Session Notes: Relationships 2.0
DonorDock
DECEMBER 29, 2023
This User Success Session covered what relationships are and how to create and manage them. We ended with a brief tutorial on Receipt Templates and an open Q&A.
Two New Video Tutorials from Idealware
Tech Soup
NOVEMBER 30, 2010
Our content partners at Idealware have just launched a new series of video tutorials for nonprofits. There are two tutorials so far: Facebook vs. Twitter and Constituent Chaos. These short tutorials are full of great information. I covered similar topics in our recent article on cloud-based CRM solutions.
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Trending Sources
Supporting Brain Trauma Nonprofits In Their Critical Fundraising Efforts
Bloomerang
NOVEMBER 28, 2023
By consolidating their donor data, they’ve been able to build and nurture stronger relationships with donors and gain clarity into donor preferences, critical for effective fundraising. Faced with the need to raise more private funds, the association turned to Bloomerang CRM for efficient donor management and payment processing.
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Nonprofit CRM Training: Empowering Your Team to Manage Data
Greater Giving
DECEMBER 12, 2023
That’s where customer relationship management (CRM) comes in. Customize training materials: Develop user manuals, best practice guides, video tutorials, and FAQs that support each team’s CRM journey. A CRM is the backbone of effective communication, engagement , and fundraising strategies.
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How to Start Your Data Analytics Journey
Association Analytics
NOVEMBER 16, 2021
What do members value most about their relationship? If you have limited resources, you can learn how to do this by watching tutorials on YouTube or Microsoft. As you create your plan, remember to focus on outcomes, not outputs. What questions are you trying to answer with analytics? Collect Your Data Even If Its Not Perfect.
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Upcoming Webinar on March 22: Cultivating Donor and Client Relationships with Microsoft Dynamics CRM
Tech Soup
MARCH 14, 2012
These uses include the "ability to manage relationships with your constituents - donors, funders, clients, volunteers, members, vendors, and other community partners." The webinar, Cultivating Donor and Client Relationships with Microsoft Dynamics CRM , will be held on Thursday, March 22 at 11 a.m. Pacific time.
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Top 12 Features Membership Organizations & Associations Should Look for in a CRM
Nonprofit Tech for Good
SEPTEMBER 10, 2020
Because of this, many organizations turn to Customer Relationship Management (CRM) software. In other cases, there might be extensive documentation or video tutorials that you’ll be able to use. You’ll need to build strong connections with your audience, collect important details, and manage fundraising. Integrates With Other Software.
Associations 301
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AI Image Prompt Inspiration to Build Your Brand Style
Whole Whale
MAY 19, 2023
Relationships and Composition : Consider how you want the objects and contents to relate to each other in the composition of the image. Use phrases to describe spatial relationships and placements. Select adjectives that describe the tone, lighting, colors, era or other intangible qualities.
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4 Reasons Why You Should Attend Dreamforce 2021
Saleforce Nonprofit
SEPTEMBER 16, 2021
Education Cloud: From Experiences to Lifelong Relationships: 11:00-11:30 a.m. Plus, see how our latest innovations set the foundation for holistic learner support and lifelong relationships. Featured customer: International Justice Mission. Join Trailblazers using Education Cloud to drive learner and institution success.
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5 Reasons Why You Should Attend Dreamforce 2021
Saleforce Nonprofit
SEPTEMBER 16, 2021
Education Cloud: From Experiences to Lifelong Relationships: 11:00-11:30 a.m. Plus, see how our latest innovations set the foundation for holistic learner support and lifelong relationships. Featured customer: International Justice Mission. Join Trailblazers using Education Cloud to drive learner and institution success.
San Diego 90
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Donor Database Management: A Quick Guide to Prospect Setup and Tracking
Qgiv
DECEMBER 7, 2022
Strengthen Relationships with Donors: Defining and documenting a strategy that aligns donor interests with organizational needs can strengthen relationships with donors. Create Documented Procedures : Create detailed procedures for team members including screen shots and step-by-step tutorials. About Marsherall Partners.
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How Your Nonprofit Can Make the Most of Its LinkedIn Profile
Beth's Blog: How Nonprofits Can Use Social Media
OCTOBER 11, 2013
This allows them to participate in conversations and build relationships with their followers in a professional, representative way. Here is a video tutorial LinkedIn released to walk you through the new feature. Organizations can also now comment on or ‘like’ posts on their pages in response to followers under the organization’s name.
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New on SSIR: Can Giving Days Strengthen Your Community?
Amy Sample Ward
MARCH 1, 2012
Components included video tutorials, suggested calendars of activity, sample materials, frequently asked questions, logos, and a Twibbon for Facebook and Twitter use. Second, the report states that participating organizations benefit from establishing relationships with new donors that they can maintain long-term.
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Fundraiser Burnout? Try Automation to Boost Both Efficiency and Employee Morale
sgEngage
JUNE 4, 2023
Think of automation as a tool to help your team focus on the uniquely human skills of creativity, relationship building, and critical thinking that only they can bring to their fundraising roles. Learn your selected platform : Most low-code platforms offer tutorials, documentation, and community support— gain access now.
5 Reports Every Bloomerang User Should Run To Get To Know Their Donors Better
Bloomerang
AUGUST 23, 2023
If anyone needs a quick tutorial on the basics of running Bloomerang reports, this is a great place to start! Knowing who they are will help us give them the gratitude and appreciation they deserve, and build a meaningful relationship with them so they keep giving for years to come.
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Webinar Recap: Making the Most of Your Microsoft Software Donation
Tech Soup
FEBRUARY 1, 2012
We also heard from Microsoft's Gretchen Deo, who discussed Microsoft's relationship with TechSoup, the Volume Licensing Service Center , and more. Visit the Microsoft Donation Program: Short Tutorials page ! This free webinar can now be viewed on the TechSoup YouTube page. Take a look at the Microsoft Local Impact Map.
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Social Media Marketing: What, when and where should I post?
Twenti - Digital Marketing For Nonprofits
SEPTEMBER 21, 2020
Video tutorials, announcements and behind-the-scenes tours are a great way to humanise your brand and increase your online visibility. Obviously, videos are the best kind of content to upload to YouTube, but for business accounts informative tutorials and ‘how-tos’ perform particularly well. Content Type.
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Social Media Marketing: What, when and where should I post?
Twenti - Digital Marketing For Nonprofits
SEPTEMBER 21, 2020
Video tutorials, announcements and behind-the-scenes tours are a great way to humanise your brand and increase your online visibility. Obviously, videos are the best kind of content to upload to YouTube, but for business accounts informative tutorials and ‘how-tos’ perform particularly well. Content Type.
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To The Twitterverse and Beyond: A Taxonomy of Twitter Tools from Brian Solis
Beth's Blog: How Nonprofits Can Use Social Media
MAY 28, 2009
That's why I'm was so excited to see that Brian Solis and Jesse Thomas have collaborated on a "alpha" version of the "Twitterverse" of Twitter tools covering a broader taxonomy of uses - from relationship management to work flow support and beyond. I would love to see a clickable version.
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Don’t Miss These 10 Nonprofit Conferences in 2023 & 2024
Neon CRM
AUGUST 10, 2023
The 2022 summit featured a tutorial on Reels directly from Meta employees, a session on building an audience on TikTok, and a series of “flash sessions:” 6-minute talks on everything from cryptocurrency to social media accessibility. The conference also includes two experiences available at an additional cost.
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Setting up an easy welcome series in Salesforce
Judi Sohn
APRIL 28, 2011
Our goal is to build relationships with our constituents, not to build lists. Here's how (note: this tutorial assumes that you have administration rights in Salesforce for all objects mentioned): 1. They just started hearing from us when we sent out email enewsletters, appeals or action alerts. Just click and go.
Template 154
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Symantec Security Software: What Are the Differences?
Tech Soup
JUNE 7, 2010
TechSoup has a strong donor partner relationship with Symantec , which means we can make many of their products available for donation to eligible nonprofits and libraries through our product donation program. We though it might be time for a brief tutorial on the different versions of Symantec's security applications.
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50 The Shocking Truth About Your Board Members Serving as Ambassadors
ASU Lodestar Center
AUGUST 27, 2018
Do they need a social media tutorial? The relationship between board members and staff doesn’t have to be tricky. Do they need a calendar of events? Do they want to practice with you first before they get started? Remember, they have good intentions and you play a key role in facilitating their success!
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Four Resources Nonprofits Should Check Out
Care2
JULY 11, 2013
John has great tutorials that walk you through Facebook marketing and also offers great insight in his blog posts, such as Why Facebook Marketing Feels so Impossible. They provide in-depth reports comparing open source content management systems such as Drupal, Joomla, and, WordPress, as well as Constituent Relationship Management systems.
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Salesforce.com Dreamforce Discount for Nonprofit Users
Tech Soup
NOVEMBER 10, 2009
If you're not already familiar with the popular online customer relationship management (CRM) tool, Salesforce.com , you should get to know it. The software as a service (cloud) tool allows extraordinary levels of relationship tracking and management for companies and nonprofits worldwide. read more.
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#datanerds: Six Steps to Great Graphs and Charts
Beth's Blog: How Nonprofits Can Use Social Media
MAY 10, 2013
People are even better at judging points on a line, but box plots aren’t yet a default option in Word (here’s a tutorial on how to force one out of Excel, though [link] Since we’re working with the defaults, here is how our social media data looks as a bar graph. Ah, so much better! Now the trends are much easier to see at a glance.
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133 Take the Plunge into New Nonprofit Tech Skills
Tech Soup
FEBRUARY 16, 2016
Students from the age of 4 to 104 have learned about code using hands-on tutorials offered in more than 40 languages. Customer relationship management systems (CRMs) are the backbone of any nonprofit. Hour of Code is a global movement that's reached 190 million people so far. Think Like a "CRM" Admin: Nonprofit Edition.
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36 Setting up an easy welcome series in Salesforce
Judi Sohn
APRIL 28, 2011
Our goal is to build relationships with our constituents, not to build lists. Here's how (note: this tutorial assumes that you have administration rights in Salesforce for all objects mentioned): 1. They just started hearing from us when we sent out email enewsletters, appeals or action alerts. Just click and go.
Template 100
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GoFundme Charity Shutdown: Find Your GoFundMe Charity Alternative
CauseVox
MARCH 29, 2021
It’s easy to use, and helps you build long-term relationships with your donors. It’s not common to be able to learn a new system without watching six hours of tutorial videos and sending 30 emails to a help-desk (and then waiting 3 days for a response). The Easiest Way To Fundraise For Your Nonprofit.
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5 Places to Find Grants for Your Nonprofit for FREE!
Get Fully Funded
SEPTEMBER 11, 2023
The answer to these questions not only give you more clarity about the funder, but also get you started with a relationship. And if you need help navigating Foundation Directory Online, their handy Features Guide offers tips, best practices, and video tutorials. They offer free webinars to learn more too. Grant Gopher is for U.S.
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20+ Nonprofit Tools You Need to Get Your New Nonprofit Up and Running
Get Fully Funded
FEBRUARY 23, 2021
Because so many people use Mailchimp, it is easy to get support via Mailchimp Facebook groups and YouTube tutorials. Also known as Customer Relationship Management, or CRM, donor management is certainly important, though not necessarily more than other tools. Paid plans start at about $10 per month.
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Free In-Person Events for Nonprofit Techies
Tech Soup
AUGUST 31, 2015
Technologists and consultants will find opportunities to put your expertise to social good, as well as the potential for lasting relationships (be they paid or volunteer) with leading organizations in your community. Houston, Texas: Geek Dinner — Guided Discussion — Navigating the Nonprofit Relationship.
Crazy for the Tools
NTEN
MARCH 30, 2011
Unlike other frameworks for documentation, it pushes you to think in web tutorial mode. For step-by-step, go-at-your-own pace tutorial documentation, definitely try ScreenSteps. Use it only once, and it makes you want to create documentation. I am not sure I can or want to recover.
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Best Tips to Rock your Online Presence
Care2
AUGUST 22, 2013
Checklists or How-to Tutorial. Thank people, answer questions, follow up, and show personality to build on these relationships. Announcements, Breaking News, or Events. Commentary or Editorial. Media – Photos, Video, Audio. Lists Post (e.g. 10 Ways To Curb Your Carbon Footprint). Did You Know? Call to Action. Link Roundup.
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Software to Grow Your Nonprofit
Tech Soup
FEBRUARY 6, 2012
George Weiner of DoSomething.org encourages nonprofits to think of their websites as relationship-building vehicles, not fundraising ones: "Most non-Vegas marriages don’t happen on the first date, it starts with a reasonable ask and comes after a relationship has been developed.
Software 58
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25+ Virtual Fundraising Ideas | A Guide for 2021
Qgiv
JUNE 4, 2021
Keeping your donor relationships alive is crucial, even when you aren’t meeting face to face. Classes/Tutorials/Webinars. Equipped with a reliable video streaming platform (like Zoom), it’s easy for anyone to set up and conduct their own online class, tutorial, or webinar. Constituent relationship management (CRM) system.
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WeAreMedia: Help us Create the Nonprofit Social Media Tool Box and Win A T-Shirt!
Beth's Blog: How Nonprofits Can Use Social Media
OCTOBER 6, 2008
Community Building and Social Networking: You build relationships online, nurture a community, engage people and inspire them to take an action, or raise money using social networks and apps. Add links to resources reviewing the tools and specific how-to tips or tutorials (5 minutes). Crowd Sourced News and Content. Micro Media.
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Get the Most Out of Engagement Scoring
Association Analytics
MARCH 14, 2022
That’s why we’ve put together tips on getting started and provided a helpful free template and tutorial to help guide you. It is important because you want a relationship with your member where there is an even exchange of value. As a refresher, let’s review the basic definition of engagement.
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Join the AI Revolution: Build Your First Low-Code Fundraising App
sgEngage
FEBRUARY 26, 2024
The Raiser’s Edge NXT connector allows you to instantly connect Raiser’s Edge NXT to Microsoft solutions such as Outlook, Teams, and Form solutions, and to a wide variety of other solutions such as Adobe and Webex The SKY Add-in connector allows you to connect other Blackbaud products powered by SKY APIs, such as Financial Edge NXT , to the Power Platform (..)
Build 81
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15+ Giving Tuesday Campaign Ideas (and Expert Tips) for 2021
Qgiv
SEPTEMBER 14, 2021
Here are some of our favorite from Qgiv’s list of virtual fundraising ideas : Virtual bingo night Photo or cooking contests Virtual scavenger hunt Classes, tutorials, or webinars Online game-a-thon. Even though you can really make any Giving Tuesday campaign idea work online, it may still help to have a few more ideas.
Campaign 98
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4 Key Considerations for Engaging Your Association’s Members
Nonprofits Source
DECEMBER 15, 2023
Here are a few tools you can leverage to facilitate the process: Customer relationship management (CRM) systems: CRM platforms , such as Salesforce, make it possible to gather and manage all of your association’s data effectively. how to align with association standards and values).
Associations 52
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Building the Business Case and Proving the ROI of Your Extensibility Project
sgEngage
NOVEMBER 14, 2022
She ended up building a relationship with that donor, learned about his interests, and he has now committed to a $40,000 annual renewing gift. Tutorials offer on-demand training videos to teach you how to use the connectors in Power Automate.
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The Participatory Museum Process Part 4: Adventures in Self-Publishing
Museum 2.0
APRIL 1, 2010
Two pieces of advice if you are thinking about making a book on your own: There are lots of tutorials--books, videos, etc.--available This relationship translates to two benefits: faster availability on Amazon and a better cut on each sale. But I think (and you're the real judge here) that it holds up. And that shocked me.
Spotlight: The Forum One Tech Team
Forum One
DECEMBER 22, 2021
This help may include redesigning a website, integrating customer relationship management (CRM) tools, automating marketing approaches, or search engine optimization. Tutorials can be instructive, but lessons may not “stick” if you don’t use them in a real-world scenario. Build all the things! Figure out how you like to learn.
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