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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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Perfecting the Thank-You Call: How a Five-Minute Phone Chat Can Triple Donor Retention

Center for Major Gifts

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. Put This Strategy into Practice Today!

CRM
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Building an Effective Online Donation Process: Expert Tips

Get Fully Funded

Retaining donors is equally challengingthe average nonprofit donor retention rate is consistently around 45%. 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.

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How to Turn Donor Data Into Clear Next Steps (Not Another Dashboard)

Community Boost

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.

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Donor Cultivation Cycle: Tips for Each Major Stage of Fundraising

Blackbaud

Can becoming more intentional in your relationship-building strategies help your organization retain more donors? 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.

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How to Run a Silent Auction: 11 Essential Planning Steps

Qgiv

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.

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Planned Gifts: A Quick Guide To Help Nonprofits Raise More

The Fundraising Coach

After the donor passes away, the nonprofit retains the remaining value. 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. Charitable gift annuities (CGAs): CGAs are contracts between a donor and a nonprofit.

CRM