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donor database Archives | CCS Fundraising

Four Reasons Fundraisers Should Ditch Their Spreadsheets for Their CRM

Do you have spreadsheet fatigue? Are you juggling disconnected donor information across multiple spreadsheets? Tired of trying to remember which spreadsheet includes your most recent interaction, which spreadsheet includes prospect research, and which spreadsheet includes an upcoming solicitation strategy? The best solution to this common problem is to switch from tracking this information in spreadsheets […]

Top Five Tips for Creating Robust Major Gift Portfolios Using CRM Data

A strong major gifts program requires well-composed portfolios. While donor conversation is and will always be critical for confirming their inclination to give and gift capacity, many issues in constructing portfolios can be resolved ahead of time with data captured in a CRM system. These five tips will help your development department leverage the data […]

Dos and Don’ts of Using Your Database for Fundraising Success

For nonprofits, customer relationship management (CRM) databases are libraries of donor information that enable essential activities like contacting donors, accounting for financial history, and noting primary relationships with an institution. Your database only functions as well as the staff managing it. Building human-backed processes and systems for CRM maintenance will help your nonprofit strengthen its […]

Five Considerations for Choosing Your Nonprofit’s Donor CRM

Oftentimes, nonprofits seek to resolve their database issues by buying a new CRM (customer relationship management) software subscription. Not all CRM problems are technical in nature, however, and the human element of data systems shouldn’t be ignored. Before changing your donor database, carefully consider the problems your organization is attempting to solve and whether a […]

How Predictive Modeling Can Help Nonprofits Identify New Major Gift Prospects

More often than not, nonprofits have untapped potential in their donor databases. There are likely lower-level donors in your CRM that—if identified and properly cultivated—can be tomorrow’s big-ticket givers. So how do you find them? Just as for-profit businesses often use predictive analytics to grow revenue, charities can use predictive analytics to improve fundraising results. […]

Your Fundraising Forecast Cheat Sheet for 2021 [Excel Template Included]

Forecasting fundraising revenue can be a difficult task for nonprofits in any given year. In such a tumultuous year as 2020, forecasting is an especially tall order. Click here to download our Excel forecasting tool! Amid so much uncertainty about what the future holds, it can help to center your forecasting exercises around two key […]

RFM and Wealth Screening for Major Gift Strategy

With roughly 100 days between now and December 31st, how can you prioritize your team’s time and resources to decide how to cultivate major gifts and prioritize gift requests? Almost every cause and organization is facing increased philanthropic need this year. When combined with the reality that discovery visits and in-person cultivation, briefing, solicitation, and […]

From Info to Insights: The Importance of Change Management in Systems Projects

The ability to access and understand the signals within our data has reached peak importance within both the nonprofit sector at large, and across healthcare organizations in particular. In fact, the future of healthcare philanthropy will be built on a foundation of data-driven insights. Organizations with the ability to aggregate and analyze their information will […]

Embracing Technology for Personal Parish Fundraising

When working with a 2,000-year-old institution, there is a tendency to think that there is nothing new under the sun. This way of thinking is often magnified in a parish setting where staff and volunteers have served for many years and are accustomed to working with limited and often antiquated resources. Many parishes still rely […]