List Management

How Mobile CRM Helps Your MGOs
June 27, 2017 at 10:40 am

When your major gift officers end their meetings with major donors or prospects, what do you think is the first thing they do? You probably guessed right. Your team member grabs his or her mobile device to check emails and social media. We live in a world that is all about on-demand information...

Get to Know Your Donors
April 27, 2017 at 9:17 am

While “winning the lottery” and “find that pot of gold” are nice strategies to dream about, there are some more practical things you can do to get a better understanding of who your donors are—and they won’t require any more expenditure of your already stretched budget...

Top 5 Digital Skills For Nonprofit Professionals
April 27, 2017 at 9:12 am

Digital outreach is a crucial component of how nonprofits engage with potential donors. The importance and reach of a nonprofit’s digital efforts require a dedicated professional—or more—to maintain them...

15 Key Steps to Set Up a Charity
April 20, 2017 at 3:29 pm

Nonprofit charitable organizations are intended to operate for the public good. When a nonprofit charitable organization is qualified as tax exempt under Section 501(c)(3) of the Internal Revenue Code (IRC), donors can generally deduct their contributions to the charity on their tax returns. Donors are thus more likely to support charitable organizations that have an…

How to Build Your Nonprofit’s Email List
July 14, 2016 at 11:23 am

Not all email lists are the same. You may have an e-newsletter list that includes all donors and supporters, another list specifically for repeat donors, and another list for supporters who have not yet donated. Your ability to segment your email lists will depend on your CRM and your email communications software, but having multiple lists can help your nonprofit better craft your messages and fundraising requests...

An Easy Way to Build Your Nonprofit's Email List
May 13, 2016 at 9:54 am

What could you do with a bigger email list? More donations? Volunteers? Capacity? Impact? Probably all of the above. After all, according to a recent M+R Benchmarks report: In 2015, on average, nonprofits received $44 in donations for every 1,000 fundraising emails sent. Nonprofit email revenue grew by 25 percent, faster than the overall rate of…

8 Simple Tips to Keep Your CRM Data Clean
April 6, 2016 at 10:22 am

By definition, a constituent relationship management (CRM) system helps you better understand supporters’ habits and preferences by tracking and collecting data. But when multiple team members are entering information into the same system, your data is subject to the risk of human error. Whether it’s a typo or that half of your staff enters “Street”…

The Unsexy Side of Fundraising: Excel Is Not a Database
March 22, 2016 at 10:26 am

I’ll never forget the first time I came across an organization using Excel as a database. I’d taken on a part-time position as grant writer for a mid-sized agency working with women and children. Although I’d been hired to write grants, within weeks, the organization engaged me to write its annual Mother’s Day appeal...