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Donor Welcome/Onboarding Sample Journeys

CauseVox

In this resource, you will receive practical tools to turn new donors into lifelong supporters through thoughtful, strategic engagement. Instead of leaving donors wondering what happens next after they give, a welcome/onboarding journey walks them through the next stage of their relationship with your organization. A recurring giver ?

CRM
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Lapsed Donors: How to Get Them Back

CauseVox

A CRM for nonprofits makes it simple by pulling gift history, email engagement, event attendance, and more into one place so you can spot when someone is slipping and jump in early–for their sake and yours! Now, here’s where your CRM can do the heavy lifting. Use your CRM filters to weed out bounced emails and unsubscribed contacts.

CRM
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Stewardship Reporting Best Practices for Finance Teams: Tips for Showing Donor Impact 

Blackbaud

Finance and fundraising teams must collaborate closely to ensure data pulled from the CRM aligns with financial records. Partnerships and Pass-Through Grants If your organization manages pass-through grants or collaborates with partner organizations, stewardship reports must document these arrangements transparently.

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Avoid These 16 Common Nonprofit Audit Mistakes

Blackbaud

When you get a clean bill of health from your doctor, you can feel confident as you navigate through life. You can also run through an audit preparation checklist to ensure you are as prepared as possible. That goes for financial health at your nonprofit organization, too.

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29 event management software for nonprofits to excite and engage attendees

Bonterra

Nonprofit event management software streamlines event planning, logistics, and execution, letting you focus on furthering your mission or successfully raising funds through your event , instead of manual event tasks. That’s where fundraising event management software for nonprofits can help. Reviews Ease of use 4.2 Customer service 4.6

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What Nonprofits Should Know About Process Automation

Blackbaud

Workflows can be analog or done through software. Some were developed through trial and error. How this applies to nonprofits: Look at how an expense moves through your approval process. These tools help manage the APIs required to pass information between two systems. Someone opens the mail.

AI
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Planned Gifts: A Quick Guide To Help Nonprofits Raise More

The Fundraising Coach

While establishing relationships that can lead to planned gifts can take time, there are ways nonprofits can effectively raise more funds through this type of fundraising. Here are some of the most common types of planned gifts: Bequests : These are gifts made through a donor’s will or living trust. Is your board on board?

CRM