article thumbnail

5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

Name a point of contact who sees the big picture. Your point of contact understands the importance of monitoring patient traffic trends, developing economies of scale, and identifying grants that will shore up revenue streams. Determine the non-financial metrics you want to track.

Fund 92
article thumbnail

6 Generations of Giving: Who Gives the Most and How They Prefer to Give

Nonprofit Tech for Good

Below is a breakdown of overall giving behaviors, some statistics about each generation’s giving, how they like to be contacted, and their preferred giving method. They often prefer to support traditional, well-established organizations with a proven track record of impact. organizations** 11.8% organizations** 23.6%

professionals

Sign Up for our Newsletter

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

article thumbnail

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

EveryAction

Organizations need a structured and effective way of following their grants throughout the grant's lifecycle so they can easily manage this very important revenue stream and track these funds in the same place as major gifts and other sources of revenue. The Grant Proposal section allows users to specify the Grant Type (i.e.

Grant 100
article thumbnail

Which Customer Relationship Management (CRM) Software is Best for Your Nonprofit?

Nonprofit Tech for Good

The ability to track and monitor those relationships should be the #1 priority for organizations seeking to expand their donor base or increase their revenue. Cost: $100/month for 1,000 contacts to $800/month for 85,000 contacts. Cost: $39/month for 2,500 contacts to $149/month for 100,000 contacts.

article thumbnail

Keep Better Contact Records with the Personal Email to Notes Feature

The Science Behind Engaging your Supporters

For fundraisers, the clarity of each donor contact record matters. A clean and complete contact record saves time and provides fundraisers with the full picture. It is impossible to track the nuances of all of those relationships without a little extra help from your CRM. The body of the email will be recorded as a note.

Contact 40
article thumbnail

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

Nonprofit Tech for Good

Divide Contacts Into Subsets. Another important way to make sure that everything has been customized to suit you is by dividing your contacts into subsets. In other cases, you can divide contacts based on which part of your association they are with. You can also track engagement in different aspects of the organization.

article thumbnail

Empower donors with a personalized portal

Bloomerang

Donors can: Access their account anytime, and from anywhere Update their contact information and upload a profile image Update the frequency, next payment date, amount, or Fund on their recurring donations Nurture relationships Build and maintain donor trust by giving them access to their recent activity, giving history, and tax receipts.