Software like a CRM (customer relationship management) allow charities to automate otherwise manual tasks so the organization can focus less on managing their nonprofit and more time giving back to their community. Because every nonprofits’ needs are different - there are numerous CRMs to choose from including Microsoft’s offering, Dynamics 365 (D365) which includes many different applications that integrate with D365 that nonprofits can utilize. 

In Use:

CRMs offer nonprofits a centralized view of their organization in terms of analytics, reporting, and donor interactions which allows them to make smart decisions for their organization and work towards achievable goals for the organization. D365 is no different. With their ability to automate their complete donor lifecycle - a nonprofit organization can “enable personalized interactions through a 360-degree view of donor and volunteer engagements.” 

Through D365, a nonprofit can manage their donor database, drive financial growth, automate processes, and report on analyzing data using Microsoft tools like Azure and PowerBI. 

While many CRMs offer similar features to solve for these problems- D365 takes it a step further. Through their offering, nonprofits can leverage Microsoft created tools and services (known as power apps) and integrations with business applications that are heavily discounted or free to further help a charity streamline and automate processes within the organization.

Finally, Microsoft D365 provides nonprofit organizations all of these features for a discounted price. According to their website, “eligible nonprofits can get Dynamics 365 Sales Enterprise free for up to 5 seats and discounted pricing of $23.80 (USD)* per user/month for additional users.” This is 75% off the commercial price. Adding on power apps come with additional costs - but Microsoft is dedicated to helping nonprofits access their software through grants and discounts. 

Technology Used:

As stated above - with Microsoft D365, nonprofits have access to utilize Microsoft Power Apps and Business Applications that help nonprofits streamline processes within the company through Microsoft’s App Store. According to Microsoft, Business Applications, “help nonprofits unlock new opportunities to drive digital transformation by breaking down data silos to connect beneficiaries, employees, donors, and volunteers with products, solutions, and operations.”

Among the Business Applications available to nonprofits in the United States are DonorSearch; Now IT Matters; and Wipfli.

Ease of Use:

While small and medium nonprofits can afford Microsoft D365 - a large nonprofit can benefit the most from a powerful CRM. Similar to Salesforce Nonprofit Cloud software, the learning curve for a product like D365 can be time consuming - it’s not a software where a nonprofit volunteer can login and master in an afternoon. There’s also the cost of integration of a nonprofit’s data into the platform that can be expensive and time consuming. 

That being said, once a nonprofit gets used to the software - the dashboard is clean and easy to navigate. Microsoft also provides different trainings and assets to get a nonprofit up to speed with the software quickly and efficiently. 

Recap: 

Microsoft Dynamic 365 is a CRM that enables nonprofits the opportunity to manage their organization with one software. With D365- charities can track donations, manage volunteers and report on metrics.

Microsoft offers nonprofits a 75% discount along with access to Business Applications and other Microsoft software like Azure or Power BI. 

Advantages 

• Nonprofits can access steep grants and discounts
• Charities can take advantage of other Microsoft apps available to them
• Trainings and customer support available to nonprofits 

Disadvantages 

• Even though nonprofits can apply for grants and discounts- it can still be expensive as there are additional costs associated with integration and Business Applications 
• Complex software that takes time to learn and navigate 

My Opinion

Microsoft D365 is a powerful CRM that can help nonprofits automate functions and processes within their organization - leaving them more time to help their community. In my opinion - a D365 would be ideal for a large nonprofit versus a smaller nonprofit with minimal employees. 

D365 is a beneficial yet complex tool that can be pricey even with the discounts Microsoft offers. If your organization is not going to utilize all of D365's tools and features- it might not be worth it. As a small to medium charity a better option would be a simpler CRM that will save an smaller charity both time and money. 

Nonprofits have many online fundraising platforms to choose from - most notably Gofundme. While relatively new, Zeffy has been making waves for being the only zero-free fundraising software - covering platform, credit card, and transaction fees. 

In Use: 

Zeffy, began six years ago by two college students, Thibaut Jaurou and François de Kerret in Quebec.  Originally called SimplyK, the software re-branded in April 2022. Named after the word zephyr or “gentle breeze” - Zeffy expanded their reach into the United States celebrating not only with a new name, but a contemporary logo, color palette and typography. “As Zeffy, we become the wind propelling nonprofits towards their missions. Our goal is to be a force that empowers nonprofits at no cost,” Jaurou who is not only a co-founder but the current CTO of the platform explained. Z

The platform serves over 5,000 charities and organizations today, raising north of $100 million dollars.  Because they only rely on voluntary contributions from donors - Zeffy is truly a free online fundraising solution for charities and nonprofits in North America. Because of this - Zeffy estimates they’ve saved nonprofits over $5 million dollars that they would have otherwise lost to fees. 

Lke other fundraising solutions - Zeffy offers a variety of fundraising tools that charities can utilize. A nonprofit can create unique fundraising pages and personalized forms that they can brand with their logos and colors. These landing pages and forms can then be embedded on the nonprofit’s website or on their social media platforms - automatically sending tax receipts to those who donate.

Zeffy’s dashboard allows nonprofit organizations to see who has donated, their donation history, and upload both donor information and offline donations. 

Finally, charities can advertise, fundraise and sell tickets to fundraisers right on the website - creating registration forms and landing pages. Because it’s free - they do not have to factor in transaction fees when choosing their ticket prices. 

Technology Used:

Zeffy allows donors to pay using different methods such as credit cards, apple pay, and direct deposit - giving donors the power to pay however they’d like. By using Zeffy’s app - nonprofits can also accept payments by using their app - available on Apple Store. 

Ease of Use:

Many users find Zeffy easy to use and intuitive. Nonprofits have found that Zeffy’s customer service representatives are helpful and easy to access. 

Recap: 

Zeffy - is the only zero-fee fundraising platform enabling nonprofits to keep 100% of the money that they fundraise. The software believes that charities should keep all of the money they raise and therefore do not charge them any fees whether it’s a transaction, platform, or credit card fee. Instead, they rely on donations from donors themselves - as opposed to charging nonprofits.

The software comes with numerous solutions from custom landing pages and forms, donor management, and peer-to-peer campaigns. Nonprofits can sell tickets to events, and take multiple methods of payments including direct deposits, apple pay, and credit cards either online or using their app, available on the Apple Store. 

Advantages:

• 100% free for users
• Multiple payment methods for donors
• Easy to set up and comes with many different tools and features like donor management, registration pages, and customizable forms 

Disadvantages: 

• Zeffy’s app is only available in the US - and while coming soon is not available for android users.
• Not as robust as other competitors 

My Opinion:

Never underestimate the importance of “free” to a nonprofit. Unless you’re a huge nonprofit like Red Cross, YMCA, or Feeding America - chances are money and resources are tight and any size donation goes a long way. A Zeffy user sums it up perfectly on Capterra when she wrote, “Just hoping it won't disappear, because it's funded only by voluntary donations.”

Fundraising is essential to the survival of nonprofits, regardless of whether they are run by volunteers or employ a large workforce. Therefore, it’s important that their fundraising platform they employ is efficient and inexpensive so the funds they raise can reach their constituents. Funraise, is a digital fundraising platform that helps charities raise funds easier.

In Use:

Funraise is a “collection of nonprofit fundraising tools designed to make raising…more effortless.” Using tools such as donation pages, automation, and reporting they have helped nonprofits such as Action Against Hunger, Invisible Children, and The American Lung Association with just a click. 

Understanding that every charity has unique needs, they offer both a free option and an Enterprise subscription that starts at $2,500 per year. While the hefty fee may work for some larger nonprofit organizations - many nonprofits can benefit from the free version. Features in the free version include recurring donations, donation pages and forms, automated emails, and both the donor portal app and the Funraise app. A charity can manage their donations and supporters, while also managing ticketing and events. For $2,500 - nonprofits can add peer-to-peer fundraising, robust reporting, text engagement, and multiple integrations that aren’t available through the free version.

Technology Used:

Funraise leverages technology to build the tools within their software. Included in both the free and Enterprise versions - Funraise offers the Funraise mobile app where charities can collect payments as well as the Donor Portal App where donors can access their donor information and their giving history. If a nonprofit opts for the Enterprise subscription they also get access to Funraise’s API and all of their integrations such as, Salesforce, Hubspot, Mailchimp, Paypal and Zapier.

Ease of Use:

Many nonprofits agree that they like Funraise mainly in part to their easy-to-use dashboard and user experience. Many nonprofits take advantage of the widget button that allows them to collect donations right on their website. 

Recap:

A digital fundraising platform - Funraise has a variety of tools and features that can help charities raise funds. The platform connects such features as donation pages, email automation, and reporting to allow a nonprofit to seamlessly manage donor giving from one platform. 

The software has two different subscriptions. One is free and comes with commendable features such as donation management, subscription management and donation pages. The free version also comes with modest reporting and integration features to get a nonprofit started. The Enterprise subscription which starts at $2,500 per year adds more robust integrations and reporting along with migration services, premium support and text engagement. 

Advantages: 

• Free version with an arsenal of features 
• Donation widget that nonprofits can put on their website to collect donations with just a click 
• Recurring donations 

Disadvantages:

• Minimal reporting capabilities for the free subscription 
• Minimal integrations for the free version 
• Enterprise subscription is too expensive for the average nonprofit

My Opinion:

I’m always supportive of nonprofits that have a free version - and Funraise’s version comes with a lot of different features that can help the average charity get the most out of the fundraising platform. I think it’s unique that they offer both an internal app and an app for their donors to see their giving history within the free version. 

While it would be nice to have more integrations and reporting in the free version - I think the capabilities are robust enough that the average charity can get the most out of the features. I don’t think that a small to medium nonprofit needs to integrate Salesforce into their fundraising platform or needs extensive reporting ability.

Donately, a fundraising software was created to help nonprofits get the most out of their donation pages. By combining the ability to create unique donation pages and customize donation forms – Donately is enabling thousands of nonprofit organizations to “spend less time managing donations” and more time helping their constituents.

In Use:
Donately is simple. It’s a platform that allows charities to “Custom Build the Perfect Donation Experience” by either creating a website from scratch or embedding a donation form on their own website. The webpages and forms are fully customizable and are mobile responsive – meaning the interface looks great whether viewed on a laptop or mobile device. Using the form builder – a charity can pick and choose what information they want to collect. Donately comes with the ability to set up recurring donations and offers different payment methods such as credit card payments, ACH payments or donations through PayPal. Donors can even opt to pay the processing fees – allowing the charity to collect 100% of the donation.

While Donately is mainly known for their form builder and fundraising pages – they also have other options that charities can take advantage of. Charities can optimize the text message tool to directly text their donors; peer-to-peer fundraising to spread awareness about their campaign; and a dashboard that the nonprofit can use to track donations and run reports and analytics.

When it comes to pricing, Donately has a “Free” version (plus a 4% platform fee). Among the features of the “Free” version are; customizable forms and donation pages, recurring donations, and live chat support. If a nonprofit organization wants to take advantage of more advantaged customizations and integrations, they will have to opt for either the Starter or Team version which starts at $19 per month (and 3.5% processing fees).

Ease of Use:
Each version of Donately offers customer support. Watch videos to get started on your first donation form or take advantage of the live chat support for any immediate questions. Charities who purchase the “Teams” version are assigned a dedicated account representative.

Many customers have noted how easy it was to get started with Donately - as well as the ease of tracking and reporting on donations.

Technology Needed:
Donately is a cloud-based fundraising platform with numerous integrations available thanks to their partnership with Zapier, a platform that automates the integration of web applications. With Zapier, a nonprofit can integrate data collected through Donately with many other applications -eliminating the need for manual uploads. Some of the apps included in Donately’s Integration Marketplace are - Salesforce, Google Analytics, Hubspot, QuickBooks and Wordpress. While Zapier is not free, it does offer over 1,000 integrations with platforms like Donately.

Recap:
A fundraising platform – Donately offers nonprofits the ability to create fundraising pages and customize donation forms. Charities can choose what information to collect from donors while giving donors the ability to set up recurring payments and/or pay for the processing fees. Payments can be made by credit card, ACH payments or through PayPal.

Besides custom forms and webpages – nonprofit organizations can take advantage of peer-to-peer fundraising and reporting. On top of that – Donately partners with Zapier – allowing their customers to integrate with over 1,000 different applications.

Advantages:
• Customizable forms with the option to embed the form into a charity’s own website
• Ability to set up recurring payments and have donors cover processing fees
• Free version of the platform
• Integrations with over 1,000 applications through Zapier

Disadvantages:
• Reporting is not robust
• Customers have noted that customer support could be more attentive
• Customers would like more customizable templates for both the forms and fundraising pages

My Opinion:
Donately is a great option for nonprofit organizations who are looking to create a fundraising page or donation form. With all of the integrations that comes with a subscription to Zapier – a nonprofit shouldn’t have any issues integrating Donately with their CRM, email automation tool, or accounting platform.

While the fee for the “Teams” version can be expensive for a smaller charity – the “Free” version comes with enough features that allows a nonprofit to set up a website and start collecting donations with just a 4% processing fee.

The most common feedback from customers have been the lack of robust reporting and the customer support. If a charity is OK with the minimal support and reporting capabilities –Donately is a great option for small-to-medium nonprofits who want to start fundraising with just a few clicks.

Grantmakers bear a significant responsibility both to themselves and the communities they are dedicated to serving. Their funding possesses the transformative potential to bring about positive changes in people's lives. The underlying objective of all grantmaking organizations is to facilitate constructive change and create substantial, meaningful impacts. Achieving this goal hinges upon an essential principle: grantmakers must consider the needs of all communities they touch, avoiding favoritism towards a select few.

Nevertheless, the pursuit of an equitable grant allocation strategy poses a formidable challenge for numerous grantmaking organizations, even when driven by the noblest intentions.

Equitable grantmaking entails deliberate efforts to distribute resources fairly, recognizing historical injustices and involving marginalized communities. This approach aims for universal access to opportunities, seeking to address biases and achieve lasting impact. To ensure such equity in grantmaking, consider these essential tips:

Implement a Diverse Board

In grantmaking, representation matters on all levels, and your board is no exception. Having a board that consists of members from all walks of life, various backgrounds, and a plethora of identities will ensure your board benefits from a diverse set of perspectives. A diverse board reduces the chances of unconscious bias and brings various life experiences to the grantmaking decision making process, widening the aperture of which communities have access to your grants. Empowered with members from diverse backgrounds, your organization can make more informed and inclusive grantmaking decisions.

Learn Continuously and Look at the Data 

Not one person or organization knows everything about everything. As such, your organization and its leaders must adopt the mindset of continuous learning. This entails proactively educating yourselves on the lives of those in all the communities you serve. Whether that’s keeping your teams updated on evolving community needs, striving to understand diversity, equity, and inclusion (DEI) best practices, or staying informed about emerging trends in philanthropy, your entire organization must commit to learning on an ongoing basis. At the same time, adopting data-driven decision making will also be key in learning continuously. Assessing any evident patterns in your past grantmaking decisions, looking at which communities are underserved and which aren’t, and working to understand how such data insights will help your organization measure your true impact as well as influence future, will propel you into making more equitable grantmaking decisions. 

Rely on Nonprofit Experts and Communicate with Communities 

Collaboration with nonprofit organizations and community stakeholders is crucial to equitable grantmaking. Nonprofits often possess firsthand knowledge of their communities' needs and the challenges they face everyday. Through exercising partnerships and collaborations with nonprofits, your organization can leverage their expertise, knowledge, and experience with a variety of communities to inform your grantmaking strategy for the year or beyond. Trusting nonprofits as experts in their fields will help address any blindspots in your grantmaking decisions and inform your future ones. 

To further enhance the equity and inclusivity in your grantmaking, it’s important to keep an open line of communication with all the communities you wish to serve. Engaging in a meaningful dialogue with such communities to truly understand their needs and perspectives will help you gain trust. Communicating with communities needs to be a two-way dialogue, with an emphasis on listening—never top-down. Through these conversations and communications, your organization will learn where the needs lie and why, as well as better understanding the lived experiences of the people in these communities—enabling you to direct your funding where it’s needed most. 

The Fundraising.AI Collaborative recently launched a framework for responsible AI for fundraising. The framework was created to help organizations understand the potential of AI and how to use it responsibly. It includes a set of principles, best practices, and resources to help organizations understand the ethical implications of using AI in fundraising. The framework was created by a group of experts from the fundraising and AI fields, and is available for free on the Fundraising.AI website.

Opinion:

The Fundraising.AI Collaborative's framework for responsible AI is a great step forward in helping organizations understand the potential of AI and how to use it responsibly. However, it is important to remember that AI is still a relatively new technology and there are still many unknowns. It is important for organizations to stay up to date on the latest developments in AI and to continue to be mindful of the ethical implications of using AI in fundraising.

Read More

The Sanneh Foundation, founded by Tony Sanneh in 2003, is working to uplift communities and families through a multifaceted approach. The organization utilizes soccer as a means to bring people together and provide positive outlets for urban youth. Through programs like Kick it Back, gently used soccer gear and shoes are recycled and sent to children in Haiti and local high schools. In addition to sports programs, the Sanneh Foundation also empowers youth through mentorship, support, and nourishment. Technology plays a vital role in their work, providing children with access to educational tools and improving their chances of success in the modern world. The organization hopes to see positive legislation that supports their efforts in uplifting communities.

 Source

As the pandemic disrupted traditional programs and fundraising avenues, nonprofits began to implement digital tools to collect data. To support nonprofit leaders seeking to leverage digital data to their organizations' best advantage, Info-Tech Research Group has released its new data-backed blueprint designed specifically for nonprofits. The resource, titled Make the Case for Your Nonprofit's Data and Analytics Initiative, was designed to demonstrate the value of data for nonprofit organizations by building a use case repository as the first step in the transformation process. It is also intended to help nonprofits prioritize these use cases by determining how aligned they are to their organizations' strategies, goals, objectives, and capacity.

(Source: PR Newswire)

You can now say “Alexa make a donation to_____” and have Alexa use your Amazon pay account to make a donation up to $5,000.  Currently, this program is only available to select charities that have been invited by Amazon. However, it is likely that this program will be a hit with both donors and nonprofits, so it is something that you should have on your radar for the upcoming year. 

Another high tech trend to watch for 2020 is the rise in giving via a blockchain platform. A blockchain platform is  a public ledger relying on globally distributed historical transactions to prevent tampering and fraud. 

Blockchain was designed to offer a higher level of transparency for transactions. Many donors wish to know that their donations are going directly to the charity that they have selected for the express purpose of funding a certain project. A blockchain giving platform can give them that piece of mind. 

BitGive’s GiveTrack is an example of one such platform. BitGive shares detailed real time information about the financial and project status of the charities that they work with that are accepting donations via GiveTrack.

Global Giving is a crowdfunding platform designed to help small nonprofits raise awareness and money. Global Giving is also a nonprofit, which means it understands what nonprofits need to run a successful fundraising campaign. 

Global Giving also understands that small nonprofits don’t have a large budget, so there is no application fee to join the  Global Giving platform. There is no monthly subscription fee, however Global Givings has a 3% transaction fee along with a sliding scale support fee of 5-12% of collected donations. 

The site offers a host of training and support options for nonprofits that join the platform. There are webinars, training libraries, workshops, one on one phone consultations or site visits.  The platform has tools like gamification and incentives to increase donations. 

The platform offers all the standard fundraising campaign tools, including metrics, donor engagement, social media integration. What it also offers is opportunities to partner with large companies for matching grants, or specific giving programs with the company.

know your audience in order to determine if live streaming is right for your nonprofit. The people you want to engage through a live stream have to be savvy enough to access your video feed so that they aren’t overwhelmed or frustrated by the experience. Beyond this point, your decision should come down to value—both to the viewer and to your organization.

If your organization is exploring adding a livestream to your next event there are a few things that you should consider. First, is your event the type of event that makes for a good livestream. 

The purpose of the livestream is to generate enthusiasm and excitement from those who are unable to attend in person. The event you are live streaming has to be visually interesting enough to keep your online viewer engaged. The most successful live streams are based on events that have an element of excitement to them. Is your event a fashion show? Will there be cute animals?--you can never go wrong livestreaming cute animals.  Also, if your event includes a celebrity guest that you know people who were unable to attend in person would love to see, 

After determining if your event is right for a livestream, it’s time to consider if your intended audience is right for a livestream. If your audience is comfortable using Twitch, YouTube or social media, if you chose to livestream via Facebook than live streaming is a good idea. If your audience is not comfortable with those platforms it doesn’t mean that you can’t do a livestream it just means that you may not get a huge return from the event. 

Next, it’s time to plan your livestream events content. Think of your live stream as the modern equivalent to a charity telethon-except instead of broadcasting on TV your using the internet. A telethon doesn’t consist of a single still shot of the action and neither should your livestream. 

Create a content script. If your are doing a fashion show consider doing interviews with the models or designers (or stores that donated the fashion). Have a host roving the audience,anything to spice up the broadcast. Remember you want to keep the excitement going. 

Many livestream apps allow your organization to collect donations directly from the livestream platform, so make sure your call to action is clear. 

EveryAction wants to be everything to every nonprofit. This cloud based platform offers fundraising, advocacy, organizing and digital all in one package. 

For fundraising, you can use the platform to create a simple donation page for your website. You can also use the platform to track major gifts, pledges and other donations. And, you can run an online auction with it as well. 

Get all your advocacy done with social matching and listening which lets you monitor and track influential supporters and it has an advocacy module that makes it easy for you to turn your advocates into donors. 

Organize your supporters with the built in tools to manage your volunteers and coordinate your canvassing or phone bank events. 

The digital portion lets you build multi channel ad campaigns. The platform includes data visualization tools so you can make use of all the various data sets that your organization accumulates. 

Nonprofits can make the most out the remaining giving days in the year, reports The Nonprofit Times. 

You’ve survived Giving Tuesday – and hopefully come out of it with a nice boost of donation revenue for your nonprofit.

Read article on The Nonprofit Times

New Story, a nonprofit that focuses on using tech to build affordable housing, plans on having 50 new homes erected a Mexico community by the end of 2020. 

A giant 3D printer built two houses in an impoverished, rural part of Mexico last week, breaking ground on what will be the first 3D-printed neighborhood in the world.

Read article on Fox 2 Now

According to the Biz Tech Magazine, integrated giving is one of several technology trends that will impact nonprofits in 2020. 

Nonprofits have a lot on their plates. Charitable giving took a hit last year, declining for the first time since the Great Recession, forcing organizations to do more with less.

Read article on Biz Tech Magazine

Mobile friendly devices help contribute to the success of #GivingTuesday, reports Biz Tech Magazine.  

Black Friday, Small Business Saturday and Cyber Monday are all behind us, but the long Thanksgiving weekend isn’t over yet. Many will be digging deep into their pockets again today, but not for themselves—this time, it’s for Giving Tuesday. 

Read article on BizTech Magazine