Webinar: Measuring and Evaluating the Results of your Fundraising Strategy and Plan with KPIs

Webinar: Using Change Management Principles to Successfully Plan, Evaluate, and Transition to a New CRM Software

Using a Constituent Relationship Management (CRM) software can make a big impact on your organization’s performance. But with so many options, costs, and internal challenges, the change can seem daunting. The principles of Change Management can help make the process flow more smoothly and lead to successful outcomes.

Webinar: Improve Your Fundraising Plan with Donor Engagement

You can add more detail to your fundraising plan by segmenting your donors and creating specific tasks and activities to support the donor’s interests and desired impact. This session will look at how to identify major donors and planned giving prospects, as well as strategies to move small annual donors to a recurring giving program. Communication is key for donor engagement to be successful.

Webinar: Implementing Your Strategy with a Fundraising Plan

Use your Fundraising Strategy to create an annual fundraising plan. A plan includes detailed targets and goals that can be tracked and analyzed. You’ll also learn how to use the power of your CRM software to make implementation easier.

Webinar: Creating a Fundraising Strategy

Based on your organization’s mission and vision for the future, develop a fundraising strategy which will provide the foundation for an annual fundraising plan. Unlike a plan, a strategy uses SWOT analysis and external information to guide the overall direction your organization will head to make your vision a reality.

Webinar: Strategy VS Action Plan

In this webinar you'll learn the differences between creating a long-term strategy and a short-term fundraising plan. Your organization should have both strategy to guide your organization's future growth and you need an action plan to provide concrete feedback on your progress and inform course corrections to reach your goals. The helpful worksheets provide the structure for the who-what-where-when-why and how to create an outline for both the strategy and action plan.