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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. In minutes, a data check query can bring me up to speed with a spreadsheet containing all the organizations CRM goals, projects, and training needs by category.

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

Blackbaud

IT Controls Require individual logins for financial software and implement multi-factor authentication (MFA). Training Document the training available and expectations for who will take the training and when, such as at onboarding and annually after the financial audit.

Policy 98
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5 Best Practices for Nonprofit Employee Onboarding

Ann Green's Nonprofit

Just as you start the year strong with clear goals and plans, help new hires step into their roles with clear expectations, training, and support. Its easy to assume that only corporations and large nonprofits operating in multiple locations need a learning management system (LMS) to help train and onboard employees.

Mentor 205
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4 Tips to Optimize Your Donor Database to Boost Engagement

Ann Green's Nonprofit

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

Blackbaud

Know Your Current Situation Frustrations with your CRM may be due to the limitations of the tool, but they may also be due to the way your team has chosen to use the tool, or a lack of training. Training: What is the current skillset of your team and what is their capacity for adding new skills?

CRM 105
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Burned Out but Brilliant: 8 Smart, Sanity-Saving Strategies for Frustrated Grant Writers

Lightning Fast Grant Writing

Use project management software like Trello, Asana, or ClickUp to assign tasks, track approvals, and communicate in one place. Use grant management software like GrantHub, Amplifund, or Foundant to track spending, generate reports, and meet funder requirements without breaking a sweat. Cue the chaos.

Grant 130
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April is National Volunteer Month. Do you know where your volunteers are? 

Candid

Volunteer management software may be helpful in streamlining communications and matching volunteers with the skills needed for specific roles. Effective strategies include providing quality training, as well as matching opportunities to volunteers skills and experiences and recognizing their accomplishments.

Retainer 102