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8 Ways to Optimize Your Fundraising With a CRM for Nonprofits

CauseVox

But heres the good news: a CRM for nonprofits (Customer Relationship Management system) isnt just a digital rolodex, its a dynamic tool designed to help you build, nurture, and grow relationships with your supporters. With the right CRM for nonprofits, you can go beyond donor management and actually level up your entire fundraising strategy.

CRM 61
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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Key best practice: Early cross-department collaboration helps ensure project readiness and strengthens grant proposals by demonstrating organizational capacity. Bonus tip : Use view-only access into both the fundraising CRM and accounting system, so staff have applicable access for their roles to the real-time data on the grant.

Grant 71
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How to Identify and Qualify Major Donor Prospects Using Data-Driven Research

Center for Major Gifts

First, centralize your data in a single donor management system or CRM, ensuring you have one source of truth for all donor information. Together, they paint a fuller picture of who might be ready to deepen their relationship with your organization.

Metrics 52
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6 Ways to Find New Donors for Your Nonprofit

CauseVox

Utilize Social Media to Spark Connection (and Maybe Even Go Viral) Lets face itwe now live in a world where a single reel or TikTok can reach thousands (or even millions) in a matter of hours. Ready to take your donor engagement strategy to the next level? How did they find you? What emails did they open? What pages did they linger on?

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End-of-Year Giving 

GiveSmart

Get Started Early Getting a head start on your campaigns and events means you’ll be ready to go way ahead of time and can prepare more thoroughly for the busiest giving season of the year. To help inspire creative ideas, you can utilize campaign management software to access analytics and data that help you come up with unique themes.

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How to Create a Mid-Level Donor Strategy

CauseVox

To identify who your mid-level donors are, you can leverage your CRM or donor database to track giving patterns, engagement, and communication history. These donors are typically highly invested in your cause, seeking impact but not always ready for the significant financial commitment of major gifts.

CRM 109
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6 Ways to Grow Your Nonprofit’s Monthly Giving Program

CauseVox

Are you ready to make your monthly giving program a must-have for donors, much like their favorite streaming service? And don’t forget to plan your follow-up strategy, utilizing your nonprofits CRM as a tool to keep you on track. Were here to show you how. Thank new monthly donors promptly and publicly when appropriate.