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Streamlining Grantmaking Processes: How Your GMS Can Double as a CRM

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But where the magic happens is when you use your GMS—the single place for all your grantmaking processes—as a powerful customer relationship management (CRM) system as well. Be sure to review this data entry guide on a regular basis and communicate any changes to staff so that everyone is on the same page. No problem!

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7 Database Goals for Your Independent School’s Capital Campaign

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If a regular audit process isn’t already part of your operations, try adding a couple of audit queries to ensure key fields are correctly coded to catch anything that may fall through the cracks. Review reporting. only), Address Accelerator, Online Data Review Tool, and DeceasedRecordFinder data hygiene tools from Blackbaud.

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15+ Online Fundraising Platforms to Increase Giving

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Payment processing. Leveraging a secure, PCI-compliant payment processing platform will help you manage online transactions easily and safely, maintaining donors’ trust. Effectively process event tickets and increase fundraising overall. transaction fee Bonfire Peer-to-peer merchandise fundraising 3.5%

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What to Expect from Salesforce Nonprofit Cloud and How to Start Using it Right Out of the Box

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Additionally, the fundraising operations module ensures gifts are accurately recorded, donor intent is honored, and the behind-the-scenes processes run smoothly. Human service organizations can leverage guided intake processes, individualized care plans, and HIPAA-compliant note-taking for personalized constituent support.

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This Digital Marketing Process Will Make You Write Better Content

Nonprofits Source

Do you have a digital marketing process in place to manage your content, social, email, and engagement activities? In this article, I’m going to share a strategic marketing process that, when followed, will help you create content your audience will love. Chapter 4: Marketing Process. What Is A Digital Marketing Process?

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Advice from Grantmakers on Streamlining Your Tech Solutions

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This post features advice from IT and grants management experts on how to streamline your tech solutions, create clear processes, and drive more external and internal impact. I received a list of employees on Tuesday, and we were able to process all applications by Wednesday afternoon and issue checks electronically.

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3 Key Compliance Reminders for 2021 and Beyond

Bloomerang

With that in mind, now is the perfect time for you and your team to review what’s required to operate in different states. . Compliance is fairly straightforward on the federal level, but according to Labyrinth’s overview on state filing requirements , processes at the state level vary and can change quickly. Alcohol licenses.