The benefits of a formal system
We’ll be able to spend more time where it matters most: delivering on our mission
A CRM can serve as a bank of institutional knowledge, and a single source of truth.
The right CRM will process online donations and automate the thank-you process to ensure gifts don’t fall through the cracks.
Consistent branding across receipts, appeals, and thank-yous will strengthen our credibility with donors.
Streamlining gift processing and grant tracking will significantly reduce our stress and workload around regular audits