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CRM


Art of Asking: Effective Techniques for Soliciting Donations
Soliciting donations can be daunting. Leverage these actionable techniques to fortify your strategy and create communications that resonate with supporters.
P.E.R.K. Administrator
Jul 213 min read


How to Build a Fundraising Plan Your Whole Team Can Follow
A solid fundraising plan is key to reaching your goals. Explore these practical steps to build an organized strategy your whole team can confidently follow
P.E.R.K. Administrator
Jul 143 min read


Safeguarding Your Nonprofit's Finances: 4 Policies to Know
To effectively protect and manage its finances, your organization needs standardized guidelines. Discover four key nonprofit financial policies to implement.
P.E.R.K. Administrator
Jun 163 min read


How to Strengthen Your Business’s Customer Communications
Communicating regularly with customers is key to your small business’s success. Use these expert tips to engage your audience and deepen your relationships.
P.E.R.K. Administrator
Jun 24 min read


4 Memorable Ways to Thank Your Auction Item Donors
Auction item donors are key to helping you hit your revenue goals and providing a memorable experience. Learn how to express your gratitude in this guide.
P.E.R.K. Administrator
May 193 min read


Top 5 Product Fundraisers to Combine with Larger Events
Want to maximize revenue from your upcoming fundraising event? Try combining it with one of these five product fundraisers to earn even more for your cause!
P.E.R.K. Administrator
May 124 min read


3 Common Nonprofit Marketing Pitfalls (& How to Solve Them!)
Nonprofits are not specialized in marketing, so you’re bound to make mistakes. Here’s how to overcome some of the most common nonprofit marketing pitfalls.
P.E.R.K. Administrator
Apr 213 min read


Re-engaging Former Donors: 4 Expert Communication Strategies
Looking to refresh your approach to re-engaging former donors? Start with these four communication strategies that will reach donors on a personal level.
P.E.R.K. Administrator
Apr 143 min read


3 Strategies for Transitioning Your Nonprofit to a New CRM
Moving your nonprofit to a new CRM can improve all aspects of your operations, but it’s a complex process. Use these tips to help you through the transition.
P.E.R.K. Administrator
Apr 73 min read


Building an Inclusive Fundraising Approach: 4 Strategies
Inclusive fundraising goes beyond donation size. It recognizes diverse forms of engagement, uses ethical storytelling, and removes barriers so more supporters can participate meaningfully. By building strategies that reflect inclusion, nonprofits can strengthen relationships, expand their reach, and sustain their impact.
P.E.R.K. Administrator
Mar 103 min read


A Beginner's Guide to Nonprofit Web Accessibility
Nonprofit web accessibility is an important but complex topic. Learn about your potential legal requirements and steps to ensure accessibility with this guide.
P.E.R.K. Administrator
Jan 276 min read


3 Strategies to Cultivate Major Donors for Your Nonprofit
Major donors provide critical funding for your nonprofit’s largest projects and programs. Try these three cultivation strategies to secure major gifts.
P.E.R.K. Administrator
Jan 133 min read


Volunteer Onboarding vs. Ongoing Training: What to Cover
Effective volunteer programs don’t stop at orientation—they evolve. While onboarding introduces new volunteers to your mission, culture, and expectations, ongoing training builds the skills and confidence needed for long-term engagement. Understanding the difference between these two stages helps organizations avoid overwhelming new recruits while continuing to invest in experienced volunteers.
P.E.R.K. Administrator
Jan 63 min read


Building Stronger Relationships: The Role of Donor Databases
A strong donor database is more than a storage system—it’s the foundation of meaningful donor relationships. With organized, accurate data, your team can move beyond transactional fundraising and create communication that feels personal and intentional.
When your CRM is used effectively, it becomes a strategic asset that helps you recognize donors as true partners, tailor your outreach, and build trust over time. The result? Stronger connections, increased loyalty, and long-l
P.E.R.K. Administrator
Dec 2, 20253 min read


Navigating Nonprofit Funding Restrictions: 3 Best Practices
Restricted funds can feel like both a blessing and a challenge for nonprofits. While major gifts, grants, and sponsorships provide essential support, they often come with strings attached—specific donor-imposed designations for how the money should be spent. Managing these funds correctly is vital for maintaining donor trust, ensuring legal compliance, and protecting your organization’s reputation.
In this article, we break down three best practices to help you navigate nonp
P.E.R.K. Administrator
Sep 10, 20253 min read
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