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.

Grants 71

Grants Grant Grant Management Award 71

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 52

Management CRM Metrics Readiness 52

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 52

Fundraising Metrics CRM AI 52

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 52

Management CRM Readiness Metrics 52

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 87

Funding Nonprofit Budget Strategic Plan 87

Blackbaud

JUNE 6, 2024

But you and I know it’s critical to maintain a robust and up-to-date CRM. Work closely with administrators to identify reports that need to be run and the metrics to track during the campaign, which will inform your fund setup and gift entry process. Improve proposal tracking. Review reporting. questions.

Goals 104

Goals Finance Policies Policy 104

Big Fundraising Ideas

DECEMBER 10, 2024

Campaign Performance Metrics: Metrics such as click-through rates, email open rates, and event attendance provide a window into the effectiveness of outreachefforts. Enhanced Grant Applications For nonprofits, data analytics can strengthen grant proposals by providing quantifiable evidence of success.

Fundraising 52

Fundraising Metrics Demographics CRM 52