Remove Calendar Remove Donor Remove History Remove Track
article thumbnail

Turning Tax Season Tears Into Cheers: Your Chance To Cultivate Donors

Bloomerang

As 2023 has drawn to a close, tax season looms on the horizon, and we nonprofits gear up for a unique opportunity—issuing tax summaries to our donors. Bloomerang refers to them as tax summaries—which they are—but they also summarize each donor’s cumulative giving. Allow me to explain. What are tax summaries?

Summary 85
article thumbnail

Your Guide to Year-End Fundraising Best Practices

Nonprofit Tech for Good

A well-crafted year-end fundraising plan helps nonprofits define clear and specific fundraising goals, identify potential donors, and tailor their messaging better to resonate with their supporters. During a year-end campaign, it’s essential to track and analyze data from these multiple channels.

Practice 239
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Retain Your Year-End Donors

Neon CRM

You may be balancing your final push to reach your fundraising goal with event planning, donor meetings, board meetings, and planning for the new year—and that list doesn’t include all the things you do outside of work, either. That’s why it’s essential to have a donor retention plan in place. Let’s take a look.

Donor 98
article thumbnail

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

Nonprofit Tech for Good

For example, some organizations might want to separate donors from members. You can also track engagement in different aspects of the organization. You can also track engagement in different aspects of the organization. History Of All Information Exchanged. Track Engagement. Learn more at findjoo.com.

article thumbnail

3 Best Ways to Use Your Nonprofit’s Valuable CRM Data

Bloomerang

The data in your CRM can help you raise more money, improve your donor retention, and even attract new supporters to your cause. There are many ways to segment your supporters : by giving level, involvement, interests, history with your organization, active vs. lapsed status, volunteers, advocates, and past board members.

Data 97
article thumbnail

ROI for a donor database

Robert Weiner

The current software does not interface with our current/new technical environment (MS-Exchange and Office, or Google g-mail, calendar, docs, etc.). So how do we justify that system to management (and perhaps our donors)? But the right database can help people with: Prospect management and tracking. Stewarding current donors.

Database 181
article thumbnail

Better Data, Better Donors

Everyaction

Working in major gifts means tracking relationships, points of contact, and data with multiple high-level donors. It’s a lot to keep track off and while it’s easy to get bogged down in the day to day details, major gifts is all about the long game. Good reporting is just one way to keep your major donors prospects organized.

Data 44