Donor CRM

Articles

GiveSmart Donor CRM Overview
Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM . We will be updating the information as soon as we can to better reflect the current application. Watch this video to learn the basics of what your GiveSm...
Donor CRM Glossary
Activities A historical recording of completed or to-be-completed tasks associated with a specific contact Examples: A phone call scheduled for User A to call Donor B next week, an email that went out to Donor C a month ago, a meeting in...
Donor CRM Frequently Asked Questions (FAQ)
General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donatio...
Add a New Contact Record
Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to learn how to add a new contact to your G...
Add a New Gift
Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to learn how to add/document a new gift in ...
Add a New Pledge
Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to add a pledge to a donor's record in ...
How to thank donors
Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to thank your donors with emails, physical ...
Donor CRM File Import
For organizations using GiveSmart Donor CRM to manage their donors, this guide will walk you through the process of importing your donor data to the donor management platform.   Donor CRM has the ability to import contact/donor records, incl...