Blackbaud

JUNE 6, 2025

If you’re a fundraiser, this might sound familiar: An experienced development team at a mid-sized university foundation is doing everything right to hit their goals for prospect meetings. Use your CRM to track prospect interactions and identify optimal times for outreach. What’s the problem? Time your outreach strategically.

Fundraising

Blackbaud

OCTOBER 30, 2024

Smart Donor Research Instead of spending hours Googling prospects, hunting down LinkedIn profiles, and scanning your CRM for every ounce of information, let AI be your research assistant. Fortunately, AI can give you a leg up with each stage and, we promise, it won’t come off as creepy (if you don’t let it).

AI

CauseVox

JULY 28, 2025

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

Get Fully Funded

DECEMBER 17, 2024

Many organizations are experts at driving traffic to their online donation forms, but plenty struggle to actually secure donations and reach their fundraising goals. Long story short: youll want to find a user-friendly platform to create a donation page, monitor fundraising metrics, and steward donors from one system.

Donation

Qgiv

DECEMBER 10, 2024

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?

Template

GiveSmart

MARCH 12, 2025

Examples of quantitative data include metrics such as donation amounts, number of donors, and page views. These data points are great for setting campaign goals and evaluating the success of your nonprofit at a high level. Be sure to tweak and customize the steps above to fit your nonprofit’s short-term and long-term goals.

Fundraising

Bonterra

JULY 9, 2025

Done right, petitions can drive legislative change and also help grow your list of active, invested supporters. The best advocacy tools include robust reporting features that show you how supporters are engaging and where you can improve.

Lobbying

Blackbaud

NOVEMBER 5, 2024

And once you’ve shared your report with stakeholders, be sure to track engagement metrics afterwards to see how well your report performed and in which ways it could be strengthened in the future. Importing CRM data into a digital report builder, like Storyraise , is simple and quick.

CRM

Center for Major Gifts

MARCH 22, 2025

The goal is to be conversational, not reciting a prepared speech. Logging each conversationor voicemailin a CRM system lets you track whether donors respond positively, ask follow-up questions, or pledge to give again. While it helps to have a loose script for guidance, avoid reading it word for word.

CRM

Get Fully Funded

DECEMBER 9, 2024

Use CTAs to encourage supporters to take actions that align with your goals, such as donating, volunteering, or joining your grassroots advocacy campaign. Ensure your nonprofits CRM or marketing platform is equipped to track performance metrics relevant to your goals. Strategically craft your CTA language.

CRM

Blackbaud

JUNE 16, 2025

If your community outreach programs are grant-funded, your funder likely requires you to report key metrics like the number of individuals served or how you were able to expand your programs into new areas. Finance and fundraising teams must collaborate closely to ensure data pulled from the CRM aligns with financial records.

Finance

Community Boost

APRIL 17, 2025

Fortunately, theres key metrics that can help you track whats working and what needs tweaking. Using tools like CRM systems for donors, social media analytics for online engagement, and software for managing volunteers makes tracking these metrics easier and gives you valuable data-driven insights.

Nonprofit

Candid

JANUARY 28, 2025

According to Salesforces Nonprofit Trend Report , digitally mature nonprofits are 4x more likely than their peers to achieve their mission goals. Our goal is to equip nonprofits with the tools and resources needed to become more effective and stable in the long term, he says.

Funding

Bonterra

JULY 30, 2025

6x reduction in admin time : By automating tedious tasks like setup and syncing, staff can redirect their time toward strategic goals. Industry-leading metrics : Peer-to-peer and branded giving campaigns powered by DonorDrive routinely outpace industry benchmarks in participation, retention, and revenue. Ready to take the next step?

Fundraising

Fundly

JANUARY 20, 2025

Whether youre raising money to fund a nonprofit initiative, support students at your school, or cover a personal expense, an online fundraiser can be an effective way to reach your goal. Access real-time data on campaign updates, page views, donations received, and other key metrics. GoFundMe Its free to start a GoFundMe fundraiser.

Funding

Greater Giving

JULY 23, 2025

For instance, your data about volunteers might be housed in your volunteer management software and not get transferred to your CRM, preventing you from easily checking which donors also volunteer. Focus on relevant metrics. Effective data is relevant to your nonprofit’s goals and can be used to generate useful reports.

Management

Blackbaud

JULY 17, 2025

Inconsistent data entry and lack of standardized metrics slow down progress. Focus on capturing high-quality data that truly matters for your goals. That means developing a shared language around key metrics and creating space for learning and experimentation. Data Quality Gaps : Garbage in, garbage out!

Software

Blackbaud

JULY 16, 2025

Research tools and the native capabilities of your fundraising CRM can help you understand the giving patterns of all your supporters and prospects, not just those considered for major gifts. For annual, recurring, and midlevel gifts, the goal is to match the cultivation plan to their interests and past involvement.

Fundraising

Center for Major Gifts

JANUARY 22, 2025

This article aims to show how nonprofits can leverage wealth screening, engagement metrics, and analytical tools to identify and qualify top prospects. First, centralize your data in a single donor management system or CRM, ensuring you have one source of truth for all donor information.

Metrics

Qgiv

NOVEMBER 13, 2024

This committee will be responsible for: Setting goals for the auction. Set both revenue and performance goals. To determine these target metrics, review past event results. In fact, with the help of Qgiv + Bloomerang, one organization raised 130% of its gala fundraising goal after switching from Greater Giving!

Procurement

Community Boost

JUNE 27, 2025

If you’ve ever opened a CRM or spreadsheet and been met with a wall of charts, graphs, and stats, only to walk away still wondering what exactly you should do today , you’re not alone. You don’t need 100 metrics, just the 5–10 that truly drive relationships and retention for your organization 2. You need clarity.

Burnout

Gail Perry Group

FEBRUARY 6, 2025

Set clear, actionable goals for fundraisers. Here's what you can do: You can facilitate a shift to proactive fundraising by setting metrics around regular, personal contacts. So often, leadership sets metrics in place solely focused on dollars in and new donors. You can: Consider role playing ahead of an asking conversation.

Metrics

Planned Giving

APRIL 17, 2025

Only if your goal is never again. 39 We just need a better CRM. CRMs dont fix bad habits. 43 We dont need to track metrics. Yes, if your goal is to be ignored in bulk. Delusion No. 16 The donor already knows our needs. And yet somehow, still hasnt written the check. Delusion No. Delusion No. Delusion No.

SAM

Instrumentl

JUNE 21, 2025

Our goal is to tackle a problem grant professionals often have to solve, while also sharing different ways Instrumentl’s platform can help grant writers win more grants. Do you have the reporting, the goal setting, and to keep track of those benchmarks that you need to be reporting on? That's the goal. Microsoft Planner.

Instrumentl

Pamela Grow

SEPTEMBER 25, 2024

Define your segmentation goals. Any strong strategy starts with goal-setting. Based on your goals, choose the segmentation criteria you’ll rely on to group your supporters. Then, group them accordingly in your constituent relationship management system (CRM), and use the channels they indicate to promote recurring giving.

Demographics

Wild Apricot

DECEMBER 21, 2017

Sales Ops Metrics & KPIs. Performance Metrics Analyses. Selection of Key Sales Metrics to Adopt. Customer Relationship Management (CRM) Platform. Administer, synchronize and optimize technology stack including CRM. Here’s everything we’ll cover in this guide. Sales Ops: Table of Contents.

IT

Blackbaud

JUNE 6, 2024

But you and I know it’s critical to maintain a robust and up-to-date CRM. Just as a successful capital campaign follows defined steps and milestones, so does the work of a database manager—nitty-gritty, behind-the-scenes tasks to keep the campaign moving toward its goal. We work hard to transform basic input into high-quality data.

Goals

Pamela Grow

OCTOBER 30, 2023

Before you begin any project involving data analysis, start by clearly outlining your goal so you know which metrics to analyze. First, we’ll cover how to determine your goals for your monthly giving program. When laying out your goal, consider following the SMART model for goal setting. Determine your objectives.

Metrics

Ann Green's Nonprofit

JULY 30, 2024

No matter what technology you’re using to collect data, make sure all of these findings are routed to your constituent relationship management (CRM) system so the information is consolidated in one unified platform. However, make sure you have the right tools and technology in place to capture these metrics.

Ethics

Qgiv

JANUARY 12, 2022

Donor data can help you understand you donors and reach new ones, set goals and track successes and ways to grow, and—most importantly—data can keep your nonprofit on track to fulfill your mission! To get started, let’s go over some of the types of metrics your nonprofits can track: Types of Data Analytics for Nonprofits.

Metrics

Blackbaud

OCTOBER 8, 2024

By extending the power of its Blackbaud CRM platform with Power BI, the team now sees more focused information about their major giving prospects. Tim McCleary, CRM Director for The Salvation Army Southern Territory, said the organization’s 71 major and planned giving officers have portfolios assigned by geographic region across 15 states.

CRM

Qgiv

JUNE 23, 2021

Creating a sustainable, scalable fundraising campaign that will help you grow your future impact is just as important as reaching your fundraising goal. All fundraisers know that their main goal is to raise money, but not all of them think about sustainability or scalability. Use a CRM to help w ith donor research .

Fundraising

The Fundraising Coach

MARCH 15, 2021

Specifically, a handful of fundraising data points can help you track performance, illuminate opportunities for growth, and set ambitious yet realistic goals. We’ve helped thousands of successful nonprofits understand the fundraising metrics which are most critical to crafting a winning fundraising strategy. Donor Retention Rate.

Metrics

Not Your Father's Charity

MAY 25, 2022

And they ensure your nonprofit’s programs and activities reflect your mission, values, and goals. For instance, these donors provide valuable assets that support your mission and goals. So, review your CRM for people who donated generously in the past. A good plan also includes metrics to measure your progress over time.

Funding

DoJiggy

NOVEMBER 6, 2023

Collecting Data While it can seem daunting to think about collecting data for lesser-known metrics, it is worth noting that your nonprofit probably already uses software that can help. 9 Important Fundraising Metrics 1. Understanding this metric can also help you use your resources more effectively.

Metrics

The Fundraising Coach

FEBRUARY 11, 2020

Store data in the right CRM for you. Store data in the right CRM for you. For a quick refresher— nonprofit data is stored in a constituent relationship management (CRM) system. Luckily, there are CRM systems designed for nonprofits of all sizes, and with some research, you can find the perfect solution for your organization.

CRM

Qgiv

MARCH 14, 2023

Donor Retention Donor retention as a metric has gained traction since 2001 when Adrian Sargeant published the first academic research on the financial impact of increased donor retention. Many organizations use disparate systems, CRM, online giving, volunteer management, email marketing, wealth screening, website tracking, the list goes on.

Nonprofit