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List of Donor Wealth and Lead Tracking Software

Whole Whale

Lead tracking software is common in the business-to-business (B2B) world where sales teams need to know the when/where/who of companies checking out their online resources. Company-level Lead Tracking These tools leverage the IP, cookies and network information of visitors to your website to show a top-level view of company activity.

Track 52
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A Beginner’s Guide to Tracking In-Kind Donations for Nonprofits

Neon CRM

However, with the right tools and strategies for tracking in-kind donations for nonprofits, your organization can benefit from them while avoiding potential pitfalls. It should include donation criteria, restrictions on what you accept, contact parties to handle the donation, and your organization’s policies for valuing the item.

Track 52
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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 93
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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
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What is UTM Tracking? Guidelines + Best Practices for Nonprofits 

Media Cause

UTMs, or urchin tracking modules, are tags that allow you to better understand where your web traffic is coming from and how supporters get to your site. Why is UTM Tracking so important, and what are the benefits? How does UTM Tracking Work? UTM Tracking Best Practices. How does UTM tracking work? Key Parameters.

Track 52
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Tracking Long-Term Donor Value: The Report You Shouldn't Miss in 2019

The Science Behind Engaging your Supporters

In a 2016 study conducted by EveryAction and Nonprofit Hub , nearly half of nonprofit professionals reported that they do not consistently utilize data as part of their decision-making process. Click the image above to download our full report with tips on how to make reporting less stressful and more impactful this year!

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Maintaining Nonprofit Compliance With Fundraising Software

Greater Giving

In this guide, we’ll review three ways your fundraising software can help your nonprofit maintain compliance: Activity data Donation tracking Volunteer tools Fundraising events of all types require careful data tracking, but donations made at an auction are especially complex to manage and record.