7 Ways to Get More from Your GivingFuel CRM

Here at GivingFuel, we're always looking for new ways to support nonprofits in their fundraising efforts. That's why we've continued expanding our CRM with powerful tools to help organizations organize supporters, automate communication, and build stronger donor relationships.

Here are seven ways to get even more from your GivingFuel CRM.

1. Keep Every Donor Organized

Your GivingFuel CRM is more than a donor list. Every supporter has a complete profile that helps you build stronger relationships, track engagement, and deliver more personalized stewardship.

From each contact profile, you can:

• View donation history, recurring gifts, and payment methods.
• Update contact information and donor records.
• Log interactions and internal notes.
• Create and assign follow-up tasks.
• Organize supporters with tags for easier segmentation.

Everything your team needs to understand and steward each donor lives in one place, from first gift to lifelong supporter.

2. Find the Right Donor in Seconds

As your donor database grows, finding the right supporters should be effortless. GivingFuel's Tags and Dynamic Search help you organize contacts and quickly build targeted donor segments for fundraising and stewardship.

Use Tags and Dynamic Search to:

• Group donors by campaigns, interests, volunteer status, donation amounts, or custom tags.
• Find supporters based on donation history, recurring giving, contact details, tags, and more.
• Create targeted donor lists in just a few clicks.
• Deliver more personalized outreach to the right supporters.

Whether you're thanking major donors, reaching out to recurring givers, or reconnecting with lapsed supporters, GivingFuel helps you find exactly who you need, without the manual work.

3. Merge Duplicate Contacts

Duplicate donor records happen, whether from multiple donation methods, returning supporters, or simple data entry mistakes. Merge Contacts makes it easy to clean up your GivingFuel CRM while preserving valuable donor information.

With Merge Contacts, you can:

• Preview both records before merging.
• Compare donor information side by side.
• Combine duplicate records into one complete donor profile.
• Keep your CRM clean without losing donation history or contact details.

A clean CRM means fewer duplicate communications, better donor insights, and more accurate records.

4. Record Every Donation in One Place

Not every donation happens online. Whether a supporter gives by check, cash, or another offline method, Manual Entry helps you keep your donor records complete and your fundraising data accurate.

Use Manual Entry to:

• Record offline donations, including cash, checks, ACH, and other gift types.
• Add new donors or record gifts for existing supporters.
• Capture matching gifts, pledges, and other contributions.
• Keep donor records, giving history, and reporting up to date.

By tracking every gift in GivingFuel, you'll have a complete picture of your fundraising efforts and every donor relationship.

5. Keep Your Mission Top of Mind

Building lasting donor relationships takes more than a thank-you email. With GivingFuel's communication tools, you can send targeted email and text message blasts or create automated email drip campaigns that keep supporters engaged long after their first donation.

With Email Blasts, Text Message Blasts, and Drip Campaigns, you can:

• Send targeted campaigns for year-end giving, matching gifts, and other fundraising initiatives.
• Share newsletters, impact stories, event invitations, volunteer opportunities, and organization updates.
• Build automated email sequences to welcome, thank, and re-engage donors.
• Personalize and schedule communications to reach supporters at the right time.

Whether you're launching a major campaign or nurturing donor relationships year-round, GivingFuel helps you stay connected through the right channel at the right time.

6. Automate Every Thank You

The moments after a donation matter most. With Dynamic Emails and Dynamic Text Messages, GivingFuel automatically sends personalized follow-up messages based on how, when, or what someone gives, creating a better donor experience without extra work.

Dynamic Emails and Dynamic Text Messages make it easy to:

• Automatically send personalized thank-you emails and text messages after every donation.
• Customize messages based on donation amount, campaign, fund, or designation.
• Share next steps, impact updates, event information, and other ways supporters can get involved.
• Deliver timely, personalized communication without additional work.

Whether you're thanking a first-time donor, recognizing a major gift, or welcoming a recurring supporter, GivingFuel helps you send the right message at the right time.

7. Recover More Donations with Winback Emails

Not every donor completes their gift the first time. Winback Emails automatically reconnect with supporters who begin a donation but leave before finishing, giving them a simple way to return and complete their gift.

Automatically recover more donations by:

• Automatically reminding donors who abandon a donation.
• Creating personalized follow-up emails with custom timing and messaging.
• Encouraging supporters to return before a campaign or fundraising deadline.
• Recovering more donations without manual follow-up.

Every recovered donation is a second chance to connect with a supporter who already intended to give.

We've covered a lot, but these are just some of the ways GivingFuel's CRM can help you build stronger donor relationships, save time, and raise more for your mission.

If you'd like help identifying which tools make the biggest impact for your organization, schedule a free GivingFuel Customer Refresh with one of our team members. We'll review your account, answer your questions, share best practices, and help you get the most out of the CRM features already included in GivingFuel.

We'd love the opportunity to help you put these tools to work.

— Eric & the GivingFuel Team