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- Nonprofits CRM
- Who it's for
- Program funders
Program funders
Program funders need to understand the intended use of their support. The funding case can name the funding item, quantity, unit amount and funding type, with a link to a maintained program where one applies. Keep those line items with the opportunity so the development director can compare the planned ask with the expected value and the later pledge purpose.
How Nonprofits CRM is set up for you
Maintain
Maintain funding programs with active state and a category that reflects the work being funded.
Use
Use case lines to separate program funding from operating support or in-kind support.
Keep
Keep documents referenced from the opportunity or pledge so the reviewer can find the right version.
Program funders need to understand the intended use of their support. The funding case can name the funding item, quantity, unit amount and funding type, with a link to a maintained program where one applies. Keep those line items with the opportunity so the development director can compare the planned ask with the expected value and the later pledge purpose.
Start with a single active program, one prospective constituent and one opportunity. Add case lines for the program ask and an operating-support component, then rehearse qualification and the proposal step triggered by Qualified status. Record a pledge tied to the same opportunity and have a different reviewer inspect the purpose, amount and attachment before submission, then check the decision record. 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.
Before the next proposal revision, compare the case-line purpose and amount with the pledge purpose the reviewer will eventually assess.
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.
- Pledge Coordinator
- Records pledges and keeps their purpose and supporting material together.
Set up Nonprofits CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.