Complete your Profile

  • Avoid using your real name as username.
  • Avoid using a photo of yourself for your profile picture.
[frontend_admin form="143705"]
Donor Participation Project

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 integratedtech 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.

View the full recording of this session in our Resource Library.

Leave a Reply