crm non-profitorganisaties

This post was written by David Jiménez

For many people, the last month of the year is a month of looking back on the past year, looking ahead to the coming year and finally also a month of reflection. A month from which you as a non-profit organization must also benefit as much as possible. On the one hand to achieve your (financial) objective of the year, or rather: to surpass it. On the other hand for recruiting new donors and volunteers for the new year to come. And this is why a CRM can support you in achieving these goals as a non-profit organization.

People are central within non-profit organizations, just like there are in a CRM

It needs no further explanation, the non-profit sector revolves around people. You cannot carry out your activities and achieve your goals without volunteers. You cannot finance your mission without donors. It is precisely for these reasons above that CRM necessary. However, we realize that this also means that you really need to think twice before making such a large investment.

Volunteers must be “scheduled” as efficiently as possible

Unlike a commercial company, a non-profit organization is not based on a profit motive. The driving force is “voluntary”. Volunteers who ensure that the organization keeps running are hard to find today. The effort that must be made is greater than the pay, even though travel and other expenses and even reimbursement are perfectly possible in most countries (without having to pay tax). And let’s be clear: these volunteers don’t do it for the money of course. It is then important to find these volunteers, to follow them up, to keep them satisfied and to keep them deployable as efficiently as possible. After all, being a voluntary means that you are dependent on their availability. CRM centralizes their data, but also their availability, which expertise they have, where they are located and which campaigns they have already participated in. Thanks to the project module in a CRM, they can therefore be planned in the most efficient way and role.

IInform your donors about what is being done with their contribution

No money, no functioning, so fundraising must be done. We mean people or companies who voluntarily want to support your non-profit organization. This is what you need to know:

  1. Who is your target group is (who has sympathy for what you stand for)?
  2. Which of this target group has sufficient capital to make a financial contribution?
  3. Who, from the target group, can become volunteers or ambassadors?

You do not want to appear as a “begging organization” so it is very important to map out your donors as well as possible. A donor who makes a “one-shot” donation during a fundraising event is a totally different donor who pays 10 euros a month. The expectations are different, but so is the effort you have to make to keep the donor happy. You do not want to bother a relatively small donor with fundraising campaigns where large amounts are expected to be put on the table. Conversely, a large donor is not waiting for a monthly newsletter with “in the margin” news but wants to gain insight into the projects and the results.

Thanks to the reporting functionality in a CRM, you are in a position to give all your donors a customized overview of all completed projects and the costs that this has entailed. In addition, you can put together the right profiles through queries so that you always approach the right target group for every fundraising campaign. As a non-profit organization, CRM is indispensable!

Map the processes

We are well aware that a CRM for a non-profit organization is a serious investment that, despite the long-term ROI, must first be financed with money from the donors. This is why it is extremely important to first map the processes. After all, every non-profit organization has a different objective and a different effect, so there is no “out of the box” CRM that is suitable for this. To help you map the processes, you could ask yourself the following questions:

  1. What goals do we have in mind as a non-profit organization? (Local projects? International projects? Supporting other projects?)
  2. How do we want to achieve those goals? (Active participation with volunteers? Only money collection? Combination of the two?)
  3. Who are our stakeholders? (Companies? Private? Volunteers? Other organizations?)
  4. What are the expectations of these stakeholders? (Frequent reporting? Planning of projects? Being able to set up campaigns?)
  5. Where does our scope lie in the future? (Expand and grow? Work with departments? Go international?)

These five specific questions will help you gain a better understanding of the needs of the non-profit organization and choose the right CRM. It is actually obvious that this is a flexible CRM solution where you can choose the modules that are only relevant to you. Preferably a CRM supplier who has already developed their solution with this knowledge.

Sow first, then harvest

As a non-profit organization, you know better than anyone that what you do does not produce results from day-to-day. For example, if you aim to rebuild a village after a natural disaster, you know that this is not completed the next day. The same applies to CRM. The investment you make today does not pay off tomorrow, but it does pay off in the long run in more volunteers who are deployed efficiently and more donors who feel that they are contributing to what they have donated thanks to your transparent reporting. In the long term, isn’t that what your organization stands for?

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