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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. Bonus Tip: Explore and incorporate available tools in your fundraising CRM to help track your applications, related actions, contacts, timeline, accounting considerations, and attachments.

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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?

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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
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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
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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.

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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?