The Fundraising Coach

MAY 30, 2025

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. Ask for feedback and use your CRM to track prospect growth, stewardship efforts, and marketing reach, allowing you to refine the program even as it grows.

CRM

Qgiv

MARCH 14, 2023

Despite organizations utilizing fundraising best practices , many challenges for nonprofits remain. Donor Retention Donor retention as a metric has gained traction since 2001 when Adrian Sargeant published the first academic research on the financial impact of increased donor retention. This is two-fold.

Nonprofit

Qgiv

OCTOBER 21, 2021

These same metrics are important to track during crises to effectively determine which indicators can signal alarm. Data is best utilized when information is organized and synthesized over the long-term, allowing you to seize opportunities when they arise and avoid potential pitfalls. What can data help your nonprofit achieve?

Metrics

CauseVox

OCTOBER 1, 2024

To identify who your mid-level donors are, you can leverage your CRM or donor database to track giving patterns, engagement, and communication history. Encouraging Peer-to-Peer Fundraising and Donor Advocacy Your mid-level donors can be some of your most powerful advocates, so utilize them!

CRM

Blackbaud

APRIL 8, 2024

Many don’t cover operating costs or have a small allotment for indirect costs such as salaries, insurance, and utilities. These can be used to pay operating costs such as rent, utilities, and salaries. Restricted funds often outline what they will fund and what they won’t. What are Unrestricted Funds?

Funding

CauseVox

DECEMBER 8, 2023

Utilizing this data helps you determine the optimal times to launch specific campaigns, aligning with donor behavior and preferences. This metric tracks the percentage of donors from the previous year who continue to contribute in the current year. A specific example of a KPI could be looking at your donor retention rate.

Calendar

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. Metrics such as the number of beneficiaries served, or funds raised in previous campaigns demonstrate organizational impact on potential funders.

Fundraising

Tech Soup

JANUARY 8, 2013

The other missing element is providing metrics on your fundraising process and results. So, the key to success is to ensure that all of your gift officers and related staff are entering in their contact reports (also known as "actions" in the Raiser’s Edge CRM software) in a consistent manner.

Metrics

Qgiv

SEPTEMBER 2, 2024

In fact, 67% of nonprofits use a CRM. Analyze donor behavior, campaign performance, and operational metrics to make data-backed decisions and optimize your fundraising. Salesforce | Cloud-based nonprofit CRM software Salesforce Nonprofit Cloud is a CRM solution tailored to meet the needs of nonprofit organizations.

Software

DoJiggy

JULY 9, 2024

This flexibility ensures you can track the financial metrics that matter most to your organization. Utilize Class and Location Tracking QuickBooks offers class and location tracking features that can be incredibly useful for nonprofits. Organizations can also run employee payroll and mileage tracking through QuickBooks.

Finance

DonorSnap

JULY 3, 2023

They are usually digital or print documents that utilize powerful visuals to walk readers through the year. Snapshot of Financials and Key Metrics Your annual report should include some financials in a very digestible format. What Data From Your CRM Should You Include in Your Nonprofit Annual Reports?

Nonprofit

Blackbaud

FEBRUARY 20, 2024

It should be directly tied to your progress and defined metrics. If you have an effective model in place to track progress on strategic plan goals (such as a strategic plan report card), consider using this to incorporate your campaign metrics. The Public Phase In launching this final phase, timing is key.

Strategic Plan

Qgiv

AUGUST 21, 2024

Qgiv’s auction tools make it easy to run an engaging and efficient auction, while Bloomerang’s CRM and engagement metrics provide valuable insights into donor behavior. The detailed donor profiles and engagement metrics enable you to craft more personalized and effective outreach strategies, enhancing your overall fundraising success.

Software

OneCause

JANUARY 31, 2024

If you don’t have a metric for success going in, you won’t be able to measure how well you did or improve your strategies going forward. Or, for especially large events, you might rely on multiple committees or task forces and utilize both staff and volunteers. Promoting your cause or gaining publicity.

Fundraising

Get Fully Funded

APRIL 20, 2021

Once you start thinking beyond basic administrative tasks, there are as many ways to utilize your VA as there are tasks to tackle when running a nonprofit. Your VA can track metrics and work with you to strategize on getting more out of your social media channels. When you are happy with your VA’s work, let them know! FUNDRAISING.

Calendar

NextAfter

JULY 27, 2022

No matter how you utilize volunteers, your volunteer system or CRM gathers a lot of information throughout the entire volunteer management process. That’s why it’s so crucial to track individual volunteers’ metrics and inquire about the right information during their time with your organization.

Management

Qgiv

JANUARY 24, 2024

CRM : Storing, managing, and sorting your donor information is a crucial part of any fundraising strategy. With the right email marketing software, you can send targeted appeals to specific audiences, keep donors updated on events, and track crucial metrics like open rates and click through rates.

Fundraising

Qgiv

JUNE 4, 2021

They even utilized Facebook Ask to engage with donors and tied the asks directly to their mission. Constituent relationship management (CRM) system. A CRM is an important tool for organizing and storing your donor information, fundraising data, and engagement histories. Livestreaming/Video conferencing tool.

Fundraising