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- Nonprofits CRM
- Who it's for
- Community foundations
Community foundations
Community foundations work with multiple local groups and funding purposes. Keep each constituent organization distinct from the opportunity that represents a particular ask. A contact’s role helps the relationship manager prepare for a committee conversation, while the opportunity owner keeps the decision date and next step current.
How Nonprofits CRM is set up for you
Use
Use constituent segments and eligibility notes to separate active partners from prospects awaiting initial review.
Use
Use funding case lines to describe program support and operating support before the proposal is sent.
Record
Record the pledge decision against the actual opportunity and retain the supporting letter with the review evidence.
Community foundations work with multiple local groups and funding purposes. Keep each constituent organization distinct from the opportunity that represents a particular ask. A contact’s role helps the relationship manager prepare for a committee conversation, while the opportunity owner keeps the decision date and next step current.
Start with one foundation relationship, its decision contact, one program ask and one open follow-up. Prepare the proposal, then rehearse qualification and the submission triggered by Qualified status before recording a pledge. Then let an independent reviewer inspect the pledge before submission, its purpose and the supporting document. Compare the decision’s source revision with the pledge before closing the opportunity. Keep the first set of records small enough for the team to inspect every link and decision. Use the Relationship Overview to find open follow-ups and evidence coverage during the first operating cycle. Review expected close dates with the opportunity owner, then check pledge status separately from the opportunity outcome.
Check the next contact date with the relationship owner after each funder conversation, and keep the opportunity outcome distinct from any pledge decision.
At the first review, compare the proposed purpose with the foundation contact’s last recorded response and update the next step while that discussion is fresh.
Features to start with
Roles on the team
- Development Director
- Owns funding priorities and reviews the opportunity pipeline and outcomes.
- Relationship Manager
- Owns constituent contact and advances assigned funding opportunities.
- Proposal Coordinator
- Prepares the funding case and submission activity for a qualified opportunity.
- Independent Reviewer
- Decides a submitted pledge and documents the reason separately from preparation.
Set up Nonprofits CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.