Sponsor: Virtuous Software, Inc

Nonprofit CRM Checklist

Choosing the right Nonprofit CRM and Donor Management Software is critical to growing a robust fundraising program. Modern donors expect more from your organization and the right CRM system features can help you proactively build better relationships.

This nonprofit CRM checklist for success is designed to help you identify the most important capabilities you’ll need to grow giving in a changing world. This guide will cover the following:

  • Key functionality all nonprofits need in a CRM.
  • Data analytics features to understand donors.
  • Email and marketing features.
  • Marketing automation.
  • Essential integrations.
  • Online giving and donation pages.
  • And more…

Download the checklist to learn how to find and evaluate the right nonprofit management software to scale your mission and grow giving.

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The Responsive Maturity Model

The Responsive Maturity Model is designed to guide you, step by step, through the stages required to un-silo your data, increase team effectiveness, create personalized connections with each donor, and grow giving at scale.

What You’ll Learn:

Learn the 5 key building blocks to drive increased generosity with your team, tactics, and technology. The Responsive Maturity Model provides clear, actionable building blocks for healthy, effective teams and increased giving. With this guide, you’ll learn how to:

  • Build data health processes that create trusted data.
  • Build reports to create transparency and alignment around key fundraising KPIs across your organization.
  • Identify tools that can help your team better collaborate and understand the entire donor journey.
  • Segment and personalize your donors communication based on donor behavior and affinity.
  • Create robust, automated, dynamic campaigns the connect to each donor at the right time with the right next step.

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The Donor Journey Guidebook

Start creating donor personas and mapping your donor journeys with The Donor Journey Guidebook from Virtuous.

These fillable templates will help you approach your communication planning in an organized and deliberate way, so that you can take each donor on a relevant and responsive journey.

Responsive donor journeys help you bring donors from awareness to engagement, then onto generosity and advocacy.

Begin planning your donor journeys to build deeper supporter relationships today.

Complete the form to download the guidebook today!

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