Pamela Grow

FEBRUARY 11, 2025

By tracking key metrics, you can measure the duration and quality of your donor relationships and identify areas for improvement. Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software.

Metrics

Blackbaud

JUNE 6, 2025

This finding is particularly puzzling because the majority of those surveyed expressed confidence in their abilities, in the effectiveness of their fundraising materials, and in the fairness of their performance metrics. Use your CRM to track prospect interactions and identify optimal times for outreach. Make a clear, specific ask.

Fundraising

Bonterra

JULY 30, 2025

Yet, many nonprofits grapple with declining event revenue, inefficient software, and the complexity of managing multiple platforms. The platform integrates directly with CRMs like Salesforce and Bonterra EveryAction , without middleware. Key benefits include: An open API for effortless integration with your existing systems and CRM.

Fundraising

Greater Giving

JULY 23, 2025

Strong data management is a necessity for nonprofits juggling multiple programs, fundraisers , and outreach campaigns. In this guide, we’ll explore five data management best practices your nonprofit can implement to run more efficient fundraisers, launch more impactful programs, and cultivate stronger donor relationships.

Management

CauseVox

JULY 28, 2025

Manage and track important donor information with ease using CauseVox’s CRM designed for nonprofits This kind of clarity is what turns good fundraising into great fundraising. That’s where a nonprofit CRM (Customer Relationship Management tool) stands out. With CauseVox’s CRM you can tag and segment your donors by type 2.

Utilities

GiveSmart

MARCH 12, 2025

Collecting and managing data can help you better manage these things to future-proof your mission and grow revenue. This is where collecting, managing, and understanding data becomes crucial. Examples of quantitative data include metrics such as donation amounts, number of donors, and page views.

Fundraising

Bonterra

JULY 9, 2025

Why it works: According to research from the Congressional Management Foundation , a single phone call from a constituent is more impactful than dozens of emails. With just one click, supporters can call their legislators and deliver a customized script written by your team.

Lobbying

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

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

Get Fully Funded

DECEMBER 17, 2024

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

Donation

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

Get Fully Funded

DECEMBER 9, 2024

Ensure your nonprofits CRM or marketing platform is equipped to track performance metrics relevant to your goals. Craig focuses on digital strategy using email marketing, online advertising campaigns, SMS campaigns, CRM management, reporting/analytics for KPIs, and more.

CRM

Blackbaud

JULY 17, 2025

This practical four-step framework will help your organization evolve from basic data tracking to advanced donor management analytics that empower your team and amplify your outcomes. Inconsistent data entry and lack of standardized metrics slow down progress. And you’re not alone. Data Quality Gaps : Garbage in, garbage out!

Software

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

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

Blackbaud

JULY 31, 2025

Case management and advocacy: Supports staff who work directly with individuals and families to navigate challenges and access resources. Median annual gift size: Data from Blackbaud’s Fundraiser Performance Management community shows that the median annual gift amount is $100. compared to the previous year.

Donation

Qgiv

NOVEMBER 13, 2024

To determine these target metrics, review past event results. Manage event registration, check-ins, bidding, and checkouts from one centralized platform. Include staff assignments and determine the number of volunteers you need to help manage each task. This committee will be responsible for: Setting goals for the auction.

Procurement

Gail Perry Group

JULY 31, 2025

Your CRM is probably overflowing with donor data, gift histories, engagement metrics, and wealth scores. Our own EVP, Dr. Kathryn Gamble, and Client Services Manager Olivia Peraino are discussing this huge issue - and offering you a roadmap/plan to move forward. How do we use it to find our true major gift prospects?”

CRM

Fundly

JANUARY 20, 2025

Plus, you can easily manage your campaign, send emails, and post updates on the go from your own mobile device. Event management. Access real-time data on campaign updates, page views, donations received, and other key metrics. Add friends and family to help manage your campaign. Giving levels. Peer-to-peer fundraising.

Funding

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. Cultivate : Automate personalized email campaigns, manage event invitations, and track interactions to build deeper relationships.

Fundraising

Qgiv

DECEMBER 10, 2024

Then, create a donor segment list of these special supporters in your CRM. Manage auction events, from item procurement to bidding and checkout. Track donor engagement metrics, including communication preferences, donor retention, and likelihood of giving. Send donation requests via email and texts.

Template

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. Most donor management systems are great at reporting. Your nonprofit doesn’t need another dashboard. You need clarity. You need direction.

Burnout

NonProfit PRO

JUNE 19, 2025

hide(); }});--> DonorDock, an all-in-one fundraising, CRM, and stewardship platform built for small and growing nonprofits, announced the launch of Otto, an AI-enabled assistant designed to help overwhelmed fundraising teams focus on what matters most—and get it done. Continue to your page in 15 seconds or skip this ad. rail-container).hide();

AI

Planned Giving

FEBRUARY 20, 2025

Leverage Advanced Data Analytics and Technology Investing in enterprise-grade donor management software and predictive analytics identifies high-potential donors and improves retention metrics. Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency.

Funding

Gail Perry Group

FEBRUARY 6, 2025

Like all managers, they are concerned about the productivity of their people. 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. Well, youre not alone!

Metrics

Planned Giving

APRIL 17, 2025

Whos going to train, manage, and feed them? 39 We just need a better CRM. CRMs dont fix bad habits. 43 We dont need to track metrics. Then enjoy the mediocrity of trying to please everyone. And congrats for joining the safest group in the world. Delusion No. 22 We just need more volunteers. Delusion No. Delusion No.

SAM

The Fundraising Coach

MAY 30, 2025

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. Ask for feedback and use your CRM to track prospect growth, stewardship efforts, and marketing reach, allowing you to refine the program even as it grows.

CRM

NonProfit PRO

JULY 24, 2025

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Retail

Instrumentl

JUNE 21, 2025

If you want to bring grant prospecting, tracking, and management to one place, we can help you do that. Whether grant writing or just nonprofit work in general or task management, anything, what is one system that you love? DonorPerfect, project manager, custom CRM with air table. Instrumentl.com/teresa. I know I sure do.

Instrumentl

NonProfit PRO

JUNE 6, 2025

hide(); }});--> Momentive Software, a provider of cloud-based software, services and payment solutions for purpose-driven organizations, announced the acquisition of Cobalt, a provider of association and certification management software built on the customer relationship management (CRM) platform Microsoft Dynamics 365.

Software

Wild Apricot

DECEMBER 21, 2017

Sales Ops vs Sales Management. Sales Ops Metrics & KPIs. Performance Metrics Analyses. Contract Lifecycle Management. Selection of Key Sales Metrics to Adopt. Contract Management. Customer Relationship Management (CRM) Platform. Content Sharing and Management. Performance.

IT

Pamela Grow

SEPTEMBER 25, 2024

Then, group them accordingly in your constituent relationship management system (CRM), and use the channels they indicate to promote recurring giving. Sync your nonprofit event management platform with your constituent database so you can use your segments to inform your event communications. Demographics. Event communications.

Demographics

Ann Green's Nonprofit

AUGUST 30, 2023

Use these donor insights to support your nonprofit’s text-to-give strategies and drive a greater ROI: Donation frequency Donation recency Donation amount Demographics Level of involvement To track these metrics and set your text-to-give campaign up for success, you’ll need the right tools.

Donation

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

The Fundraising Coach

AUGUST 4, 2022

Gathering donor data and leveraging it to improve your interactions with supporters is the foundation of effective donor management and fundraising success. . In this post, we’ll highlight four strategies for improving your donor management: . Your donor retention rate is one of your most important fundraising metrics.

Management

Blackbaud

SEPTEMBER 12, 2024

Not with each other, typically, but rather with the key metrics they are each responsible for. You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system.

CRM

DonorSnap

JANUARY 18, 2023

A nonprofit CRM will help you build meaningful relationships with your supporters. To reap the true benefits of CRM, your nonprofit will need both a system and a strategy. Keep reading to discover how you can leverage a CRM system and strategy to build lasting relationships with your supporters. What is a Nonprofit CRM System?

CRM