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Using Your Fundraising CRM Software to Its Full Potential

Blackbaud

You definitely want to be in that digitally mature group, so allow me to share my perspective and experiences so you can use your fundraising CRM software to its full potential too. This living document for project management has been the collaborative point of focus for our database team. Digitally mature nonprofits are, in fact, 3.5

CRM 98
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Building Trust and Accountability: A Guide to Nonprofit Internal Controls Policy

Blackbaud

Now imagine an alternative scenario where every financial process is clearly documented, roles are well-defined, and checks and balances are in place for all your various financial responsibilities. Documentation Controls Mandate receipts for transactions over a certain amount (e.g., $50). The difference?

Policy 98
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Burned Out but Brilliant: 8 Smart, Sanity-Saving Strategies for Frustrated Grant Writers

Lightning Fast Grant Writing

Capture these insights in a simple document or voice note. Use project management software like Trello, Asana, or ClickUp to assign tasks, track approvals, and communicate in one place. After every major grant, set up a 30-minute debrief. What worked? What felt like pulling teeth? What could be templatized or automated next time?

Grant 130
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Financial Reviews vs. Financial Audits: Making the Right Choice for Your Nonprofit

Blackbaud

Keep reading to learn what financial reviews and audits entail, when to opt for one over the other, and how specialized fund accounting software can simplify and enhance these processes. To prepare for a financial review, you need to compile your standard financial statements and supporting documentation. What is a Financial Review?

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Is It Time for Your Nonprofit or School to Make a CRM Change?

Blackbaud

Do you need to invest in your people as well as in software for a new tool to be successful? Consider your budget, research specific software providers , and decide if changing tools is the right decision for your organization. Watch recorded demos as well and be sure to review all publicly available product documentation.

CRM 105
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4 Tips to Optimize Your Donor Database to Boost Engagement

Ann Green's Nonprofit

Treat your donor profiles as living documents. Integrate Your Database With Other Nonprofit Software Integrations allow data to transfer automatically from your nonprofits other fundraising and management platforms to its CRM, saving your team time and reducing the risk of errors that come with manual entry.

CRM 173
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How Nonprofits Can Avoid Buyer’s Remorse for Fund Accounting Software

Blackbaud

So, when your organization is considering the purchase of new accounting-related software technology, it is crucial to carry out a thorough review of your requirements before you sign that agreement. One important goal of your steering committee is to document your organization’s requirement list for technology solutions.

Software 105