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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.

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How to Prepare Donor Data Reports for Your Board Members

Bloomerang

As a fundraising coordinator who prepares these reports, you work with this data every day. The last thing you want to do is waste their time and bog their donor reports down with unnecessary metrics. . Donor data to exclude from your report. Information to include in your donor report. Additional information to share.

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10 Expert Strategies and 500 Minutes of Free Event Fundraising Consulting

NetWits

Download session slides. Improve Fundraising Performance with Insightful Reporting, Measurement and Analysis. Watch the session recording | Download the session slides. Watch the session recording | Download the session slides. Watch the session recording | Download the session slides.

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Lessons from MotivateMonday | 5 Things You Can Do to Start the New Year Strong

Pamela Grow

How will you stay on track? Check gift reports daily If you know a gift was supposed to be received by year-end and you don’t see it posted, follow up with your Data/Donor Ops team Do what you can to support gift processing – and thank your team! Download the slides by clicking here. There you have it!

Lesson 69
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Multi-Year Gift Agreements: Your Donor Retention ‘Ace-In-The-Hole’

Bloomerang

Personal acknowledgments, impact reporting, and a strong monthly giving program are some of the cornerstones to a high donor retention rate. Plus, it’s way easier to keep track of these digital documents. Nonprofits who care about donor retention employ numerous strategies to keep their donors coming back year after year.

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27 Recommended Affordable or Free Nonprofit Software Tools

Bloomerang

67% of nonprofits use a constituent relationship management system (CRM) to track donations and manage supporter communications. According to a National Council of Nonprofits report , the vast majority of nonprofits operate at the grassroots level, and 88% have budgets less than $500,000.

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Nonprofit Fundraising: Are You Choosing the Right Grants?

Blue Avocado

Grant funding is great, but often comes with requirements such as financial tracking of the award, measuring the program, reporting to the funder, and more — so look before you leap ! But I don’t hear the more important question: “How do I know the grant is right for me?” First, let’s start with the most basic question.

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