About this template

Non-Profit Donor Management CRM Template helps teams organize tasks, clients, and workflows. Dashboards and automations improve efficiency and keep everyone aligned.

What’s included

Boards

Accounts Board - This board helps Customer Success Managers at non-profits keep track of important details about their partners and collaborators. It includes columns for the organization's name, domain, industry, and headquarters location, allowing for a comprehensive view of each account. Managers can link contacts and deals related to each account, ensuring all interactions and transactions are tracked. This helps in nurturing relationships and ensuring that all details are at hand for strategic planning and outreach.
Leads Board - This board is essential for managing potential donors or partners. It tracks the status of each lead, their contact information, and last interaction date. The 'Create a contact' button streamlines the process of adding new contacts, making it easier to follow up and convert leads into active donors or partners. Customer Success Managers can prioritize leads based on their status and ensure timely follow-ups.
Contacts Board - The contacts board centralizes all information about individuals associated with the non-profit. It includes their contact details, related accounts, and deals, which helps in managing relationships efficiently. The board also allows for prioritization of contacts based on their type and priority status, ensuring that high-priority contacts receive the attention they need. Comments and activities columns provide a space to log interactions and notes, making it easier to maintain a history of engagements.
Deals Board - This board tracks all ongoing and potential deals, providing a clear pipeline view. It includes details such as the deal stage, owner, value, and expected close date. By linking contacts and accounts to each deal, Customer Success Managers can see who is involved and ensure that all necessary follow-ups are made. The forecast value and close probability columns help in predicting revenue and planning resources accordingly.
Donors Board - This board is crucial for managing donor relationships. It tracks donor contact information, donation amounts, and dates. The status column allows for the classification of donors based on their current engagement level, while the notes column provides space for additional information that can be used for personalized communication and follow-ups. This helps in building long-term relationships with donors and ensuring a steady flow of contributions.
Campaigns Board - This board helps in managing fundraising campaigns by tracking their progress from start to finish. It includes columns for campaign name, start and end dates, status, target amount, and amount raised. By categorizing campaigns based on their type, Customer Success Managers can analyze the effectiveness of different campaign strategies and optimize future efforts. This board ensures that all campaign-related activities are organized and easily accessible, facilitating better planning and execution.

Dashboards & Reports

Annual Target - This dashboard helps Customer Success Managers in non-profits track annual fundraising goals, ensuring alignment with long-term strategic objectives. It allows for performance monitoring against yearly targets, crucial for planning large-scale campaigns and donor engagement.
Monthly Target - This dashboard breaks down annual goals into manageable monthly targets, providing insights into monthly fundraising performance. It helps identify trends and periods of high or low donor activity, enabling timely intervention.
Average Deal Value - By tracking the average donation or grant value, this dashboard provides insights into donor generosity and campaign effectiveness. It helps in understanding the financial impact of different donor segments and refining donor engagement strategies.
Active deals - Forecasted Revenue - This dashboard forecasts potential revenue from active fundraising campaigns and grant applications, aiding in financial planning and resource allocation for upcoming initiatives.
Deal status distribution - This visual representation of the status of various fundraising efforts helps Customer Success Managers identify bottlenecks in the donor journey and optimize processes for higher conversion rates.
Actual Revenue by Month (Deals won) - Monitoring actual monthly revenue from successful fundraising efforts helps in evaluating the effectiveness of different campaigns and understanding seasonality in donor behavior.
Pipeline conversion - This dashboard tracks the conversion rate of potential donors through the fundraising pipeline, providing insights into the efficiency of outreach and engagement strategies.
Activity tracker - By logging and tracking all donor-related activities, this dashboard ensures that Customer Success Managers can maintain consistent and meaningful engagement with donors, leading to stronger relationships.
Forecasted Revenue by month - This dashboard provides a month-by-month projection of expected revenue, helping in budgeting and financial planning for non-profit initiatives.
Forecasted Revenue by Stage - Breaking down forecasted revenue by stage of the fundraising process helps identify which stages need more attention to improve overall conversion rates.
Deals Stages by Rep - This dashboard tracks the performance of individual team members in managing donor relationships, enabling managers to provide targeted support and training where needed.
Deal Progress based on Month Added - By tracking the progress of fundraising efforts based on the month they were initiated, this dashboard helps in understanding the timeline of donor engagement and optimizing campaign timing.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that all relevant team members are immediately informed about new donor communications, enabling prompt and coordinated responses.
When an email is opened → Notify item subscribers with a message - By notifying team members when a donor opens an email, this automation allows for timely follow-ups, enhancing donor engagement and increasing the likelihood of conversions.
When "Create a contact" is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new donor contacts to the CRM, ensuring that no potential supporter is overlooked and facilitating organized donor management.
When a lead is created → Set its status to "New Lead" - Automatically setting the status of new leads helps in maintaining a clear and updated view of the donor pipeline, allowing Customer Success Managers to prioritize new engagements effectively.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - This automation keeps the interaction history up-to-date, ensuring that the team has a clear record of the most recent engagement with each donor, which is essential for personalized follow-ups and relationship building.

Frequently asked questions

How can this CRM template help me track donor interactions and contributions in my non-profit organization?

This template provides detailed boards with columns for logging donor interactions, tracking donation amounts, and monitoring engagement history, ensuring you have a complete overview of each donor's journey.

How does this template assist in managing fundraising campaigns for a non-profit?

With dedicated boards for campaign planning, goal setting, and progress tracking, this template helps you organize and execute successful fundraising campaigns, ensuring you meet your targets and maximize donations.

Can this CRM template help me coordinate and manage volunteers for non-profit events?

Yes, the template includes features for volunteer management, allowing you to assign tasks, schedule shifts, and track volunteer hours, ensuring smooth coordination and efficient event planning.

How does this CRM template support personalized donor engagement in a non-profit setting?

The template enables you to segment donors based on their interactions and contribution history, allowing for targeted communication and personalized outreach that strengthens donor relationships and enhances their support.

What features does this CRM template offer for managing donor data and ensuring compliance with non-profit regulations?

The template includes secure data storage, customizable fields for capturing relevant donor information, and tools for generating compliance reports, ensuring your organization adheres to regulatory requirements.

How can this CRM template help me analyze and report on fundraising performance in a non-profit organization?

With built-in analytics and reporting tools, the template allows you to generate detailed reports on donation trends, campaign performance, and donor engagement, providing valuable insights to inform your fundraising strategies.

Can this CRM template be customized to fit the specific needs of my non-profit organization?

Yes, the template is highly customizable, allowing you to tailor boards, columns, and workflows to align with your organization's unique processes, goals, and donor management strategies.

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