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. Many solutions have tools that provide valuable functionality for grant management.

Grant 71

Grant Grants 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

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. Do schedule it during the middle of the week and work day; when in all probability the attendees will have the time. People lack attention span and time.

CRM 55

CRM Media Readiness Training 55

Tech Soup

JANUARY 8, 2013

With either scenario, there are many ways to get started, so please check out my colleague David Lamb’s white paper, The Basics of Prospect Management. If you do have a prospect management system, then you may be one of many nonprofits out there for whom the dust is collecting on your investment.

Metrics 44

Metrics Utilities Electronics Software 44

NonProfit PRO

JUNE 6, 2025

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Software 52

Software Management Retail Media 52

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?

Policy 59

Policy Policies Pass-Through Budget 59

Double the Donation

SEPTEMBER 13, 2021

UC Innovation is a powerful provider of innovative CRM solutions and consulting services with a focus on higher ed institutions. Once the integration has been activated, the 360MatchPro solution will pull donation data from your Salesforce CRM. Check out the GiveCampus + 360MatchPro integration guide. UC Innovation.

Fundraising 52

Fundraising Education Software Donation 52