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The AI Engagement Planner in Momentum: A Strategy for Every Donor in Your Portfolio

September 24, 2026

The AI Engagement Planner in Momentum: A Strategy for Every Donor in Your Portfolio

TL;DR: The Portfolio Problem Most MGOs carry a mental shortlist of around 20 donors. Those are the relationships that get consistent attention. Everyone else in the portfolio, mid-level donors, lapsed...
What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+

What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+
How to Launch Planned Giving at Your Nonprofit

How to Launch Planned Giving at Your Nonprofit
What is the Best AI Email Marketing Software for Nonprofits?

What is the Best AI Email Marketing Software for Nonprofits? - Top 5 Choices

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DAF Day

September 24, 2026

DAF Day 2026: 7 Reasons Your Nonprofit Should Join the Movement

You’ve probably heard of Giving Tuesday. But have you heard of DAF Day?  DAF Day is a new national day of giving that promotes the use of donor-advised funds (DAFs)...
What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+

September 23, 2026

What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+

TL;DR So, you’re thinking about switching to Virtuous CRM+.  Whether you’re… → Coming from a legacy CRM that you can’t wait to shed → Or still questioning if it’s even...
Wealth Scoring in Momentum

September 22, 2026

Introducing Wealth Scoring in Momentum: A Capacity Profile for Every Donor

TL;DR: A Different Approach to Wealth Screening All gift officers strive to know their donors personally…what they care about, why they give, important personal details about their lives. But at...
How to Launch Planned Giving at Your Nonprofit

September 22, 2026

How to Launch Planned Giving at Your Nonprofit

TL;DR: Planned giving has a reputation problem at smaller nonprofits. It sounds like something universities and hospital systems do, with a dedicated officer, outside counsel, and a glossy brochure explaining...
What is the Best AI Email Marketing Software for Nonprofits?

September 22, 2026

What is the Best AI Email Marketing Software for Nonprofits? - Top 5 Choices

TL;DR: Let’s be honest: Adding someone’s name to the front of an email doesn’t really count as “personalized” anymore.  We’ve all been on the receiving end of those emails. And...
What Role Does Texting Play in the Responsive Fundraising Toolkit?

September 22, 2026

What Role Does Texting Play in the Responsive Fundraising Toolkit?

TL;DR Today’s donors interact with organizations across many different places: email, direct mail, websites, events, social platforms, phone calls, and increasingly, text.  Keeping up with that requires a plan. Responsive...
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“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