Blackbaud

JUNE 12, 2025

Many nonprofits rely heavily on grants to fund their missions, but successfully securing and managing grants requires a clear understanding of the grant lifecycle. Proper management ensures funds are allocated efficiently and projects deliver the intended impact. Optimize resource use. Build stronger funder relationships.

Grant

Pamela Grow

MAY 29, 2025

This isnt about a lack of training or skill. Weve all seen it: mid-level roles that expect CDO-level strategy, major gifts portfolios, team management, event planning, marketing knowledge, and oh, can you also design a new CRM integration before Friday? As Ive learned over the years, you can train a team on proven tactics.

IT

DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

Note from Diane: You know how passionate our team is about thinking about your grant management work (your post-award work) to help strengthen your grant applications (your pre-award) work. Its why we partner with MyFedTrainer.com to deliver grant writing supports and training on both the pre-award and post-award side of things.

Finance

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

Blackbaud

JANUARY 28, 2025

Scholarship administrators have a lot to manage. Thats why modern scholarship offices rely on award management systems. What is an award management system? Evaluating and selecting an award management system can be complicated. An award management system is a years-long investment.

Award

Blackbaud

JUNE 6, 2025

Use your CRM to track prospect interactions and identify optimal times for outreach. In fact, the right technology can transform the first-meeting hurdle into a pipeline management opportunity. Use your CRM to track follow-up communications and ensure you’re persistent without being pushy. Time your outreach strategically.

Fundraising

Blackbaud

JANUARY 10, 2025

But many nonprofits that earn organization-changing donations scramble to build the infrastructure to manage the funds effectively. Provide guidance and recommendations for training on the Boards fiduciary responsibilities, such as how to read a form 990 and the financial audit. They are likely not experts in investment management.

Award

GiveSmart

DECEMBER 16, 2024

to a nonprofit, having the right strategies and plans for volunteer recruitment and management is critical for long-term nonprofit success. Too many organizations can be laissez-faire about volunteer recruitment and management. Share what training will be offered for the outlined role. Conduct interviews.

Management

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. Train your AI tool. In the same vein, you can train your AI tools with information specific to your organization.

AI

Blackbaud

APRIL 23, 2025

Your grants management system can help you limit the number of incomplete or unqualified applications, but you still need someone to do a quick review to make sure the information provided is what you need to make an informed decision. Eligibility Reviews: A Timesaving First Step The first review in most processes is a check for eligibility.

Grant

Bonterra

JULY 30, 2025

Does your nonprofit need seamless CRM integration? One of the common pain points nonprofits face is managing disparate systems that don’t communicate well with each other. Team management tools : Customizable administrative roles and permissions simplify workflows across departments, ensuring accountability and efficiency.

Nonprofit

GiveSmart

NOVEMBER 1, 2024

Step 2: Implement Best Practices Year-End Giving Campaign Tips and Ideas The more resources, training, and accountability you provide to your team of ambassadors, the more money you will collect. Donating should be quick and easy!

Donation

GrantNews

MARCH 27, 2025

Some Essential Small Business Startup Tools Project Management: Choose a platform that organizes tasks, tracks progress, and streamlines workflows to keep projects on schedule. Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently.

Mentor

Blackbaud

JULY 31, 2025

Staff training and development: Provides for the ongoing education and professional growth of nurses, doctors, and other medical personnel. Direct service delivery: Funds the core programs that provide food, shelter, counseling, job training, or crisis intervention. compared to the previous year.

Donation

Community Boost

APRIL 17, 2025

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. Learn how to strengthen your engagement strategies with expert-led resources for nonprofits and a supportive community of peers.

Nonprofit

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. Step 3: Train Your Team to Think Analytically Building a data-savvy team starts with a mindset shift. And you’re not alone.

Software

Blackbaud

JULY 28, 2025

Implementing fund accounting software with subfund capabilities can help your team avoid common nonprofit audit mistakes by streamlining grants management, documentation management, and other key processes. Not completing a monthly close is a top reason for financial nonprofit audit mistakes.

Finance

Wild Apricot

JUNE 24, 2025

However, managing that communication manually takes time that most organizations don’t have. For example, someone who donates regularly might get a thank-you message and an invite to join a donor circle, while a first-time volunteer might get details about training or upcoming shifts. The solution? Marketing automation.

CRM

Planned Giving

MAY 12, 2025

Recommended Resource : A donor-friendly video or pocket guide can be incredibly effective for internal training and donor education. Q: Do we need an attorney on staff to manage planned gifts? A college was about to close its doors when it was saved by a surprise bequest. Focus on generating gifts, then invest in back-end operations.

Policy

Get Fully Funded

MAY 11, 2025

Invest in Fundraising Capacity: While it might seem counterintuitive to spend more when anticipating a downturn, investing in your fundraising infrastructure (staff training, CRM systems, donor management) can pay off in the long run by making your fundraising efforts more effective.

Budget

Planned Giving

FEBRUARY 20, 2025

This infrastructure includes dedicated staff training, marketing materials, and legal expertise for complex gift arrangements. Leverage Advanced Data Analytics and Technology Investing in enterprise-grade donor management software and predictive analytics identifies high-potential donors and improves retention metrics.

Funding

Gail Perry Group

FEBRUARY 6, 2025

Like all managers, they are concerned about the productivity of their people. Do Your Major Gift Officers Lack Experience and Training? Here's how you can help: You cant expect your team to perform at a high level without proper training. Are you worried that you are not getting the most out of your major gift team?

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. 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. 23 Our donors are different. Delusion No.

SAM

Blackbaud

OCTOBER 18, 2024

In natural disasters, the training and quick action of first responders and emergency services save lives and livelihoods. If you don’t have a volunteer management strategy in place, an influx of self-deployed crisis volunteers can increase rather than reduce the chaos. Resources the volunteer can provide (boat, truck, chainsaw, etc.)

Management

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. Train staff and board members. Do you have a strong base of long-term supporters you can tap? Is your board on board? Identify and segment potential donors.

CRM

Bonterra

JULY 28, 2025

Skip to Main Content Products For Nonprofits Fundraising + Engagement​ EveryAction Personalize outreach and turn insights into action Network for Good Smart tools for small nonprofits DonorDrive Peer-to-peer fundraising that works Mobilize Mobilize and manage volunteers GiveGab Run record-breaking giving days Case Management Apricot Flexible case management (..)

Grant Management Software

Blackbaud

DECEMBER 4, 2024

How can my scrappy smaller organization, with all the tasks my team is already juggling, adopt a new fundraising CRM and learn to use it with the least amount of disruption?” The short answer: change management. What Is Change Management? What don’t they know? When that happens, the change might not be adopted.

CRM

Instrumentl

JUNE 21, 2025

Find Your Next Grant 17K Live Grants on Instrumentl 150+ Grants Added Weekly Try Instrumentl free for 14 days Step Up Your Systems for Success: How to Simplify, Streamline and Support Your Team - Grant Training Transcription Will: Hello, everyone. Another benefit is that it allows you to hire and train support. Instrumentl.com/teresa.

Instrumentl

Bonterra

JUNE 27, 2025

Make it easier for your team to manage your organization with one of the best nonprofit constituent relationship management (CRM) systems designed for organizations like yours. Hire and train staff. Request a demo Legal entities The legal status of organizations varies significantly between nonprofits and not-for-profits.

Nonprofit

Blackbaud

JULY 23, 2025

Were you counting on ESEA funds to pay for learning specialist training? Now is the time to rekindle relationships, dust off your CRM, and prepare your school to think beyond the traditional tuition-based model. Is there demand for skills-based training for auto technicians or software engineers? For an English-learner program?

Policy

The Fundraising Coach

FEBRUARY 25, 2025

As a nonprofit professional, you understand the challenges of managing a robust volunteer program. From hurdles like volunteer recruitment and burnout to all too common mistakes like disorganized training, its not easy to run an effective program, even if you have the best intentions. Invest in volunteer management software.

Software

Blackbaud

JULY 17, 2025

Spotting these signs early gives you room to act—whether through clarifying roles, launching targeted training, or rebalancing workloads—before a small hiccup becomes a full‐blown crisis. Without training and executive sponsorship, staff retreat to familiar spreadsheets instead of the system that saves time and improves controls.

Finance

Blackbaud

AUGUST 12, 2024

Where does your constituent relationship management software (CRM) fit into that culture? The Power of a CRM-Centric Culture Reflecting on my 20-plus years of working with nonprofit organizations, I can point to one pivotal era that underscored the importance of a CRM-centric culture: the pandemic.

CRM

Pamela Grow

NOVEMBER 6, 2023

Thankfully, your nonprofit constituent relationship management (CRM) system can help keep donor data safe. Invest in secure software First and foremost, the CRM itself must be secure. Your nonprofit must know the right safety features to look for when evaluating your CRM or looking for a new one.

CRM

Greater Giving

DECEMBER 12, 2023

That’s where customer relationship management (CRM) comes in. A CRM is the backbone of effective communication, engagement , and fundraising strategies. In this guide, we’ll provide four CRM training best practices.

CRM

Wild Apricot

DECEMBER 21, 2017

Through strategically implemented training, software tools and engagement techniques, sales ops leaders enable sales reps to focus more on selling in order to drive business results. . This often overlooked and sometimes under-appreciated department uses data to drive strategy, best practices to guide training, and technology to hack success.

IT

Get Fully Funded

JANUARY 4, 2023

Your nonprofit’s CRM is the centerpiece of your technology stack and will dictate how your team operates. There is a wide variety of CRM solutions available, many of which are specialized to help different types of organizations. Here are four factors to take into account when purchasing a CRM: 1.

CRM