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. You need to encourage your constituents to talk to their state representatives and voice support for the bill.

CRM 67

CRM Application Applicant Pass-Through 67

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.

Policies 59

Policies Policy Pass-Through Budget 59

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 52

Donation CRM Software Education 52

CauseVox

JANUARY 3, 2025

Are you ready to create a great fundraising plan? Follow these 11 must-do steps to ensure your fundraising plan is ready. If you maintain a donor database or other CRM , youll be able to access this data quickly. – Are there policy changes or regulations coming down the pike that will negatively impact your organization?

Fundraising 98

Fundraising Calendar Engineering Nonprofit 98

Qgiv

JULY 16, 2024

Use a centralized database or CRM system to store all your fundraising data in one place. How to start using fundraising data Ready to harness the power of fundraising data? Search for a CRM system or fundraising software that meets your organization’s needs. Integration.

Management 52

Management Fundraising Metrics Software 52

Blackbaud

MARCH 7, 2025

They develop and maintain policies for gift acceptance, establish data entry protocols, and manage the integration of various fundraising technologies. Constituent Relationship Management Software (CRM) Purpose : Tracks and manages donor data, donation history, and communications. The post What Is Fundraising?

Fundraising 75

Fundraising Nonprofit Pass-Through Software 75

Fundly

JANUARY 3, 2021

CRM integration When donors provide their employer details and contact information to your search tool, you should be able to easily import that information back into your CRM, or Constituent Relationship Management system. Ready to become a matching gift expert? This guide will tell you what you need to know.

Software 52

Software Nonprofit Donation Electronics 52

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.

Policies 52

Policies Policy Readiness Insurance 52

Get Fully Funded

DECEMBER 7, 2021

Here’s where a Gift Acceptance Policy can help (more on that in a moment). You might say to that donor “That’s a generous offer, but our policy says I need to take this sort of donation to my Board for approval.” Either way, your Investment Policy will outline how donated stocks and bonds are handled. Now you’re off the hook.

Donation 119

Donation Policies Policy Pass-Through 119

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 52

CRM Pass-Through Nonprofit Insurance 52