Get Your Data in Order with a Nonprofit CRM

Demystifying Nonprofit Constituent Relationship Management Systems

What is a CRM you ask?

A CRM is a customer relationship management system, or for nonprofits, a constituent relationship management system.

Asked and answered. Get it now? Probably not.

Maybe you know about CRMs in terms of the corporate world, but don’t understand how they translate to the nonprofit sector.

Maybe you are entirely new to the whole concept and have no sense of what CRMs do.

Either way, worry not. You are in the right place!

From providing a working definition to detailing who uses CRMs, the aim here is to supply you with a solid foundation of knowledge on these systems, so you can be well-equipped to determine if a CRM is needed in your near fundraising future.

Definition of a Nonprofit CRM

Let’s backtrack a moment and discuss the breakdown of CRM initials that I mentioned earlier.

The ‘R’ and the ‘M’ always stand for relationship management.

The ‘C’ is where things will vary. In the commercial sector the ‘C’ represents customer because the company using the CRM is tracking data for people it provides goods and services for.

Nonprofits don’t provide goods and services, but rather garner support (from volunteers, donors, board members, etc.) in order to serve a cause or execute a philanthropic mission. Due to this, the ‘C’ in nonprofit CRMs stands for constituents. Any supporter or receiver of the nonprofit’s service is considered a constituent in a CRM system.

Let’s take a closer look at what a CRM actually is and does.

CRMs can be thought of as one of two options:

  1. a software
  2. a system

Option A: CRM as a software

When people say CRM software, they’re describing a singular, central software entity that stores, manages, and reports on all organizational data.

Does it sound too good to be true? That’s because it is.

A smaller organization may be able to get away with using one type of software with no outside tools, but that is not realistic for a larger nonprofit.

The correlation is simple. As a nonprofit grows, so too do its CRM needs.

A nonprofit that is constantly looking to acquire new donors, as well as upping its donor retention rates, won’t be satisfied with a one-dimensional CRM solution.

Which brings us to…

Option B: CRM as a system

This option takes the software and builds on it, adding on and increasing functionality.

Think about it this way. A single person buys a 2-bedroom home. This is plenty of space for her, she has a bedroom and a home-office. Two years later, she gets married. The space starts to feel smaller. Three years pass and she’s just had twins. The family has outgrown the space.

Instead of moving, since the house’s lot is big enough, the family has an addition built. Without having to handle a big move, the family’s house has evolved to their needs.

A CRM system can adapt and evolve to an organization’s needs, whereas a software is stuck in 2-bedroom house territory.

The system is a combination of numerous software that coordinates together to manage nonprofit data and fulfill organizational needs. A CRM system will include the baseline software as well as integrations and various other support tools.

The phrase ‘nonprofit data’ might seem vague, so let’s delve further into that while we discuss CRM function.

How does a CRM function in an organization?

A nonprofit CRM system should hold data on all constituents, including:

  • donors
  • volunteers
  • staff
  • board members
  • business affiliates
  • vendors
  • service recipients
  • event attendees

The details you acquire on each of these constituent types is going to vary depending on circumstance and depth of any existing interactions.

Generally speaking, a nonprofit donor database should have the following details stored and tracked:

  • donations
  • basic personal information on constituents (name, phone number, email, address)
  • volunteer hours
  • constituent communications notes
  • records on constituent past involvement with the organization

A nonprofit CRM will not only hold all of that data, but it puts it to good use.

Database capabilities are not standard across the industry, but many provide communication portals, donation tracking, event management, and much more. 

It is important to remember that not all CRMs allow for unlimited team access, some only offer a set number of seats. If you’re looking at a constituent management system that does not offer unlimited seats, you’ll have to determine how many employees need access and make sure that number at a minimum is met.

Keep in mind, that’s just one of the many questions you’ll have to address when looking to buy a CRM.

What organizations use a constituent relationship management system?

Briefly put, most organizations use one.

Even those organizations that don’t have a CRM explicitly, have to have some sort of data tracking system in place, like an excel sheet.

When nonprofits outgrow the excel sheet, they make the switch to CRMs.

Constituent relationship management software is used by nonprofits of varying sizes and types, such as:

Essentially, if you have a pool of donors, volunteers, and general supporters that you need to keep track of and effectively coordinate communications with, it is crucial to have a good nonprofit CRM in place. 

Commonly Used CRM terms

The terms constituent, software, and system have already been discussed at length, but there are a few more phrases that commonly arise in conversations surrounding CRMs that you should know.

  1. Donor Database — This is a blanket term that refers to a central location where all pertinent donor information is stored. A donor database can be anything from an excel sheet to a high-quality CRM.
  2. Campaign Creation — A CRM can help run a fundraising campaign from start to finish. It can start by sending out the emails and then conclude by automating the acknowledgments.
  3. Report Generation — Transparency is a nonprofit necessity. A CRM will efficiently create accurate reports for nonprofits to show donors, board members, the government, etc.

The second and third terms are part of CRMs’ overall capabilities.

Read our CRM guide to learn more. 

Nonprofit employees are perpetually busy, with responsibilities spread far and wide. Funding, time, and energy are all diminishing resources. A well-run nonprofit CRM is a game-changing tool. It can carry much of your staff’s busy work and then some, so that your team is freed up to carry out your organization’s mission.

Raise Money for Any Cause - Start Your Fundly Fundraiser
Shoot and Score with the Right Nonprofit CRM

The 3 Top Uses of Constituent Relationship Management (CRM) Software

Michael Jordan had Scottie Pippen. Sherlock Holmes has Dr. Watson. Spongebob Squarepants has Patrick the Starfish.


Fundraisers have CRMs.

Nonprofits and CRMs go hand-in-hand.

To successfully execute regular, large-scale fundraising campaigns, nonprofits need the support and assistance that constituent relationship management software provides.

Nonprofit CRMs have three main uses, which are outlined below.

Use 1 — Data Management

This is both a slightly obvious and fairly extensive use. What kind of donor database doesn’t offer some level of data management?

Data management boils down to one thing — keeping donor records.

A nonprofit without donor records is like a car without gas. It may look the part, but it is not going to be able to do much of anything.

Data management is a sprawling category. It incorporates:

  1. tracking donors
  2. structuring solicitation strategies
  3. generating data reports

Let’s dissect those points one at a time.

a. Tracking Donors

A key component of fundraising is knowing your donors.

Learn about your donors. Study your facts. Refresh your memory. Lather, rinse, repeat.

A well-run nonprofit tracks donors over time, updating details as needed. Your CRM can be that tracker and house that information.

Tracked donor details can come into play at any stage of the fundraising process.

For example, one of your development officers may be meeting a major gift prospect for lunch and wants to know any donation history the prospect has with your organization. That officer can check the nonprofit CRM.

The significance of tracking donors actually bleeds into point b.

b. Structuring Solicitation Strategies

The data you collect on donors over time does not go to waste.

In fact, with all the information in one easy to access location, your donor database, your development staff can strategize how best to solicit donors for various fundraising campaigns, improving donor stewardship.

For instance, compare what happens when a fundraiser uses details from the database to solicit a donor who we’ll call Miguel versus using a generic solicitation method for a donor we’ll call Laura.

With Laura, you send out a direct mail appeal to her parent’s home, where she no longer lives. You make a standard ask, but don’t acknowledge that she’s already a supporter of your organization.

With Miguel, your records indicate he responds better to email appeals, so you send a letter over email, through your system. You include a thank you for his past contributions and cater the ask according to his past giving amounts.

Okay, I’ll admit that was an extreme example, but it was used to show what a possible contrast there can be.

That example was on the micro-level, moving out to the macro, with your CRM your development team can segment out all donors similar to Miguel and solicit them in a different fashion than the segment that includes Laura.

Without good, organized data, fundraising starts on unstable ground.

c. Generating Reports

Constituents want transparency. Reports provide that desired transparency.

Many nonprofit CRMs offer report generating tools that will save your staff time. Rather than have team members dedicate valuable work hours to building reports from the bottom up, a CRM will do much of the report creation legwork.

There’s also the added bonus that less human involvement means less human error. Technology is just more accurate.

Use 2 — Fundraising

If a nonprofit without donor records is like a car without gas, a nonprofit without fundraising is like a car without a driver. It’ll never arrive at its destination.

CRMs help with numerous aspects of fundraising, including:

  • processing donations
  • accepting online donations
  • setting up monthly giving
  • running crowd-funding campaigns

Running a nonprofit is a complex endeavor. You should aim to consolidate as many aspects as possible, and fundraising is no exception. Using one system for a variety of fundraising tasks makes life easier for your entire development department.

It also never hurts to have software that can essentially run the donation process.

If your nonprofit uses its CRM to take charge of fundraising, all the data input surrounding it should go back into the system as well. This loops back to the first use, data management.

Imagine running a crowd-funding campaign with a third party entity versus as a page designed through your CRM.

Both campaigns raise $15,000. Good news for both campaigns, better news for the one that was run through your CRM’s crowd-funding platform.

Let me explain.

With a crowd-funding platform through your CRM, you’re gaining the $15,000 in donations, as well as valuable donor data on those contributors. The CRM should be able to funnel the information from its crowd-funding platform back to your donor database.

Using a third-party option could result in some serious work for your employees at the end of the campaign. Once the funds are raised, if you want that donor data in your system, someone is going to have to put it there.

This will be easier if your CRM has a bulk upload feature, just beware of simple mistakes in the process that could result in transfer errors, like having all crowd-funding campaign donors’ names categorized as email addresses.

The more arduous option would be having staff input the data one-by-one. That task would take valuable time away from other important work your team could be doing.

Use 3 — Communication Management

Ready for the third car metaphor? Say it with me. A nonprofit without communication management is like a car without a steering wheel. Aimless and extremely unadvisable.

Communication is the foundation of donor-nonprofit relationships.

With appropriate communication strategies in place, nonprofits are going to increase both their donor acquisition and donor retention rates. Weaken the communication strategies and suddenly new donors stop coming in and loyal donors become less and less consistent.

CRM software can satisfy many communications needs, from direct mail to email to event correspondence.

The software makes starting email campaigns just a few clicks away. Your donor list has already been drawn in through fundraising, donor details have been filled in through data management, and now all of that information can be put to good use — donor-centric communication.

Capabilities vary. Find a CRM that suits your communication requirements.

Keep in mind, for all of this, but especially for communications, that the data the CRM has is only as good as what the organization puts in. Frequent database cleanings are needed to truly maximize CRM function.

Auto-filling a campaign letter template for a large group of donors only works if you have consistent details on all of those donors. You really don’t want to send out asks addressed to “donor name.”

When considering all three of these uses, your organization is going to have to rank the three in order of most necessary, and examine that list against what the CRMs that fit within your budget have the capacity to accomplish.

Ideally, you’ll be looking into an all-in-one CRM. In those nonprofit CRMs, all the different uses work in a self-contained system. Therefore, your data can be pulled into and pushed out in various ways, because all of the parts of the system communicate with each other seamlessly.

A strong alternative to the all-in-one model is finding a CRM with most uses built in that sources in outside tools to fill in any holes in the database. These are integrations.

Either way, you want a CRM that functions as a system, drawing together as many uses as possible into one fluid and dynamic donor database. Your CRM should enable you, not limit you.

The final main component to consider in terms of use, and by extension, usability is how the CRM is based.

CRMs are either CD-ROM-based or cloud-based. With cloud-based software you can use it anywhere, as long as you have access to the cloud. Cloud-based CRM software is often treated as a SaaS, or software as a service. The nice part about a cloud-based CRM is that it can scale with a growing organization.

No one CRM is right for all organizations, so the decision is going to be solely based on the nonprofit’s need and capacity.

If you’re looking to learn more, check out our Complete Guide to Nonprofit CRMs here. 

And one more car reference for completeness’ sake, before you make any decisions, take a CRM out on a test drive.

Schedule a demo with NonProfitEasy today!

Black and White Place Setting

The Fundraiser’s Guide to Managing Monthly or Recurring Donors

Have you ever had something be a total letdown the second time around?

Imagine that you eat at an amazing restaurant.  The host is friendly.  The server is the perfect balance of personable and knowledgeable.  The food is beyond tasty.  Even the bathroom has cool sinks!

Fast forward a month.  You’ve waited as long as you can.  The day of your return to foodie heaven is upon you and you’re like a kid on Halloween.

Then the unthinkable happens, you hate it.

The host loses your reservation.  Your waiter has an “I might spit in your food vibe.”  Your steak is overcooked.  And, you slip on a wet floor in the bathroom.

Don’t put your monthly and recurring donors through this psychological torture.

Guarantee that the great stewardship that brought them back to donate a second time happens during each and every experience. 

What’s the best way to keep donors happy and returning?

Exemplary monthly and recurring donor program management. 

Monthly and recurring donor programs are great ways to improve yearly fundraising for nonprofits.

They provide consistency in a world of financial uncertainty.

To help your fundraising process, here’s an outlined 6 step guide to boosting monthly and recurring donor management proficiency.


Plan as much as you can in advance and save yourself major effort down the road.

Truly think through how your program will work when establishing it.

Ask yourself:

  • Who will manage the process?
  • What communications will donors receive after sign-up?
  • What thank-yous will you send donors?
  • What will be the suggested pledge amounts?
  • How are you going to be communicating with participants?
  • What will the communications say?

If that list seems extensive, it is because it is.  And it is likely that even more questions will come up in the pilot stage of your program.

Address these planning questions early and thoroughly. 

The more you know about the ins and outs of your program, the better equipped you will be to run it.  You might need a monthly gift team, or you might be able to allocate duties to existing staff.

The only way to know is to plan.  Then plan some more.


If you have the capability of automating any part of this process, do it!

The rewards of a monthly/recurring giving program are plenty, but running one is not without its difficulties — one of which is the time it’ll take your staff to execute.

This step is when having a well-chosen CRM comes in handy.

A great CRM software (like NonProfitEasy) has a pledge function within the donation process.  This can save staff time and increase donor engagement.

A CRM can also identify expired cards, flag denied cards, and process recurring payments.

It’s important to have a good CRM in your corner, and this step is just one example (of many) why.


People like certainty when giving their money.

Donors who know what their money is accomplishing feel more secure in their decisions to give.

Give a few examples of what certain pledge amounts equate to in terms of mission fulfillment.

For instance:

  • $5 monthly pledge = the training for a new volunteer
  • $10 monthly pledge = school supplies for a kindergartner

And so on and so on.

Solidifying the donation trail does more than comfort your donors, it can incentivize them.

If I’m a donor and I see that for just $5 I can help your organization train more volunteers, I’d sacrifice the funds I’d spend on one fancy coffee drink.

It is hard to say no to guaranteed results.


Do you know what frustrates me?  Whispering.  If you want me to know what you’re saying you have to make sure I can hear you.

Donors won’t know about monthly giving if you don’t noticeably tell them about it.  They won’t learn through osmosis.

Take advantage of your organization’s preexisting communications portals to let your people know about the programs in place.

Use social media platforms, newsletters, director’s letters to donors, etc.

Vary how you address your prospects and donors about the program.

In one correspondence explicitly outline the details of monthly giving.  In another choose a monthly donor to recognize and then briefly discuss how others could get involved.

By showcasing the benefits of monthly giving, you make it clear to the donor why you’re asking them for something other than a typical donation. By making your intentions clear, it helps both your organization and potential donors who are ready to give.


Make monthly giving appealing by branding it as an exclusive club.

Name it what you want, but just make sure you treat the donors who participate like members.

The branding as an elite group can only go so far if you don’t back it up with some legitimate rewards.

Offer members-only rewards and giveaways from time to time. A little money spent will go a long way towards growing that recurring donor base.


This step applies to the handling of one-time, intermittent, and monthly donors.

With care and attention to donor relationships, ask your donors to step-up their giving practices.

Effective donor segmentation will be a huge asset in this process.  The better you know these donors, the more successful your asks will be.

For one-time and intermittent donors this ask will be about getting them to transition onto your monthly giving platform.

Send specific communications geared towards one-time or intermittent donors that offer an upgrade to your recently branded monthly giving program.

For those already involved in the program, wait a relatively lengthy period of time, make sure the donor is committed to the giving program, and then ask him to up his monthly pledge.

These asks won’t be about getting huge increases but pledge bumps across many monthly donors.

Don’t forget that your loyal monthly donors are prime candidates for major gift donations.

Members of your monthly giving club have already demonstrated a vested interest in financially contributing to your cause.

There’s a good chance they’d be willing to make the jump to a large gift if the funds were available and the opportunity was presented.

This is all about giving people as many opportunities as possible to join the recurring donation crew.

Donor retention should be a goal of any nonprofit. 

With monthly and recurring donor programs in place, you’ll be on your way to successful donor retention.

Want to see how a  CRM can help run your monthly giving program.  Try a free NonProfitEasy demo today.

Schedule a demo with NonProfitEasy today!

Have Your Cake and Eat It Too with Monthly Giving

The 5 Steps for Starting a Monthly Donor Program

Want to have your cake and eat it too?  Start a monthly giving program.

Monthly donor programs are cash cows and cash chickens and cash horses and all the animals on Old MacDonald’s farm.

Consistent funding is key when running a successful nonprofit and monthly donors offer financial stability.

Organizations are constantly pushing their donor acquisition efforts because donor retention, even with the best laid plans, isn’t a guarantee.

A donor who willingly gives a set amount each month without your staff having to re-ask each time?  Yes, please!

The biggest challenge facing those wanting to start a program is just that, starting one.

It can feel like an overwhelming undertaking, but the fundraising benefits far outweigh any monthly donor program start-up difficulties.

There are so many more pros than cons.

Let’s look at the pros:

  • set (loosely guaranteed) funding
  • after the initial program development, it’s straightforward to maintain
  • simple to track results
  • long-term — theoretically, monthly giving never has to end

Still concerned about launch challenges?

Following the 5 steps below will let you rest assured that your monthly giving program will start strong and draw in those sought-after recurring donations.

Step One: Get the Team on Board

Establishing monthly giving is going to be a large investment of time, resources, and money.

It is crucial that you get the key stakeholders within your organization on board.

Bring your executive directors, executive board, your database manager, and your fundraisers into the discussion.  These are the people this program will affect, so they need to be part of its launch.

Gather these team members and use their input to design a launch plan (more on that in step two).

Like with any similar undertaking, you are going to want to appoint a point-person to lead the development and act as a liaison for the various team members helping with the project.

Although, it is important to have one person lead, the program’s launch will not happen unless key players within your nonprofit champion it.

Step Two: Design a Launch Plan

Prior to implementing the program, you’ll need a plan of attack.

You want to know what the campaign process is going to be like, so get a full picture, top to bottom.

First, brainstorm and decide what your campaign is going towards.  Set a clear mission so you know what kind of messaging you’ll need

Make sure the program is funding something a donor would feel compelled to contribute to.

From there, choose what the monthly giving levels will be.  This is an opportunity to be very strategic.

Most monthly donors are going to pledge anywhere from $5-$50 a month.  The aim of these programs is to gain larger sums through a piecemeal approach.

The goal of any nonprofit when soliciting donations should be accessibility for all types of donors.

Maybe a college student will join the program if she can pledge $10 a month.  Then she gets her mom involved and the mother becomes a $40 a month participant.

Curate your giving levels so that you reach the whole spectrum of supporters.  Space the levels out by tens, by fives, by whichever seems most relevant to your donor base.

Don’t forget to include a “choose your own adventure” giving option where a donor can write-in his own amount and hopefully you’ll receive some larger, $100 or $200 a month, donations.

Next, brand your program.  Donors will be inclined to join a “members-only” type club.

With an established club, you can then offer rewards to your members, maybe monthly or bi-monthly.  Just something to show gratitude while driving further sign-ups.

Finally, you’ll need to plan your communication methods.


  • The kinds of mailings you’ll be sending
  • The frequency with which you’ll be sending them
  • When to ask for donors to upgrade
  • How often you’ll ask for upgrades

Once you determine how and when you’ll be communicating, you’ll then need to produce those materials.

Step Three: Produce Corresponding Communication Materials

You know the campaign’s mission, you have giving levels set, you’ve branded the program, now you need to pull that all together in your various communications templates.

Draft your initial ask letter for direct mail and do the same for email.

Are you going to do follow-up phone calls?  It might be a good idea to write a phone script.

Don’t have the resources to do follow-up phone calls for everyone?  Pull the higher-level potential participants and have staff call only those candidates.

At this stage you’ll also want to design a monthly giving page for your website. 

Make sure that your branding matches across all platforms that you’re communicating with.  Donors will react well to message cohesion.

Step Four: Check That Your System Can Handle the Challenge

Work with your database manager and/or donation processing tool to set up a monthly giving option.

Many CRMs will help automate the monthly giving process.

Having the technology ready to support your efforts will save you significant time in the long run.

There is nothing worse than spending all this time creating a campaign to then let old or outdated systems hold you back.

Proper use of your database will also help you streamline your record keeping, save you money on administration, and even potentially offer an automated upgrade process.

Don’t let such a valuable tool work against you.  Get your database on board!

Want to use your CRM to improve more than your monthly giving?  Download our free CRM ultimate tip sheet. 

Step Five: Launch and Optimize

You’ve done the legwork, now launch your campaign and watch the donations come in.

Don’t rest on your laurels for too long.

It’s in the program follow through and maintenance that you’ll be able to establish your monthly giving club as one of the best there is.

Remember, the campaign is a living and evolving entity that will need to be adjusted as time goes by, so consider:

  • various ways to acknowledge participants — sending thank you/update letters, calling out MVP participants on social media, listing donors on the website page
  • monthly checks of who is still donating and who has left the program
  • finding new prospects to solicit
  • mentioning monthly giving across other communications platforms like in direct mail campaigns and newsletters

There is always room for improvement so don’t let a valuable program function at less than 100% of its capacity.

After Step Five, your monthly giving program should be a well-oiled machine.  Relax and eat that cake.

Click here to download our free fundraising software checklist.

airplane wing

Are You Ready to Lead? The 11 Best Nonprofit Leadership Conferences of the Summer and Fall

Love ’em or hate ’em, conferences are part of the game.

Sometimes you may feel that a conference is pulling you or your team away from more pertinent work, but attendance can have major value.

  • Conferences are a great opportunity to expand your team’s industry knowledge.
  • The mass gathering is the perfect place to network with peers and industry thought-leaders. Never underestimate the value of a face-to-face meeting. Conferences make in-person introductions that much easier.
  • By attending and/or contributing to the conference, you’ll be able to position yourself as an industry authority.

And hey, getting out of town for a few days ain’t so bad either.

As you map out your conference schedule heading into the summer and fall seasons, plan strategically about which members of your team to send.  Typically, those you send will fall into this list:

  • Executive Directors
  • Presidents
  • Board Members
  • Major Gift Officers
  • Various C_Os (Chief Development Officer, Chief Marketing Officer, etc.)

Before you set your calendar, take a look at our list of summer and fall nonprofit leadership conferences.

Let’s take this month by month.


10th Annual Bridge to Integrated Marketing & Fundraising Conference

National Harbor, MD from July 7-9

The 2015 Bridge Conference will focus on educating attendees on the newest fundraising trends, solutions to nonprofit marketing challenges, and methods to improve ROI.

2015 AMA Nonprofit Marketing Conference

Washington, D.C. from July 13-15

This conference’s aim is to help nonprofits’ marketing approach through four main topics.

  • Motivating the generations
  • Getting personal with storytelling
  • Making cause marketing work
  • Amping up integrated communications


Young Nonprofit Professionals Network (YNPN) 2015 National Conference

Little Rock, AR from August 6-8

This annual event brings YNPN leaders from around the country together for chapter collaboration, knowledge sharing and expansion, and networking.

Social Media for Nonprofits Conference — Austin

Austin, TX on August 18

Designed to share practical advice and techniques for advocacy, marketing, and fundraising via social media, this conference is a part of a national series.

Social media is going to continue to grow as a method of online communication and fundraising, so it is a great idea to stay current on all of the strategies in the growing field.

Visit the website for conference dates for the other series’ cities including: San Francisco, New York City, Washington, DC, Silicon Valley, Boston, and Dallas.


10th Annual Nonprofit Management Institute

Stanford, CA from September 9-10

Celebrating 10 years, 2015’s conference will focus on the theme of building resiliency.  The theme is broken into three components: yourself, your organization, and your society.

Social Good Summit

New York, NY from September 27-28

Taking place concurrently with UN Week, the Social Good Summit will investigate the effect technology and new media have on social good movements globally.

With a forward focus, this year’s conference centers on the theme #2030 and the question,

“What type of world do I want to live in by the year 2030?”

The Communications Network Annual Conference

San Diego, CA from September 30 – October 2

The conference is an annual meeting place for communications leaders from across the social sector.


Alliance for Nonprofit Management National Conference

Portland, OR from October 6-8

This conference is run by the Alliance for Nonprofit Management which employs a research-oriented approach to help increase the success of nonprofits and similar cause-based organizations in achieving their mission goals.

It is engineered by and for nonprofit leaders, grant-makers, academics, and nonprofit capacity builders.

Embark 2015: Independent Sector’s 2015 National Conference

Miami, FL from October 27-29

Embark 2015 will be a gathering of over 1,000 thought-leaders from the nonprofit sector who want to network and learn from other forward-thinking peers.

TechNow Conference

Cranberry Township, PA on October 29

If you’re near the Pittsburgh area attend this long-running conference to gain the knowledge and connections to fully utilize the technology resources available to nonprofits.

A well-run CRM can be a lifesaver, so just imagine what other tech is out there waiting to be optimized.

BoardSource Leadership Forum (BLF) ’15

New Orleans, LA from November 9-10

The largest annual meeting of nonprofit board leaders, this gathering focuses on newest trends and best practices for nonprofit management.

Pick and choose your conference schedule based on where your organization has knowledge gaps, as well as authority.

Mix and match.  Just get out there.

Before you hit the road, make sure you’re doing everything you can do improve your fundraising and download our free checklist of nonprofit CRM best practices.

Click here to download our free fundraising software checklist.