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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 61
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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Bonus Tip: Explore and incorporate available tools in your fundraising CRM to help track your applications, related actions, contacts, timeline, accounting considerations, and attachments. Many solutions have tools that provide valuable functionality for grant management.

Grant 71
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How to Identify and Qualify Major Donor Prospects Using Data-Driven Research

Center for Major Gifts

This article aims to show how nonprofits can leverage wealth screening, engagement metrics, and analytical tools to identify and qualify top prospects. First, centralize your data in a single donor management system or CRM, ensuring you have one source of truth for all donor information.

Metrics 52
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Top 5 Challenges for Nonprofits in 2023

Qgiv

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.

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Turning Nonprofit Data into Decisions

Qgiv

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 69
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Your Unrestricted Funds Need Stewardship, Too

Blackbaud

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 111
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How to Create a Mid-Level Donor Strategy

CauseVox

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 109