Alex Hyde-Parker’s Post

🗂 4 Free Fundraising Notion CRM Templates. By chance, I decided to run around a little bit through templates in Notion to see if we could find a good CRM there for managing the fundraising process. In fact, it’s definitely possible, I was looking for one specific template that I had already seen from one of the founders to send to another. But I wanted to look in more detail at what alternatives there are. Discarding paid templates, which mainly include some additional guides and lists of investors, I chose 4 templates that are worthy of attention and that you can use. 1/ Series A Investor CRM The name speaks for itself. This template is in first place because the statuses there are more lively - if you use another template, then look at the statuses from there. 💾👉 Link: https://lnkd.in/emFAiZxZ 2/ Fundraising database Even though it's called a Database, it's still a CRM. There are much fewer types of stages, but there is a cool calendar view. 💾👉 Link: https://lnkd.in/eJHYTgCZ 3/ Fundraising tracker The simplest sign, but for some it will be more convenient. 💾👉 Link: https://lnkd.in/eRyS_vn8 4/Funding OS As the name suggests, it's almost an operating system. As for me, the focus is shifting a little, but there is a cool selection of your future events - where you will present, who needs a follow-up, conveniently. 💾👉 Link: https://lnkd.in/egrWSzia. Before using, I advise you to click on the View Template button to simply play around in the author’s interface, click, and then make a Duplicate of the template for yourself and use it. #fundraising

Where do you invest your time and effort? Some interesting info for not for profit organisations.

ROI In Not For Profit Fundraising ROI (Return On Investment) can be a challenging concept when applied to N4P fundraising. On one level it's extremely straightforward, what do you get back for what you invest but as you will see below there are many ways to fundraise and for each multiple factors impact ROI. The effectiveness of fundraising can vary widely based on numerous factors, including the organisation's mission, target audience, geographic location, and the specific strategies employed. Additionally, ROI can be influenced by external economic conditions, competition for donor attention, and changes in technology and communication methods. However, here's a general overview of some common types of fundraising and factors that can influence their ROI: Direct Mail Campaigns: ROI Range: 100% to 400% (DSC/CIoF suggest 1.5:1) Factors: The quality of the mailing list, appeal of the message, design of materials, and timing of the campaign. Online Fundraising: ROI Range: 100% to 800% Factors: The effectiveness of the organisation's online presence, the use of social media, the design of the fundraising platform, and the engagement strategies employed. Community Fundraising, Events and Galas: ROI Range: 50% to 300% (DSC/CIoF suggest 2.3:1) Factors: Event expenses, ticket prices, competition, sponsorships, converting event attendees into donors. Major Gifts: ROI Range: 200% to 1,000% or more (DSC/CIoF suggest 2.9:1) Factors: Network, relationship-building, the effectiveness of the fundraising team, and the alignment of the organisation's mission with the interests of major donors. Corporate Partnerships: ROI Range: Varies widely (DSC/CIoF suggest 4.2:1) Factors: The nature of the partnership, the visibility and marketing benefits for the corporation, and the impact of the partnership on the organisation's mission. Grant Writing: ROI Range: Varies widely (DSC/CIoF suggest 9.5:1) Factors: Competitiveness, alignment of the organization's projects with the funder's priorities, and the quality of the grant writing. It's important for N4P's to carefully track and evaluate the performance of their fundraising, including measuring the funds raised against the costs incurred. Additionally, they should regularly review and adjust their strategy based on changing circumstances and feedback. Above I have added ROI figures quoted by the Directory of Social Change (DSC) and Chartered Insitute of Fundraising (CIoF) in a 2021 publication. Based on personal experience I'm not 100% sure I agree with all of them but they are certainly interesting. Keep in mind that these figures are generalizations, and the effectiveness of each fundraising method can vary based on the unique characteristics of the organization and its donor base. Contact @Heaward Solutions for help to develop the best fundraising strategy and maximise ROI for your organisation's investment. #fundraising #charity #notforprofit #socialenteprise #community

Take off your IQ hat 🎩 and put on your EQ hat 🧢. Do more asking and put on your listening ears 👂. Check out this post from my colleague James Faulkner to learn about four strategies asset managers in fund raising mode should pursue. (+++Opinions are my own. Not investment advice. Do your own research.+++) #markets #investing #money #wealthmanagement #managerselection #fundraising 👋 Follow me by tapping the bell 🔔 on my profile & you'll be notified when I post. 💸 My posts focus on the topics of manager selection, special situations investing and asset allocation.

Nonprofits can significantly enhance their impact by strategically leveraging technology in various aspects of their operations. One fundamental area is establishing a robust online presence. A well-designed and user-friendly website serves as a central hub for showcasing the organization's mission, ongoing projects, and success stories. Moreover, active engagement on social media platforms such as Facebook, Twitter, and Instagram helps nonprofits connect with a broader audience, share regular updates, and foster a sense of community. Digital fundraising is another critical component that technology can greatly influence. Platforms like GoFundMe and Kickstarter, as well as specialized nonprofit fundraising tools, provide a means to reach a wider donor base. Additionally, targeted email campaigns can be employed to keep donors informed about the organization's projects, success stories, and upcoming initiatives. Efficient data management is crucial for nonprofits, and cloud-based systems offer a practical solution for storing and accessing data. Implementing Customer Relationship Management (CRM) systems helps nonprofits better understand and engage with donors, volunteers, and stakeholders. Collaboration and communication tools are essential for effective team coordination. Platforms such as Slack, Microsoft Teams, or Zoom facilitate seamless communication and collaboration among team members, regardless of geographical locations. Project management software like Asana, Trello, or Basecamp can streamline internal processes. Automation is another avenue nonprofits can explore to optimize their workflows. Marketing automation tools like Mailchimp or HubSpot can be utilized for automated email campaigns and outreach. Workflow automation tools such as Zapier or Integromat help reduce manual tasks and enhance operational efficiency. In the realm of skill development and education, nonprofits can leverage e-learning platforms like Moodle, Coursera, or edX to develop training programs or educational content for their target audience. Monitoring and evaluation are critical for assessing the impact of nonprofit programs. Utilizing data analytics tools helps measure outcomes and identify areas for improvement. Specialized impact measurement software designed for nonprofits can provide a comprehensive view of an organization's effectiveness. Mobile applications offer an additional channel for engagement. Developing mobile apps allows nonprofits to enhance user interaction, share timely updates, and facilitate easier communication. Finally, the adoption of virtual events, such as webinars and virtual conferences, provides nonprofits with an opportunity to connect with a broader audience, share knowledge, and raise awareness effectively. By strategically integrating these technologies, nonprofits can optimize their operations, reach a wider audience, and ultimately increase their positive impact on the communities they serve.

IT services offer numerous benefits for nonprofits, helping them to enhance their operations, improve their outreach, and achieve their missions more effectively. Here are the main benefits: 1. Cost Efficiency: - Reduced Operational Costs: Leveraging cloud services and IT infrastructure can lower costs related to hardware, software, and maintenance. - Donor Management: Efficiently manage donations, grants, and fundraising efforts through specialized software. 2. Improved Efficiency: - Automation of Tasks: Automate repetitive tasks such as data entry, scheduling, and reporting, freeing up staff to focus on mission-critical activities. - Streamlined Operations: Integrated systems for finance, HR, and project management improve coordination and reduce manual errors. 3. Enhanced Communication and Collaboration: - Internal Communication: Tools like email, instant messaging, and video conferencing facilitate better communication among team members. - External Outreach: Improve communication with stakeholders, donors, and beneficiaries through websites, social media, and email campaigns. 4. Data Management and Security: - Secure Data Storage: Protect sensitive data with robust security measures, ensuring compliance with legal and regulatory standards. - Data Analysis and Reporting: Use data analytics to gain insights, measure impact, and make informed decisions. 5. Scalability and Flexibility: - Scalable Solutions: Easily scale IT resources up or down based on the nonprofit's needs, accommodating growth or seasonal variations. - Flexible Working: Enable remote work and flexible schedules with cloud-based applications and collaboration tools. 6. Enhanced Donor Engagement and Fundraising: - CRM Systems:Utilize customer relationship management (CRM) systems to track donor interactions, personalize communication, and enhance engagement. - Online Fundraising: Facilitate online donations and crowdfunding through secure and user-friendly platforms. 7. Improved Program Delivery: - Service Delivery Platforms: Use technology to deliver services directly to beneficiaries, such as online education, telehealth, and virtual support groups. - Impact Measurement: Track and report the outcomes and impacts of programs more effectively. 8. Access to Expertise and Innovation: - IT Support and Training: Access to expert IT support and training ensures that staff can effectively use technology tools. - Innovation: Stay updated with the latest technological advancements and incorporate innovative solutions into nonprofit operations. By leveraging IT services, nonprofits can significantly improve their efficiency, outreach, and impact, allowing them to focus more resources on their core mission and goals.

💡 Sharing great tools 🎯 #crm #crmsolutions #crmsoftware #startup #startupbusiness #startupcommunity #startupmarketing #startupgrowth #startupbranding #crmtools

Integrate Your CRM and Fundraising Tech for Seamless Donor Experience For nonprofits, providing a seamless experience across channels is key to building lifelong donor relationships. However, most organizations use a patchwork of separate systems to manage fundraising, marketing, and donor data. As a result, fundraisers spend countless hours pulling reports, exporting and importing data between platforms, and ensuring a single view of the donor. There is a better way. By integrating your customer relationship management (CRM) system and fundraising technology, you can track all donor interactions in one place and trigger personalized outreach automatically. For example, you can send an email receipt as soon as a gift is processed in your CRM. Within 24 hours, the donor receives a video thank you. A handwritten note follows several days later. Six months later, they are included in a cultivation mailing. This type of automated, multi-channel stewardship helps build loyalty and retention over the long run. The key is choosing fundraising tools that integrate directly with your CRM. Look for platforms that allow you to match data fields between systems so you have a complete donor profile and history readily available. See if the tools offer workflow triggers and automations to follow up based on donor actions and gift amounts. For many nonprofits, transitioning to an integrated tech stack is challenging due to data privacy concerns, tight IT budgets, and reliance on legacy databases. However, cloud-based fundraising tools and CRMs are making integration more accessible. They provide real-time data access for your whole advancement team and eliminate the need for time-intensive data requests. With the shift to remote work over the past year, seamlessly integrated technology has become even more critical. For nonprofits adapting to virtual fundraising, integrated systems support personalized outreach at scale while keeping students, volunteers and staff employed. The key is finding solutions, like ThankView, that are tailored to the needs of nonprofits and higher ed institutions. By partnering with fundraising professionals, they can provide the right tools and guidance to boost your stewardship during challenging times and beyond. Overall, investing in an integrated tech stack gives fundraisers a single source of truth about their donors and ensures personalized, impactful outreach that drives donor loyalty in the long run. While the initial transition requires effort and resources, the rewards of a seamless donor experience are well worth it.

CONSULTATION MATTERS The success of fundraising, projects, services, and strategies for not-for-profit organisations often hinges on engagement with stakeholders. Consultation is not just best practice, it's fundamental for creating initiatives that address needs, foster collaboration, and maximise impact, it supports: 1. Needs and Challenges: Consultation provides invaluable insights into the real needs and challenges faced by target communities. Service users, in particular, offer firsthand experiences and perspectives that help organisations tailor initiatives to address specific problems and issues. By listening actively and empathetically to their stories, we gain a deeper understanding of the issues at hand and can design more effective solutions that resonate with those we serve. 2. Collaboration and Partnership: Partnerships are vital in the not-for-profit sector. Consulting with partners during project development cultivates stronger partnerships built on shared goals and mutual understanding. Collaboration from the outset ensures alignment of strategies and resources, minimises duplication of efforts, and maximises collective impact. It's about leveraging each other's strengths to create solutions that are greater than the sum of their parts. 3. Expertise and Diverse Perspectives: Key individuals—whether they are community leaders, subject matter experts, or influential stakeholders—bring specialised knowledge and diverse perspectives to the table. Consulting with them enriches the decision-making processes and enhances the relevance and effectiveness of initiatives. Their insights challenge assumptions, inspire innovation and offer critical guidance in navigating complex issues. 4. Stakeholder Ownership and Buy-In: Consultation breeds a sense of ownership and buy-in among stakeholders. When they are involved in the development phase, they feel valued and are more likely to champion and support initiatives. This is crucial for sustainability and long-term success, nurturing a shared commitment to common objectives. 5. Relevance and Responsiveness: Regular consultation with stakeholders ensures that your projects and services remain relevant and responsive to changing circumstances. By staying connected and adaptable, you can adjust strategies swiftly based on feedback and emerging trends. 6. Building Trust and Credibility: Transparency and inclusivity in decision-making build trust and credibility. When stakeholder's voices are heard and valued, it strengthens the legitimacy of your work. Trust is key to partnerships and sustainable impact and is earned through genuine engagement and commitment to collaboration. 7. Regulatory and Funding Requirements: Consultation with stakeholders is often required for regulatory compliance and funding eligibility. Government bodies, grant-making institutions, and donors increasingly emphasise the importance of stakeholder involvement in project design and planning.

Maximising Efficiency: Ten Free Tools for Entrepreneurs in 2024  In the dynamic business landscape 2024, the right tools are not just helpful—they're essential for success. For new entrepreneurs navigating this terrain, here are ten free, indispensable tools that should be part of your business arsenal: 1. Google Analytics: Analyse and understand your website traffic and customer behaviour precisely. This tool is crucial for refining your marketing strategy and enhancing user experience, helping you make data-driven decisions. 2. Canva: Design like a pro with Canva. Whether for your website, social media or marketing materials, create stunning, professional graphics quickly, even if you're not a designer. 3. Mailchimp: Launch your email marketing campaigns with Mailchimp. Its user-friendly interface and free plan are perfect for startups eager to grow their customer base and engage their audience effectively. 4. Trello or Asana: Keep your projects on track with Trello or Asana. Whether you're coordinating with freelancers or managing a small team, these tools make task organization and collaboration seamless. 5. Hootsuite or Buffer: Take control of your social media with Hootsuite or Buffer. Schedule posts, track performance, and manage all your social accounts in one dashboard, saving you time and enhancing your online presence. 6. Wave or FreshBooks: Navigate your finances easily using Wave or FreshBooks. These free accounting software options are perfect for managing invoices, expenses, basic bookkeeping, and keeping your financial health in check. 7. Slack: Streamline team communication with Slack. This tool is ideal for consolidating project-related chats, ensuring your team, no matter the size stays connected and informed. 8. Zoom or Google Meet: Connect with your team, clients, or suppliers face-to-face, virtually. Zoom and Google Meet are essential for conducting efficient and effective video conferences in today's remote working environment. 9. Google Workspace: Google Workspace offers a suite of tools like Gmail, Google Docs, Sheets, and Slides. Manage emails, documents, spreadsheets, and presentations all in one integrated platform. 10. HubSpot CRM: Organize and nurture your leads and customers with HubSpot CRM. This free tool is invaluable for keeping customer information streamlined and accessible, helping you build stronger relationships. Each of these tools not only offers unique features that assist in various aspects of your business—from marketing and project management to finance and customer relations—but also ensures your venture stays adaptable and up-to-date with the latest in business technology. Embracing these tools can significantly streamline your operations, offering a a solid foundation for your entrepreneurial journey. Strategy121 offers tailored mentoring to transform how you grow sales sustainability, DM me if you would like to have a chat.