What is a Nonprofit CRM?
A nonprofit CRM is a software tool designed to help organizations grow relationships with donors, volunteers, members, staff, and other key stakeholders.
This tool is a centralized database to collect, store, and analyze valuable information about supporters and how they engage with a nonprofit.
Many CRMs go beyond traditional database management, too, by providing advanced functionalities. This might include marketing and communication tools, fundraising campaign tracking, reporting, event management software, and more.
Overall, a well-implemented CRM empowers organizations to operate efficiently, maximize fundraising potential, and build lasting relationships with supporters.
If you want to maximize your organization’s fundraising potential, matching gift capabilities are a must. Thus, watch for a fundraising database that integrates seamlessly with matching gift software like 360MatchPro.
What To Know Before Buying A CRM
Selecting the best CRM for your nonprofit is similar to planning a journey before choosing the appropriate vehicle. Just as you wouldn’t select a sports car for a cross-country family road trip or a minivan for a solo speed race, a CRM must carefully align with the specific route and destination of your nonprofit’s processes and goals.
Before embarking on this journey, map out your organization’s path by answering questions such as:
- What are your key goals?
- Do you need a CRM equipped for complex donor management needs or only basic CRM functionalities?
- How many users from your organization will need access to your CRM?
- How many constituent records will you have and what types of data do you want to store?
Answering these questions will help you select a CRM that is perfect for your current journey and can also adapt to future paths. Careful consideration of your nonprofit’s goals and needs will help you choose a vehicle to drive you toward your destination.
Key Nonprofit CRM Features to Prioritize
Before requesting demos, you should understand essential nonprofit CRM features. This will ensure your system aligns with your organization’s specific needs, so you can choose one that optimizes your budget, enhances operational efficiency, and can scale alongside your organization. Not to mention, the right system will also contribute to higher adoption rates among staff. Now, let’s explore several standard features.
Supporter Profiles
This is the most basic function of a nonprofit CRM. Ensure you can track and manage constituent information, enabling personalized communication and stronger relationships. For example, you’ll want to be able to store:
- Names
- Contact information
- Preferred communication methods
- Engagement history (e.g., past donation amounts, donation dates, event attendance)
- Personal and business connections
Your database should be able to store this information for donors, volunteers, advocates, corporate sponsors, and anyone else you work with.
Payment Processing
Some CRMs offer built-in payment processors, so you can securely process donations and other financial transactions without an additional system. This feature streamlines the donation process, reduces administrative overhead, enables immediate recording of financial data, and improves the donor experience.
Event Management
Some nonprofit CRMs come equipped with event management tools. That way, you can organize and manage events from start to finish. If this is a must-have feature, be sure your CRM can handle registration, ticketing, attendee tracking, and post-event analysis.
Fundraising Campaign Management
Within your nonprofit CRM, you may be able to facilitate campaign planning, execution, and monitoring. This could include tracking donations, engaging in major gift fundraising, setting goals, and analyzing performance.
Know that 46% of nonprofits use a CRM distinct from their fundraising software, while 54% use an all-in-one CRM and fundraising platform. Overall, whether you choose an all-in-one system or one that strictly offers donor management depends on your nonprofit’s needs.
Marketing Tools
Many CRMs include marketing tools for email marketing, social media integration, and targeted communication campaigns. When a CRM makes it easy to segment supporters, you can send relevant and personalized appeals, enhancing outreach and engagement strategies.
Data Security and Compliance
Nonprofit CRMs handle sensitive data, like contact information. Ensure your CRM offers robust data security measures and compliance with data protection regulations. That way, you can safeguard sensitive donor and organizational information.
Reporting and Analytics
Think of all the data nonprofit CRMs store—you’ll need the ability to report on and analyze this data. In turn, you’ll have a comprehensive overview of performance, whether you want to analyze donor behavior (frequency, amount, and geographic concentration of donations) or organizational growth (increase in membership and a breakdown of revenue versus expenses).
Choose a CRM that offers out-of-the-box reports and dashboards so you’re always on top of your data and maximizing operational efficiency.
Integrations
Chances are, your nonprofit’s toolkit is filled with helpful software. Ensure a cohesive, efficient workflow by prioritizing nonprofit CRMs that integrate with other tools, such as accounting software, payment gateways, and fundraising software. For example, our matching gift platform offers several integrations with leading CRMs, empowering nonprofits to cultivate relationships with match-eligible donors and drive more revenue via corporate giving.
How Can 360MatchPro Enhance Your Nonprofit CRM’s Functionality?
360MatchPro by Double the Donation is the industry-leading provider of matching gift automation software, driving matching gift success for thousands of nonprofits and educational institutions across the globe.
With robust features and widespread integrations (including many leading nonprofit CRMs, donation tools, and peer-to-peer fundraising platforms), maximizing matching gift revenue with the help of this platform is a piece of cake. From the screening and identification of match-eligible donations across your fundraising, automated and personalized matching gift reminders, detailed match tracking from start to finish, and actionable insights for suggested next steps, the resulting matching gift experience is innovative, intuitive, and impactful.
Double the Donation prides itself on a quick and easy setup process with its integration partners, meaning you can be up and running with matching gifts in no time.
All it takes to get started is a simple connection with one of the powerful CRMs below.
Top Nonprofit CRMs with 360MatchPro Integrations
Allegiance Group
Nonprofit CRM + Matching Gifts Overview
Allegiance Group offers a donor management CRM focusing on nonprofit radio, television stations, and other public media organizations. To make the most of its fundraising efforts, Allegiance Fundraising Constituent Relationship Management (CRM) software amplifies donor relations and fundraising impact through a turnkey integration with the industry-leading provider of matching gift technology, Double the Donation.
With Double the Donation’s 360MatchPro connected to your nonprofit CRM, you can ensure donation records flow seamlessly into 360MatchPro to identify eligible donors, follow up with potential matches, and drive more matching gift funding to your organization.
Or visit https://teamallegiance.com/.
Blackbaud
Nonprofit CRM + Matching Gifts Overview
Blackbaud is one of the largest nonprofit fundraising technology providers—and three of its CRMs have graced our list of top recommendations.
Raiser’s Edge NXT (RE NXT) is a cloud-based fundraising software and CRM, Blackbaud CRM (BBCRM) offers a more advanced solution for enterprise-level organizations, and Blackbaud Altru is a specialized CRM and ticketing solution tailored to arts and cultural organizations.
All three solutions prioritize matching gift functionality by integrating with 360MatchPro to automate the corporate fundraising process.
When organizations leverage these tools, they can incorporate donor screening to identify match-eligible supporters automatically. From there, donors will receive post-donation messaging reminding them to request a match and guiding them through the process.
Or visit https://www.blackbaud.com/.
Bloomerang
Nonprofit CRM + Matching Gifts Overview
Bloomerang’s world-class nonprofit CRM was designed by fundraisers, for fundraisers. With Bloomerang, nonprofits can access tools built to recruit new donors and retain them for the long term. This includes a comprehensive and interactive supporter dashboard, wealth screening insights, an engagement meter, and donor segmentation.
Bloomerang also partnered with Qgiv to empower nonprofits with effective fundraising tools to grow and manage online campaigns. Donors can check their matching gift eligibility directly from Qgiv’s online donation forms, creating a convenient process for supporters to drive even greater impact with their gifts.
This user-friendly platform integrates with 360MatchPro to enable individual donations logged in Bloomerang to seamlessly flow into 360MatchPro. The integration was built to exclude donations made by organizations, ensuring you can just track match-eligible individual donors.
Or visit https://bloomerang.co/.
Bonterra
Nonprofit CRM + Matching Gifts Overview
Formerly known as EveryAction, Bonterra is a growing family of nonprofit fundraising software brands. With multiple innovative donor management offerings, Bonterra is an engagement platform built to help nonprofits optimize their campaigns, outreach, and overall fundraising strategy.
Bonterra offers a technical integration with 360MatchPro by Double the Donation to equip its users with innovative matching gift solutions. This partnership streamlines the process of promoting matching gift opportunities to donors by automatically providing detailed information about employers’ matching gift programs and following up to remind eligible donors to request company matches.
Bonterra also offers a technical integration with 360MatchPro by Double the Donation in order to equip its users with innovative matching gift solutions. This partnership streamlines the process of promoting matching gift opportunities to donors by automatically providing detailed information about their employers’ matching gift programs and following up to remind eligible donors to request company matches.
Or visit https://www.bonterratech.com/.
CharityEngine
Nonprofit CRM + Matching Gifts Overview
CharityEngine is another top fundraising CRM built to help nonprofits enhance relationships through donor management and strategic fundraising tools. That includes matching gifts!
CharityEngine emphasizes the power of matching gifts and streamlines the process for its users. By integrating with Double the Donation’s matching gift automation tools, users can connect their CharityEngine CRM to 360MatchPro for seamless matching gift fundraising efforts.
As donors give to the nonprofit, their information flows from the CharityEngine CRM into 360MatchPro. The 360MatchPro platform then identifies match-eligible donors and triggers automated outreach to drive match requests and secure more funding for the organization.
Or visit https://charityengine.net/.
DonorDirect
Nonprofit CRM + Matching Gifts Overview
DonorDirect by Ministry Brands is a nonprofit CRM provider explicitly designed for faith-based fundraisers to save time and enhance donor relations. For them, this includes matching gifts.
Luckily, the DonorDirect CRM solution (Studio Enterprise for large organizations and Studio Essentials for smaller ones) offers extensive matching gift fundraising capabilities through a seamless partnership with Double the Donation. As a result, donor data flows into 360MatchPro from the fundraising database, automatically identifies match-eligible records, and triggers company-specific matching gift follow-ups.
Or visit https://www.donordirect.com/.
DonorDock
Nonprofit CRM + Matching Gifts Overview
DonorDock understands the vitality of matching gifts, so they offer a technical integration between their nonprofit CRM and industry-leading matching gift platform 360MatchPro.
Double the Donation’s automation software allows organizations to promote matching gifts, trigger customized follow-ups, and track corporate revenue. Plus, the integration allows users to store individuals’ matching gift information within the DonorDock platform for easy access and tailored engagement opportunities.
Or visit https://www.donordock.com/.
DonorPerfect
Nonprofit CRM + Matching Gifts Overview
DonorPerfect is a comprehensive, integration-friendly nonprofit CRM that allows nonprofits to make the most of their fundraising efforts—including corporate matching gift opportunities.
After all, a nonprofit CRM with matching gift functionality ensures matching gift prospects won’t slip through the cracks. That’s why DonorPerfect partners with Double the Donation.
Through this technical integration, DonorPerfect CRM clients can quickly boost matching gift revenue by automating efforts at multiple touchpoints throughout the giving process.
Or visit https://www.donorperfect.com/.
Ellucian CRM Advance
Nonprofit CRM + Matching Gifts Overview
Looking to raise even more money for your institution? Ellucian CRM Advance is a higher-ed CRM that can help you do just that through its technical integration with Double the Donation.
By leveraging Double the Donation’s matching gift automation tool, Ellucian CRM Advance users can promote matching gift opportunities and leverage this often underutilized source of corporate funding. This solution allows nonprofits to trigger tailored, personalized outreach with company-specific insights—all without your fundraising team having to lift a finger!
Or visit https://www.ellucian.com/.
Fundly
Nonprofit CRM + Matching Gifts Overview
Fundly by Lumaverse is a fundraising platform with a dedicated nonprofit CRM (Fundly CRM) to manage donor data.
Fundly CRM integrates fully with our matching gift software for seamless corporate giving processes. With this functionality, Fundly clients receive tools to boost matching gift revenue through strategic donor relations and automated communications.
When supporters give, 360MatchPro will screen their data to identify match-eligible donors, trigger follow-up outreach, and drive matches to completion over time.
Or visit https://fundly.com/.
Fundmetric
Nonprofit CRM + Matching Gifts Overview
Fundmetric understands that nonprofits should have easy access to the tools that make matching gifts easy. That’s why this donor management platform integrates seamlessly with Double the Donation’s matching gift automation solution, 360MatchPro.
Thanks to this innovative partnership, donation records flow seamlessly from Fundmetric CRM into 360MatchPro to identify match-eligible donors, trigger personalized follow-ups, and drive more matches to completion.
Or visit https://www.fundmetric.com/.
Giveffect
Nonprofit CRM + Matching Gifts Overview
Giveffect is a nonprofit CRM that helps organizations manage donor relationships, track contributions, and enhance fundraising efforts. With the 360MatchPro and Giveffect integration, your organization can level up its fundraising with corporate gift matching.
After a donor contributes, their gift record flows from Giveffect to 360MatchPro. Then, they receive actionable next steps to complete the matching gift process directly within their inbox!
With automated, customizable matching gift outreach, 360MatchPro can connect donors to their matching gift application with just one click—meaning more completed matches for your organization.
Or visit https://www.giveffect.com/.
GiveSmart
Nonprofit CRM + Matching Gifts Overview
GiveSmart by Community Brands is a nonprofit CRM designed to help organizations save time and raise money with simple, accessible tools. One key functionality is its complete matching gift integration.
Knowing the potential of corporate matching opportunities, GiveSmart prioritizes matching gifts among their CRM functions by working with Double the Donation. This technical partnership allows nonprofit users to incorporate matching gift outreach within their typical supporter relations strategies, resulting in increased engagement and revenue.
Or visit https://www.givesmart.com/.
Keela
Nonprofit CRM + Matching Gifts Overview
Using Keela’s nonprofit CRM, organizations can effectively track donor engagement and nurture long-term connections. One standout feature is its seamless integration with Double the Donation’s matching gift automation tool!
Once the two systems are synced, new donation records flow from Keela into 360MatchPro’s matching gift database. From there, donors will be prompted to use Double the Donation’s software to determine their match eligibility and provided with guidelines and next steps. A data-driven approach to corporate giving powered by your CRM and matching gift tool goes a long way.
Or visit https://www.keela.co/home.
Microsoft
Nonprofit CRM + Matching Gifts Overview
As one of the leading technology companies in the for-profit and nonprofit spaces, Microsoft offers a nonprofit-specific donor management system by layering the Dynamics 365 Nonprofit Accelerator on top of its Microsoft Dynamics 365 CRM.
For organizations looking to elevate their fundraising efforts with corporate matching gift opportunities, Microsoft provides an easy integration with 360MatchPro by Double the Donation. This partnership empowers clients with powerful matching gift automation solutions, equipping users to raise more matching gift revenue while saving their staff’s time.
Or visit https://www.microsoft.com/.
Neon CRM
Nonprofit CRM + Matching Gifts Overview
Neon CRM is a comprehensive donor management system in the Neon One family. Integrating with 360MatchPro by Double the Donation, the two solutions work together to provide nonprofits with powerful data-driven matching gift fundraising success.
Here’s how it works: when donors give to an organization that uses Neon CRM, the data flows seamlessly from the donor management system into Double the Donation’s comprehensive matching gift automation platform.
Next, donations are screened for match eligibility, triggering personalized outreach. Donors receiving company-specific gift-matching next steps are more likely to request a match from their employer, resulting in additional funds for the nonprofit.
Or visit https://neonone.com/.
Salesforce
Nonprofit CRM + Matching Gifts Overview
Salesforce.org, the mission-focused branch of Salesforce Inc., offers a donor management solution to empower nonprofit and higher education institutions with smart fundraising tools.
By partnering with Double the Donation, which is available on the AppExchange, Salesforce offers users access to best-in-class matching gift capabilities. When you activate 360MatchPro alongside your Salesforce CRM, you can easily automate matching gifts and uncover opportunities—all without lifting a finger.
Or visit https://www.salesforce.org/.
Slate by Technolutions
Nonprofit CRM + Matching Gifts Overview
Slate by Technolutions is a higher education CRM with advancement tools designed for schools to enhance their fundraising efforts. Technolutions also empowers its clients to maximize matching gift opportunities by integrating with our leading matching gift software.
By connecting your Slate database to your 360MatchPro platform, you can identify more match-eligible donors, drive those matches to completion with automated outreach, and receive more revenue for your organization through workplace giving.
Or visit https://technolutions.com/.
UC Innovation
Nonprofit CRM + Matching Gifts Overview
As a higher-ed CRM solution, UC Innovation’s ascend is a smart donor management system built on the Salesforce platform.
One key feature this nonprofit CRM offers is native integration with the leading provider of matching gift technology—360MatchPro. By linking the two platforms, organizations can follow up on each match opportunity, driving more corporate revenue and ensuring prospective matches don’t slip through the cracks.
Or visit https://www.ucinnovation.com/s/.
Virtuous CRM
Nonprofit CRM + Matching Gifts Overview
Virtuous CRM is donor management software built to help organizations maximize supporter data. The software company behind the CRM understands the value of corporate matching gifts.
Thus, Double the Donation integrates with Virtuous CRM for powerful matching gift fundraising purposes, while the two software systems allow nonprofit team members to save time, money, and effort.
By automating the matching gift process with Double the Donation’s 360MatchPro and Virtuous CRM, organizations can configure customizable outreach that informs and reminds donors to request matching gifts from their employers. The system even provides company-specific guidelines and instructions to each supporter!
Or visit https://virtuous.org/.
Additional Resources
We’ve covered the top CRMs with seamless 360MatchPro integrations above. But what other elements should you look for in a new donor management system?
Read our ultimate CRM software buyer’s guide to learn more about the benefits and features to consider. Plus, uncover helpful insights on how to purchase the perfect platform for your needs.
Keeping your matching gift donors engaged with your cause and driving matching gift retention year after year is vital for sustainable nonprofit fundraising.
Learn valuable strategies to keep your donors giving and matching time and time again, build long-term relationships, and create a network of supporters passionate about your mission.
Learn more about matching gifts and smart corporate fundraising strategies with Double the Donation’s recommended educational resources.
Explore webinars, blog posts, downloadable resources, and our online Matching Gift Academy to grow your knowledge with valuable insights and help your nonprofit unlock the full potential of corporate giving.