CRM Strategic Plan Training 
Blackbaud
DECEMBER 5, 2024
Here are a few other skills for fundraising that can transfer from a grants-based approach or can be acquired with minimal training: Technology proficiency: It helps to have (or to prioritize learning) basic skills with database management or, as it is often called in fundraising, constituent relationship management ( CRM ) systems.
Candid
JANUARY 9, 2025
Yet, we see that many organizations are still quick to limit or cut back technology-related investments of all kinds, including training, evaluation, planning, and community feedback. Organizations need to realize that treating technology as a peripheral expense actually limits mission delivery and effectiveness.
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DH Leonard Consulting & Grant Writing Services
DECEMBER 6, 2024
Its why we partner with MyFedTrainer.com to deliver grant writing supports and training on both the pre-award and post-award side of things. Effective grant management goes beyond tracking funds in your CRM its also about budgeting effectively, prioritizing programs that need financial support, and delivering timely reports to grantmakers.
Candid
JANUARY 28, 2025
The need for strategic and adequate technology investments is especially urgent for small grassroots organizations working to scale positive incomes in under-resourced communities. Will a CRM system help you track your beneficiaries more effectively? She also suggests they use metrics to demonstrate the difference you make.
Get Fully Funded
MAY 11, 2025
Invest in Fundraising Capacity: While it might seem counterintuitive to spend more when anticipating a downturn, investing in your fundraising infrastructure (staff training, CRM systems, donor management) can pay off in the long run by making your fundraising efforts more effective. Their expertise and connections can be invaluable.
Planned Giving
FEBRUARY 20, 2025
Invest in Comprehensive Planned Giving Infrastructure Establishing a strategic planned giving program provides reliable long-term funding streams while appealing to sophisticated major donors. This infrastructure includes dedicated staff training, marketing materials, and legal expertise for complex gift arrangements.
Blackbaud
AUGUST 12, 2024
Where does your constituent relationship management software (CRM) fit into that culture? The Power of a CRM-Centric Culture Reflecting on my 20-plus years of working with nonprofit organizations, I can point to one pivotal era that underscored the importance of a CRM-centric culture: the pandemic.
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