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8 Ways to Optimize Your Fundraising With a CRM for Nonprofits

CauseVox

But heres the good news: a CRM for nonprofits (Customer Relationship Management system) isnt just a digital rolodex, its a dynamic tool designed to help you build, nurture, and grow relationships with your supporters. With the right CRM for nonprofits, you can go beyond donor management and actually level up your entire fundraising strategy.

CRM
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CRM Software for Nonprofits vs. Fundraising Platforms: The Essential Breakdown

CauseVox

That’s when it hit us: they didn’t need just a fundraising platform, they needed CRM software for nonprofits. While a fundraising platform helps you raise money by hosting donation pages, peer-to-peer campaigns, events, and more, a CRM software for nonprofits helps you manage donor relationships. What Is a CRM Software for Nonprofits?

CRM
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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Planned Giving

Getting Ready to Implement Moves Management Set Clear Goals Before implementing moves management, establish well-defined revenue targetsboth short-term and long-term. Key Insight Tweet Build a Strong Data Foundation An accurate, up-to-date CRM is essential for tracking interactions. Verify contact details. email opens).

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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Center for Major Gifts

Getting Ready to Implement a Moves Management System at Your Nonprofit Before implementing a moves management process, your organization must have well-defined short-term and long-term revenue targets. Tracking Progress Throughout cultivation, document every interaction in your CRM. email opens).

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7 Fundraising Reports Every Nonprofit Should Utilize (+ How to Actually Use Them!)

CauseVox

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.

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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Key best practice: Early cross-department collaboration helps ensure project readiness and strengthens grant proposals by demonstrating organizational capacity. Bonus tip : Use view-only access into both the fundraising CRM and accounting system, so staff have applicable access for their roles to the real-time data on the grant.

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How to Use AI for the Right Ask (Without Being Creepy)

Blackbaud

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. Now it’s our turn to make the ask—are you ready to take AI for a whirl? Explore AI solutions, like Momentum’s AI-powered Donor Engagement Platform.

AI