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Identify, Track, and Analyze Gifts with New Grants Management on EveryAction

EveryAction

Operating, Annual, Project, Endowment); denote a brief Proposal Summary of the Grant, which appears as a Pinned Note on the organization contact record using the new ‘Proposal Summary’ Note Category; as well as designations for the Proposal Manager, Secondary Staff (if desired), and the Amount.

Grant 100
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How to Build Your Capital Campaign Plan

CauseVox

You can always adjust it after your silent phase , and there’s no shame in that. Typically about one year of that time is spent focused exclusively on major donors (this is called the silent phase). This data includes real estate holdings, giving history, assets, and more. Don’t be afraid to set an ambitious goal!

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Major Gifts: 16 Strategies to Raise More

Neon CRM

Major Gift Fundraising Strategies for Every Phase of the Process In this guide, we’ll take you step by step through every part of the major gift fundraising process and provide you with tips for securing more (and larger!) After all, this is a group of people who already support your work. major gifts. Why Implement It?

Gift 52
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3 Ways to Reimagine Fundraising Experiences

Saleforce Nonprofit

There will be time for more practical matters, but this phase is all about dreaming. They even have self-service options where they can make a gift directly from the online portal, update contact information or even see their giving history. . Try not to limit yourself by budget or staffing constraints.

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5 Expert Tips for a Successful Salesforce Migration

Saleforce Nonprofit

NPSP has a rich history — it was built by the nonprofit community, for the nonprofit community! . In phase one, we focused on fundraising, moving over 17 million total records from their legacy system to Salesforce! My favorite part: While these configuration options are available to all nonprofits, they really are just options.

Tips 122
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The Nonprofit Fundraising Strategic Plan Guide

Everyaction

Here's a brief description of the elements to include in your case statement: Mission + History. You may also want to include any notable moments in the nonprofit’s history, changes in mission or vision, strategic partnerships, and other information you consider relevant to the campaign. Start with who you are. Sizing up your assets.

Guide 108
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Better Data, Better Donors

Everyaction

Working in major gifts means tracking relationships, points of contact, and data with multiple high-level donors. By looking at reports that group your grants into their different phases (e.g. 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.

Data 44