Planned Giving

JANUARY 25, 2025

Key Insight Tweet Build a Strong Data Foundation An accurate, up-to-date CRM is essential for tracking interactions. Capture data points like donation history, event attendance, and engagement metrics (e.g., Analyze wealth capacity and donor affinity using data sources like your CRM and prospect research tools. email opens).

Management

Blackbaud

JUNE 12, 2025

This phase involves identifying projects, researching opportunities, preparing applications, and submitting proposals. Key best practice: Early cross-department collaboration helps ensure project readiness and strengthens grant proposals by demonstrating organizational capacity. Submit Applications Timely submission is critical.

Grant

Center for Major Gifts

JANUARY 25, 2025

Building a Solid Data Foundation An accurate, up-to-date CRM is essential for tracking each interaction, so begin by cleaning up donor records. Remove duplicates, verify contact details, and capture crucial data points like donation history, event attendance, and engagement metrics (e.g., email opens).

Management

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

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. Understand the funders priorities and align your proposal accordingly, emphasizing how your technology needs match their strategic goals.

Funding

Instrumentl

JUNE 21, 2025

DonorPerfect, project manager, custom CRM with air table. So it's all about thinking about the long-term keywords that people often use in these sorts of proposals that you might often see in the different opportunities that you're pursuing to then filter down even further. A lot of spreadsheets, monday.com. Keep typing.

Instrumentl