{"id":21673,"date":"2019-08-05T23:28:16","date_gmt":"2019-08-05T23:28:16","guid":{"rendered":"https:\/\/teamheller.com\/?p=21673"},"modified":"2026-03-26T17:15:46","modified_gmt":"2026-03-26T17:15:46","slug":"crms-and-fundraising-best-practices-guide","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/guides\/fundraising-crms","title":{"rendered":"CRMs and Fundraising Best Practices Guide"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"21673\" class=\"elementor elementor-21673\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-767082e e-flex e-con-boxed e-con e-parent\" data-id=\"767082e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2c76bdf9 e-con-full e-flex e-con e-child\" data-id=\"2c76bdf9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2b5e0fdc elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"2b5e0fdc\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">CRM through the Lens of Fundraising Best Practices<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-234a4bbc elementor-widget elementor-widget-text-editor\" data-id=\"234a4bbc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In the last few years, charitable giving has changed in fundamental ways\u2014and so have the constituent relationship management (CRM) tools charitable organizations use to manage their fundraising processes.<\/p><p>As we explain in our newest Executive Guide, many of yesterday\u2019s 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.<\/p><p>In our free Guide, you\u2019ll 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-10f168d6 e-con-full e-flex e-con e-child\" data-id=\"10f168d6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-47a69cd3 elementor-widget elementor-widget-image\" data-id=\"47a69cd3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"541\" height=\"710\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/fundraising-CRM.jpg?strip=all\" class=\"attachment-large size-large wp-image-21677\" alt=\"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.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/fundraising-CRM.jpg?strip=all 541w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/fundraising-CRM-229x300.jpg?strip=all 229w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/fundraising-CRM-114x150.jpg?strip=all 114w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/fundraising-CRM.jpg?strip=all&amp;w=324 324w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/fundraising-CRM.jpg?strip=all&amp;w=432 432w\" sizes=\"(max-width: 541px) 100vw, 541px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1ce548b1 e-flex e-con-boxed e-con e-parent\" data-id=\"1ce548b1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5b186154 elementor-widget elementor-widget-heading\" data-id=\"5b186154\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Download the Guide Today<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4ac87db7 elementor-widget__width-initial elementor-widget elementor-widget-shortcode\" data-id=\"4ac87db7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><iframe title=\"Executive Sponsorship Guide\" class=\"pardotform\" src=\"https:\/\/info.teamheller.com\/l\/734413\/2019-08-05\/31xf\" width=\"450\" height=\"700\" type=\"text\/html\" frameborder=\"0\" allowTransparency=\"true\" style=\"border: 0\"><\/iframe><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-37c57d37 e-flex e-con-boxed e-con e-parent\" data-id=\"37c57d37\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-57d43e1a e-con-full e-flex e-con e-child\" data-id=\"57d43e1a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6486262 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"6486262\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Inside this Guide\u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7af15bc5 elementor-widget elementor-widget-text-editor\" data-id=\"7af15bc5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>The evolving CRM marketplace<\/li><li>Common CRM pitfalls, and how to avoid them<\/li><li>Donors\u2019 changing preferences and patterns for giving<\/li><li>Special considerations for direct mail operations<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9b4f982 e-con-full e-flex e-con e-child\" data-id=\"9b4f982\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6e57eb31 elementor-widget elementor-widget-image\" data-id=\"6e57eb31\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"543\" height=\"702\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/inside-fundraising-crm.jpg?strip=all\" class=\"attachment-large size-large wp-image-21678\" alt=\"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.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/inside-fundraising-crm.jpg?strip=all 543w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/inside-fundraising-crm-232x300.jpg?strip=all 232w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/inside-fundraising-crm-116x150.jpg?strip=all 116w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/inside-fundraising-crm.jpg?strip=all&amp;w=325 325w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/inside-fundraising-crm.jpg?strip=all&amp;w=434 434w\" sizes=\"(max-width: 543px) 100vw, 543px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4be22ebc elementor-widget elementor-widget-image\" data-id=\"4be22ebc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"256\" height=\"198\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/Screenshot-2026-01-29-094011.png?strip=all\" class=\"attachment-large size-large wp-image-21679\" alt=\"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.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/Screenshot-2026-01-29-094011.png?strip=all 256w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/Screenshot-2026-01-29-094011-150x116.png?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/Screenshot-2026-01-29-094011.png?strip=all&amp;w=51 51w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/08\/Screenshot-2026-01-29-094011.png?strip=all&amp;w=204 204w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>In our free Guide for nonprofit education and healthcare tech leaders, you\u2019ll learn how vendors like Salesforce and Blackbaud are developing and refining CRM products to help better attract donors, improve campaign impact, and deepen relationships with individual contributors.<\/p>\n","protected":false},"author":39,"featured_media":21675,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[378],"tags":[139,153,377],"ppma_author":[474],"class_list":["post-21673","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guide","tag-fundraising","tag-crm","tag-guide"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - 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