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Donor Welcome/Onboarding Sample Journeys

CauseVox

In this resource, you will receive practical tools to turn new donors into lifelong supporters through thoughtful, strategic engagement. Instead of leaving donors wondering what happens next after they give, a welcome/onboarding journey walks them through the next stage of their relationship with your organization. A recurring giver ?

CRM
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Stewardship Reporting Best Practices for Finance Teams: Tips for Showing Donor Impact 

Blackbaud

Partnerships and Pass-Through Grants If your organization manages pass-through grants or collaborates with partner organizations, stewardship reports must document these arrangements transparently. This includes detailing the allocation of funds and the outcomes achieved through partnerships.

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Lapsed Donors: How to Get Them Back

CauseVox

Save that list as a segment so you can easily send them an email, create a task, or just become aware of who is slipping through the cracks. Download our free Complete Guide to Nonprofit CRMs : Crafting the Right Message Tone is everything when you’re reaching back out. You can’t (and shouldn’t!)

CRM
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30 Best Silent Auction Ideas That Don’t Cost A Dime

GiveSmart

Download the guide and stop relying on guesswork. Dig through your archives and see what history has to offer! The Ultimate Data-Driven Auction Fundraising Guide Leverage data-driven insights to confidently predict auction items that will spark bidding.

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Bequest Marketing: The Ultimate Guide to Your Most Essential Planned Giving Strategy

Planned Giving

Legacy gifts through bequest marketing require no immediate financial commitment from donors, removing a significant barrier to participation. Unlike annual fundraising, which requires constant cultivation and solicitation, legacy gifts secured through strategic bequest marketing ensure funding beyond a donor’s lifetime.

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Planned Gifts: A Quick Guide To Help Nonprofits Raise More

The Fundraising Coach

While establishing relationships that can lead to planned gifts can take time, there are ways nonprofits can effectively raise more funds through this type of fundraising. Here are some of the most common types of planned gifts: Bequests : These are gifts made through a donor’s will or living trust. Is your board on board?

CRM
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A Breakdown of Each Stage in the Grant Lifecycle

RBW Strategy

Phase 1: The Pre-Award Phase The pre-award phase includes the grantor announcing the funding opportunity all the way through the application submission and review of grant applications. Note: it will take a lot of time, but you can download the PDF form and save the fields as you go.