How to Choose a Fundraising CRM Solution

May 31, 2017

Constituent relationship management (CRM) is a strategy for managing your organisation’s relationships, communications and touch points with both your current and potential constituents. CRM software is the essential tool needed to manage those relationships effectively. The purpose of a CRM software solution is to store your contact records on scale alongside detailed records of communications sent, gifts given, time volunteered and events attended.

Spotlight

Ford Foundation

The Ford Foundation is a global, grant-making philanthropy that works to disrupt inequality in all its forms. We believe in the inherent dignity of all people. But around the world, too many people are excluded from the political, economic, and social institutions that shape their lives. In addressing this reality, we are guided by a vision of social justice—a world in which all individuals, communities, and peoples work toward the protection and full expression of their human rights; are active participants in the decisions that affect them; share equitably in the knowledge, wealth, and resources of society; and are free to achieve their full potential.

OTHER WHITEPAPERS
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How to Staff Your Nonprofit for Success

whitePaper | July 16, 2022

For many years, the charity watchdogs contributed to the myth that nonprofits should be spending 0% of their funding on professional staffing and operations. Nonprofit sector observers and researchers ultimately coined a name for this counterproductive level of frugality: the Nonprofit Starvation Cycle.2,3 In a nutshell, when an organization’s infrastructure is not funded or “fed” to the degree necessary for it to thrive, it cannot accomplish the work it was founded to do, and it chronically underperforms. The nonprofit itself is actually starving.

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Help Employees Overcome Unexpected Financial Hardships and Stress with Employee Assistance Funds

whitePaper | October 2, 2021

No matter the scale or severity of the crisis, employee financial stress hurts companies and their employees. An Employee Assistance Fund (EAF), also known as an Employee Relief Fund, Employee Crisis Fund, and a host of other names, allows your company to help employees overcome unexpected financial hardships and demonstrate your commitment to responsible corporate citizenship. There are different ways to administer an EAF. The best method for you will ultimately depend on factors such as the size of your company, how you will fund the EAF, and the complexity of your program.

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Charity sector developments

whitePaper | April 1, 2022

This year there are increasing macroeconomic headwinds on the horizonaltogether. As we continue to operate in an uncertain environment this will undoubtedly increase the importance of the work of charities in our society. In this publication, we consider these headwinds, and the sector risks they present as well as the opportunities and practical considerations for charities. A particular focus will be on climate change and how charities can develop their response in this area. We also review wider developments in the charity world, including in relation to specific risks and external audit, as well as in the areas of tax and VAT.

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Nonprofits See Big Benefits by Automating Accounts Payable

whitePaper | November 12, 2021

If nonprofit organizations were to vote on a common theme that best characterized their operations, the winner might be “doing more with less.” Although all organizations try to run as cost-effectively as possible, the imperative to do so can be especially acute for nonprofits. One of the best areas for nonprofits to boost efficiencies is in their finance and accounting processes. Download this eBook to learn from other nonprofits how you can save significant amounts of time and money by automating your AP processes, while freeing up staff to focus on higher-value activities and your mission.

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Metrics for Mission Impact How Nonprofits Can Strengthen Outcomes through Quantitative Measures

whitePaper | March 25, 2020

In their seminal article, "Nonprofit Starvation Cycle", Ann Goggins Gregory and Dan Howard exhort nonprofit finance professionals to report to funders the real costs of running nonprofit organizations. The authors explain that the popular trend to restrict funding to specific programs without accounting for infrastructure expenses leads to an unintended consequence, a "nonprofit starvation cycle", where charities cease to function because they can't pay for overhead costs, such as administrative employees, computers and electric bills. To break this unhealthy cycle, the article encourages nonprofits to recalibrate funder expectations by providing accurate financial reports and other supporting information to reflect the true costs of nonprofit operations.

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22 Ideas to reenergize your fundraising in 2022

whitePaper | January 6, 2022

Nonprofits successfully navigated the challenges posed by the peak of the COVID-19 pandemic, and though the traditional methods of fundraising and giving were challenged, new trends have emerged for both donors and nonprofits. To help you make the most of the new year, we’re going to take a look back at lessons learned in 2021.

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Spotlight

Ford Foundation

The Ford Foundation is a global, grant-making philanthropy that works to disrupt inequality in all its forms. We believe in the inherent dignity of all people. But around the world, too many people are excluded from the political, economic, and social institutions that shape their lives. In addressing this reality, we are guided by a vision of social justice—a world in which all individuals, communities, and peoples work toward the protection and full expression of their human rights; are active participants in the decisions that affect them; share equitably in the knowledge, wealth, and resources of society; and are free to achieve their full potential.

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