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4 Routine Data Hygiene Best Practices for Nonprofit CRMs

With accurate and up-to-date information, your nonprofit can better understand its supporters, make informed fundraising decisions, and drive greater impact. However, managing data in a customer relationship management (CRM) system can be a complex task, especially when dealing with large volumes of information. That’s where data hygiene comes into play.  Data hygiene refers to the […]

3 Nonprofit Operations to Streamline With Your CRM

This article explores three nonprofit operations that can be streamlined with a CRM solution.

As a fundraising professional, you’re always looking for ways to level up giving. But to raise funds efficiently, your nonprofit’s operations must be streamlined to ensure a standardized process for garnering support and collecting donations. The right constituent relationship management (CRM) solution can help your organization manage its donor data while also streamlining daily operations. […]

The 3 Recurring Donation Automation Workflows Every Nonprofit Needs

automation workflow

As you know being more personalized with fundraising in general will help you be more successful– but it’s simply impossible to build relationships with thousands of donors at a time. Thankfully, there’s a way to simplify your outreach and retain a personalized, relationship-driven donor experience! The responsive framework lays out exactly how to be more personalized, contextual, […]

Recurring Extra Gift and Upgrade Best Practices

source pixabay

I shared previously that I’m a very active monthly donor to 40-plus different organizations. Most of those, I joined via direct mail.  Since this is tax season, that means I received a ton of tax letters from organizations via mail in January, February and even March. Here’s what many nonprofits included in their letters: All […]

Top Insights from A Direct Solution’s Educational Panel with NXUnite

donor recognition

As all nonprofit leaders know, donors help nonprofits create new campaigns, start new projects, and ultimately achieve their missions. One of the most fundamental ways to retain donors is to thank donors, to make them feel appreciated for how they have contributed to your nonprofit’s mission. An appreciated donor is often a more engaged donor […]

Who Was Daring Enough To Ask for Recurring Gifts During Giving Tuesday?

Daring Enough

I’ve been tracking results from the various CRMs and payment platforms to look at Giving Tuesday trends. Overall, more money was raised than on Giving Tuesday 2020. I was, of course, particularly interested in trends in recurring gifts. Most organizations now include the recurring option on their online donation forms, so I’d imagine there was […]

How a Birthday Call Can Make a Difference

Happy Birthday

If you’ve not yet read the book “Hooked on a Feeling” by Francesco Ambrogetti, I can highly recommend it. I started it, expecting all kinds of feelings to be described, and I was ready to read all about great storytelling, tugging at the heartstrings messaging, etc. Instead, the book is filled with lots of great research on […]

How Greed Can Undermine Your Monthly Giving Program

Greedy? Who me?  In a recent #monthlygiving post on the Moceanic members-only Facebook group, Julie Cooper posted this:  “This afternoon I got a call from a well-known mega nonprofit to upgrade my giving to monthly. As typical, they hired a third-party fundraising company to solicit the donation. The very nice person on the other end […]

Why Monthly Giving is Easy!

  During the recent Virtual Summit for Nonprofit Changemakers , Ashton Rodenhiser did this wonderful visual overview of what I talked about for 45 minutes. Mind you, she had only heard me speak once before with a different monthly giving focus. It’s truly amazing how she can capture the essence of the session.  If nothing else, […]

Are you ready to take a Sustainer-Forward approach?

First, I’d love to give a huge shout-out to the DMAW as an organization that has had a Sustainer-Forward approach for years. The DMAW has offered special sustainer tracks during the Bridge conference, sustainer pre-Bridge workshops, then Sustainer Day, Sustainer World and now Sustainer Week, coming up the week of September 27th. If you’re looking to […]