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Adopting a New CRM? 4 Change Management Tips for Small Nonprofits

Blackbaud

How can my scrappy smaller organization, with all the tasks my team is already juggling, adopt a new fundraising CRM and learn to use it with the least amount of disruption?” Talk about the problem or the gap the new software will solve. Change initiatives present an ideal time to reflect on your organization’s culture.

CRM 98
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Get Your Grant-Funded Nonprofit Started in Fundraising

Blackbaud

The Skills and People Needed to Launch a Fundraising Program If you’re new to fundraising, don’t worry—many of the skills needed to succeed are likely already present within your organization. These tools help you track donor interactions, segment your audience, and tailor your communications to maximize engagement.

Funding 98
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Build Trust by Integrating Your Fundraising and Finance Systems

Blackbaud

Sharing data in an integrated financial and CRM ecosystem aligns functional teams and reduces time-intensive manual extracting and inputting of data, allowing you to put more of your time, energy, and resources into furthering your mission. Budgeting: If you can track goals and budgets in your software, are you doing so?

Finance 96
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Financial Reviews vs. Financial Audits: Making the Right Choice for Your Nonprofit

Blackbaud

Keep reading to learn what financial reviews and audits entail, when to opt for one over the other, and how specialized fund accounting software can simplify and enhance these processes. What is a Financial Review? Looking for a fund accounting system that takes the stress out of your financial audit or review process?

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30 Most Effective Nonprofit Software Solutions for 2024

Qgiv

That’s why it’s essential to carefully choose the right software solutions to support your operations–the right tool can drive a high ROI for your fundraising efforts. Luckily, there are many nonprofit software solutions designed to meet the unique needs of your organization and help keep you and your staff from getting overwhelmed!

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Sales Operations Demystified: What It Is, Why It Matters, and How To Do It Right

Wild Apricot

Through strategically implemented training, software tools and engagement techniques, sales ops leaders enable sales reps to focus more on selling in order to drive business results. . Selection of Enablement Software and other Technology Tools. Customer Relationship Management (CRM) Platform. Data Analytics Software.

IT 161
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21 Donor Recognition Examples: How to Thank Donors Well

CauseVox

These days, modern fundraising software (like CauseVox) sends an automatic thank you once a donation is processed, and you can customize the content of that email to fit your needs! Use your CRM to track this data and set reminders so you never miss a milestone. That’s where your CRM really shines.

CRM 84