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Navigating the nonprofit RFP process

EveryAction

She asked for some advice around her (bumpy) request for proposals (RFP) process at her nonprofit. Her board had approved the budget for a new CRM and asked her to follow this process to find the right software. The CRM providers have questions that I can’t answer. The RFP process is, by nature, a competitive bidding process.

Process 194
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Improving Student Communications in Your Scholarship Process

sgEngage

Communicating with students is a key part of the scholarship process. Modern award management software consolidates all awards in one system and facilitates communication by enabling both text and email. Interested in other ways to streamline your scholarship management process?

Student 69
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How to Streamline Your Grant Management Process with Technology

sgEngage

You want applications from organizations that align to your mission, but the frequency of the requests can easily bog down your processes if you aren’t careful. To avoid overwhelming your team, standardize how you receive and process grant applications at your organization. Will several teams review the requests?

Grant 95
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The Top 9 Nonprofit Credit Card Processing Solutions

Bloomerang

Nonprofit credit card processing solutions are tools nonprofit organizations use to complete credit and debit card transactions securely and quickly. Leveraging a secure payment solution throughout the donation process strengthens donor trust and allows them to use a convenient payment method. per transaction.

Process 83
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5 Questions to Ask Your Fund Accounting Vendor

sgEngage

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. Ask your fund accounting vendor these questions to help you get a full picture of their capabilities and whether they meet the needs of your organization, both now and in the future. How does your system manage restricted funds?

Fund 81
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Questions to Ask During the RFP Process

Whole Whale

Questions to ask a potential vendor (PDF). Questions to ask Vendors. What CRM systems (such as Convio, Democracy in Action) do their technologies integrate with? What CRM systems have they completed recent integration projects with? What are the milestones associated with their development process? . Experience.

Process 52
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How To Attract New Potential Donors With 3 Questions And A 6-Step Process

Bloomerang

Here are three questions whose answers will give you guidance on how to start serving donors. Question 1: What are our donors’ needs? Question 2: What is your core belief and expertise? Question 3: Where does our belief and expertise overlap with our donor’s needs? Steps 1 and 2: Validate and Create.

Process 135