How to Navigate Your Nonprofit’s CRM Implementation Journey
Nonprofit CRM implementation can be an overwhelming process for organizations of all sizes. Learn the basics of how to navigate implementation in this guide.
This page goes along with the book Monthly Giving Made Easy, a How-To Guide.
If you ordered the e-book version, you can find the full Monthly Giving Made Easy Book with images right here.
Here you’ll find all downloadable assets. Note the page numbers refer to the pages in the paperback version.
Jump to page 7 — Monthly Giving Calculator
Jump to page 17 — Monthly Donor Annualizer
Jump to page 29 — Downloadable Online Form for Donor
Jump to page 54 — Donor Testimonial Template (Bonus)
Jump to page 73 — Monthly Donor Planner Template
Jump to page 75 — Stewardship Plan Example (Bonus)
Jump to page 79 — Sample Recurring Donor Thank You Letter
Jump to page 88 — Tax Letter Template
Jump to page 92 — Monthly Donor Retention Play Book
Jump to page 97 — Monthly Giving Process Flow for Customization
Jump to page 99 — Monthly Donor Annualizer (Bottom for Value at Risk)
Jump to page 104 — Survey Template (Bonus)
And of course, if you have any specific questions, please don’t hesitate to contact me at erica@adirectsolution.com.
Nonprofit CRM implementation can be an overwhelming process for organizations of all sizes. Learn the basics of how to navigate implementation in this guide.
Online visual storytelling turns website visitors into true supporters of your nonprofit organization. Use our tips to enhance your web storytelling this year.
Struggling to raise money for your organization can be frustrating. Get motivated by the strategies in this guide and combat your fundraising challenges.
Guest blog by Julie Kennon of Charity Engine If you missed this captivating webinar on recurring giving, don’t worry…we took notes! It’s no secret that a
Many nonprofits are considering ways to upgrade their recurring donors to higher levels. I’ve written in the past about best practices for getting recurring extra gifts
Recurring giving is a significant source of revenue for nonprofits, as 57% of nonprofit donors are enrolled in a recurring giving program. Recurring donations provide
Reach out to us to schedule time to talk about your Monthly Giving Program.
Contact Details
Mailing Address: P.O. BOX 757
Marstons Mills, MA 02648
Phone: 508-776-1224
E-mail: info@adirectsolution.com
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