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

Blackbaud

JULY 2, 2025

As your fund accounting software has evolved, so have the opportunities to incorporate automation into your processes—and get rid of some of that paper and manual decision-making. Automation systematizes your internal controls, making it easy to follow your policies for approvals, expense attachments, and reconciliation.

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

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

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

NonProfit PRO

JULY 24, 2025

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Retail

Blackbaud

JULY 10, 2025

Consider another example: A life insurance policy payout as part of a planned legacy gift. Make sure you keep a detailed record within your accounting software to ensure all FASB guidelines are followed and all conditions are fulfilled. You’ll also note if funds are restricted or unrestricted and separate them out in your records.

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

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. Get started with nonprofit software designed to help your organization grow your donor base, build stronger relationships, and ultimately make a bigger impact.

Nonprofit

NonProfit PRO

JUNE 6, 2025

hide(); }});--> Momentive Software, a provider of cloud-based software, services and payment solutions for purpose-driven organizations, announced the acquisition of Cobalt, a provider of association and certification management software built on the customer relationship management (CRM) platform Microsoft Dynamics 365.

Software

Pamela Grow

NOVEMBER 6, 2023

Thankfully, your nonprofit constituent relationship management (CRM) system can help keep donor data safe. Let’s take a closer look at how you can leverage this software to not only gain valuable donor insights but also protect your nonprofit’s supporters. Invest in secure software First and foremost, the CRM itself must be secure.

CRM

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

Tech Soup

JANUARY 26, 2015

To read about how open-source software might benefit your nonprofit or public library, check out part one of this series. In that spirit, here are some leading open-source solutions in three categories relevant to nonprofits: CRM. Making the Right Decision About Open-Source Software. Project Management.

CRM

Candid

JUNE 1, 2022

On top of Google searches, check out more in-depth reviews from trusted sources, like TrustRadius or Software Advice. . 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.

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

Tech Soup

DECEMBER 19, 2016

Over 90 percent of businesses report using cloud solutions now, and many software companies are in the process of moving to it or already have. Cloud computing software and services are delivered over the Internet and are accessed mostly through our web browsers. It's closer to renting than buying software. Benefit #1: Cost.

CRM

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? An API allows you to interact with and “hook into” any piece of software that makes such an interface available.

CRM

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

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

CauseVox

JANUARY 3, 2025

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? Consider using a project management software to help with this process. Will new staff be brought on?

Fundraising

Qgiv

JULY 16, 2024

Use a centralized database or CRM system to store all your fundraising data in one place. Here are some steps to get started: Create a standard policy for data management Establishing a standard policy for data management ensures consistency and accuracy across your organization.

Management

Qgiv

NOVEMBER 3, 2021

And now, you’re using a hybrid fundraising model to address both in-person and online engagement— and you likely have new software to address that change as well. Are you preparing for a capital campaign and looking to ensure your software solutions are up to par? Define your budget for both the assessment and any follow-up activities.

Consulting

Blackbaud

MARCH 7, 2025

Fundraising Roles: How Organizations Structure Their Nonprofits Measuring Fundraising Efforts: Common KPIs What Software Helps Fundraising Efforts? They develop and maintain policies for gift acceptance, establish data entry protocols, and manage the integration of various fundraising technologies.

Fundraising

Tech Soup

SEPTEMBER 5, 2011

More recently Microsoft had an outage in its CRM Online and Office 365 services. Despite all this, the industry standard for cloud software as a service providers is to guarantee 99.9% The way to judge a cloud vendor's strength is to read their service level agreement, privacy policy, audit reports, and standard contract.

Liability

Tech Soup

DECEMBER 9, 2013

BYOD (bring-your-own-device) and the consumerization of IT will give nonprofits huge cost savings for leveraging technology to meet their missions, but will require solid security systems & policies coupled with industry standard Mobile Device Management. It is a new web-based hosting service for software development projects.

Nonprofit

Fundly

JANUARY 3, 2021

What are the top matching gift software tools? To tap into the value of corporate giving, you must leverage software to promote and educate donors on available programs. Be sure to get a demo of the database you’re considering before officially committing to the software. What information is included in a matching gift database?

Software

Blackbaud

FEBRUARY 6, 2025

Changes in federal policies and priorities can create significant uncertainty for your organization. Due to the policy updates, you are probably looking for strategies to navigate the changes but may not know where to start. This also includes your policies. How to do it Stay up to date on policy updates.

Funding