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The Benefits of CRM to Capital Campaigns

A successful capital campaign can offer many benefits, both to a charity and to those it helps. The goal of the capital campaign is to generate as much money as possible in as short a time and from the fewest resources as possible. The object of the funds is usually a major asset, such as a new building, outreach project or charitable service.

Once the decision has been made to create a capital campaign, the work begins. From planning to the time your charity’s thank you notes are sent, your organisation will be involved with several phases that will require much in the way of time, effort and care if the end goal is to be achieved.

A charity can encounter many challenges during the development of their capital campaign. Thankfully, there are a number of tools which can be used to make the creation of capital campaigns far easier. One of the most powerful of these is charity CRM software.

CRM Streamlines Capital Campaigns

The tools contained within a CRM solution can help you from the planning to implementation stage of your capital campaign. Whether you need an easier means of identifying and soliciting previous donors or require a way to attract and engage new ones, CRM is capable of making even the most complex and lengthy capital campaigns incredibly easy to manage.

Donors, Prospects and Leaders

The search for qualified donors can be undertaken with CRM, which can screen donors via past amounts contributed, as well as previous charities they’ve contributed to. Demographics can also be imported into the software to provide staff with a complete donor picture. This information can also alert you to anyone who may have the potential to become a leader of your campaign.

Charity CRM software can allow for personalised donor communications that come directly from you and get to the heart of what your charity is about. Once the connection is made, the software can be used to maintain that connection via the delivery of regular email newsletters.

Campaign Activity Management

The benefits of using CRM software also extend to all activities related to your capital campaign. You can input all information related to proposals, and check their status whenever needed. A calendar function can be the ideal solution for professionals who need to be able to track their appointments from a central location.

Pledges and contributions can be set up and tracked, and reminders sent so that donations are made as promised. You can also use the software to increase convenience for donors by allowing for automated electronic payments to be made.

Donor records can be updated when needed with important electronic documents, and categorised according to any number of criteria including frequency of donations and motivation.

Detailed information about campaign budget can be recorded in the software, from which detailed reports can be generated. These reports can be used to show donors how their contribution will impact your project.

Relationships, Schemes and Updates

Because charity CRM software holds so much donor information, charities are much better able to see the relationships between seasoned and major supporters. The software also makes it possible to create a scheme for your supporters which provides them with benefits for contributing that have been targeted to their preferences. You can also use CRM to keep donors informed of the progress of your campaign.

The launch of every capital campaign will mark a time of change for your charity, and CRM software can ensure that all of the changes associated with your campaign are managed seamlessly.