How to Sell Your CRM to Your Nonprofit’s Executive Team
A CRM is one of the most important purchases an organization makes. As a fundraiser, the benefits are clear, but according to industry analysts, at least one third of CRM projects fail, which means there’s more than a little risk attached. Your Executive Team is wise to question this investment, and you need to have […]continue reading
Is your CRM holding you back?
One of the difficulties for any organization is managing growth and still keeping that personal touch. The last thing you want to worry about is hidden costs as you watch the fruits of your labor grow. The past two years of the COVID pandemic have found nonprofits feeling the pinch, and once you’ve budgeted for […]continue reading
Have you outgrown your fundraising CRM? Five questions to ask.
Every nonprofit organization will face a time in its lifecycle when it simply outgrows its database system. Excel might have been fine in the first year to record donations but as your organization grows, this will simply not be effective or even secure. So, how do you know when the time is right to invest […]continue reading
GUIDE: Making the most of your data. How to revive and revitalize your fundraising database.
Letting your database become dominated with people who have never donated, and are unlikely to engage with your organization in the future, could be costing you time and money. But, don’t hit delete just yet. In this guide, we will walk you through six questions to help you inspire action from the most promising prospects […]continue reading
GUIDE: How to Develop Stronger Donor Relationships—Four Pathways to Fundraising Success
Trust. It’s pretty important in any relationship. And for nonprofits and their donors, it’s paramount. Yet, during these uncertain times, we can’t take it for granted. As with all good relationships, the one between donors and nonprofits needs to be a two-way street, with honesty and respect on both sides. It’s no longer enough for […]continue reading
Leveraging Social Data for Fundraising: What, Why and How
Social data can be a vital tool for fundraisers to leverage existing data to connect with more potential donors and to create more valuable, longer lasting constituent relationships. In fact, according to NonProfit Pro’s State of Peer-to-Peer Fundraising Report 2017, social media plays a role in 35% of all donations. However, most nonprofits aren’t utilizing […]continue reading
GUIDE: How to Develop Stronger Donor Relationships—4 Pathways to Fundraising Success
Trust. It’s pretty important in any relationship. And for nonprofits and their donors, it’s paramount. Yet, according to a recent Chronicle of Philanthropy poll, over a third (35%) of Americans say they have little or no confidence in charities. Clearly, there is some work to be done. As with all good relationships, the one between […]continue reading
An Event Management Guide for Nonprofits: Where to Start?
So you’ve decided to put on an event. The budget has been allocated, your team is prepped, and the flipchart is ready. The only question now is… what next? There is nothing more daunting than a blank piece of paper. That’s why the Institute of Fundraising created a great event checklist that will help you […]continue reading
The Do’s and Don’ts of CRM Procurement
Purchasing a CRM system for your nonprofit—whether it’s an educational institution, healthcare foundation, charity, or membership organization—is a long-term decision. The CRM system you purchase today should meet your needs for about ten years. If it doesn’t, it will most likely be because of problems experienced early on with your procurement and implementation processes. With over […]continue reading
Mobile CRM on the Go
Mobile devices have become an integral part of our everyday lives, allowing us to micro task without a second thought. For fundraisers, that means that your donors are very much at home with the idea of using their phone to transact. This has resulted in the advent of mobile fundraising channels (such as giving websites […]continue reading