Unlock Nonprofit Growth with CRM Automation

Discover the power of CRM automation in transforming nonprofits, where nurturing enduring relationships with donors and streamlining operations are pivotal for sustained support. Explore how personalized donor journeys and efficient moves management—enabled by cutting-edge technology—can enhance community engagement and amplify the impact of your organization.

As a teenager, I accompanied my grandmother, Mary Kocot, on several volunteer trips to The Family Pantry of Cape Cod in Harwich, MA. That was my first introduction to the world of nonprofit volunteerism and philanthropy. 

My grandmother dedicated nearly two decades of her life to volunteering at the pantry and other local nonprofit organizations before her passing in 2019. Her dedication served as a profound inspiration for me to become more actively involved in nonprofits in and around New York City, particularly the food pantry associated with my local church. 

This experience undeniably played a pivotal role in shaping my commitment to nonprofit fundraising as it stands today. 

At Hudson Ferris, a fundraising consultancy based in NYC, I took the lead on a stewardship project alongside our former client, Feeding Westchester, where our goal was to steward a subset of donors and provide them with engagement opportunities, like a tour of their Distribution Center in Elmsford, NY. 

Having had the opportunity to witness the inner workings of food banks and food pantries in multiple states, I am acutely aware of the challenges they face in not only tracking but also nurturing enduring relationships with donors, volunteers, and board members. Over decades of service, they accumulate a wealth of contact records from individuals making monthly donations, contributors donating in-kind materials, and volunteers, like my grandmother, dedicating their free time to support in whatever way they can.

The implementation of a CRM with automation natively built in can provide invaluable assistance to food banks and food pantries. They can effectively manage their crucial contacts and enable them to construct donor journeys, simplify moves management, and incorporate pre-designed workflow templates.

Building Donor Journeys

Donor journeys serve as the roadmap to cultivate and sustain long-term relationships with supporters and dedicated volunteers. The automation of donor journeys, based on donor interactions and preferences, can be incredibly valuable. Marketing automation empowers you to craft customized communication paths for different donor segments.

Whether it’s first-time supporters, monthly sustainers, or major donors—each can have their unique journey. This personalization showcases your appreciation and underscores your understanding of their support, which can help boost donor retention and engagement.

With automation, Development teams at food banks can streamline their operations work, nurture relationships effectively, and execute campaigns with ease. This not only saves time but also strengthens the bond between food banks and their invaluable donors.

Download the Donor Journey Guidebook to learn more about creating personalized journeys for your supporters.

Simplifying Moves Management with CRM Automation

Moves management stands as a vital strategy for nurturing and upgrading donors over time. It encompasses a series of steps that guide donors from their initial interaction to becoming significant contributors.

Automating moves management within your nonprofit CRM allows your Development team to seamlessly track and manage donor and volunteer touch points. You can set alerts for specific actions or milestones, like inviting a donor to visit your distribution center, ensuring that no opportunity to engage with donors goes unnoticed.

This systematic approach can result in more substantial donations and increased support for your food bank’s mission.

Implementing Pre-Built Workflow Templates

CRM Automation simplifies the process of setting up and executing various fundraising and engagement activities. With pre-built workflow templates, your Development Team can rapidly create and launch campaigns, events, or appeals. These templates can encompass email sequences and task assignments, streamlining the planning and execution of fundraising initiatives. This not only saves time but also guarantees consistency in messaging and branding.

By integrating automation into their CRM systems, food banks can cultivate stronger connections with their donors in several ways:

  • Personalization: CRM automation facilitates personalized communications, underscoring the uniqueness and value of each donor’s support.
  • Timeliness: Donors receive quicker communication, fostering a sense of belonging to an active and responsive community.
  • Efficiency: Your Development Team can allocate more time to relationship-building, instead of manual administrative tasks.

The Ultimate Guide To Nonprofit Marketing Automation: Dive deep into how automation can help you generate more generosity while reducing manual work.

At Hudson Ferris, we’ve had the privilege of partnering with esteemed nonprofit organizations, such as Feeding Westchester and the Food Bank of New York City. Food banks play a critical role in battling hunger and providing assistance to communities in need. They also manage more logistics than many nonprofits, between managing a constant flow of food and supplies for their constituents, coordinating a small army of volunteers, and managing their donors for continued viability.

The good news is that responsive fundraising platforms, like Virtuous, can incorporate automation and optimize those logistics—particularly with regard to donors and volunteers.

Coupled with a nonprofit CRM and a flourishing automation system natively built within, food banks and their Development teams can benefit by streamlining operations and enhancing their donor relationships.

What you should do now

Below are three ways we can help you begin your journey to building more personalized fundraising with responsive technology.

Take a self-guided tour of Virtuous, where you can explore the platform at your own pace and see if Virtuous is right for you. 

Download our free Responsive Maturity Model and learn the 5 steps to more personalized donor experiences.

If you know another nonprofit pro who’d enjoy reading this page, share it with them via Email, Linkedin, Twitter, or Facebook.

The Responsive Maturity Model
5 Steps to More Personalized Donor Experiences
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Grow generosity with Virtuous.

Virtuous is the responsive fundraising software platform proven to help nonprofit organizations increase generosity by serving all donors personally, no matter their gift size.

“Virtuous truly understands nonprofits and the importance of our mission. And their open access to data and built-in custom reports gave us access to the data we need.”
Todd Shinabarger
Chief Information Officer