CRM Metrics Policies 
Bonterra
JULY 9, 2025
Whether you’re raising awareness, influencing policy, or mobilizing supporters, successful advocacy requires more than one-off actions; it takes strategic, personalized engagement across the entire supporter journey. Nonprofit advocacy is one of the most effective ways to drive mission-forward impact.
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. Implement access and governance policies. Focus on relevant metrics. Invest in scalable practices.
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Planned Giving
FEBRUARY 20, 2025
PlannedGiving TWEETABLE INSIGHT Tweet The Compounding Impact of Policy Shifts: Political Changes and Government Funding Reductions Smart nonprofits build funding models that withstand policy changes under any administration. Personal impact stories beat tax explanations every time.
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.
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. After the donor passes away, the nonprofit retains the remaining value.
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",
Instrumentl
JUNE 21, 2025
DonorPerfect, project manager, custom CRM with air table. Subscribe Report: Success Rates for Different Types of Grants Access Now Related posts Grant Writing Classes 2025 Federal Grants Just Changed—Here’s What You Need to Know Federal funding policies have changed. A lot of spreadsheets, monday.com. Microsoft Planner.
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