GrantNews
MARCH 27, 2025
Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently. Opportunities for tech startup companies in the insurance industry to participate in a business development program. Funding to Participate in a Business Development Program!
Candid
OCTOBER 29, 2024
“I tried many different types of nonprofit work: direct service, fundraising, and even CRM sales for a large corporation. On the one hand, Autonomists often lack access to traditional benefits like health insurance, retirement savings, and federal protections, which exacerbates existing wealth gaps. “It
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Get Fully Funded
JUNE 24, 2025
Integrations: Ensure your SMS platform integrates seamlessly with your CRM, donation tools, and email system. Plus, according to Double the Donation , nonprofits that handle protected health information must use tools that adhere to the Health Insurance Portability and Accountability Act (HIPAA).
Planned Giving
MAY 12, 2025
” Life Insurance Gifts : “Making our organization the beneficiary of a policy you no longer need.” Begin with : Bequests Beneficiary designations Life insurance IRA rollovers Then grow into real estate, complex trusts, and life income gifts. Later, you can expand.
Get Fully Funded
FEBRUARY 10, 2025
However, you can strategically cut other administrative costs by: Evaluating your organizations insurance plan to ensure youre getting the right amount of coverage for the best price. if you pay for a separate donation processor when your CRM has one built in).
The Fundraising Coach
MAY 30, 2025
Life insurance: Donors can name a nonprofit as the beneficiary of a life insurance policy. Use your CRM to identify loyal, long-term donors, particularly those over the age of 55. Many CRMs will offer wealth screening tools that can help identify prospects. Do you have a strong base of long-term supporters you can tap?
Blackbaud
JULY 10, 2025
Consider another example: A life insurance policy payout as part of a planned legacy gift. If your fundraising CRM and fund accounting system are integrated, this can be done automatically to streamline the entire process.
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