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7 Signs Your Organization Is Ready for an Enterprise-Scale CRM

Blackbaud

While you may be aware on a general level that your CRM platform is becoming a headwind to your organization achieving its fundraising goals, the prospect of migrating vast amounts of data, retraining staff, and committing the money and resources required for a successful upgrade can make it tempting to say, Lets make do for another year.

CRM 105
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Financial Sustainability for Nonprofits: 4 Considerations

Ann Green's Nonprofit

By Jon Osterburg If you work for a new nonprofit, your team’s primary goal is probably to get your operations off the ground and start furthering your mission. In this guide, we’ll review four considerations to keep in mind as you assess your nonprofit’s financial sustainability—and, therefore, how ready it is for expansion.

Finance 147
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10 Steps to Creating an Effective Nonprofit Budget

Blackbaud

While the idea of a budget is simpleand some budgets can beit takes a good amount of preparation to create a tool that accurately forecasts your goals for the year. Have our goals shifted this year? Translate your organization’s goals into clear financial objectives. Be sure to account for both fixed and variable costs.

Budget 90
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Is It Time for Your Nonprofit or School to Make a CRM Change?

Blackbaud

If, like my client, youre asking if its time to change your fundraising CRM , the starting point is understanding your current situation (your team, your data, and your needs) as well as your goals for the future. Do you need to invest in your people as well as in software for a new tool to be successful?

CRM 105
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Get Your Grant-Funded Nonprofit Started in Fundraising

Blackbaud

If you’re ready to move beyond grants, let’s get started! Even if it feels overwhelming at first, break it down into essential steps: Setting goals Identifying potential donors Defining your message Starting with a well-conceived plan helps you clarify goals, outline specific actions, and define your budget to achieve your goals.

Funding 98
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Try A/B Testing of Your Donation Form for the Optimal Giving Experience

Blackbaud

The best approach to improving your donation form is to test and see what works, making small changes to achieve your goals. Some donation software, like Blackbauds Optimized Form , can do this for you, but you also can run your own tests to find results specific to your organization. .”

Donation 105
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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Engage program managers and finance teams to ensure the project is feasible and aligns with organizational goals. Key best practice: Early cross-department collaboration helps ensure project readiness and strengthens grant proposals by demonstrating organizational capacity.

Grants 71