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How to Decide Which Fundraising Software Your Nonprofit Should Use

Nonprofit Tech for Good

By Emily Rose Patz , Senior Copywriter at DonorPerfect – a top-rated donor management system and fundraising platform for nonprofits. Do you offer a consultation to fully customize my system to my needs? Cleaning up your database so you can “start fresh” with a new system. How long is the onboarding process? 2) Training.

Software 304
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How to Streamline Your Grant Management Process with Technology

sgEngage

Your team should start by listing which grant types your organization uses and then program them into your grantmaking system. Once your admin builds those grant types into the configuration of your system, team members will be able to catalogue each request you receive. Will several teams review the requests?

Grant 95
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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Action items not assigned to an active team member can lead to phone calls, meetings, and other crucial tasks not being completed. Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Does everyone get full access? Likely no.

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Improving Student Communications in Your Scholarship Process

sgEngage

We must meet them where they are, which is on their phone. Modern award management software consolidates all awards in one system and facilitates communication by enabling both text and email. Students are doing it all on their phones, so you will need to proofread and edit everything. Let’s face it.

Student 69
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Association 4.0—A Playbook for Success

.orgSource

Companies with between five and 250 employees are the target market for this system. Teri Carden, Founder of Review My AMS and 100 Reviews, explains how some of her association clients are using their data to address member needs. I’ve often thought that the model could work effectively in an association environment.”

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Centering the user perspective

Candid

For example, one customer mentioned that they can review up to 500 funder profile pages in one day using Candid’s Foundation Directory , a time-consuming and tedious exercise! But the good news is we didn’t have to develop complex new systems to find out. The answer we got was “no!”

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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

Whether you’re implementing a new CRM or looking to refamiliarize your staff with an existing system, these insights will help you pursue your data-driven endeavors. Provide guidelines on how employees should handle and store data within the CRM system to maintain data integrity and confidentiality.