CRM for Nonprofits: 6 Tips to Organize Donor Information

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Generous contributions from donors help your nonprofit fulfill your mission everyday. It's important to be able to both thank your donors, and keep in touch with them to ensure they are always aware of opportunities to give. A CRM is an essential component for any nonprofit, and here are 6 tips to help your nonprofit manage yours: 

CRM (Customer Relationship Manager): a database that nonprofits can use to store and manage information about their donors 

1. Use a CRM Designed Specifically for Nonprofits 

A CRM can be utilized for both for-profit and nonprofit organizations. We recommend using one designed specifically to keep track of nonprofit donors. Here are some recommendations from Nonprofit Hub:

Small Nonprofits: FundlyCRM or DonorSnap

Medium Nonprofits: Salsa or eTapestry

Large Nonprofits: Raiser's Edge or TrailBlazer

2. Make Sure to Log Everything 

It is likely that a donor will interact with more than one person at your organization over the course of the relationship, It is important that everyone at your nonprofit is committed to logging every conversation, meeting and donation they encounter. This ensures that your nonprofit will have a full picture of each donor and how they interact with your organization. Be sure to monitor social media as well! 

3. Keep Your CRM Up to Date 

The nonprofit world is stressful and cleaning up your CRM can feel like the least important task on your to-do list. However, technology isn't perfect and certain information can become outdated overtime. An organized CRM helps you to better track trends and relationships. Make sure to set aside time to do the following:

  • Delete innactive contacts
  • Update donor's personal information (mailing and email address) 
  • Merge duplicate contacts 
  • Make sure donors are categorized appropriately 

4. Have a Back-Up Plan 

As we just mentioned, technology isn't perfect! Make sure to periodically download and export contact information and history. This way, all your information stays safe no matter what! 

5. Integrate a CRM into Your Fundraising 

A CRM is a great tool to increase recurring donations. There are several online fundraising platforms that integrate with your nonprofit's CRM. Also, dedicate team members to collect donor information at volunteer and fundraising events. 

FYI: With DipJar, you can download donor information in a CSV file that is compatible with many CRM softwares; click here to learn more! 

6. Remember, donor information isn't everything 

Although donor information is important, don't let your desire to collect information get in the way of running a succesful fundraising or educational event. In today's world people are becoming more reluctant to part with their personal information, and that's ok! Make sure your donors always feel comfortable being a part of your nonprofit's family.

 

If you have more questions about nonprofit strategy, you can always reach out to the DipJar fundraising experts for help. It's what we love to do!