CRM Pass-Through Readiness 
CauseVox
JULY 28, 2025
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.
Blackbaud
JULY 28, 2025
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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The Fundraising Coach
MAY 30, 2025
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?
The Fundraising Coach
FEBRUARY 11, 2020
Store data in the right CRM for you. Are you ready to make the most of your donor data? Store data in the right CRM for you. For a quick refresher— nonprofit data is stored in a constituent relationship management (CRM) system. Taking time to research the right CRM solution for your organization is the first step to that.
Blackbaud
APRIL 8, 2024
A lot of individual donations, like ones that come through your organization’s website or through the Annual Fund, are often unrestricted. Trust-Based Philanthropy puts relationships at the center of a donor’s giving and encourages the donor to do the research instead of having the nonprofit jump through hoops for funding.
Blackbaud
JANUARY 17, 2024
Here are a couple common features that may be on your list: CRM capabilities: Manage all your contacts in the same place you manage your grant programs. Make sure you know what that will look like for your GMS, even if you aren’t ready for those features yet. Check out our guide for a smooth GMS implementation.
Tech Soup
JANUARY 27, 2014
Your nonprofit is getting ready to lead an important advocacy campaign: a key bill central to your mission has just been introduced in the state legislature, but the process of getting it passed is fraught with uncertainty. In part 2, we'll walk you through some basic data formats.
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