CRM through the Lens of Fundraising Best Practices

In the last few years, charitable giving has changed in fundamental ways—and so have the constituent relationship management (CRM) tools charitable organizations use to manage their fundraising processes.

As we explain in our newest Executive Guide, many of yesterday’s CRM leaders are enhancing their products, while new players are popping up almost daily. For charitable organizations, determining what, if any, changes they need to make to their fundraising technology can be a confusing, high-stakes decision.

In our free Guide, you’ll learn how vendors old and new are developing and refining CRM products to help better attract donors, improve campaign impact, and deepen relationships with individual contributors.

A close-up of a colorful rubber band ball with a green banner displaying: A Look at the Evolving World of CRM Through the Lens of Fundraising Best Practices. Features insights from a Fundraising CRM guide for nonprofits. Heller Consulting logo at bottom right.

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Inside this Guide​

  • The evolving CRM marketplace
  • Common CRM pitfalls, and how to avoid them
  • Donors’ changing preferences and patterns for giving
  • Special considerations for direct mail operations
A colorful, patterned design tops a page titled Shifts in Giving Patterns. The page discusses trends in charitable giving, referencing the National Center for Charitable Statistics and insights from a Fundraising CRM guide for nonprofits.
A quote in green text highlights the importance of direct mail for charity fundraising and donor support, as noted by Heather Brown, CFRE, Hilborn Charity eNews (March 21, 2018), also recommending a fundraising CRM guide for nonprofits.
Author
  • Director of Marketing

    Lyndal has worked at the intersection of nonprofits and technology for most of her career, building strategic marketing programs and managing data-driven campaigns at the San Francisco AIDS Foundation, Nonprofit Technology Network, InfluxData, and others. She leads Heller’s marketing efforts and is excited to position Team Heller as the partner of choice for nonprofit and education advancement leaders. When not at her desk, Lyndal is usually on a hiking trail or listening to a podcast about star stuff.

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