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Articles > Top Tips > 5 reasons to invest in a charity fundraising CRM

5 reasons to invest in a charity fundraising CRM

Is a charity fundraising CRM worth the investment? Find out how you can boost your fundraising while saving costs in the long term, by investing in cloud-based software.
15 Oct 2020
Top Tips

1. Accurately assess your marketing activity

Sometimes marketing and fundraising practices can feel worlds apart, and without the proper integration between the systems you’re using, it can be difficult to tell what’s making an impact. Save yourself time on wondering whether your activities are working and let the data do the talking.

2. Manage your donor conversations

Even small teams  of employees or volunteers can cross wires with their donor conversations in charities or not-for-profit organisations. Particularly when connecting with vulnerable supporters, it’s imperative that you can manage your donor conversations with accuracy to remain compliant with fundraising guidelines.

3. Save on costs over time

Systems can be a bigger investment, particularly for charities who aim to be as streamlined as possible with their costs, so it's easy to see why many would put off taking the step forward. But by reducing your costs down to a single system, you can save huge amounts of money over time, with reduced licence fees and set up costs. 

4. Get a bird’s eye view of your fundraising progress

Tracking all your fundraising, from regular giving to one-off donations, in one place helps you to have a better picture of your progress. Pull reports and filter by donor or donation type, to dig deeper into the data behind your fundraising and inform your strategy.

5. Find supporters ready to take the next step

Connecting your communications and your database helps you to find supporters who are ready to donate, by using filters to pull pools of potential donors who might benefit from tailored messaging or simply a nudge to the right place to donate. 


Find more top tips on fundraising, engagement and data on our blog.

ToucanTech customers are creating bespoke online spaces for their members to connect and drive change. Discuss ways to engage your membership association with an experienced ToucanTech engagement evangelist; organise a time to talk to the team here.

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