Get Fully Funded

FEBRUARY 10, 2025

Also, DNL OmniMedias nonprofit digital strategy guide recommends regularly auditing your organizations fundraising tech stack to ensure you arent paying subscription costs for software you dont use or that has overlapping functionalities with your other tools (e.g., if you pay for a separate donation processor when your CRM has one built in).

Management 52

Management Nonprofit Finance Software 52

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 111

Retainer Policy Policies Training 111

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 67

CRM Application Applicant Pass-Through 67

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 62

CRM Software Application Applicant 62

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 59

CRM Metrics Policies Procedures Nonprofit 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

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 72

Procurement CRM Pass-Through Donation 72

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 52

Management Fundraising Metrics Software 52

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 98

Fundraising Calendar Engineering Nonprofit 98

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 52

Consulting Consultant Consulting Software 52

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 75

Fundraising Nonprofit Pass-Through Software 75

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 50

Liability Ethics Contract Contracts 50

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 52

Software Nonprofit Donation Electronics 52

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

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 52

Policy Policies Readiness Insurance 52

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 91

Nonprofit Media Award Publishing 91

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 99

Funding Policy Policies Grant 99

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.

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Funding Policy Policies Nonprofit 52