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[ASK AN EXPERT] How To Document Legacy Gift Intent

Bloomerang

Today’s question comes from a nonprofit employee who wants advice on how to talk to legacy givers as you document their legacy gift intent. . Dear Charity Clairity, I was talking with a donor the other day and he mentioned our organization was in his will. How do you go about asking for amounts and documenting it?

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Top 12 Features Membership Organizations & Associations Should Look for in a CRM

Nonprofit Tech for Good

Written by Findjoo , this is the first post in a series of three about best practices in digital marketing and fundraising for membership organizations and associations. Running an organization can be a big challenge. Because of this, many organizations turn to Customer Relationship Management (CRM) software. Track Engagement.

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How BoardSite Can Help Your Nonprofit Board Be More Productive

Nonprofit Tech for Good

Sponsored by BoardSite — a board of directors management platform that centralizes key administrative tasks like meeting scheduling, document management, and online voting in a secure digital platform. BoardSite is a unique digital platform that helps nonprofit boards of directors stay organized, compliant, and engaged.

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The Future of Funding: Nonprofit Grant Management Software Trends

Nonprofit Tech for Good

As a nonprofit organization, securing funding is essential to fulfilling your mission and driving meaningful change in your community. And it’s made specifically for nonprofit organizations, so it fits your needs perfectly. By automating tasks and centralizing data, these tools have saved organizations time and resources.

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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Proper documentation and tracking of moves management can impact your fundraising in many ways. Donor Database Management Essentials. Getting Started.

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How to Minimize Risk Throughout Your Grant Cycle

sgEngage

There are millions of wonderful nonprofit organizations working to make this world a better place. Even though these instances are few and far between, your grantmaking organization needs to be prepared. Encourage Grantee Internal Controls All well-run organizations have standard best practices that employees follow.

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Cultivating Community Growth: The Synergy Of CRM And Fundraising In Nonprofit Organizations

Bloomerang

These tools help keep track of all the people who support the organization, like donors and volunteers. A nonprofit CRM tracks donors, manages email and communication history, and provides comprehensive reporting. Fundraising tools help with things like organizing donation campaigns and handling online donations.