CRM Grant Template 
Ann Green's Nonprofit
MAY 5, 2025
Invest in a good CRM/database Plain and simple, a good CRM (customer relationship management)/database can help you raise more money. Many CRMs have built-in payment processors. Your CRM will let you personalize your letters and email messages. In short, you can do a lot with a good CRM/database.
Blackbaud
MAY 2, 2025
Many nonprofits are feeling the strain from a pause in federal grant funding and are working to shift their programs to align with the changes in government priorities. Talk with your leadership now so you have a process in place for standing up a new or temporary grant program to address evolving needs.
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Blackbaud
JANUARY 10, 2025
The traditional one-year grant cycle has created a funding hamster wheel that often keeps grantees heads-down on applications to avoid a gap in revenue. Provide templates to help them create an IPS and Spending Policy that encompasses the broad categories of funds they expect to have.
Blackbaud
DECEMBER 14, 2023
To avoid overwhelming your team, standardize how you receive and process grant applications at your organization. Having a predictable and consistent grant cycle will ensure your team members are able to evaluate each request efficiently and effectively. Teams can even build statuses that are specific to grant types.
Blackbaud
JULY 22, 2024
It’s important to review your grant application periodically so you can incorporate new features in your grantmaking software and new ways to meet the needs of your grantees. Here are five questions to consider as you start to update your grant application. Keep this in mind as you update your grant application.
Tech Soup
AUGUST 25, 2015
The other gives you a template to use with Microsoft's Dynamics CRM Online relationship manager and an assessment of how you can use it to track donors, grants, volunteers, and more. Impact CRM Template and Assessment. The template comes with a brief phone assessment from Tech Impact. Get Them Now.
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.
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