The Secrets to Creating a Successful CRM Strategy

November 26, 2019

Our dedicated team has delivered digital projects to over 100 customers in the charity and membership sector. Throughout these projects, as well as dedicated events, roundtables and partnerships, we have learnt a lot about what makes a successful CRM strategy. As part of our commitment to non-profits, we’ve taken some key learnings from our team, our customers and attendees at our events, and compiled this guide to help you in the planning, execution and maintenance of your digital strategy. Thank you to all of our contributors for sharing valuable insight and advice.

Spotlight

Colorado Nonprofit Development Center

Founded in 1999, Colorado Nonprofit Development Center (CNDC) is the only nonprofit in the region designed specifically to provide comprehensive fiscal sponsorship to charitable organizations under the umbrella of our 501(c)(3). When charitable organizations join our 501(c)(3), we provide robust back-office support and expert organizational guidance to equip them for success and strengthen their ability to impact the communities they serve. We offer services designed to meet the specific needs of charitable organizations, including organizational management, risk management, back-office administration, training, compliance, legal support and comprehensive fiscal sponsorship. Since our inception, CNDC has supported more than 200 Projects, managed nearly $100 million in Project revenue, and received and administered more than 1,000 grants to benefit Projects. To date, our Projects have generated more than 850,000 volunteer hours.

OTHER WHITEPAPERS
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INCREASE FUNDING BY $461 MILLION

whitePaper | March 10, 2022

Community nonprofits are on the front lines of the Coronavirus pandemic. They provide essential services in every city and town in Connecticut, serving people in need. They are a vital part of Connecticut’s economy, providing services that make our state safe, healthy and vibrant. Community nonprofits serve more than 500,000 people every year.

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Closing the Deal Moving Your Fundraising Forward

whitePaper | March 30, 2020

Like the rate of failure seen in new business ventures, nonprofits often fail because they cannot secure the funding to be sustainable. This is because many nonprofits focus on their outputs rather than outcomes. Fundraising strategies should emphasize the value of the result expected to be delivered, then emphasize the downstream impact (outcomes) not just focus on the activities (or outputs) of the nonprofit itself.

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Mastering Workflow in Nonprofit Management.

whitePaper | December 17, 2021

The ability to create specific approval processes, automate sequential steps, and enable remote employees to complete a variety of tasks, without physically moving paper from location A to location B can be incredibly efficient.

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Ultimate Guide to Nonprofit Content Marketing

whitePaper | November 19, 2019

Another widely cited definition of content marketing (published both by HubSpot and the Content Marketing Institute) is: “a strategic marketing and business process focused on creating and distributing valuable, relevant, and consistent content to attract and retain a clearly defined audience, and ultimately, to drive profitable customer action.” But that’s clearly a business-oriented definition.

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Corporate Foundations & Grantmaking Toolkit

whitePaper | July 30, 2021

Nearly all companies engage in corporate philanthropy as a means of giving back to the communities in which they operate. This includes financial contributions, product donations, in-kind services, and employee matching and volunteering. Technically, a corporate foundation is classified by the Internal Revenue Service as a type of 501(c)(3) public charity called a “private non-operating foundation.” The Internal Revenue Code does not distinguish corporate foundations from family foundations. Both are subject to the same regulations. From a practical stand point, however, there are differences in funding and governance. A corporate foundation is funded by a company, instead of an individual or family. And the board members of a corporate foundation are typically company executives. However, only a fraction of these companies take advantage of the additional benefits that come from adding a corporate foundation to their philanthropic efforts. This toolkit will help you understand the benefits of a corporate foundation and provide an overview of the operational requirements.

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Community Foundations–a new way of thinking about charity, philanthropy and working with clients

whitePaper | February 9, 2022

Charities have an essential function in our communities, delivering a range of social services that would be difficult to provide on a purely commercial or a state-run basis. Essentially, they fill the gaps in society (often by partnering with government) that are not already cared for by central or local government.

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Spotlight

Colorado Nonprofit Development Center

Founded in 1999, Colorado Nonprofit Development Center (CNDC) is the only nonprofit in the region designed specifically to provide comprehensive fiscal sponsorship to charitable organizations under the umbrella of our 501(c)(3). When charitable organizations join our 501(c)(3), we provide robust back-office support and expert organizational guidance to equip them for success and strengthen their ability to impact the communities they serve. We offer services designed to meet the specific needs of charitable organizations, including organizational management, risk management, back-office administration, training, compliance, legal support and comprehensive fiscal sponsorship. Since our inception, CNDC has supported more than 200 Projects, managed nearly $100 million in Project revenue, and received and administered more than 1,000 grants to benefit Projects. To date, our Projects have generated more than 850,000 volunteer hours.

Events