How to Use CRM + Donor Management Software to Talk to Anyone

EveryAction

Whether you're reporting to your board, supporting teams in different departments, or just trying to get through to a specific type of donor, we've broken down all the ways your CRM + donor software can help. How CRM + donor management software can help your teams work better together.

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New and Improved! The Authoritative Guide to Low-Cost Donor Management Software

Non Profit Marketing 360

Now you have valuable help as you try to figure out the best donor management system for your organization. NTEN and Idealware, two trusted names in nonprofit technology, have jointly published A Consumer’s Guide to Low-Cost Donor Management Systems. The report analyzes 29 systems that cost from the low three figures up to $4,000, and recommend best fits for different organizational needs. Download it for free (with registration).

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[Question Marc] What are the best donor management systems?

Fundraising Coach

I get lots of questions similar to this all the time: Quick question: Do you have a few favorite donor database software recommendations. Especially for collecting donor giving habits. Total Community Manager. Donor databases are vital for nonprofit fundraising.

Should your CRM include photos of each of your donors?

iMarketSmart

After I read this I began to wonder if, perhaps, fundraising CRM should include photos of each donor by syncing with open API’s that social media like Facebook, LinkedIn and Twitter provide. The post Should your CRM include photos of each of your donors? My uncle is a radiologist.

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7 Techniques to Boost Donor Engagement

Fundraising Coach

Does it meaning getting involved in other roles like volunteering or getting more donors to read your communications? Once you have an idea of what that engagement looks like, use the following seven techniques to amp up donor engagement. Be genuine when asking donors to engage.

Imagine this.

iMarketSmart

Imagine a world where you easily view all the information you need from donor discovery efforts (the result of donor surveys ) in a simple dashboard. Imagine this.

What to questions should you ask when considering fundraising software?

Fundraising Coach

His years of experience have led him to create his own donor management and fundraising software system: Total Community Manager. When you are considering purchasing a new system, take the necessary time to explore or “map out” what you need from the system, especially to help maintain the necessary donor relationships and raise more money. Categorize and code different levels of donors to personalize their communication based on their level of giving?

A Higher Calling

The Agitator

The other day Tom posed the question, Are You a Fundraising Professional? , and answered it by concluding that “If you see your role as facilitating a positive donor experience, then yes, you are.” And to all the clients and donors that Bloomerang serves.

4 Easy Ways to Get Closer & Boost Action

Getting Attention

There’s a proven way for your organization to start and strengthen vital relationships with the people whose support, loyalty, and actions you want—donors, volunteers, and even staff (too often overlooked here).

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Secret Shopper Strikes Again!

The Agitator

Here is some wonderful insight into the state of online donor management, courtesy of Nonprofit Tech for Good (NTech). Excellent way to gauge just how effective the online donor experience really is. It’s all based on an old-fashioned ‘secret shopper’ approach, brought to the digital space.

Still-Time Summer Marketing Sizzlers

Getting Attention

Here’s where you rely on your robust, reliable donor management software. The more you know and log about your prospects and donors, the better you’ll connect with them. Connect with Your Patrons, Donors, and other Supporters via THEIR Summer Habits and Passions. Part 1.

Straight Talk on the Give Local Crash from a Nonprofit Tech CEO #GiveDayLessons

Kivi's Nonprofit Communications Blog

The sad truth is that as long as human beings are in charge of creating and administering the technology that nonprofits rely on for online giving, donor management, website hosting, email deliverability and similar tools, the possibility of a failure will always be there.

5 Things You Need to Know about Nonprofits + Big Data

EveryAction

This makes sense, especially considering that almost two-thirds reported not having a specific staff member dedicated to data management. Email + donors get the most data love.

Mixed Links for Nonprofit Marketers and Fundraisers

Kivi's Nonprofit Communications Blog

Bloomerang knows What Baby Strollers Can Teach Us About Donor Management. July 22: Annual Report Basics: Written Annual Reports Donors Will Actually Read (Presented at CharityHowTo and free with an All-Access Pass). Happy Friday, everyone.

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Why I’m Working with Bloomerang

Kivi's Nonprofit Communications Blog

In late 2012, Jay decided to create a new kind of donor management and fundraising software, this one with best practices baked right into how it worked. He started by working with Dr. Adrian Sargeant , the leading researcher on donor loyalty and retention, to create both tools and a user interface (the part you see and focus on as a user) that made donor retention central to how the software works.

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Get More from Your Donor Database

Getting Attention

The new Salesforce1 app for iPhone and Android helps front-line fundraisers and marketers solicit and enter more information about donors when out of the office (no chance of forgetting key elements) in a flash. Welcome to guest blogger, James Porter.

Mixed Links for Nonprofit Marketers and Fundraisers

Kivi's Nonprofit Communications Blog

We don’t need customer service,” Pam Grow is here to tell you Yes, Donors Require Customer Service via the The Nonprofit Times. Is the Donor Management System Dead? Greetings from beautiful Orange Beach, Alabama!

Give Us the Inside Scoop on Your Job

Kivi's Nonprofit Communications Blog

Do you hate your donor management system? Let’s get down to the real nitty gritty! Are you chugging coffee all day? Do you have the best co-workers? Tell me all about it!

Why Are You Sending Donors This Email?!? A Lesson in Segmentation

Nonprofit Marketing Blog

I’m a monthly donor to a nonprofit I love a lot. As I was in the process of sharing them with the nonprofit’s donor relations associate, I noticed one line of text that I had previously missed. One to lapsed donors asking them to renew.

Revitalizing Fundraising

A Small Change

We get so caught up in donor management that we can’t remember why we started working in the first place. I spend the majority of my time finding a way to engage donors and connect them to my nonprofit in a way that they find compelling. We work in a challenging profession.

At Last! A CRM System Designed For Retention

The Agitator

Before delivering the good news, here’s a nutshell summary of what the AFP found that, in Tom’s words, “drives home the futility of pouring newly acquired donors into leaky buckets.”. Every 100 donors gained in 2011 was offset by 107 in lost donors through attrition — a net gain of -7.

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Mixed Links for Nonprofit Communicators

Kivi's Nonprofit Communications Blog

Also at NTEN, find the 2011 Consumers Guide to Low Cost Donor Management Systems. I know most of the U.S. could use a cool one about right now, so here are your Mixed Links, frozen slushy style! Social Website.

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The Key to Raising More This Year

Nonprofit Marketing Blog

You might have a marketing plan, a shiny new website, and a fundraising appeal that has been triple-checked, but the key to raising more this year will come down to really knowing and understanding your donors. When you truly understand your donors, you can communicate more effectively with the best timing, more relevant messages, and the right ask. Jonathan will also offer some smart tips on overcoming the common challenges nonprofits face in managing donor data.

Reactive or Proactive

A Small Change

Often organizations fall on one side or the other of that line with a perspective that is either proactive or reactive when it comes to donor management. Reactive and proactive donor management really are opposites. Reactive donor management provides you an opportunity to approach individual donors in a very focused and personal way. Proactive donor management involves the creation and adherence to a development plan.

Donor retention: Dance with the ones who brung ya

Fundraising Coach

Did you know the average nonprofit loses 7 donor out of 10 every year?! Indiana University’s Adrian Sargeant, author of great books like “ Building Donor Loyalty [Amazon affiliate link], has done statistical research proving this. Or worse, we take those donors for granted.

[GUEST POST] How Small Shops Can Overcome the Challenges of Fundraising Software

Fundraising Coach

With proactive planning, your organization can overcome some of the struggles attributed to managing too many pieces of software. Effective and cohesive fundraising software is one of the keys to successful donor management. Don’t hoard donor files!

Is Blackbaud Too Nice?

The Agitator

Two of The Agitator’s sister companies – DonorTrends and TrueGivers – compete with Blackbaud in the predictive analytics, modeling/scoring and donor screening end of the business. With the Convio merger Blackbaud now finds itself fielding and supporting 21 online and offline fundraising and constituent management platforms and a dozen different brands. Fundraisers devote a lot of energy – probably too much – to social media, mobile and the next new thing.

Note to self: This is not a hat in hand.

A Small Change

In seasons of fiscal and donor management drought there are many dangers, but perhaps the greatest is our losing sight of and trust in the mission. How do you stay excited about your organization when donors aren’t responding how you’d like them to? I have a friend who has recently stepped into a new role as a fundraiser and is struggling. Lots of calls + lots of effort = no new money for his organization.

Note to self: This is not a hat in hand.

A Small Change

In seasons of fiscal and donor management drought there are many dangers, but perhaps the greatest is our losing sight of and trust in the mission. How do you stay excited about your organization when donors aren’t responding how you’d like them to? I have a friend who has recently stepped into a new role as a fundraiser and is struggling. Lots of calls + lots of effort = no new money for his organization.

Any Color You Want … As Long As It’s Black

The Agitator

A similar pattern of acquisition – and market concern about the acquisition – emerged last year in the higher education space when Datatel, a company that provides software and online management services to colleges and universities acquired SunGard , its major competitor. In higher ed, the SunGard/Datatel merger impacts the entire institution, because it’s not just about fundraising, it’s also about managing the operation of the universities and colleges themselves.

Is the Donor First?

A Small Change

He made some really bold statements about the way we talk about potential and existing donors. The more we treat our donors as partners and friends of the organization, the more tightly connected to the mission of the organization they become. Related posts: Great Donor Stories Evaluating Your Donor Management Software Turning it Over to the Donor Keeping Info in Your Donor Database Tangible Donor Cultivation.

How Nonprofit CRM Management Can Improve Donor Stewardship

Ann Green

If your organization is looking for ways to amp up your donor stewardship and build better relationships with supporters, look no further than your nonprofit Customer Relationship Management (CRM). Your CRM is full of useful management tools that can aid you in cultivating donors.

New Free Webinar: Nov 11th The Brave New World of Donor Databases

Wild Woman Fundraising

NEW FREE WEBINAR: The Brave New World of Donor Databases with Robert Weiner. Maybe you think — or know — that it’s time to replace your donor database or CRM (Constituent Relationship Management system). Links to donor database resources. Robert Weiner.

4 Global Fundraising Trends

The Agitator

ROI and organizational effectiveness are under scrutiny (by donors) and more important than ever. There is a new focus on the total supporter journey vs. traditional “donor management.” This relates to constituent relationship management versus transactional fundraising. Tags: Don't Miss these Posts accountability charities fundraising nonprofit management nonprofits research

Master Monthly Giving (Part 2: Expert Interview)

Nonprofit Marketing Blog

Nancy: Once you have a new monthly donor in the door, what’s the best way to welcome him? Erica: If donor signs up online, make sure you get a warm, appreciative email to him ASAP. Automate that via your donor management system. Read Part 1 here.

Guest Post: 5 ways to get matching gifts by Adam Weinger

Wild Woman Fundraising

Matching gifts are one of the largest sources of untapped funding for nonprofit organizations, and because of this, I want to help you reach and educate your donors about how easy it is to request a match (possibly doubling their donation)!

Meet Network for Good at the 2009 NTC

Fundraising 123

Competing for dollars and donors mean: 1) understanding the new ways in which users think about supporting your cause online and donating, and 2) having a presence in those places where your existing supporters, and potential new supporters, are gathering. Takeaways: The ability to give your supporters new ways to donate A better understanding how to use social networks to generate support and donations New ways to think about how donors manage their giving.

How Many Donor Databases Are There?

Fundraising 123

I thought it might be useful to compile a list of all of the commercial donor databases I’m aware of. This list came from my head, my bookmarks, and lists compiled by NTEN and Idealware for their donor management software surveys (and I’m not certain all of these are actually donor databases). Feel free to let me know what I missed, which systems no longer exist, and which aren’t really donor databases.

Here’s why your donors are not coming back

Wild Woman Fundraising

What if we measured donor interest, donations and engagement instead of OUR moves toward the donor? Ellen Bristol: You know, the conventional answer these days has to do with donor retention. It tells us the voice of the donor. Let’s find out why we’re losing donors.

INTERVIEW: Ellen Bristol Fundraising the SMART Way

Wild Woman Fundraising

We’re not the people you go to to learn how to write a grant or run a campaign or get donor retention. Early in the day, I was fortunate enough to discover the work of the great founders of Total Quality Management, which is better known as Six Sigma and lean manufacturing.