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

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 109

AI Fundraising CRM Policy 109

Candid

JUNE 1, 2022

On top of standard processing fees, some providers charge additional fees for setup, training, contract closure, and early termination. 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.

Policy 105

Policy Policies Nonprofit Contracts 105

Pamela Grow

MARCH 14, 2024

Hard skills are measurable technical skills or certifications such as CRM management proficiency. Following along with our volunteer manager example, a nonprofit might list volunteer scheduling, outreach, onboarding, supervision, and training as part of the new hire’s duties. Provide relevant training and resources.

Nonprofit 130

Nonprofit Retainer Training Burnout 130

Pamela Grow

MARCH 14, 2024

Hard skills are measurable technical skills or certifications such as CRM management proficiency. Following along with our volunteer manager example, a nonprofit might list volunteer scheduling, outreach, onboarding, supervision, and training as part of the new hire’s duties. Provide relevant training and resources.

Nonprofit 130

Nonprofit Retainer Training Burnout 130

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 you aren’t sure what functionality your GMS has, look for on-demand training or talk with your account manager. This will make sure the data is always in the same format.

Government 116

Government AI Applicant Application 116

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? You may need to train volunteers, get your materials ready, or talk to someone about setting up the campaign website.

Fundraising 98

Fundraising Calendar Engineering Nonprofit 98

Qgiv

NOVEMBER 3, 2021

Policies to implement to ensure your team uses technology effectively Recommendations for any staff training. However, most organizations choose to work with a nonprofit technology consultant at this stage, especially those who use more comprehensive CRM and fundraising solutions.

Consultant 52

Consultant Consulting Consulting Software 52

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. Here are some best practices you can use to market your matching gifts successfully: Train your internal team.

Software 52

Software Nonprofit Donation Electronics 52

Instrumentl

JUNE 21, 2025

Find Your Next Grant 17K Live Grants on Instrumentl 150+ Grants Added Weekly Try Instrumentl free for 14 days Step Up Your Systems for Success: How to Simplify, Streamline and Support Your Team - Grant Training Transcription Will: Hello, everyone. Another benefit is that it allows you to hire and train support. Microsoft Planner.

Instrumentl 52

Instrumentl Grant Writing Grants Grant 52

Planned Giving

MAY 12, 2025

” Life Insurance Gifts : “Making our organization the beneficiary of a policy you no longer need.” Recommended Resource : A donor-friendly video or pocket guide can be incredibly effective for internal training and donor education. 6 Establish Gift Acceptance Policies ADVANCED (IMPORTANT, BUT NOT URGENT) Start simple.

Policy 52

Policy Policies Readiness Insurance 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. Train staff and board members. Is your board on board?

CRM 52

CRM Pass-Through Nonprofit Insurance 52

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 52

Funding Policy Policies Nonprofit 52