10 Ways Your CRM Can Supercharge Fundraising

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10 Ways Your CRM Can Supercharge Fundraising


Fundraising is all about raising money, and that gets easier when you employ strategies to make your efforts both more efficient and more effective.

You can raise money without CRM, but that’s like trying to eat soup without a spoon. It’s possible but more difficult.

With today’s technology email travels faster than paper mail, you can order a book from Amazon in minutes, and typing a question into Google sure beats pulling out an encyclopedia. Same with foundations, they’re automated with CRM.

Here are a few ways to supercharge your organization with Microsoft Dynamics 365 CRM:


1.Donor Management

Remember having to label the sections in your three-ring binders? There was a section for homework, one for notes, and perhaps a tab behind which you stored tests or quizzes. It’s easier to find what you want when things are properly labeled and stored in recognizable places.

A CRM is your nonprofit’s three-ring binder for fundraising. Everything you need to manage your donors is in the CRM, labeled, and easy to access.

A good CRM will provide access to:

  • The main dashboard from which you can navigate to other features and tools.
  • Donation, pledge, and grant information
  • Recurring donations
  • Quick views of donor trends
  • Donation tracking and support

There are plenty of other features, and it’s important to figure out both what you want and what a particular CRM offers before committing to a system.





2. Campaign Creation

One of the essential fundraising activities is creating campaigns. Even if you solicit donations in-person, many nonprofits are looking to online campaigns in order to provide donors with more secure options, better access information, and to give themselves an easy way to track and manage the money coming in.

In an effort to make your life even easier, some CRM Software for Non Profit lets you access and manage campaigns from your smartphone and another mobile device. People are more likely to give if it’s easy to make a donation, and online campaign makes charitable giving as simple and secure as possible.

When you create a fundraising campaign with CRM, you’ll be able to:

  • Provide event registration and a ticketing page
  • Organize donors by donation histories, personal information, and other categories
  • Automate donation acknowledgments
  • Receive automatic notification of transactions and constituent profile updates
  • Allow donors to submit donations and purchase event tickets within a single transaction


3. Event Management

Events can be lucrative additions to any fundraising campaign, but they’re not easy to plan. However, events are easier to plan when you can do so from the same CRM in which all of your donor information and other fundraising data is stored.

  • View event trends
  • Cancel events and issue refunds
  • Publish the events of partners and other organizations
  • Sell additional items alongside event tickets
  • Email tickets and receipts to registrants



4. Integration for better workflow

Most CRM software provides integrations to make your life easier. These integrations incorporate power tools from outside sources into the CRM in order to increase your productivity.

For example, NonProfitEasy provides the following integrations:

  • MailChimp for better email
  • QuickBooks for improved accounting

Integrations conglomerate all of your fundraising tools into one location so you can do more in less time.


5. Data Reporting

Numbers can be overwhelming, but they help you to better understand your organization’s fundraising efforts. Donor behavior, such as donation amounts and the time of year when people like to give, can be tracked thanks to dynamic CRM tools.

CRM software provides a host of data, such as:

  • Predefined reports of donation histories and other donor data
  • Custom related reports
  • Mailing lists and related information
  • Reports that can be imported and exported


6.  Sharing Information Across Fundraising Teams

Fundraising teams are just like they sound. They’re teams, not individuals, and the require group effort to succeed. While your fundraising team may have a leader, it’s important to keep everyone informed and aware of important information that can aid donor interactions.

The number of seats that a CRM provides dictates how many members of staff can use the CRM. Many CRMs make you pay after so many free seats, but some services, such as NonProfitEasy, provide an unlimited number of seats. This means that everyone who needs in the know about your fundraising can use the same CRM to access all of their needed information.

When your team is up and running on the same CRM, there are many actions you can rake to streamline your fundraising efforts:

  • Set reminders and email notifications on a calendar
  • Assign tasks to team members
  • Enter notes that are time stamped and dated
  • Predefine rep[orts staff or stage of development
  • Edit, search, and filter interactions

A CRM should provide your nonprofit with the flexibility and power to accomplish any task. Staff might tackle certain problems on an individual basis.



7. Donor Communication

A CRM provides the tools to create materials to send to donors in order to begin and continue the discussions that will hopefully lead to donations.

Use your CRM to:

  • Create email and newsletter campaigns
  • Schedule message distribution
  • Organize your sent newsletters
  • Use your email materials for direct mail campaigns

Many CRMs allow you to track your communications within the system itself, so you don’t need additional software. It’s important to track your communication data, so you know where you are in the fundraising process with various prospects and how your donor communications are fairing. If a certain email campaign or newsletter receives little response from donors then it may be time to try something new. Thanks to your CRM, you won’t waste more time sending out lackluster communications.



8. Proper Timing Of Follow-Up Activities

Fundraising is not as simple as “ask and you shall receive”. It takes time to cultivate prospects and to get them to donate. Knowing when to follow-up after a certain type of fundraising communication is key for a successful fundraising campaign.

For example, many nonprofit hospitals have Grateful Patient Programs. It’s a typical practice for these programs to wait until after discharge to ask prospects for donations. However, the fundraising process begins while the patient is in the hospital. The monetary ask after discharge is a calculated follow-up to previous fundraising approaches.

Follow-up activities are a broad topic that can range from thanking donors for gifts to making an ask after an initial conversation to scheduling recurring pledges after the gift of an initial pledge.

Furthermore, follow-up activities touch upon many of the previous ways that your CRM can improve fundraising. Once donors have been identified and communicated with the individualized ask strategies at the perfect times to receive positive responses.


9. Create New Development Plans For Gift Officers

Playing off with proper follow-up activities, a CRM can help gift officers to create better, more focused, and more individualized development plans. You’ve got a ton of donors and a ton of data on each of them.

A CRM lets you track:

  • Who is writing your development plan and when it is due
  • Fundraising goals
  • Your fundraising mission and message
  • Tactics used to raise money
  • Timeline for the fundraising campaign


 10. Eliminate IT Maintenance

In a nonprofit world that runs on technology, nothing slows you down quite like a program that operates at a snail’s pace. You also have to worry about website crashes, how to store your data, and a host of other tech problems.

CRM software comes with tech support, although to pay for a fee, the IT help from your CRM provider reduces computer maintenance fees and means that you can spend less time fixing bugs and more time fundraising.

Let our experts assist you. If you would like more information about how CRM can help your not-for-profit, visit our website:  http://itarchies.com/about/ or email us:info@itarchies.com / or you call tel:+1(816)607-1569 / Kansas City, MO.











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