Blackbaud

APRIL 23, 2025

Additionally, this step offers an opportunity to verify and update applicant records in your CRM, avoiding duplicate entries and ensuring data integrity. Its also important to share your conflict-of-interest policy and make sure everyone involved has an opportunity to disclose any potential conflicts.

Grants

Get Fully Funded

JULY 30, 2025

If you’re unsure about the best strategy, create a gift acceptance policy and consult with a nonprofit finance advisor to ensure alignment with your organization’s financial strategy and risk tolerance. These typically include treasury bills, short-term CDARs, money market accounts, and mutual funds.

Funding

Blackbaud

JULY 28, 2025

Conduct an internal control audit quarterly to ensure that your nonprofit is adhering to the policies you’ve set. Documents like gift agreements and receipts flow automatically between your fundraising CRM and your finance accounting system, lightening the load when it comes to your next audit.

Finance

Blackbaud

JULY 23, 2025

While most private and independent schools are not heavily reliant on federal funding, the ever-shifting landscape of federal policies and priorities can create significant uncertainty for any organization. Step 1: Stay Up to Date on Policy Changes Funding uncertainty is not new to private and independent schools.

Policy

Greater Giving

JULY 23, 2025

For instance, your data about volunteers might be housed in your volunteer management software and not get transferred to your CRM, preventing you from easily checking which donors also volunteer. Implement access and governance policies. Nonprofits with several disparate tools may have issues transferring data between platforms.

Management

Planned Giving

MAY 12, 2025

” Life Insurance Gifts : “Making our organization the beneficiary of a policy you no longer need.” 6 Establish Gift Acceptance Policies ADVANCED (IMPORTANT, BUT NOT URGENT) Start simple. Your policies protect your nonprofit legally and set internal expectations. Later, you can expand.

Policy

Planned Giving

FEBRUARY 20, 2025

PlannedGiving TWEETABLE INSIGHT Tweet The Compounding Impact of Policy Shifts: Political Changes and Government Funding Reductions Smart nonprofits build funding models that withstand policy changes under any administration. Personal impact stories beat tax explanations every time.

Funding

NonProfit PRO

JUNE 19, 2025

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AI

Get Fully Funded

FEBRUARY 10, 2025

if you pay for a separate donation processor when your CRM has one built in). With all of these policies to consider, maintaining financial compliance can quickly become complicated. Challenge #2: Disorganized Records When nonprofit teams start keeping financial records, they often use spreadsheets to simplify the process.

Management

Blackbaud

JULY 2, 2025

Automation systematizes your internal controls, making it easy to follow your policies for approvals, expense attachments, and reconciliation. To automate this process, first evaluate your current CRM software and ensure that it integrates with your accounting software.

Finance

The Fundraising Coach

MAY 30, 2025

Life insurance: Donors can name a nonprofit as the beneficiary of a life insurance policy. 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. After the donor passes away, the nonprofit retains the remaining value.

CRM

NonProfit PRO

JULY 24, 2025

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Retail

Bonterra

JULY 28, 2025

Privacy Policy Your privacy choices Mobilize NGP VAN Terms of Use Request a demo Bonterras Instagram Account Bonterras LinkedIn Account Bonterras Facebook Account Bonterras YouTube Account Bonterras X Account Want to partner with us? Copyright © 2025 Bonterra. All rights reserved.

Grant Management Software

Blackbaud

JULY 10, 2025

Consider another example: A life insurance policy payout as part of a planned legacy gift. If your fundraising CRM and fund accounting system are integrated, this can be done automatically to streamline the entire process.

Finance

Instrumentl

JUNE 21, 2025

DonorPerfect, project manager, custom CRM with air table. Subscribe Report: Success Rates for Different Types of Grants Access Now Related posts Grant Writing Classes 2025 Federal Grants Just Changed—Here’s What You Need to Know Federal funding policies have changed. A lot of spreadsheets, monday.com. Microsoft Planner.

Instrumentl

Blackbaud

OCTOBER 18, 2024

Add them, if they are willing, to your affiliated volunteer roster and to your constituent relationship management (CRM) platform so you can keep them apprised of opportunities to support your mission in the future. Mitigate Risks Before deploying spontaneous volunteers to a disaster zone, check your insurance policy.

Management

Bonterra

JUNE 27, 2025

Make it easier for your team to manage your organization with one of the best nonprofit constituent relationship management (CRM) systems designed for organizations like yours.

Nonprofit

Candid

JANUARY 9, 2025

Here are four technology policies and practices nonprofits and foundations of any size or mission area should leave behind in 2025: 1. Stop creating product-specific technology policies Just as accessibility covers many different systems, interventions, accommodations, and needs, so too should your organizations policies.

Policy

NonProfit PRO

JUNE 6, 2025

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Software

Pamela Grow

NOVEMBER 6, 2023

Thankfully, your nonprofit constituent relationship management (CRM) system can help keep donor data safe. Invest in secure software First and foremost, the CRM itself must be secure. Your nonprofit must know the right safety features to look for when evaluating your CRM or looking for a new one.

CRM

Ann Green's Nonprofit

JULY 16, 2024

Will certain policies or budget cuts affect your organization? When all levels of government make funding cuts or policy changes, the need in the community grows, which puts more burden on nonprofit organizations. Also, make sure your CRM/database is up to date. Many states have issued their budgets for the next fiscal year.

Policy

Candid

JUNE 1, 2022

Examine each processor’s policies. As you drill down into the specifics of each payment processor you’re considering, remember to thoroughly examine each company’s policies. Data portability policies. Hold period policies . Here’s what to look out for: . Any hidden charges or fees . The complexity of the sign-up process.

Policy

Blackbaud

FEBRUARY 15, 2024

Adopt a CRM system, such as Blackbaud Raiser’s Edge NXT + Rosterfy , to allow volunteers to seamlessly manage their experience with your organization, including: Onboarding Scheduling Training Recognize that volunteers have busy lives outside of your organization, and it’s your job to understand their commitments. Authors Barbara L.

Retainer

Ann Green's Nonprofit

AUGUST 27, 2024

You can do this by sending out surveys or examining the data in your nonprofit constituent relationship management system (CRM). Just think about how businesses offer generous return policies, leverage easy-to-use e-commerce platforms, and train employees to provide excellent service. Provide a positive supporter experience.

Nonprofit

Blackbaud

SEPTEMBER 18, 2024

Despite this, very few say their nonprofit has an AI policy in place—at 5% in the UK, 5% in Canada, and 6% in Australia/New Zealand. Considering the speed of AI adoption, it is vital that nonprofit-wide policy making is accelerated, especially when most participants say they, in fact, already use AI.

AI

Blackbaud

JUNE 24, 2024

For example, have your grant application automatically pull data into your CRM instead of having to manually enter or update contact records each grant cycle. If your organization doesn’t have one already, create a cohesive and widespread policy about AI adoption and implementation.

Government

Tech Soup

JANUARY 26, 2015

In that spirit, here are some leading open-source solutions in three categories relevant to nonprofits: CRM. CiviCRM is an open-source nonprofit-focused CRM system with powerful features for campaigns, fundraising, event planning, contact management, and case management. Making the Right Decision About Open-Source Software. spanhidden.

CRM

Blackbaud

JUNE 6, 2024

But you and I know it’s critical to maintain a robust and up-to-date CRM. You are focused on policies and procedures. Review your gift acceptance policy. Microsoft OneNote is a fantastic option for sharing, searching, and updating policies between departments. We work hard to transform basic input into high-quality data.

Goals

Blackbaud

JUNE 12, 2024

Mistake 4: Not highlighting your security policy If you don’t have a secure infrastructure, donors won’t feel safe sharing their personal information through your donation forms. The Nonprofit CRM Built for Fundraisers Find out how Blackbaud’s Raiser’s Edge NXT® fits your organization. Tidy up the margins.

Donation

OneCause

JULY 7, 2022

The Many Risks of Poor Donor Privacy Policies. Yet one factor in poor donor retention that nonprofits still need to appreciate fully is the negative effect of inadequate donor privacy policies. Another critical risk of poor donor privacy policies that nonprofits need to consider is the potential for legal action.

Policy

The Fundraising Coach

JUNE 11, 2024

Start by developing clear policies, procedures, and guidelines for data management. These policies should include areas like: Standardization. Integrating your existing tools with your database or CRM ensures that data flows seamlessly between platforms, eliminating the need for manual data entry and preventing database errors.

CRM

Pamela Grow

MARCH 14, 2024

Hard skills are measurable technical skills or certifications such as CRM management proficiency. These signs could include but are not limited to indications of burnout, miscommunication issues, poor engagement, underperformance, or misalignment with workplace policies. You could address this in a few ways.

Nonprofit

Pamela Grow

MARCH 14, 2024

Hard skills are measurable technical skills or certifications such as CRM management proficiency. These signs could include but are not limited to indications of burnout, miscommunication issues, poor engagement, underperformance, or misalignment with workplace policies. You could address this in a few ways.

Nonprofit

Tech Soup

JANUARY 27, 2014

Your organization has a well-maintained CRM of all your donors and supporters — but does your CRM know who among your supporters lives in the districts represented by the most undecided legislators? Programmatically linking the Cicero API into your CRM or other systems ensures that your data can be easily kept up-to-date as well.

CRM

Tech Soup

DECEMBER 19, 2016

CRM (constituent relationship management) applications are becoming the center of our nonprofit IT systems. Dynamics 365 — Microsoft's online CRM or constituent relationship management database. Find additional cloud products, including several online CRM applications, on TechSoup's cloud solutions page.

CRM

Double the Donation

MARCH 23, 2021

Double the Donation and Ellucian are proud to debut expanded matching gifts functionality with 2-way data sync between 360MatchPro and Ellucian’s CRM Advance, allowing university clients to access valuable matching gift and employer information directly from their CRM Advance account. .

Donation

Get Fully Funded

DECEMBER 1, 2022

Even if they’re not directly related to your board members or in your CRM, think about your friends outside of the organization and how they might be able to support your event by donating auction items. When you reach out to any of these individuals, make sure you have a concrete donation acceptance policy as a part of your auction rules.

Procurement