The Salvation Army Uses Power BI to Boost Major Giving

Blackbaud

By extending the power of its Blackbaud CRM platform with Power BI, the team now sees more focused information about their major giving prospects. Power BI can help organizations translate complex data into an action plan for every team, from the finance office to fundraising. What Is Microsoft Power BI? What did McCleary’s team build?

CRM 105
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7 Database Goals for Your Independent School’s Capital Campaign

Blackbaud

But you and I know it’s critical to maintain a robust and up-to-date CRM. Work closely with administrators to identify reports that need to be run and the metrics to track during the campaign, which will inform your fund setup and gift entry process. Check in with your finance office to make sure reconciliation is working for them.

Goals 104
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Why is it Important to Import Fundraising Data into Accounting Software?

GiveSmart

Fundraising data in a nonprofit is metrics or KPIs like donor contributions, grant information, number of gifts received, acquisition costs, and return on investment. Integrate a fundraising CRM with accounting software Recording data like money flow is an essential fundraising component. What is Fundraising Data in a Nonprofit?

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Building Successful Relationships With Major Donors: 4 Tips

Greater Giving

Store data about your wealthiest donors in your nonprofit’s CRM to reference in future communications. Use your CRM to note every interaction you have with major donors. The UpMetrics guide to impact reporting recommends taking the following steps to make your reports as compelling as possible: Choose relevant metrics.

CRM 52
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Top 3 Sources for Donated Tech, Products, and Services

Tech Soup

Here are some Affinity Program offers: Financial SCAN by the Nonprofit Finance Fund and GuideStar is an easy-to-use data platform that focuses users on the financial metrics that matter most, without oversimplifying what it takes to keep organizations' finances in balance.

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12 Donation Request Letter Templates to Help Raise More

Qgiv

Then, create a donor segment list of these special supporters in your CRM. But we wouldn’t be able to make such an impact without gifts to help cover the costs of operating our church, maintaining our facilities, and financing our work doing [mission]. Will you make a gift of [donation amount] today?