Updated Articles

  1.  Fundraiser Signup Walkthrough

    This video will showcase the process for volunteers to sign up to become fundraisers for a Crowdfunding and Peer-to-Peer Fundraising campaign. If you wish to share this video with your fundraisers you can use this link:  https://vimeo.co...
  2.  #GivingTuesday Kit

    #GivingTuesday is December 3, 2024 Need help with your #GivingTuesday campaign? The GiveSmart Fundraise #GivingTuesday Kit provides information to plan and develop your campaign. Download the Workbook to get you started. Watch the classes for...
  3.  Year-End Giving Toolkit

    Need help with your Year-End Giving campaign? The GiveSmart Fundraise Year End Giving Toolkit provides information to plan and develop your campaign. Download documents, watch the classes for inspiration and examples of the strategies in action. Gra...
  4. CRM: Communications Email Campaign

    Donor CRM has the ability to create email campaigns for marketing communications allowing you to send custom messages to segmented groups of contacts.   NOTE : To send a gift or pledge thank you , pledge reminder or year-end letter, use t...
  5. CRM: Send Year End Letters

    It's the end of the calendar year, your fiscal year, or both, and it is time to send year end thank you notes to all your supporters for the year. While you can send regular Thank You notes using the Send Gift Thank Yous as outlined here , we h...
  6. CRM: How to Thank Donors

    Watch this video to thank your donors with emails, physical mail, and more through the GiveSmart Donor CRM system. NOTE : To send a Gift or Pledge Thank You, select Communications from the left navigation, as these features have moved to a new ...
  7. CRM: Tribute Gifts

    Create in honor or in memory gifts within GiveSmart Donor CRM.  Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to step 2 of the gift entry proces...
  8. CRM: Households & Groups

    Create a Household or Group within GiveSmart Donor CRM to view relationship metrics between individual contacts.   Our Services Team can help you create a strategy on how to best utilize this feature.  Learn more about our service offeri...
  9.  Analytics and Reporting Training

    The GiveSmart Fundraise Intermediate series of training sessions build on the Fundamentals with four additional sessions/topics, so you can make the most out of your GiveSmart Fundraise account. For more on the recordings, click here . To learn mo...
  10. Security Reminders

    Our short code provider prohibits sending any content that is illegal, harmful, unwanted, inappropriate, objectionable, confirmed to be criminal misinformation, or otherwise poses a threat to the public, even if the content is permissible by law.&nb...