Pamela Grow

MAY 29, 2025

This isnt about a lack of training or skill. Weve all seen it: mid-level roles that expect CDO-level strategy, major gifts portfolios, team management, event planning, marketing knowledge, and oh, can you also design a new CRM integration before Friday? As Ive learned over the years, you can train a team on proven tactics.

IT

Blackbaud

APRIL 18, 2025

Your CRM and online fundraising tools should help you with much more than transaction management. Make Authentic Connections with Supporters Record and use personal details : Use your CRM to track personal details like birthdays, donation anniversaries, and interests. Create emails that include personalized messaging from this data.

Fundraising

Blackbaud

JUNE 12, 2025

Bonus Tip: Explore and incorporate available tools in your fundraising CRM to help track your applications, related actions, contacts, timeline, accounting considerations, and attachments. Important activities: Allocate resources, launch programs, and train staff.

Grant

Blackbaud

JUNE 6, 2025

Use your CRM to track prospect interactions and identify optimal times for outreach. Organizations that invest in training their teams in both data analytics and interpersonal skills are seeing higher success rates in securing first meetings. Time your outreach strategically. That’s often the perfect moment to suggest a meeting.

Fundraising

Blackbaud

OCTOBER 30, 2024

Smart Donor Research Instead of spending hours Googling prospects, hunting down LinkedIn profiles, and scanning your CRM for every ounce of information, let AI be your research assistant. Train your AI tool. In the same vein, you can train your AI tools with information specific to your organization.

AI

GiveSmart

NOVEMBER 1, 2024

Step 2: Implement Best Practices Year-End Giving Campaign Tips and Ideas The more resources, training, and accountability you provide to your team of ambassadors, the more money you will collect. Donating should be quick and easy!

Donation

Bonterra

JULY 30, 2025

Does your nonprofit need seamless CRM integration? How DonorDrive delivers: Award-winning native integration with Salesforce and Bonterra EveryAction : With these seamless CRM integrations, you’ll ensure clean, reliable data flow across your systems, without requiring middleware. Let’s dive in.

Nonprofit

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.

Finance

Blackbaud

APRIL 23, 2025

Additionally, this step offers an opportunity to verify and update applicant records in your CRM, avoiding duplicate entries and ensuring data integrity. Because external reviews often involve people who have less experience with your organization, its important to have clear, well-documented evaluation criteria and training.

Grant

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.

Policy

Blackbaud

JANUARY 10, 2025

Provide guidance and recommendations for training on the Boards fiduciary responsibilities, such as how to read a form 990 and the financial audit. Provide Guidance on Board Responsibilities Larger, more established grantees may have a regular cadence of education for their Board, but that might not be true for smaller or newer organizations.

Award

Community Boost

APRIL 17, 2025

Using tools like CRM systems for donors, social media analytics for online engagement, and software for managing volunteers makes tracking these metrics easier and gives you valuable data-driven insights. With over 300 hours of training at your fingertips, youll have everything you need to turn every interaction into a meaningful connection.

Nonprofit

Greater Giving

JULY 23, 2025

For instance, your data about volunteers might be housed in your volunteer management software and not get transferred to your CRM, preventing you from easily checking which donors also volunteer. Mitigate this risk by training your team to handle data and follow privacy compliance laws. Build robust stakeholder profiles.

Management

Blackbaud

JULY 31, 2025

Staff training and development: Provides for the ongoing education and professional growth of nurses, doctors, and other medical personnel. Direct service delivery: Funds the core programs that provide food, shelter, counseling, job training, or crisis intervention.

Donation

Candid

JANUARY 28, 2025

Therefore, decisions made regarding technology, the practices guiding its use, and the training provided can lead to either equitable or inequitable outcomes for those communities. Will a CRM system help you track your beneficiaries more effectively? She also suggests they use metrics to demonstrate the difference you make.

Funding

Planned Giving

MAY 12, 2025

Recommended Resource : A donor-friendly video or pocket guide can be incredibly effective for internal training and donor education. A college was about to close its doors when it was saved by a surprise bequest. SEO Tip : Use the phrase “what is planned giving” in your FAQs to attract beginner-level queries.

Policy

Planned Giving

FEBRUARY 20, 2025

This infrastructure includes dedicated staff training, marketing materials, and legal expertise for complex gift arrangements. Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency. Still sending planned giving newsletters with complex tax examples?

Funding

GrantNews

MARCH 27, 2025

Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently. Successful applicants receive entrepreneur training, one-on-one mentoring, and a cash grant. Team Communication and Collaboration: Enhance teamwork with real-time messaging, file sharing, and video calls.

Mentor

Blackbaud

JULY 17, 2025

If you manage constituent data outside your primary fundraising CRM, Blackbaud’s Persistent Key service can help you identify duplicate records and consolidate household or individual records for a more efficient multi-channel engagement strategy. Allow the data to work for you!

Software

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.

Budget

Blackbaud

JULY 28, 2025

Documents like gift agreements and receipts flow automatically between your fundraising CRM and your finance accounting system, lightening the load when it comes to your next audit. Many nonprofits rely on multiple data sources and spreadsheets to track it all, leading to confusion and errors.

Finance

GiveSmart

DECEMBER 16, 2024

Offer Volunteer Job Descriptions and Training How can your nonprofit fill your needs if you cannot share the ins and outs of what the volunteer role entails? Share what training will be offered for the outlined role. If you have a CRM with a grouping tool , you can tag contacts as volunteers for unlimited data points.

Management

Gail Perry Group

FEBRUARY 6, 2025

Do Your Major Gift Officers Lack Experience and Training? Here's how you can help: You cant expect your team to perform at a high level without proper training. Youcanset your team up for success when you invest in their training and professional development. We are hearing: The fundraisers are new to major gifts.

Metrics

Planned Giving

APRIL 17, 2025

Whos going to train, manage, and feed them? 39 We just need a better CRM. CRMs dont fix bad habits. Then enjoy the mediocrity of trying to please everyone. And congrats for joining the safest group in the world. Delusion No. 22 We just need more volunteers. Delusion No. 23 Our donors are different. Just like everyone else.

SAM

Wild Apricot

JUNE 24, 2025

For example, someone who donates regularly might get a thank-you message and an invite to join a donor circle, while a first-time volunteer might get details about training or upcoming shifts. From there, you can guide them through the following steps: filling out forms, attending a training session or selecting a shift.

CRM

Blackbaud

JANUARY 28, 2025

It should allow you to send ad hoc emails from within the system and synchronize data with your donor management CRM and fund accounting systems. Ensure you can get in-person and online training during implementation, ongoing training and support, and collaboration tools to connect you with the vendors higher ed user community.

Award

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. Train staff and board members. Do you have a strong base of long-term supporters you can tap? Is your board on board? Identify and segment potential donors.

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

Find Your Next Grant 17K Live Grants on Instrumentl 150+ Grants Added Weekly Try Instrumentl free for 14 days Step Up Your Systems for Success: How to Simplify, Streamline and Support Your Team - Grant Training Transcription Will: Hello, everyone. Another benefit is that it allows you to hire and train support. Microsoft Planner.

Instrumentl

Blackbaud

OCTOBER 18, 2024

In natural disasters, the training and quick action of first responders and emergency services save lives and livelihoods. Screen Every Volunteer Spontaneous crisis volunteers need to be screened so they can be given suitable roles and be properly registered and trained. Resources the volunteer can provide (boat, truck, chainsaw, etc.)

Management

Bonterra

JUNE 27, 2025

Make it easier for your team to manage your organization with one of the best nonprofit constituent relationship management (CRM) systems designed for organizations like yours. Hire and train staff. Nonprofits must invest any profits back into the organization to better serve their mission. Conduct facility maintenance.

Nonprofit

Blackbaud

DECEMBER 4, 2024

How can my scrappy smaller organization, with all the tasks my team is already juggling, adopt a new fundraising CRM and learn to use it with the least amount of disruption?” And how will the change to a new fundraising CRM impact them ? You’re thinking, “I agree — we’re awesome! But we’re growing fast. Connect the dots for the team.

CRM

Blackbaud

JULY 23, 2025

Were you counting on ESEA funds to pay for learning specialist training? Now is the time to rekindle relationships, dust off your CRM, and prepare your school to think beyond the traditional tuition-based model. Is there demand for skills-based training for auto technicians or software engineers? For an English-learner program?

Policy

The Fundraising Coach

FEBRUARY 25, 2025

From hurdles like volunteer recruitment and burnout to all too common mistakes like disorganized training, its not easy to run an effective program, even if you have the best intentions. To improve your volunteer programs use of technology, consider taking training courses. Clearly designate their responsibilities.

Software

Blackbaud

JULY 17, 2025

Spotting these signs early gives you room to act—whether through clarifying roles, launching targeted training, or rebalancing workloads—before a small hiccup becomes a full‐blown crisis. Without training and executive sponsorship, staff retreat to familiar spreadsheets instead of the system that saves time and improves controls.

Finance

Pamela Grow

NOVEMBER 6, 2023

Thankfully, your nonprofit constituent relationship management (CRM) system can help keep donor data safe. Invest in secure software First and foremost, the CRM itself must be secure. Your nonprofit must know the right safety features to look for when evaluating your CRM or looking for a new one.

CRM

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.

CRM