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

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 12, 2025

Bonus Tip: Explore and incorporate available tools in your fundraising CRM to help track your applications, related actions, contacts, timeline, accounting considerations, and attachments. Many solutions have tools that provide valuable functionality for grant management.

Grant

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

CauseVox

JULY 28, 2025

A CRM for nonprofits makes it simple by pulling gift history, email engagement, event attendance, and more into one place so you can spot when someone is slipping and jump in early–for their sake and yours! Now, here’s where your CRM can do the heavy lifting. Use your CRM filters to weed out bounced emails and unsubscribed contacts.

CRM

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

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

CauseVox

FEBRUARY 11, 2025

When choosing a platform, its important to consider key features like transaction fees, customization options, and integrations with your CRM or email marketing tools. Keep an eye on metrics like conversion rates, the average donation size, and the number of recurring donors to see whats working.

Donation

Bonterra

JULY 9, 2025

Done right, petitions can drive legislative change and also help grow your list of active, invested supporters. The best advocacy tools include robust reporting features that show you how supporters are engaging and where you can improve.

Lobbying

Center for Major Gifts

MARCH 22, 2025

Logging each conversationor voicemailin a CRM system lets you track whether donors respond positively, ask follow-up questions, or pledge to give again. Over time, measuring key metrics like retention rates and average gift size helps demonstrate the value of personal outreach.

CRM

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 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

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

GiveSmart

MARCH 12, 2025

Examples of quantitative data include metrics such as donation amounts, number of donors, and page views. There are many strategies for making the most of this data, including: Connect donor d ata with campaign data: Integrating your CRM with your campaign tools will save your team time and money.

Fundraising

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

Bonterra

JULY 30, 2025

Industry-leading metrics : Peer-to-peer and branded giving campaigns powered by DonorDrive routinely outpace industry benchmarks in participation, retention, and revenue. Key benefits include: An open API for effortless integration with your existing systems and CRM. Embedded tools for a seamless donor and fundraiser experience.

Fundraising

Blackbaud

JULY 17, 2025

Inconsistent data entry and lack of standardized metrics slow down progress. If you manage constituent data outside your primary fundraising CRM, Blackbaud’s Persistent Key service can help you identify duplicate records and consolidate household or individual records for a more efficient multi-channel engagement strategy.

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

Qgiv

DECEMBER 10, 2024

Then, create a donor segment list of these special supporters in your CRM. Track donor engagement metrics, including communication preferences, donor retention, and likelihood of giving. As you prepare to send your letters, use a matching gift database to determine which donors qualify for a matching gift.

Template

Greater Giving

JULY 23, 2025

For instance, your data about volunteers might be housed in your volunteer management software and not get transferred to your CRM, preventing you from easily checking which donors also volunteer. Focus on relevant metrics. Nonprofits with several disparate tools may have issues transferring data between platforms.

Management

Qgiv

NOVEMBER 13, 2024

To determine these target metrics, review past event results. When your auction platform integrates with your other nonprofit tools, you can leverage your CRM to: Find and send invites to past event attendees. Use multiple channels and take insight from past data and metrics for guidance. Set both revenue and performance goals.

Procurement

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. Utilize prospect research tools : Invest in tools that can screen large lists for wealth indicators and philanthropic history.

Fundraising

Candid

JANUARY 28, 2025

Will a CRM system help you track your beneficiaries more effectively? She also suggests they use metrics to demonstrate the difference you make. Owen urges grantseekers to demonstrate in concrete terms how technology funding will help increase impact: Will new laptops allow your staff to provide better services in the community?

Funding

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. You don’t need 100 metrics, just the 5–10 that truly drive relationships and retention for your organization 2. You need clarity.

Burnout

Fundly

JANUARY 20, 2025

Access real-time data on campaign updates, page views, donations received, and other key metrics. Additional integrations with the NonProfitEasy CRM, Double the Donations matching gift search tool , QuickBooks, Mailchimp, and other popular solutions allow you to extend your fundraising capabilities further.

Funding

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

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. Consider using built-in CRM tools for tracking or scheduling and offer clear expectations around donor cultivation.

Metrics

Planned Giving

APRIL 17, 2025

39 We just need a better CRM. CRMs dont fix bad habits. 43 We dont need to track metrics. Delusion No. 37 Well get to that next quarter. Next quarter becomes next year becomes never. Delusion No. 38 We already thanked them. Thats cute. Delusion No. Or bad fundraisers. Delusion No. 40 We dont want to be too aggressive.

SAM

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.

AI

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

hide(); }});--> Credit: Kindsight Kindsight, a provider of fundraising intelligence software, is proud to announce its acquisition of Affinaquest, a provider of Advancement CRM and Athletics Data Solutions. Continue to your page in 15 seconds or skip this ad. addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("pid",

Retail

Instrumentl

JUNE 21, 2025

DonorPerfect, project manager, custom CRM with air table. We've got Excel, Google sheets, Instrumentl, several Instrumentls, yay. A lot of spreadsheets, monday.com. I've heard of it, but I've never used it. Microsoft Planner. Yeah, that's a good one. Razor's Edge. Keep typing. What kind of program?

Instrumentl

NonProfit PRO

JUNE 6, 2025

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Software

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. To evaluate your segments, your nonprofit should: Review engagement metrics. Survey your audience to determine whether they prefer email, direct mail, SMS messaging, or phone calls.

Demographics

Wild Apricot

DECEMBER 21, 2017

Sales Ops Metrics & KPIs. Performance Metrics Analyses. Selection of Key Sales Metrics to Adopt. Customer Relationship Management (CRM) Platform. Administer, synchronize and optimize technology stack including CRM. Here’s everything we’ll cover in this guide. Sales Ops: Table of Contents.

IT

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