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

Blackbaud

MARCH 12, 2025

They may need to commit time to training or learning a new workflow, or they may find change stressful and difficult to accommodate. Customize a template and make your goals SMART: S pecific M easurable A ttainable R elevant T ime-Bound 4. Your organization is made up of humans, and change will affect their experience.

Strategic Plan

Instrumentl

JUNE 21, 2025

Find Your Next Grant 17K Live Grants on Instrumentl 150+ Grants Added Weekly Try Instrumentl free for 14 days What Companies Want: Secrets to Securing In-Kind Donations for Fundraising Events - Grant Training Transcription No items found. Engage, build bonds, showcase impact, and elevate conversations effortlessly.

Instrumentl

Wild Apricot

JUNE 24, 2025

Marketing automation is a way to handle repetitive marketing tasks using software. 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. What Is Marketing Automation?

CRM

Instrumentl

JUNE 21, 2025

Find Your Next Grant 17K Live Grants on Instrumentl 150+ Grants Added Weekly Try Instrumentl free for 14 days 9 Reasons Your Grants Get Rejected (and How to Fix Them) - Grant Training Transcription ‍ Will: Hello, everyone. This workshop is being recorded and slides will be shared afterwards.

Instrumentl

Wild Apricot

JULY 23, 2025

Why Use an Event Budget Template It seems as though events season is always upon us. Having one ambiguous budget for an event can get messy quickly without a template to follow for each aspect of the event. Utilize these templates and modify them for your organization’s events. Sticking to an event budget.

Template

NonProfit PRO

JULY 29, 2025

GROWTH: Unlimited organization-wide monthly webinars and live Q&A workshop, access to tools, templates, and training for scaling nonprofit growth. The views expressed within may not directly reflect the thoughts or opinions of the staff of NonProfit PRO. addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("pid",

Retail

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. Calendar alerts.

Instrumentl

Qgiv

NOVEMBER 1, 2024

This guide covers what you need to know to expertly manage volunteers through the following sections: Volunteer management: FAQs Volunteer management best practices How volunteer management software can help Volunteer management: FAQs What is volunteer management? Day 5 – Highlight upcoming training sessions.

Management

Qgiv

SEPTEMBER 2, 2024

That’s why it’s essential to carefully choose the right software solutions to support your operations–the right tool can drive a high ROI for your fundraising efforts. Luckily, there are many nonprofit software solutions designed to meet the unique needs of your organization and help keep you and your staff from getting overwhelmed!

Software

Wild Apricot

DECEMBER 21, 2017

Through strategically implemented training, software tools and engagement techniques, sales ops leaders enable sales reps to focus more on selling in order to drive business results. . Evaluation of Sales Team Training Needs. Selection of Enablement Software and other Technology Tools. Forms and Templates.

IT

Greater Giving

NOVEMBER 30, 2022

Boost your fundraising team’s effectiveness with Nonprofit Fundraising Software that supports and maximizes their work. That’s why so many organizations have added Nonprofit Fundraising Software. The tools included in fundraising software designed for nonprofits make fundraising simpler, less expensive, and well worth the effort.

Software

Blackbaud

MARCH 21, 2024

Any major project—such as implementing new fund accounting software—needs a well-developed charter to keep stakeholders focused on the goals and desired outcome. You can get a downloadable project charter template on our resource center. Give your project an easily identifiable name, such as Fund Accounting Software Implementation.

Software

Candid

AUGUST 7, 2024

Resilia partners with grantmakers to provide impact intelligence and capacity-building software to more than 3,500 U.S. But if these trainings aren’t having the desired impact—and fewer nonprofits are putting these resources to practice or absorbing the same knowledge than 20 years ago—then they need to be drastically modified.

Policy

Qgiv

MARCH 26, 2024

These resources come in various forms, ranging from educational webinars and podcasts to newsletters and fundraising software. Social media and email marketing resources and templates can help you transform your mass communications into personalized donor engagements. Bloomerang Guides & Template s. Optimized fundraising.

Nonprofit

Tech Soup

AUGUST 26, 2010

Geographic information system (GIS) software takes mapping to a whole new level. With a variety donated GIS software and learning resources from ESRI, you can take any range of complex data you've collected and plot it on a map to show your supporters a visual representation of what's happening in the world you work in.

Software

Qgiv

OCTOBER 17, 2022

Read on for event planning tips and download our free fundraising event planning template so you can find greater fundraising event success. . Not only can you get them involved with event planning, but you’ll also give yourself plenty of time to train volunteers on any aspects of the job they’ve been assigned. Event planning tips.

Template

Blackbaud

MARCH 7, 2024

Regular training for staff on the nuances of fund accounting can also help prevent misunderstandings and ensure compliance. Investing in a fund accounting software simplifies processes and reporting, making it easy to avoid potential pitfalls. Use financial management software with analytical tools.

Finance

DonorSnap

SEPTEMBER 1, 2023

So we have broken it down to the necessities and offered our top choices in the following categories: Nonprofit CRM Accounting Software Email Marketing Design Keep reading to discover the best tools you can get started with today that will help launch your nonprofit. As a 501c3 you will have to file a 990 every year.

Software

Blackbaud

APRIL 2, 2024

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page. Likely no.

Policy

Qgiv

JULY 30, 2021

You’ll also get access to written templates for social posts, schedule posts in advance, and let supporters easily share pages. Qgiv’s custom walkthroughs train supporters to create a unique, beautiful page that tells their personal story. Double the Donation | Matching Gift Software. MailChimp | Email Marketing Software.

Fundraising

Qgiv

APRIL 26, 2021

To bring your virtual event to life and provide an experience that’s just as enriching as an in-person one, you need the right fundraising event software. In this guide, we’ll dive into the different types of fundraising event software that nonprofit leaders have successfully leveraged for virtual events. Bidding Software.

Software

Tech Soup

SEPTEMBER 14, 2015

Use a template : Ask your state library if it has a template, or ask other librarians if they have a template you can use by way of a listserv (such as ARSL) or Facebook group. Here is the template (automatic download) that Julie used from the Indiana State Library. Microsoft software. Comodo (security software).

Template

Tech Soup

JANUARY 6, 2012

Browser plug-ins, widgets, web apps, and templates: all of these are apps, too. Do you find yourself exporting donation data from your relationship management or fundraising software, then manually entering it into your financial management software? We've talked a lot about mobile apps during the App It Up project.

IT

Qgiv

JULY 21, 2021

Using Peer-to-Peer Fundraising Software. Next, make sure your fundraisers are educated on how the campaign works, what your goals are, and how to use the fundraising software. Make sure they have access to social sharing buttons, post templates, and ways to sign up to be a volunteer or purchase merchandise. Social media.

Fundraising

Double the Donation

OCTOBER 25, 2021

Use phonathon management software. Train callers on matching gifts. Having a team of well-trained callers is the secret to any successful phonathon campaign. We suggest that you: Identify any knowledge gaps and situations where additional training is needed. Use phonathon management software.

Training

CauseVox

JANUARY 3, 2025

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? Below is a SWOT analysis template, specifically for fundraising,with sample questions in each domain: Strengths Weaknesses – What fundraising strategies have been the most successful or lucrative?

Fundraising

Blackbaud

MARCH 11, 2024

Learn on-demand: Register for Blackbaud’s free AI webinar series AI capabilities integrated with your existing fundraising software simplify the adoption of this new technology. The tool then takes the template and personalizes each email to each donor. Blackbaud customers have access to an ecosystem of powerful AI tools.

AI

Blackbaud

JULY 22, 2024

It’s important to review your grant application periodically so you can incorporate new features in your grantmaking software and new ways to meet the needs of your grantees. Make sure you are taking advantage of any functionality in your grantmaking software to automate or streamline the process.

Applicant

Get Fully Funded

JANUARY 17, 2022

Or the search for the perfect template. A child advocacy organization might aim to double the number of volunteers trained to protect children in the court system. Your donor software may calculate that for you and you can base your number for this year off that. Or enough data. If you don’t know, shoot for 50%.

Fundraising

Peak Proposals

JANUARY 10, 2021

Despite their numbers, it’s fairly unusual to see software companies directly target the nonprofit sector in their marketing materials. What kinds of software solutions do nonprofits need? Software products that can be used for similar purposes include Notion and Confluence. Below is an example of a template we created in Slab.

Management

Qgiv

FEBRUARY 20, 2024

Some fundraising software, such as Qgiv and DonorSearch, offer AI tools to help you with your fundraising strategy without leaving their platform. DonorSearch, a nonprofit software, helps you screen donors to assess wealth indicators, philanthropic history, and affinity towards specific causes to help you identify potential major gifts.

AI

GiveSmart

NOVEMBER 20, 2024

Since our founding in 2011, GiveSmart by Momentive Software has helped tens of thousands of organizations— nonprofits, schools, and associations—successfully fundraise for their missions. One such software provider that our customers often compared GiveSmart to was OneCause. Nonprofit Accounting Momentive Software powers GiveSmart.

Fundraising

Bonterra

APRIL 12, 2024

Fundraising Data and Analytics Empower Supporters Transform your supporters into leaders with software that helps you activate your community. Train donors to run peer-to-peer (P2P) fundraising campaigns. Help busy staff quickly and easily build P2P fundraising campaign assets with pre-built templates and simple drag-and-drop builders.

Fundraising

Big Fundraising Ideas

SEPTEMBER 24, 2024

You can also add training videos to the waivers if needed to ensure all participants have the knowledge needed to join your event safely. Always consult with a lawyer and avoid shortcuts like copy-and-paste templates or low-quality, free software. Select secure, quality waiver signing software.

Liability

Grant Writing Made Easy

MAY 13, 2024

Finding the Perfect Software for Your Nonprofit Ah, grant management! In the vibrant nonprofit world, where grant processes seem to twist and turn like a labyrinth, having the right grant management software isn’t just helpful—it’s a game changer. Why Bother with Grant Management Software? But fear not!

Grant Management

Grant Professionals Association

AUGUST 8, 2023

That’s when I turned my focus to a wider scope than just grant management software options, and began to explore project management as a tool and solution to my limited capacity. When choosing a platform and designing the basic templates and structures, I considered the following.

Grant Management Software