GiveSmart

NOVEMBER 1, 2024

Download our expert-written Year-End Fundraising Appeal Templates for FREE and get started on empowering your supporters. Donating should be quick and easy! Peer-to-peer fundraising allows supporters to donate directly to your cause or volunteer to fundraise on behalf of your nonprofit. Looking to make your year-end fundraising turnkey?

Donation

Get Fully Funded

JULY 30, 2025

Establish a grants calendar and maintain a repository of templates and reusable content to streamline your application and grant management process. To start analyzing your data, use your CRM to collect and store fundraising information, then look for patterns that emerge using analytic platforms or AI tools.

Funding

Blackbaud

JANUARY 10, 2025

Provide templates to help them create an IPS and Spending Policy that encompasses the broad categories of funds they expect to have. For example, money they need for a research study slated to start in three months should be treated differently than funds used for a program that wont get underway for two years.

Award

Bonterra

JULY 3, 2025

Bonterra EveryAction Best for: All-in-one nonprofit CRM Bonterra EveryAction is an all-in-one nonprofit CRM that combines AI and automation to streamline events end to end. Premade content and templates: Leverage existing content and messaging to save time, or create your own for a more personalized feel. Customer service 4.8

Software

Blackbaud

JULY 31, 2025

Check out the following resources to support your annual giving program: Your Ultimate End-of-Year Fundraising Toolkit: Packed with strategies, templates, checklists, and insights to make this your most successful year yet. Annual Giving Resources from Blackbaud Looking for more annual giving inspiration?

Donation

Fundly

JANUARY 20, 2025

Additional integrations with the NonProfitEasy CRM, Double the Donations matching gift search tool , QuickBooks, Mailchimp, and other popular solutions allow you to extend your fundraising capabilities further. Share your campaign using Fundlys email templates and social media tools.

Funding

Ann Green's Nonprofit

MARCH 31, 2025

Clean up your mailing lists and CRM/database Has it been a while since you updated your mailing lists? go through your mailing lists and CRM/database to see if you need to make any additions, changes, and deletions. Create separate templates for new donors, current donors, and monthly donors. Be meticulous. Make yours sparkle.

CRM

Planned Giving

MAY 12, 2025

Begin with : Bequests Beneficiary designations Life insurance IRA rollovers Then grow into real estate, complex trusts, and life income gifts. Document your flexibility, but use the word “suggested” to allow discretion. 8 Formalize Your Program With Tools and Systems advanced Don’t overbuild too soon.

Policy

Wild Apricot

JUNE 24, 2025

Look for features like drag-and-drop email builders, mobile-friendly templates and tools to track opens, clicks and responses. It needs to connect with the other systems you already use, such as your CRM, donation platform, event registration tools or website. Contact Segmentation Not everyone on your list should get the same message.

CRM

Blackbaud

MAY 19, 2025

For example, imagine your organization needs to hire a consultant to clean up your CRM data. Get Legal Counsel While templates can offer a useful starting point, they are not tailored to your organizations legal obligations or operational realities.

Policy

Blackbaud

JUNE 18, 2025

Those gifts synced with their CRM, Blackbaud Raiser’s Edge NXT®, providing a 360-degree view of donors that helped form the future of their year-round stewardship strategy. When Brother’s Brother Foundation used Blackbaud Luminate Online® for GivingTuesday for the first time, the organization saw a 700% increase in donations.

Software

Instrumentl

JUNE 21, 2025

DonorPerfect, project manager, custom CRM with air table. We've got a template for you. So share in the chat what is one system that you've found to be super helpful in your work? Whether grant writing or just nonprofit work in general or task management, anything, what is one system that you love? That saves a ton of time.

Instrumentl

Blackbaud

OCTOBER 24, 2024

You might consider your CRM , donation processor, or the platforms you use to manage community programs and services. Pro tip: Using an intuitive website builder with customizable templates will allow you to build a clean, professional-looking website—even if you have no website development or coding experience!

Nonprofit

Ann Green's Nonprofit

MARCH 21, 2024

So is a good CRM/database to help you with this. In addition, dust off those templates and freshen up your appeal letters and thank you letters. Create letter templates for different donor groups and replace your vague, generic language with something clear, conversational, and specific.

Template

Qgiv

DECEMBER 13, 2024

Donation request letter example 12 fundraising letter templates What is a donation request letter? Based on your needs, you can adapt this formatting to the various letter templates in the next section. This template can be referenced for any type of fundraising effort. Well cover: What is a donation request letter?

Template

Ann Green's Nonprofit

MAY 6, 2024

Invest in a good CRM/database Plain and simple, a good CRM (customer relationship management)/database can help you raise more money. Many CRMs have built-in payment processors. Your CRM will let you personalize your letters and email messages. In short, you can do a lot with a good CRM/database.

CRM

Wild Apricot

DECEMBER 21, 2017

Forms and Templates. Customer Relationship Management (CRM) Platform. Even then, there are organizational models and structural templates you can build from. Administer, synchronize and optimize technology stack including CRM. CRM administration and optimization. Lead Generation. Conversion Rates. Automation.

IT

Tech Soup

MAY 3, 2010

She is an expert in nonprofit databases and the primary contact for the eleven NPower affiliates , who are experts in implementing Microsoft Dynamics CRM for nonprofits. Shawn joined Microsoft's Sarah Barnhart to demonstrate the freshly launched Microsoft Dynamics CRM Online for Nonprofits at the recent NTEN Nonprofit Technology Conference.

CRM

Tech Soup

AUGUST 25, 2015

The other gives you a template to use with Microsoft's Dynamics CRM Online relationship manager and an assessment of how you can use it to track donors, grants, volunteers, and more. Impact CRM Template and Assessment. The template comes with a brief phone assessment from Tech Impact. Get Them Now.

Management

Qgiv

AUGUST 21, 2024

That can include actual fundraising solutions, such as donation forms and event registration, or tools that help you manage and contact your donors, such as CRM or marketing software. Top fundraising software providers Here’s a list of top fundraising, CRM, and marketing tools to support your nonprofit’s revenue-generation efforts.

Software

Groupfinity

JANUARY 12, 2023

#054 Rachel Bearbower is the founder and CEO of Small Shop Strategies, a nonprofit consultancy focused on coaching nonprofit leaders how to detangle their systems, so they can focus their time and energy on building relationships and raising more for their causes.

Template

Blackbaud

MARCH 11, 2024

AI tools help minimize those tasks by prioritizing and identifying donors, drafting email communications, and syncing data to your CRM. An integration with Momentum, for example, connects donor portfolios with automation and generative AI for email communications for Blackbaud Raiser’s Edge NXT® and Blackbaud CRM customers.

AI

Qgiv

JULY 30, 2021

You’ll also get access to written templates for social posts, schedule posts in advance, and let supporters easily share pages. With Bloomerang , a powerful CRM system, you can start to get to know your donors more and communicate more effectively. Selling merchandise is easy. Bloomerang | Constituent Relationship Manager.

Fundraising

Tech Soup

JANUARY 26, 2015

In that spirit, here are some leading open-source solutions in three categories relevant to nonprofits: CRM. CiviCRM is an open-source nonprofit-focused CRM system with powerful features for campaigns, fundraising, event planning, contact management, and case management. Image 3 : Max Griboedov / Shutterstock. spanhidden.

CRM

Blackbaud

DECEMBER 14, 2023

Applicants will then be able to electronically submit those applications to your grantmaking organization—meaning no paper applications to sort through—and the information is integrated into your grant management CRM. Use templates when possible so that the message is standardized and ready for each grant cycle.

Grant Management

Qgiv

SEPTEMBER 2, 2024

In fact, 67% of nonprofits use a CRM. Charity Engine | Nonprofit software with direct mail solutions CharityEngine is a CRM and fundraising platform designed to streamline operations for nonprofits of all sizes. Donor management software enables you to organize your donor information, track gifts, and strengthen your donor engagement.

Software

Tech Soup

JANUARY 6, 2012

Browser plug-ins, widgets, web apps, and templates: all of these are apps, too. CRM to QB Link is an app that is specifiically designed to address this duplicate and error-prone effort. We've talked a lot about mobile apps during the App It Up project. But apps come in many other forms.

IT

Pamela Grow

DECEMBER 6, 2023

For instance, features like email templates, integration with your CRM, and automated communications allow you to streamline email personalization and see better results. Personalize appeals by including information about each donor’s company matching gift program details.

Donation

CauseVox

MAY 16, 2022

This guide will walk you through a step-by-step process for planning a ticketed event with loads of great free tools and templates to make planning smoother. CauseVox offers tools and templates that will help you get started so that you don’t have to begin from scratch. Fundraising Calendar Template. The good news?

Fundraising

Get Fully Funded

JULY 18, 2021

Donor database Your nonprofit’s constituent relationship management (CRM) system is the database where you host all pertinent supporter information. List segmentation: Using a powerful CRM, you can group supporters into segments based on shared characteristics. Let’s dive in!

CRM

CauseVox

JANUARY 3, 2025

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? If you maintain a donor database or other CRM , youll be able to access this data quickly. Youll find a template and worksheet you can use to build your own calendar. Will new staff be brought on?

Fundraising

DonorSnap

SEPTEMBER 1, 2023

So we have broken it down to the necessities and offered our top choices in the following categories: Nonprofit CRM Accounting Software Email Marketing Design Keep reading to discover the best tools you can get started with today that will help launch your nonprofit. Below are some of the most popular ways nonprofits use a CRM.

Software

Qgiv

NOVEMBER 7, 2022

Take advantage of their Canva templates for social media graphics. Integrated processing – If your online form tool integrates with your fundraising CRM and payment processing, you can enter gifts automatically, send confirmation emails, and thank donors within 48 hours. Explain what each contribution amount will accomplish.

CRM

Tech Soup

OCTOBER 20, 2014

Little Green Light Donor Management CRM (LGL) helps you manage your constituents and your fundraising efforts — all in one place. LGL lets you create great-looking templates and use dozens of merge fields to personalize your letters. TechSoup is proud to announce our newest donor partner, Little Green Light.

Software

Blackbaud

JULY 22, 2024

Online submissions save your staff time because everything is automatically entered into your GMS, which often also serves as your CRM. For example, do grantees need to format their financials based on your templates, or do you just need them in a format where you can verify their budget and expenses?

Application

Qgiv

MARCH 22, 2023

Choose a fundraising platform that offers an integration with a CRM to make collecting and using donor data from the campaign super easy. A CRM can help your organization automate communications with your supporters and help stay connected to them after the campaign. These appreciation letters can also serve as pledge reminders.

Goals

CauseVox

APRIL 12, 2022

If participants don’t have their own personal stories, CauseVox makes it easy to set up templated stories so that they can still have a compelling ‘why’ to present to their friends and families. CauseVox also tracks donations through our nonprofit CRM , allowing you to view donor data all in one place.

Fundraising