Blackbaud

JUNE 12, 2025

Engage program managers and finance teams to ensure the project is feasible and aligns with organizational goals. Key best practice: Early cross-department collaboration helps ensure project readiness and strengthens grant proposals by demonstrating organizational capacity.

Grant 71

Grant Grants Grant Management Award 71

Blackbaud

JUNE 6, 2024

When evaluating your school’s readiness for a capital campaign, database readiness might not be at the top of the list for your campaign consultants or administration. But you and I know it’s critical to maintain a robust and up-to-date CRM. New funds created during the campaign will require the same treatment.

Goals 104

Goals Finance Policy Policies 104

Center for Major Gifts

JANUARY 25, 2025

Getting Ready to Implement a Moves Management System at Your Nonprofit Before implementing a moves management process, your organization must have well-defined short-term and long-term revenue targets. Tracking Progress Throughout cultivation, document every interaction in your CRM. email opens).

Management 52

Management CRM Readiness Metrics 52

CauseVox

MAY 27, 2025

Luckily, theres a simple answer to streamline your fundraising and track your data quickly and simply: a nonprofit CRM. What is a Nonprofit CRM? Companies use a CRM to track their customers behavior, manage communication, and make offers that the customer is likely to be interested in. What Are The Benefits of a Nonprofit CRM?

CRM 52

CRM Nonprofit Mentor Fundraising 52

GiveSmart

JANUARY 22, 2025

Luckily, whether your team is in the beginning stages of event planning or youre ready to finalize the nitty gritty details, an exhaustive fundraising event checklist can help you confidently navigate the months and weeks before your event, the day of it, and even after! Of course, planning starts long before that!

Fundraising 97

Fundraising CRM Donation Media 97

Blackbaud

JANUARY 10, 2025

Encourage them to update it on an annual basis based on the current market and the goals of the organization. Provide templates to help them create an IPS and Spending Policy that encompasses the broad categories of funds they expect to have. They are likely not experts in investment management.

Award 97

Award Policy Policies Finance 97

CauseVox

JANUARY 20, 2025

But heres the good news: 2025 can be the perfect year to strengthen your donor retention with clear goals , a well-thought-out fundraising calendar , a killer fundraising campaign and a refined donor retention strategy to help you keep your supporters year-round. Lets make this happen. What is Donor Retention?

Retainer 115

Retainer Media Donation Software 115

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 98

Template Donation Goals Fundraising 98

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. Now it’s our turn to make the ask—are you ready to take AI for a whirl?

AI 105

AI Metrics Fundraising Training 105

CauseVox

JUNE 9, 2025

Your main goal in all of your thank you notes should be to keep your donors engaged and interested in donating again.” Use your CRM to track this data and set reminders so you never miss a milestone. That’s where your CRM really shines. Ready to get organized and ensure every donor gets the recognition they deserve?

CRM 84

CRM Donation Media Budget 84

CauseVox

MARCH 17, 2025

Picture this: a sunny day, a beautifully manicured golf course, and a group of enthusiastic golfers ready to tee offall while raising funds to support your nonprofit’s mission. Planning the Golf Tournament Fundraiser Set Clear Goals Before you hit the green, start by setting crystal-clear goals.

Fundraising 61

Fundraising Readiness Donation Media 61

Center for Major Gifts

JANUARY 22, 2025

First, centralize your data in a single donor management system or CRM, ensuring you have one source of truth for all donor information. Together, they paint a fuller picture of who might be ready to deepen their relationship with your organization.

Metrics 52

Metrics CRM AI Management 52

The Fundraiser Coach

MAY 8, 2024

I clearly remember walking into the development office, dreading opening up the CRM to start my fundraising week. Here’s how I began to ensure a smoother transition from one busy week to the next, keeping my energy positive and my mind clear, ready to help donors change the world. Make a list.

Fundraising 130

Fundraising ChatGPT Readiness CRM 130

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. Gather relevant information to add to your CRM. Store their responses in your nonprofits CRM database to provide a better experience for donors.

Donation 52

Donation CRM Media Software 52

Blackbaud

JULY 19, 2024

The goal when building midlevel programs is to identify the best midlevel donors (both prospects and existing middle donors) to nurture for continued support while ensuring the investment yields positive returns. But remember, the goal of AI is to simplify your workflow, not complicate it further.

AI 105

AI CRM Fundraising Goals 105

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 105

CRM Fundraising Goals Finance 105

Blackbaud

JUNE 9, 2025

You’re preparing for a system migration or CRM integration. The goal is to connect the dots across systems, improve donor data integration, eliminate duplicates, and ensure your outreach reflects a complete view of each supporter. Ready to take the next step? You’re onboarding large groups of new constituents (e.g.,

SAM 52

SAM AI CRM Management 52

Blackbaud

APRIL 23, 2025

The type of grant reviews your funding organization uses will depend on the number of applications you receive, your technology, and the goals of your grant program. This includes validating IRS status, checking for required attachments, and ensuring the information provided aligns with your programs goals.

Grant 59

Grant Grants Application Applicant 59

CauseVox

OCTOBER 12, 2021

Current features include: Peer to Peer Fundraising, with both individual and team pages Crowdfunding Embeddable Donation Forms Event Ticketing Fundraising CRM Integration Options Through Zapier Analytics Pledge Now, Pay Later Customizable Donation Tiers Recurring Donations. Best CRM For Donor Management: Kindful.

Fundraising 95

Fundraising CRM Nonprofit Donation 95

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. Are you ready to maximize your fundraising efforts and see real results? Once you have that part in place, it’s time to find fundraising tools that will help you meet those goals.

Fundraising 98

Fundraising CRM Nonprofit Retainer 98

Double the Donation

SEPTEMBER 27, 2021

It’s easy to get started, the fees are low, and you get to keep whatever funds you raise (regardless of whether or not you meet your goal!). This “keep it all” (KiA) model allows fundraisers to focus on spreading awareness for their campaigns and recruiting more donors, instead of worrying about a deadline or a looming goal.

Fundraising 145

Fundraising Donation Goals Funding 145

Blackbaud

MAY 19, 2025

For example, imagine your organization needs to hire a consultant to clean up your CRM data. The goal is to handle conflicts in a way that preserves the integrity of your organizations decision-making while still allowing all parties to participate in appropriate roles.

Policy 59

Policy Policies Ethics Consulting 59

Community Boost

JUNE 3, 2025

A great gamified microsite includes: Real-time donation progress bars Interactive team and individual fundraising portals Badge showcases and achievement unlocks Countdown timers, match alerts, and milestone goals Seamless integration with your CRM and fundraising platform These sites are not just beautifultheyre built to perform.

Fundraising 64

Fundraising CRM Nonprofit Goals 64

CauseVox

APRIL 18, 2025

Are you ready to make your monthly giving program a must-have for donors, much like their favorite streaming service? To start, clearly define your campaign goal. For example: Launch the campaign with a time-bound goal (e.g., “Help us reach 50 new monthly donors by the end of the month”). Were here to show you how.

Donation 53

Donation CRM Media Management 53

Blackbaud

FEBRUARY 8, 2024

To successfully implement changes to your grantmaking application, you need to communicate the benefits of data-driven and user-centered design to your leadership, tie the benefits to your organization’s overall goals, and involve your leadership in the decision-making process. For example: Does your application represent your mission?

Application 111

Application Applicant Grant Management Goals 111

CauseVox

OCTOBER 8, 2024

Seeing contributions add up in real time creates excitement and a sense of momentum, almost like watching a goal come to life. CRM Integration The ability to integrate with tools you already use can streamline your workflow and improve efficiency. One of the most important integrations to consider is with your CRM.

Fundraising 103

Fundraising CRM Donation Demographics 103

Qgiv

AUGUST 21, 2024

That can include actual fundraising solutions, such as donation forms and event registration, or tools that help you manage and contact your donors, such as CRM or marketing software. Top fundraising software providers Here’s a list of top fundraising, CRM, and marketing tools to support your nonprofit’s revenue-generation efforts.

Software 97

Software Fundraising CRM Donation 97

The Fundraising Coach

FEBRUARY 11, 2020

Store data in the right CRM for you. Are you ready to make the most of your donor data? Store data in the right CRM for you. For a quick refresher— nonprofit data is stored in a constituent relationship management (CRM) system. Taking time to research the right CRM solution for your organization is the first step to that.

CRM 87

CRM Fundraising Pass-Through Software 87

CauseVox

JANUARY 3, 2025

A nonprofit fundraising plan is a road map designed to help you raise the money you need to achieve your goals. A strategic fundraising plan is intended to keep you on track toward your fundraising goals by using your organizations resources as effectively and efficiently as possible while keeping aligned with your overall mission and vision.

Fundraising 98

Fundraising Calendar Engineering Nonprofit 98

Qgiv

NOVEMBER 13, 2024

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

Procurement 52

Procurement Media CRM Fundraising 52

Planned Giving

APRIL 17, 2025

Were not ready for that. You’re ready for bake sales and spaghetti dinners, but not free money that takes a signature and a lawyer? Only if your goal is never again. 39 We just need a better CRM. CRMs dont fix bad habits. Yes, if your goal is to be ignored in bulk. Heres the list. It wont help.

SAM 52

SAM Fundraising Budget Readiness 52

Blackbaud

JANUARY 17, 2024

Here are a couple common features that may be on your list: CRM capabilities: Manage all your contacts in the same place you manage your grant programs. As you look at your grant management software options, you want to include your future goals as well as your current processes. Check out our guide for a smooth GMS implementation.

Grant Management 98

Grant Management Management Grant Management Software Grant 98

CauseVox

DECEMBER 8, 2023

Think of it as your roadmap to success, guiding your organization not only in compensating for any lost funds but also in meeting your current goals and reaching your long-term destination. To kickstart the planning process, define specific and measurable goals aligned with your organization’s mission.

Calendar 96

Calendar Budget Nonprofit Goals 96

Qgiv

MARCH 22, 2023

A pledge drive is a fundraising campaign where donors promise a gift amount to your organization based on a goal set by you or your participants. As your organization or participants meet those goals, donors increase their pledged donation. When creating your plan, start by determining your goals for the pledge drive.

Goals 98

Goals CRM Donation Liability 98

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! If you’re tracking these metrics, you can notice issues and find the solution quickly … before they throw off your nonprofit’s goals.

Metrics 98

Metrics Nonprofit Media Readiness 98

Blackbaud

APRIL 8, 2024

These grants typically have goals associated with them—the foundation has a specific mission, or the government grant wants to address a specific societal issue. An organization might do a fundraising campaign specifically for new equipment or apply for a grant that aligns clearly to their goals.

Funding 111

Funding Indirect Cost Pass-Through Donation 111

Candid

APRIL 14, 2021

Think about how you can adapt the key components of a strong major gifts program to your organization: Data—from a spreadsheet to an enterprise-level CRM (customer relationship management), you’ll need a way to track and analyze giving history, affinity, capacity, and interactions. What does success look like, and how will you track it?

CRM 105

CRM Finance Retainer Management 105