Blackbaud

JUNE 12, 2025

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.

Grants 71

Grants Grant Grant Management Award 71

Blackbaud

MARCH 4, 2024

In this article, we share the top insights from Dan Keyworth’s white paper, Higher Education Advancement Technology, to help you make the most of your advancement technology solutions. Philanthropy and external engagement must be given the right importance and focus from the get-go.

Education 105

Education AI Management Mentor 105

Tech Soup

OCTOBER 16, 2012

The same goes for Monday or Friday, when they are coming back from or getting ready to leave early for a vacation. 2 for 1, free white paper, or enter them for the raffle. Having your webinar integrate with your CRM platform allows for a quicker follow up call to further engage your users.

CRM 55

CRM Media Readiness Training 55

OneCause

JULY 7, 2022

What’s the process for recording offline gifts get in your organization’s CRM? To learn more about how we handle donor information and protect our customers, please read our Security White Paper. #3: How many people are involved in that process, how long does it take, what happens to the original paperwork?

Policies 59

Policies Policy Pass-Through Budget 59