 Donor management or client relationship management, best known as CRM, is something you need to know about. (I promise to never use an acronym in a post without first saying what it is. I can’t tell you how annoying that is when people assume you know what it stands for!)
CRM is quite the buzzword, err, buzz acronym. Rightfully so. It is this magical concept of practices and strategies used to manage and analyze your donor data throughout the relationship, with the goal of using that data to raise more money, be more effective and execute your mission. To many small nonprofit organizations, it really does seem magical, because it’s hard to harness and implement effectively when you have very little money to spend on administration and fundraising. I’m going to share with you some tips on how to use your accounting platform to start collecting and storing critical donor data until you can budget time and money for a donor CRM platform.
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We live in a world where things move fast and wearing multiple hats is a reality for many small nonprofit volunteers and staff members. In the mix of executing your mission, internal controls may get overlooked. And who can blame you? When faced with working on programs or doing mundane tasks related to risk management, it can be far more gratifying to serve food to the homeless rather than evaluate policies and procedures. Here’s the harsh reality though, it will eventually catch up with you and affect your ability to do the gratifying mission based work.   So much of what we do is now online, including bill payments and purchases. Unfortunately, with that increased online activity comes with it increased risk in having your financial information comprised. Recently I’ve had a few of nonprofit clients ask me if they should get a credit card for their organization or if they should just use the debit card linked to their bank account. Before I go into best practices, lets summarize the differences.
Raffles are one of the most common fundraising tools used by nonprofits. Whether they are part of a larger fundraising event or by themselves, raffles are typically easy to run, a great way to spread the word about your organization and most supporters will play a game of chance for a good cause they support.  |
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