The Fundraising Coach

MAY 30, 2025

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. Ask for feedback and use your CRM to track prospect growth, stewardship efforts, and marketing reach, allowing you to refine the program even as it grows.

CRM

Bonterra

JULY 28, 2025

Skip to Main Content Products For Nonprofits Fundraising + Engagement​ EveryAction Personalize outreach and turn insights into action Network for Good Smart tools for small nonprofits DonorDrive Peer-to-peer fundraising that works Mobilize Mobilize and manage volunteers GiveGab Run record-breaking giving days Case Management Apricot Flexible case management (..)

Grant Management Software

Instrumentl

JUNE 21, 2025

Published: September 8, 2021 Grant Writing Classes Table of Contents SHOW MORE SHOW LESS Return to top In this 1-hour webinar (with 15 minutes Q&A), Teresa Huff will share with you how to simplify, streamline, and support your team. In case it's your first time here, this free grant workshop is an Instrumentl partner webinar.

Instrumentl

Blackbaud

JULY 17, 2025

By the time you consolidate, the information is already outdated—and hopefully you didn’t accidentally delete a cell when you were formatting the spreadsheet to get it ready for the next system. Check out our webinar, Warning Signs Your Accounting Office Isn’t Efficient: How to Review Your People, Processes, and Systems.

Finance

Tech Soup

MARCH 20, 2015

If you are trying to select a new donor database or want to confirm whether it's best to stick with what you've already got, join us for Ready, Fire, Aim! This free webinar on March 26 at 11 a.m. constituents CRM webinars events Online Seminar donors donor management donor database' Pacific time/2 p.m. spanhidden.

Readiness

Tech Soup

JUNE 25, 2013

Finding the right CRM (constituent relationship management) program for your organization can help you find potential donors, foster relationships, and organize successful fundraising campaigns. With so many different CRM programs out there, however, it can also be very overwhelming! TechSoup Global Blogs, Articles, and Webinars.

CRM

DH Leonard Consulting & Grant Writing Services

JULY 26, 2024

Diane’s Note: It’s no secret that our team is a big fan of Bloomerang as we have collaborated for years on free webinars and in the Nonprofit Storytelling Conference community, but they are also a generous supporter of our BIPOC Nonprofit Professional Scholarships for Agile in Nonprofit training. Segmentation.

CRM

Tech Soup

OCTOBER 16, 2012

Webinars (web seminars) have gained in popularity, more often than not, because they are inexpensive or sometimes free, depending on the tool. Below suggests ten ways to monetize webinars and highlights the best practices for hosting webinars. Schedule the webinar thoughtfully. She has six years of.

CRM

CauseVox

OCTOBER 12, 2021

Current features include: Peer to Peer Fundraising, with both individual and team pages Crowdfunding Embeddable Donation Forms Event Ticketing Fundraising CRM Integration Options Through Zapier Analytics Pledge Now, Pay Later Customizable Donation Tiers Recurring Donations. Best CRM For Donor Management: Kindful.

Fundraising

Blackbaud

OCTOBER 8, 2024

By extending the power of its Blackbaud CRM platform with Power BI, the team now sees more focused information about their major giving prospects. Tim McCleary, CRM Director for The Salvation Army Southern Territory, said the organization’s 71 major and planned giving officers have portfolios assigned by geographic region across 15 states.

CRM

CauseVox

OCTOBER 1, 2024

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

Candid

APRIL 14, 2021

Think about how you can adapt the key components of a strong major gifts program to your organization: Data—from a spreadsheet to an enterprise-level CRM (customer relationship management), you’ll need a way to track and analyze giving history, affinity, capacity, and interactions. Register for the webinar. Remember to ask. No problem.

CRM

CauseVox

OCTOBER 8, 2024

CRM Integration The ability to integrate with tools you already use can streamline your workflow and improve efficiency. One of the most important integrations to consider is with your CRM. This ensures that your donor data remains organized, up-to-date, and ready for use in personalized follow-ups and future campaigns.

Fundraising

Tech Soup

SEPTEMBER 29, 2011

A large percentage of our leads came from webinars that highlighted our research studies and positioned our analysts as thought leaders. We also hosted dozens of webinars each year to help our technology vendor clients meet their own lead generation goals. Quickly send webinar or training invitations right from the contact record.

CRM

Blackbaud

FEBRUARY 8, 2024

Gather Data on Your Current Application Before you present your suggestions to your leadership, have the data on your current application ready. Here are some examples of small steps you can take: Pull information from other sources, such as Candid or your CRM, instead of asking for it each time.

Applicant

Blackbaud

JUNE 6, 2024

When evaluating your school’s readiness for a capital campaign, database readiness might not be at the top of the list for your campaign consultants or administration. But you and I know it’s critical to maintain a robust and up-to-date CRM. You’ll want these ready for gift officers in the next phase.

Goals

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

*Diane’s note: You are used to our team talking about how both pre-award and post-award work connect to create an organization’s overall grant readiness. In fact, we were just talking about this in our most recent webinar about How to Be Exceptionally Grant Ready with Lucy Morgan from MyFedTrainer.com. Grant Management Software.

Grant Management

CauseVox

MAY 16, 2022

Only you know whether your community is ready to gather in-person for an event, but here are some things to consider: Virtual events let you raise more with less effort: Hosting a virtual event allows you to lower your costs and appeal to a wider audience. Plan Your Event. Fundraising appeals take some work, but it’s worth it in the end.

Fundraising

GiveSmart

NOVEMBER 20, 2024

When you’re ready to look at GiveSmart, contact our team of experts today. CRM Nonprofit organizations depend on data integrity within their CRM. GiveSmart’s Donor CRM users automatically have integrated data available for donor prospecting through a built-in DonorSearch integration. Read the Full TrustRadius Review 6.

Fundraising

DonorSnap

AUGUST 7, 2023

You can create a lot of your content ahead of time, such as the copy and the images, so when it comes time to run your campaigns, everything is ready to go. Analyze Your Fundraising Campaign Data Having a nonprofit CRM can provide valuable insights to your organization. Want to learn more about nonprofit annual reports?

CRM

Tech Soup

JUNE 5, 2011

For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it? Perhaps your donors are in the CRM, your advocates and evangelists are in an Excel spreadsheet, and your program beneficiaries are in paper files. Align has two important meanings.

CRM

Tech Soup

JUNE 5, 2011

For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it? Perhaps your donors are in the CRM, your advocates and evangelists are in an Excel spreadsheet, and your program beneficiaries are in paper files. Align has two important meanings.

CRM

Qgiv

SEPTEMBER 18, 2024

Solution: Invest in a dedicated donor management system or customer relationship management (CRM) software. Solution: Utilize your donor management system or CRM to segment your audience based on factors such as giving history, interests, demographics, and engagement levels. Lay a solid groundwork before embarking on a major campaign.

Fundraising

Tech Soup

SEPTEMBER 9, 2013

” Also have a look at our webinar recording and other resources: The Wisdom of the Crowd(funding). Get ready for thought-controlled. Peer to peer recommendations, ratings, endorsements and all kinds of Likeonomics essentially replace CRM. Cognitive computing: forget mouse, keyboard, even speech and gesture input.

Nonprofit

CauseVox

SEPTEMBER 13, 2021

Once you have these things in mind, you’re ready to get started building your campaign. Now that you’ve set up your peer-to-peer fundraising campaign, you’re ready to start the recruitment process. Easily Set Up Your Campaign Site. Your organization is unique, and your fundraising campaign should be, too.

Fundraising

Blackbaud

MARCH 7, 2025

Common types of fundraising events include gala dinners, charity auctions, marathons, tournaments, live shows, and online campaigns like digital auctions, webinars, and specialized giving days. Constituent Relationship Management Software (CRM) Purpose : Tracks and manages donor data, donation history, and communications.

Fundraising

CauseVox

JULY 18, 2022

Once you have these things in mind, you’re ready to get started building your campaign. Now that you’ve set up your peer-to-peer fundraising campaign, you’re ready to start the recruitment process. Easily Set Up Your Campaign Site. Your organization is unique, and your fundraising campaign should be, too. Make Data Reconciliation Easy.

Fundraising

CauseVox

JULY 31, 2022

Once you have these things in mind, you’re ready to get started building your campaign. Now that you’ve set up your peer-to-peer fundraising campaign, you’re ready to start the recruitment process. Easily Set Up Your Campaign Site. Your organization is unique, and your fundraising campaign should be, too. Make Data Reconciliation Easy.

Fundraising

Qgiv

JUNE 27, 2023

Which means your nonprofit needs to be ready to accommodate donors, however they choose to support your mission. Save time with a nonprofit CRM to automate tasks, centralize data, and improve donor outreach. Host a series of webinars or podcasts on your YouTube channel to connect with a wide audience and educate them on your cause.

Nonprofit

Qgiv

JUNE 4, 2021

Are you ready to take your virtual fundraising to the next level? You can check out an in-depth look at the survey results in our webinar Inspiration Station: Creative Virtual Fundraising Ideas from Real Nonprofits. Classes/Tutorials/Webinars. Online webinars and classes were popular long before the pandemic made them necessary.

Fundraising

Strategic Grants

MAY 21, 2025

Carving out the time to document the aim, need, activities, beneficiaries, cost and outcomes of your funding needs, whether thats a new CRM or expansion of program delivery into a new geographic region, can yield many benefitsaside from increased grant success, of course! Weve all been there!)

Grants

DonorSnap

APRIL 30, 2025

Take inventory of your tools: donor management (CRM), email marketing, accounting software, board portals, design platforms, and any other programs your team uses regularly. Pro Tip: DonorSnap users can make the most of our free Wednesday Webinars , in-depth Help Site , and on-demand training videos. Ready for a Fresh Start?

CRM

Selfish Giving

DECEMBER 18, 2024

Clean up CRM data, prioritize high-potential leads, and create segmented lists based on industry or likelihood to engage. Prospects who went cold in December might be ready to reengage. Host a January trends webinar. Its the perfect week to harness the energy of fresh starts, goal setting, and planning for the year ahead.

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