CRM Insurance Software 
GrantNews
MARCH 27, 2025
Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently. Accounting and Bookkeeping: Elect software that tracks expenses, generates reports, and simplifies financial management. Funding to Participate in a Business Development Program!
Get Fully Funded
JUNE 24, 2025
Integrations: Ensure your SMS platform integrates seamlessly with your CRM, donation tools, and email system. For instance, you should ask whether the software meets SOC 2 Type II compliance requirements. Personalized texts make supporters feel seen and appreciated—boosting response rates, recurring giving , and overall generosity.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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). Visualize your actual financial data and compare it to your budget.
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.
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. Make sure you keep a detailed record within your accounting software to ensure all FASB guidelines are followed and all conditions are fulfilled. You’ll also note if funds are restricted or unrestricted and separate them out in your records.
Tech Soup
FEBRUARY 3, 2014
Doing this work defensibly involves arcane techniques like applying probabilistic equivalence techniques to insure that groups being measured are equivalent. Most Nonprofits Lack The Software They Need. A quarter of organizations have a custom database, and less than 10 percent have a more modern CRM or case management database.
Expert insights. Personalized for you.
Let's personalize your content