{"id":35171,"date":"2024-12-30T09:44:52","date_gmt":"2024-12-30T13:44:52","guid":{"rendered":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/?p=35171"},"modified":"2025-05-09T10:42:29","modified_gmt":"2025-05-09T14:42:29","slug":"nonprofit-crm-customization","status":"publish","type":"post","link":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/","title":{"rendered":"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success"},"content":{"rendered":"\n<p>Every nonprofit has <a href=\"\/storytelling\/\">its own story<\/a>\u2014its mission, the people it serves, and the relationships it builds with donors. Just like no two donors are alike, no two nonprofits are identical. Your fundraising system should reflect that uniqueness.<\/p>\n<p>Think of your nonprofit as a quilt, each patch representing a piece of your mission. Your nonprofit CRM isn\u2019t just the thread holding it together\u2014it\u2019s a dynamic tool that helps you stitch meaningful connections into the fabric of your organization.<\/p>\n<p>The right nonprofit CRM will help your organization streamline its operations and build personalized connections that inspire lasting support, from simplifying your day-to-day tasks to <a href=\"\/factsheets\/70-standard-nonprofit-reports\/\">tracking donor engagement with precision.\u00a0<\/a><\/p>\n<p><strong>Here\u2019s how to customize your nonprofit CRM to match your organization\u2019s unique needs.<\/strong><\/p>\n<section class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Understand your Nonprofit\u2019s DNA\" id=\"section-1-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-1-understand-your-nonprofit-s-dna\">1. Understand your Nonprofit\u2019s DNA<\/h2>\n<p>Before discussing how to customize your nonprofit CRM, let\u2019s evaluate your organization\u2019s processes and priorities. Personalizing your fundraising software begins with understanding your identity and aligning the system with what makes your mission unique. Establishing clear goals for your organization ensures your donor management strategy is effective and organized.\u00a0<\/p>\n<p>Everything from your donor records to your <a href=\"\/fundraising-software\/integrated-online-forms\/\">online fundraising forms<\/a> can be customized, in some way, to match your development and growth goals. If collecting information specific to your programs, services, events, and initiatives is important to you, you can set up your software to help with that!<\/p>\n<p>For example, by creating your own <a href=\"\/factsheets\/custom-calculated-fields\/\">form fields<\/a> and <a href=\"\/factsheets\/screen-designer\/\">screens<\/a>, you can categorize donor information in ways that support your mission and outreach goals:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Customizing your donation form fields<\/strong> \u2013 You can create custom fields for your online donation form to track donor communication preferences, learn about their program interests, and assess their familiarity with your mission.<\/li>\n<li><strong>Customizing screens within your software<\/strong> \u2013 You can tailor your software to your needs\u2014based on what\u2019s most important to your mission and team\u2014to enforce security protocols, speed up data entry, and extract the right information.<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"h-questions-to-guide-your-approach\">Questions to guide your approach:<\/h3>\n<ul class=\"wp-block-list\">\n<li>How do donors typically connect with your cause?<\/li>\n<li>Which programs or services at your nonprofit require distinct funding strategies?<\/li>\n<li>What <a href=\"\/fundraising-software\/fundraising-report-software\/\">reports<\/a> and metrics are essential to evaluate and showcase impact?<\/li>\n<li>How many people on your team will be entering information into your system, and will they all need training and full access?<\/li>\n<li>Where do I hope for my nonprofit or fundraising goals to be in a year or beyond?<\/li>\n<\/ul>\n<p>By answering these questions, you can map out a clear strategy for customizing your nonprofit CRM to grow with your organization.\u00a0<\/p>\n<div class=\"sw-card sw-blog-callout\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-left\">From automated <a href=\"\/fundraising-software\/online-fundraising-suite\/\">donation processing<\/a> to integrated campaign tracking, DonorPerfect adapts to your nonprofit\u2019s operations, so you can focus on building relationships. With DonorPerfect, users raise 25% more funds in their first year with us.<\/p>\n<\/div>\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:40%\">\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"824\" height=\"643\" src=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/automatic-processing-purple.jpg\" alt=\"automatic payment processing screenshot\" class=\"wp-image-35176\" style=\"width:416px;height:auto\" srcset=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/automatic-processing-purple.jpg 824w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/automatic-processing-purple-300x234.jpg 300w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/automatic-processing-purple-768x599.jpg 768w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/automatic-processing-purple-100x78.jpg 100w\" sizes=\"(max-width: 824px) 100vw, 824px\"><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<div class=\"wp-block-softerware-sw-quotes-view\"><div class=\"sw-quote-wrapper\">\t\t\t\t\t<div class=\"sw-quote blue large\">\n\t\t\t<div class=\"quote-body\">\n\t\t\t\t<p>10 years with DonorPerfect. Still a strong yes. DonorPerfect is fast, cloud-based and accessible anywhere, powerful and flexible, customizable, and easy enough for new staff to use comfortably and with confidence while the admins can create calculated fields and custom report solutions.\u201d<\/p>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<p>\u2013 Rick M., Advancement Operations Manager<\/p>\n\t\t\t\t\t\t\t\t<div class=\"quote-stars\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div><\/div>\n<\/section>\n<section class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Build profiles that tell a story\" id=\"section-2-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-2-build-donor-profiles-that-tell-a-story\">2. Build donor profiles that tell a story<\/h2>\n<p>A donor profile is a comprehensive digital record that captures both the giving history and <a href=\"\/donor-journeys\/\">personal journey of each supporter<\/a>. Think of it as <a href=\"\/storytelling\/\">your donor\u2019s unique story<\/a> within your organization\u2014from their first gift to their most recent interaction. Your nonprofit CRM should help you craft these profiles to understand not just what donors give, but why they care about your cause and how they prefer to engage with your mission.<\/p>\n<p>Your fundraising system enables you to create these detailed profiles through <a href=\"\/factsheets\/custom-calculated-fields\/\">custom fields<\/a>\u2014specialized data points you can add to track exactly what matters for your organization. For example, DonorPerfect lets you create custom fields to capture specific information that standard fields might miss. Want to <a href=\"\/nonprofit-technology-blog\/fundraising-software\/event-registrations-and-attendance\/\">track which donors attended your annual gala<\/a>? Create a custom field. Need to know which supporters are interested in monthly giving? Add another custom field. This flexibility ensures you\u2019re collecting the right information to nurture each relationship effectively.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-custom-fields-to-consider\">Custom fields to consider:<\/h3>\n<ul class=\"wp-block-list\">\n<li>Donation trends and interests in specific programs<\/li>\n<li><a href=\"https:\/\/themodernnonprofit.com\/enhancing-donor-engagement-6-essential-communication-strategies\/\" target=\"_blank\" rel=\"noopener nofollow\">Personal values and preferred communication methods<\/a><\/li>\n<li><a href=\"https:\/\/softerware.my.site.com\/dpcommunity\/s\/article\/Manage-Volunteers\" target=\"_blank\" rel=\"noopener nofollow\">Volunteer hours and participation<\/a><\/li>\n<li>Indicators for major gift potential<\/li>\n<li><a href=\"https:\/\/softerware.my.site.com\/dpcommunity\/s\/article\/Events-Management\" target=\"_blank\" rel=\"noopener nofollow\">Event attendance<\/a> and feedback<\/li>\n<li>Communication preferences<\/li>\n<li>Corporate <a href=\"https:\/\/softerware.my.site.com\/dpcommunity\/s\/article\/Enter-a-Matching-Gift\" target=\"_blank\" rel=\"noopener nofollow\">matching gift<\/a> eligibility<\/li>\n<\/ul>\n<p>Custom fields should align with your donor engagement strategy, ensuring that the information you collect is actionable and valuable for future outreach.<\/p>\n<p class=\"has-silver-background-color has-background\"><strong>Pro tip:<\/strong> Knowing more about your donors and prospects, as people, helps you communicate with them more effectively! For example, you can use <a href=\"\/integrations\/prospect-research\/donorsearch\/\">donor insights like prospect research<\/a>, wealth data, and philanthropic history to develop accurate profiles for your organization\u2019s ideal donor groups.<\/p>\n<\/section>\n<section class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Automate fundraising workflows\" id=\"section-3-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-3-automate-fundraising-workflows-that-save-time\">3. Automate fundraising workflows that save time<\/h2>\n<p>A well-rounded nonprofit CRM will allow you to <a href=\"https:\/\/softerware.my.site.com\/dpcommunity\/s\/article\/5-Ways-to-Automate-in-DonorPerfect\" target=\"_blank\" rel=\"noopener nofollow\">automate your repetitive tasks<\/a> to speed up data entry and free up time for donor engagement. Automation, often called customized workflows, standardizes your organization\u2019s fundraising processes by completing them on an automatic or scheduled basis to ensure no task is overlooked.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-examples-of-automated-workflows\">Examples of automated workflows:<\/h3>\n<ul class=\"wp-block-list\">\n<li>Automated thank-you emails for specific gift types<\/li>\n<li>Follow-up tasks for large gifts<\/li>\n<li><a href=\"https:\/\/www.donorperfect.com\/factsheets\/task-management-and-alerts\/\" target=\"_blank\" rel=\"noopener nofollow\">Custom alerts<\/a> for grant deadlines or pledge reminders\u00a0<\/li>\n<\/ul>\n<div class=\"sw-card sw-blog-callout\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"has-text-align-left\"><a href=\"\/integrations\/email-marketing\/constant-contact\/\">DonorPerfect plans include Constant Contact<\/a> so you can sync your donor records with your email lists for quick and easy segmentation and personalization.<\/p>\n<\/div>\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:50%\">\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"518\" src=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/cc-factsheet-hero-1-2.jpg\" alt=\"A preview of Constant Contact.\" class=\"wp-image-33867\" srcset=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/cc-factsheet-hero-1-2.jpg 900w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/cc-factsheet-hero-1-2-300x173.jpg 300w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/cc-factsheet-hero-1-2-768x442.jpg 768w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/cc-factsheet-hero-1-2-100x58.jpg 100w\" sizes=\"(max-width: 900px) 100vw, 900px\"><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/section>\n<section class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Integrate with other tools\" id=\"section-4-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-4-integrate-your-nonprofit-crm-with-other-tools\">4. Integrate your nonprofit CRM with other tools<\/h2>\n<p>For smooth fundraising processes that produce positive results, it\u2019s important that your <a href=\"\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-integration\/\">nonprofit software connects seamlessly<\/a> with your other fundraising tools, so you don\u2019t have to coordinate information across different platforms. Integrating with tools like email marketing platforms or accounting software can help consolidate your processes and strengthen your insights.<\/p>\n<p>Find out which tools integrate with your fundraising software\u2014you might be surprised to learn how much time you can save! For example, DonorPerfect integrates with QuickBooks\u2019 <a href=\"\/integrations\/financial-accounting\/quickbooks\/\">nonprofit accounting tools<\/a> to eliminate double data entry and ensure accurate funding analysis. Each DonorPerfect system also includes a <a href=\"\/integrations\/email-marketing\/constant-contact\/\">Constant Contact email marketing account<\/a>, so you can do things like automatically update your email lists with <a href=\"\/donor-acquisition\/\">new donor<\/a> information.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-benefits-of-integration\">Benefits of integration:<\/h3>\n<ul class=\"wp-block-list\">\n<li>Consolidated data for better decision-making<\/li>\n<li>Streamlined processes that save staff time<\/li>\n<li>Multichannel donor outreach for stronger relationships<\/li>\n<\/ul>\n<\/section>\n<section class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Scale donor management solutions\" id=\"section-5-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-5-scale-donor-management-solutions-for-growth\">5. Scale donor management solutions for growth<\/h2>\n<p>A well-customized nonprofit CRM doesn\u2019t just meet today\u2019s needs; it grows alongside your organization. Look for software that will allow you to quickly add new users and easily integrate new fundraising tools as you grow.\u00a0<\/p>\n<p>Build <a href=\"\/fundraising-software\/fundraising-report-software\/\">reports<\/a> and dashboards that evolve as your goals expand as well. You can customize your <a href=\"\/fundraising-software\/fundraising-report-software\/\">reports<\/a> to extract different data sets as they become available and important to your organization.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-metrics-to-monitor\">Metrics to monitor:<\/h3>\n<ul class=\"wp-block-list\">\n<li>Donor retention rates by donor segment<\/li>\n<li>Multi-year giving trends<\/li>\n<li>Campaign outcomes and Return on Investment (ROI), such as <a href=\"https:\/\/data.givingtuesday.org\/fep-report\/\" target=\"_blank\" rel=\"noopener nofollow\">year-over-year (YOY) giving metrics<\/a><\/li>\n<\/ul>\n<div class=\"sw-card sw-blog-callout\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-left\">DonorPerfect\u2019s <a href=\"\/fundraising-software\/fundraising-report-software\/\">comprehensive suite of reporting tools<\/a> allow you to save and <a href=\"https:\/\/softerware.my.site.com\/dpcommunity\/s\/article\/Scheduling-an-Easy-Report\" target=\"_blank\" rel=\"noopener nofollow\">schedule custom reports<\/a>, so your team always has access to the metrics that matter most.<\/p>\n<\/div>\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:50%\">\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"579\" src=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/custom-report-builder-1024x579.png\" alt=\"A preview of the custom report builder.\" class=\"wp-image-34767\" srcset=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/custom-report-builder-1024x579.png 1024w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/custom-report-builder-300x170.png 300w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/custom-report-builder-768x434.png 768w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/custom-report-builder-100x57.png 100w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/custom-report-builder.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\"><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/section>\n<section class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Empower your fundraising team\" id=\"section-6-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-6-empower-your-fundraising-team-with-training\">6. Empower your fundraising team with training<\/h2>\n<p>Your nonprofit CRM becomes a powerful catalyst for success when your team fully harnesses its capabilities. Whether it\u2019s quickly pulling <a href=\"\/fundraising-software\/fundraising-report-software\/\">donor reports<\/a> for board meetings, setting up automated thank-you sequences, or tracking multi-channel <a href=\"\/fundraising-software\/fundraising-report-software\/\">fundraising campaign results<\/a>, your team can accomplish more with confident nonprofit CRM skills.\u00a0<\/p>\n<p>By investing in strategic training, you\u2019ll transform your staff into power users who can leverage every feature to advance your mission and serve donors better.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-training-tips\">Training tips:<\/h3>\n<ul class=\"wp-block-list\">\n<li>Create customized learning paths that highlight time-saving features specific to each team member\u2019s role, helping them work more efficiently from day one.<\/li>\n<li>Build a feedback loop where team members can share discoveries and suggest improvements, making the system work better for everyone.<\/li>\n<li>Foster a collaborative learning environment where staff members teach each other their favorite features and shortcuts, building institutional knowledge.<\/li>\n<\/ul>\n<p class=\"has-silver-background-color has-background\"><strong>Pro tip:<\/strong> Keep your team up-to-date with <a href=\"\/learning-center\/\">new nonprofit CRM features and best practices<\/a> with helpful training offered by DonorPerfect.<\/p>\n<\/section>\n<section class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Make fundraising forms\" id=\"section-7-toc-1\"><\/header>\n<h2 class=\"wp-block-heading\" id=\"h-7-make-fundraising-forms-a-gateway-to-your-mission\">7. Make fundraising forms a gateway to your mission<\/h2>\n<p>Your <a href=\"\/fundraising-software\/integrated-online-forms\/\">fundraising forms<\/a> are more than transaction tools\u2014they\u2019re the first impression of your mission and a powerful opportunity to deepen donor engagement. When a supporter lands on your form, you have a unique chance to reinforce the impact of their gift and make the giving process both meaningful and effortless. From animal shelters showcasing adoption success stories alongside their donation options to food banks illustrating how different gift amounts translate to meals served, thoughtfully designed <a href=\"\/fundraising-software\/integrated-online-forms\/\">forms<\/a> connect donors directly to your cause.<\/p>\n<p>Whether you\u2019re running a capital campaign, managing a recurring giving program, or launching a year-end fundraising drive, customizing <a href=\"\/fundraising-software\/integrated-online-forms\/\">forms<\/a> to match each initiative helps donors understand exactly how they\u2019re making a difference. <a href=\"\/fundraising-software\/integrated-online-forms\/\">Create fundraising forms<\/a> that tell your story while keeping the giving process streamlined and intuitive.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-tips-for-optimizing-fundraising-forms\">Tips for optimizing fundraising forms:<\/h3>\n<ul class=\"wp-block-list\">\n<li>Use wording that reflects your mission\u2019s needs, goals, and impact, like \u201cProvide safe housing for families\u201d instead of generic \u201cDonate now\u201d messaging.<\/li>\n<li>Allow donors to designate gifts to specific programs or choose to support your greatest needs, giving them control over their impact.<\/li>\n<li>Ensure <a href=\"\/factsheets\/integrated-online-forms\/#:~:text=DonorPerfect%20Classic%20Forms%20makes%20it,No%20data%20entry.\">mobile-friendly fundraising form design<\/a> and <a href=\"\/fundraising-software\/online-fundraising-suite\/\">secure processing<\/a> to build trust and accommodate donors on any device.<\/li>\n<li>Show specific financial impact by linking donation amounts to outcomes (e.g., $50 will help feed ten families for a week, $100 provides emergency veterinary care for one rescued pet).<\/li>\n<li>Include compelling imagery and testimonials that showcase your mission in action without overwhelming the giving process.<\/li>\n<\/ul>\n<p class=\"has-silver-background-color has-background\"><strong>Pro tip:<\/strong> Keep <a href=\"\/fundraising-software\/integrated-online-forms\/\">forms<\/a> simple and visually clean to reduce barriers to giving. Test your <a href=\"\/fundraising-software\/integrated-online-forms\/\">forms<\/a> regularly on different devices to ensure a smooth experience for every donor.<\/p>\n<p>A customized nonprofit CRM is more than a technical tool\u2014it\u2019s a powerful asset that helps you align fundraising processes with your mission and build stronger relationships with your supporters. Ready to tailor your donor management system? Discover how DonorPerfect<strong> <\/strong>can help your nonprofit\u2019s unique mission thrive with data analytics, <a href=\"\/fundraising-software\/integrated-online-forms\/\">donation forms<\/a>, fundraising report tools, and more.<\/p>\n<\/section>\n<section class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"FAQs\" id=\"section-8-toc-1\"><\/header>\n\t\t<section class=\"sw-faq-container contain\">\n\t\t\t<h2 class=\"faq-header\">Frequently Asked Questions<\/h2>\t\t<div class=\"accordion\">\n\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<p><strong>1. <\/strong><strong>What are the most common challenges nonprofits face when customizing a CRM?<\/strong><\/p><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p><span style=\"font-weight: 400;\">Customizing a nonprofit CRM can seem overwhelming, especially if your team is unfamiliar with the system\u2019s capabilities. Some common challenges include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Defining clear goals: <\/b><span style=\"font-weight: 400;\">It\u2019s important to align customizations with your mission and organizational priorities.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Managing data quality: <\/b><span style=\"font-weight: 400;\">Ensuring data accuracy is crucial when setting up custom fields or workflows.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Staff adoption:<\/b><span style=\"font-weight: 400;\"> Resistance to change can hinder the implementation of new systems or processes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Balancing customization and complexity: <\/b><span style=\"font-weight: 400;\">Over-customizing can make the system harder to use.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">To address these challenges, start with small, impactful changes and seek support from your nonprofit CRM provider to ensure a smooth transition.<\/span><\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<p><strong>2. <\/strong><strong>How do I ensure my nonprofit CRM supports both current needs and future growth?<\/strong><\/p><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p><span style=\"font-weight: 400;\">Choose a nonprofit CRM that offers scalability and flexibility. Look for features like customizable fields, automated workflows, and <\/span><a href=\"\/integrations\/\"><span style=\"font-weight: 400;\">integration options with other tools<\/span><\/a><span style=\"font-weight: 400;\">. Regularly evaluate your nonprofit CRM\u2019s performance and adapt customizations to meet evolving goals. Most importantly, prioritize staff training so your team can effectively utilize the system as your organization grows.<\/span><\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<p><strong>3. <\/strong><strong>What\u2019s the best way to prepare for nonprofit CRM customization?<\/strong><\/p><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p><span style=\"font-weight: 400;\">Preparation starts with understanding your organization\u2019s needs. Conduct a thorough audit of your existing processes, identify gaps, and gather input from your team about desired features. Establish a clear plan for what you want to achieve with the CRM, such as improving donor retention, streamlining workflows, or <\/span><a href=\"\/fundraising-software\/fundraising-report-software\/\"><span style=\"font-weight: 400;\">enhancing fundraising reporting<\/span><\/a><span style=\"font-weight: 400;\">. This groundwork will guide your customization efforts.<\/span><\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<p><strong>4. <\/strong><strong>How do I ensure data quality when setting up custom fields?<\/strong><\/p><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p><span style=\"font-weight: 400;\">Begin by <\/span><a href=\"\/whitepapers\/generic\/clean-data-checklist\/\"><span style=\"font-weight: 400;\">cleaning up your existing data<\/span><\/a><span style=\"font-weight: 400;\">, removing duplicates, and standardizing formats. Use clear, consistent naming conventions for custom fields and establish guidelines for data entry to prevent errors. Train your team on these best practices, and consider periodic audits to maintain data integrity.<\/span><\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"accordion-section\">\n\t\t\t\t<div class=\"header open-accordion\" data-gtm-id=\"icon-link-expand\">\n\t\t\t\t\t<p><strong>5. <\/strong><strong>What\u2019s the best way to introduce automation without overwhelming my team?<\/strong><\/p><div class=\"chevron-shadow\"><i class=\"accordion_close fa-solid fa-chevron-down\" aria-hidden=\"true\"><\/i><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"accordion-text hidden\"><p><span style=\"font-weight: 400;\">Start by <\/span><a href=\"\/factsheets\/task-management-and-alerts\/\"><span style=\"font-weight: 400;\">automating one or two high-priority tasks<\/span><\/a><span style=\"font-weight: 400;\">, such as sending thank-you emails or setting up reminders for donor follow-ups. Demonstrate <\/span><a href=\"\/factsheets\/smartactions-feature\/\"><span style=\"font-weight: 400;\">how automation saves time and improves accuracy<\/span><\/a><span style=\"font-weight: 400;\">. Gradually introduce additional workflows, and provide training to help your team feel confident using these tools.<\/span><\/p>\n<\/div>\n\t\t\t\t<hr>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What are the most common challenges nonprofits face when customizing a CRM?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p><span style=\\\"font-weight: 400;\\\">Customizing a nonprofit CRM can seem overwhelming, especially if your team is unfamiliar with the system&#8217;s capabilities. Some common challenges include:\\n<ul>\\n<li style=\\\"font-weight: 400;\\\" aria-level=\\\"2\\\"><b>Defining clear goals: <span style=\\\"font-weight: 400;\\\">It\\u2019s important to align customizations with your mission and organizational priorities.\\n<li style=\\\"font-weight: 400;\\\" aria-level=\\\"2\\\"><b>Managing data quality: <span style=\\\"font-weight: 400;\\\">Ensuring data accuracy is crucial when setting up custom fields or workflows.\\n<li style=\\\"font-weight: 400;\\\" aria-level=\\\"2\\\"><b>Staff adoption:<span style=\\\"font-weight: 400;\\\"> Resistance to change can hinder the implementation of new systems or processes.\\n<li style=\\\"font-weight: 400;\\\" aria-level=\\\"2\\\"><b>Balancing customization and complexity: <span style=\\\"font-weight: 400;\\\">Over-customizing can make the system harder to use.\\n\\n<p><span style=\\\"font-weight: 400;\\\">To address these challenges, start with small, impactful changes and seek support from your nonprofit CRM provider to ensure a smooth transition.\\n\"}},{\"@type\":\"Question\",\"name\":\"How do I ensure my nonprofit CRM supports both current needs and future growth?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p><span style=\\\"font-weight: 400;\\\">Choose a nonprofit CRM that offers scalability and flexibility. Look for features like customizable fields, automated workflows, and <a href=\\\"\/integrations\/\\\"><span style=\\\"font-weight: 400;\\\">integration options with other tools<span style=\\\"font-weight: 400;\\\">. Regularly evaluate your nonprofit CRM\\u2019s performance and adapt customizations to meet evolving goals. Most importantly, prioritize staff training so your team can effectively utilize the system as your organization grows.\\n\"}},{\"@type\":\"Question\",\"name\":\"What\\u2019s the best way to prepare for nonprofit CRM customization?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p><span style=\\\"font-weight: 400;\\\">Preparation starts with understanding your organization&#8217;s needs. Conduct a thorough audit of your existing processes, identify gaps, and gather input from your team about desired features. Establish a clear plan for what you want to achieve with the CRM, such as improving donor retention, streamlining workflows, or <a href=\\\"\/fundraising-software\/fundraising-report-software\/\\\"><span style=\\\"font-weight: 400;\\\">enhancing fundraising reporting<span style=\\\"font-weight: 400;\\\">. This groundwork will guide your customization efforts.\\n\"}},{\"@type\":\"Question\",\"name\":\"How do I ensure data quality when setting up custom fields?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p><span style=\\\"font-weight: 400;\\\">Begin by <a href=\\\"\/whitepapers\/generic\/clean-data-checklist\/\\\"><span style=\\\"font-weight: 400;\\\">cleaning up your existing data<span style=\\\"font-weight: 400;\\\">, removing duplicates, and standardizing formats. Use clear, consistent naming conventions for custom fields and establish guidelines for data entry to prevent errors. Train your team on these best practices, and consider periodic audits to maintain data integrity.\\n\"}},{\"@type\":\"Question\",\"name\":\"What\\u2019s the best way to introduce automation without overwhelming my team?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p><span style=\\\"font-weight: 400;\\\">Start by <a href=\\\"\/factsheets\/task-management-and-alerts\/\\\"><span style=\\\"font-weight: 400;\\\">automating one or two high-priority tasks<span style=\\\"font-weight: 400;\\\">, such as sending thank-you emails or setting up reminders for donor follow-ups. Demonstrate <a href=\\\"\/factsheets\/smartactions-feature\/\\\"><span style=\\\"font-weight: 400;\\\">how automation saves time and improves accuracy<span style=\\\"font-weight: 400;\\\">. Gradually introduce additional workflows, and provide training to help your team feel confident using these tools.\\n\"}}]}<\/script><\/section>\n<section class=\"wp-block-group content-section is-layout-constrained wp-block-group-is-layout-constrained\">\n<header data-toc-tag=\"Get a demo\" id=\"section-9-toc-1\"><\/header>\n<h2 class=\"wp-block-heading get_demo gutenberg\" id=\"h-explore-your-customization-capabilities-with-donorperfect\">Explore your customization capabilities with DonorPerfect<\/h2>\n<p class=\"get_demo gutenberg\"><\/p>\n<script>\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 3.1.\"),o(),0))},initializeOnLoaded:function(o){gform.callIfLoaded(o)||(document.addEventListener(\"gform_main_scripts_loaded\",()=>{gform.scriptsLoaded=!0,gform.callIfLoaded(o)}),document.addEventListener(\"gform\/theme\/scripts_loaded\",()=>{gform.themeScriptsLoaded=!0,gform.callIfLoaded(o)}),window.addEventListener(\"DOMContentLoaded\",()=>{gform.domLoaded=!0,gform.callIfLoaded(o)}))},hooks:{action:{},filter:{}},addAction:function(o,r,e,t){gform.addHook(\"action\",o,r,e,t)},addFilter:function(o,r,e,t){gform.addHook(\"filter\",o,r,e,t)},doAction:function(o){gform.doHook(\"action\",o,arguments)},applyFilters:function(o){return gform.doHook(\"filter\",o,arguments)},removeAction:function(o,r){gform.removeHook(\"action\",o,r)},removeFilter:function(o,r,e){gform.removeHook(\"filter\",o,r,e)},addHook:function(o,r,e,t,n){null==gform.hooks[o][r]&&(gform.hooks[o][r]=[]);var d=gform.hooks[o][r];null==n&&(n=r+\"_\"+d.length),gform.hooks[o][r].push({tag:n,callable:e,priority:t=null==t?10:t})},doHook:function(r,o,e){var t;if(e=Array.prototype.slice.call(e,1),null!=gform.hooks[r][o]&&((o=gform.hooks[r][o]).sort(function(o,r){return o.priority-r.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==r?t.apply(null,e):e[0]=t.apply(null,e)})),\"filter\"==r)return e[0]},removeHook:function(o,r,t,n){var e;null!=gform.hooks[o][r]&&(e=(e=gform.hooks[o][r]).filter(function(o,r,e){return!!(null!=n&&n!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][r]=e)}});\n<\/script>\n                <div class=\"gf_browser_unknown gform_wrapper gravity-theme gform-theme--no-framework gravityforms_donor_retention_wrapper\" data-form-theme=\"gravity-theme\" data-form-index=\"0\" id=\"gform_wrapper_1\"><div id=\"gf_1\" class=\"gform_anchor\" tabindex=\"-1\"><\/div>\n                        <div class=\"gform_heading\">\n                            <p class=\"gform_description\"><\/p>\n                        <\/div><form data-confirmation-type=\"redirect\" method=\"post\" enctype=\"multipart\/form-data\" target=\"gform_ajax_frame_1\" id=\"gform_1\" class=\"gravityforms_donor_retention\" action=\"\/nonprofit-technology-blog\/wp-json\/wp\/v2\/posts\/35171#gf_1\" data-formid=\"1\" novalidate>\t\t\t\t\t<div style=\"display: none !important;\" class=\"akismet-fields-container gf_invisible\" data-prefix=\"ak_\">\n\t\t\t\t\t\t<label>\u0394<textarea name=\"ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label>\n\t\t\t\t\t\t<input type=\"hidden\" id=\"ak_js_1\" name=\"ak_js\" value=\"8\">\n\t\t\t\t\t\t<script>\ndocument.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );\n<\/script>\n\t\t\t\t\t<\/div>\n                        <div class=\"gform-body gform_body\"><div id=\"gform_fields_1\" class=\"gform_fields top_label form_sublabel_below description_below validation_below\"><div id=\"field_1_1\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-half input-field gf_first_name gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_1\">First Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"first_name\" name=\"input_1\" id=\"input_1_1\" type=\"text\" value=\"\" class=\"large\" aria-required=\"true\" aria-invalid=\"false\"><\/div><\/div><div id=\"field_1_2\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-half input-field gf_last_name gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_2\">Last Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"last_name\" name=\"input_2\" id=\"input_1_2\" type=\"text\" value=\"\" class=\"large\" aria-required=\"true\" aria-invalid=\"false\"><\/div><\/div><div id=\"field_1_3\" class=\"gfield gfield--type-email gfield--input-type-email gfield--width-half input-field validate gf_email gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_3\">Email<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_email\">\n                            <input data-parameter=\"email\" name=\"input_3\" id=\"input_1_3\" type=\"email\" value=\"\" class=\"large\" aria-required=\"true\" aria-invalid=\"false\">\n                        <\/div><\/div><div id=\"field_1_4\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-half input-field gf_organization gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_4\">Organization<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"organization\" name=\"input_4\" id=\"input_1_4\" type=\"text\" value=\"\" class=\"large\" aria-required=\"true\" aria-invalid=\"false\"><\/div><\/div><div id=\"field_1_5\" class=\"gfield gfield--type-select gfield--input-type-select gfield--width-half select-display gf_state_province gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_5\">State \/ Province<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_select\"><select data-parameter=\"state_province\" name=\"input_5\" id=\"input_1_5\" class=\"large gfield_select\" aria-required=\"true\" aria-invalid=\"false\"><option value=\"\" disabled selected>Please choose an option<\/option><option value=\"Other\">Other<\/option><option value=\"AB\">AB<\/option><option value=\"AK\">AK<\/option><option value=\"AL\">AL<\/option><option value=\"AR\">AR<\/option><option value=\"AZ\">AZ<\/option><option value=\"BC\">BC<\/option><option value=\"CA\">CA<\/option><option value=\"CO\">CO<\/option><option value=\"CT\">CT<\/option><option value=\"DC\">DC<\/option><option value=\"DE\">DE<\/option><option value=\"FL\">FL<\/option><option value=\"GA\">GA<\/option><option value=\"HI\">HI<\/option><option value=\"IA\">IA<\/option><option value=\"ID\">ID<\/option><option value=\"IL\">IL<\/option><option value=\"IN\">IN<\/option><option value=\"KS\">KS<\/option><option value=\"KY\">KY<\/option><option value=\"LA\">LA<\/option><option value=\"MA\">MA<\/option><option value=\"MB\">MB<\/option><option value=\"MD\">MD<\/option><option value=\"ME\">ME<\/option><option value=\"MI\">MI<\/option><option value=\"MN\">MN<\/option><option value=\"MO\">MO<\/option><option value=\"MS\">MS<\/option><option value=\"MT\">MT<\/option><option value=\"NB\">NB<\/option><option value=\"NC\">NC<\/option><option value=\"ND\">ND<\/option><option value=\"NE\">NE<\/option><option value=\"NH\">NH<\/option><option value=\"NJ\">NJ<\/option><option value=\"NL\">NL<\/option><option value=\"NM\">NM<\/option><option value=\"NS\">NS<\/option><option value=\"NT\">NT<\/option><option value=\"NU\">NU<\/option><option value=\"NV\">NV<\/option><option value=\"NY\">NY<\/option><option value=\"OH\">OH<\/option><option value=\"OK\">OK<\/option><option value=\"ON\">ON<\/option><option value=\"OR\">OR<\/option><option value=\"PA\">PA<\/option><option value=\"PE\">PE<\/option><option value=\"PR\">PR<\/option><option value=\"QC\">QC<\/option><option value=\"RI\">RI<\/option><option value=\"SC\">SC<\/option><option value=\"SD\">SD<\/option><option value=\"SK\">SK<\/option><option value=\"TN\">TN<\/option><option value=\"TX\">TX<\/option><option value=\"UT\">UT<\/option><option value=\"VA\">VA<\/option><option value=\"VI\">VI<\/option><option value=\"VT\">VT<\/option><option value=\"WA\">WA<\/option><option value=\"WI\">WI<\/option><option value=\"WV\">WV<\/option><option value=\"WY\">WY<\/option><option value=\"YT\">YT<\/option><\/select><\/div><\/div><div id=\"field_1_6\" class=\"gfield gfield--type-select gfield--input-type-select gfield--width-half select-display gf_number_of_constituents gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_6\">Number of Constituents<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class=\"ginput_container ginput_container_select\"><select data-parameter=\"number_of_constituents\" name=\"input_6\" id=\"input_1_6\" class=\"large gfield_select\" aria-required=\"true\" aria-invalid=\"false\"><option value=\"\" disabled selected>Please choose an option<\/option><option value=\"0 - 500\">0 \u2013 500<\/option><option value=\"501 - 1,000\">501 \u2013 1,000<\/option><option value=\"1,001 - 2,500\">1,001 \u2013 2,500<\/option><option value=\"2,501 - 6,000\">2,501 \u2013 6,000<\/option><option value=\"6,001 - 20,000\">6,001 \u2013 20,000<\/option><option value=\"20,001 - 50,000\">20,001 \u2013 50,000<\/option><option value=\"50,001 - 100,000\">50,001 \u2013 100,000<\/option><option value=\"100,001 - 200,00\">100,001 \u2013 200,00<\/option><option value=\"200,001+\">200,001+<\/option><option value=\"Other\">Other<\/option><option value=\"Unknown\">Unknown<\/option><\/select><\/div><\/div><div id=\"field_1_9\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gf_needs field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_9\">Tell us about your needs (Optional)<\/label><div class=\"ginput_container ginput_container_textarea\"><textarea data-parameter=\"needs\" name=\"input_9\" id=\"input_1_9\" class=\"textarea small\" aria-invalid=\"false\" rows=\"3\" cols=\"50\"><\/textarea><\/div><\/div><div id=\"field_1_7\" class=\"gfield gfield--type-select gfield--input-type-select gfield--width-half select-display gf_role field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_7\">Role (Optional)<\/label><div class=\"ginput_container ginput_container_select\"><select data-parameter=\"role\" name=\"input_7\" id=\"input_1_7\" class=\"large gfield_select\" aria-invalid=\"false\"><option value=\"\" selected>Please choose an option<\/option><option value=\"Development Director\">Development Director<\/option><option value=\"Fundraising Assistant\">Fundraising Assistant<\/option><option value=\"Executive\/Board Member\">Executive\/Board Member<\/option><option value=\"Volunteer\">Volunteer<\/option><option value=\"Communications\">Communications<\/option><option value=\"I do it all!\">I do it all!<\/option><\/select><\/div><\/div><div id=\"field_1_10\" class=\"gfield gfield--type-select gfield--input-type-select gfield--width-half select-display preferred_language_input gf_preferred_language field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible d-none\" data-field-class=\"d-none\"><label class=\"gfield_label gform-field-label\" for=\"input_1_10\">Preferred Language<\/label><div class=\"ginput_container ginput_container_select\"><select data-parameter=\"preferred_language\" name=\"input_10\" id=\"input_1_10\" class=\"large gfield_select\" aria-invalid=\"false\"><option value=\"\" selected>Please choose an option<\/option><option value=\"English\" selected>English<\/option><option value=\"French\">French<\/option><option value=\"Bilingual\">Bilingual<\/option><\/select><\/div><\/div><div id=\"field_1_11\" class=\"gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"product_detail\" name=\"input_11\" id=\"input_1_11\" type=\"hidden\" class=\"gform_hidden\" aria-invalid=\"false\" value=\"DonorPerfect\"><\/div><\/div><div id=\"field_1_13\" class=\"gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"product_line\" name=\"input_13\" id=\"input_1_13\" type=\"hidden\" class=\"gform_hidden\" aria-invalid=\"false\" value=\"DonorPerfect\"><\/div><\/div><div id=\"field_1_12\" class=\"gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible lead_type\" data-field-class=\"lead_type\"><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"lead_type\" name=\"input_12\" id=\"input_1_12\" type=\"hidden\" class=\"gform_hidden\" aria-invalid=\"false\" value=\"Product Lead\"><\/div><\/div><div id=\"field_1_15\" class=\"gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"webform_url_contact\" name=\"input_15\" id=\"input_1_15\" type=\"hidden\" class=\"gform_hidden\" aria-invalid=\"false\" value=\"\"><\/div><\/div><div id=\"field_1_16\" class=\"gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"webform\" name=\"input_16\" id=\"input_1_16\" type=\"hidden\" class=\"gform_hidden\" aria-invalid=\"false\" value=\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/posts\/35171\"><\/div><\/div><div id=\"field_1_14\" class=\"gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"lead_source\" name=\"input_14\" id=\"input_1_14\" type=\"hidden\" class=\"gform_hidden\" aria-invalid=\"false\" value=\"\"><\/div><\/div><div id=\"field_1_19\" class=\"gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><div class=\"ginput_container ginput_container_text\"><input data-parameter=\"gclid\" name=\"input_19\" id=\"input_1_19\" type=\"hidden\" class=\"gform_hidden\" aria-invalid=\"false\" value=\"\"><\/div><\/div><div id=\"field_1_18\" class=\"gfield gfield--type-hcaptcha gfield--input-type-hcaptcha field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"><label class=\"gfield_label gform-field-label\" for=\"input_1_18\">Untitled<\/label><div class=\"ginput_container ginput_container_sw_hcaptcha\"><input aria-required=\"false\" type=\"hidden\" data-type=\"sw-hcaptcha\" name=\"input_18\" value=\"\"><\/div><\/div><\/div><\/div>\n        <div class=\"gform-footer gform_footer top_label\"> <input type=\"submit\" id=\"gform_submit_button_1\" class=\"gform_button button\" onclick=\"gform.submission.handleButtonClick(this);\" data-submission-type=\"submit\" value=\"GET STARTED\"> <input type=\"hidden\" name=\"gform_ajax\" value=\"form_id=1&amp;title=&amp;description=1&amp;tabindex=0&amp;theme=gravity-theme&amp;styles=[]&amp;hash=770563830732458c3e4be167e24d7447\">\n            <input type=\"hidden\" class=\"gform_hidden\" name=\"gform_submission_method\" data-js=\"gform_submission_method_1\" value=\"iframe\">\n            <input type=\"hidden\" class=\"gform_hidden\" name=\"gform_theme\" data-js=\"gform_theme_1\" id=\"gform_theme_1\" value=\"gravity-theme\">\n            <input type=\"hidden\" class=\"gform_hidden\" name=\"gform_style_settings\" data-js=\"gform_style_settings_1\" id=\"gform_style_settings_1\" value=\"[]\">\n            <input type=\"hidden\" class=\"gform_hidden\" name=\"is_submit_1\" value=\"1\">\n            <input type=\"hidden\" class=\"gform_hidden\" name=\"gform_submit\" value=\"1\">\n            \n            <input type=\"hidden\" class=\"gform_hidden\" name=\"gform_currency\" data-currency=\"USD\" value=\"XcEJSdY0uFyk4kJXTVP3srBiaevlp+egYEks14AGEhCPXEPe1btie0xFFaJmOQQDWiLqBtpQusHAkbsy797dS7GYrNISFxya4Dh4IITiXilM2GU=\">\n            <input type=\"hidden\" class=\"gform_hidden\" name=\"gform_unique_id\" value=\"\">\n            <input type=\"hidden\" class=\"gform_hidden\" name=\"state_1\" value=\"WyJbXSIsImMzYjFmMDVlMmZiOGI3YTBmMzlkYThiMDIzYWJkOWRlIl0=\">\n            <input type=\"hidden\" autocomplete=\"off\" class=\"gform_hidden\" name=\"gform_target_page_number_1\" id=\"gform_target_page_number_1\" value=\"0\">\n            <input type=\"hidden\" autocomplete=\"off\" class=\"gform_hidden\" name=\"gform_source_page_number_1\" id=\"gform_source_page_number_1\" value=\"1\">\n            <input type=\"hidden\" name=\"gform_field_values\" value=\"\">\n            \n        <\/div>\n                        <\/form>\n                        <\/div>\n\t\t                <iframe style=\"display:none;width:0px;height:0px;\" src=\"about:blank\" name=\"gform_ajax_frame_1\" id=\"gform_ajax_frame_1\" title=\"This iframe contains the logic required to handle Ajax powered Gravity Forms.\"><\/iframe>\n\t\t                <script>\ngform.initializeOnLoaded( function() {gformInitSpinner( 1, 'https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-content\/plugins\/gravityforms\/images\/spinner.svg', true );jQuery('#gform_ajax_frame_1').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_1');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_1').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_1').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_1').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_1').removeClass('gform_validation_error');}setTimeout( function() { \/* delay the scroll by 50 milliseconds to fix a bug in chrome *\/ jQuery(document).scrollTop(jQuery('#gform_wrapper_1').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_1').val();gformInitSpinner( 1, 'https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-content\/plugins\/gravityforms\/images\/spinner.svg', true );jQuery(document).trigger('gform_page_loaded', [1, current_page]);window['gf_submitting_1'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}jQuery('#gform_wrapper_1').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_1').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [1]);window['gf_submitting_1'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_1').text());}else{jQuery('#gform_1').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(\"gform_pre_post_render\", [{ formId: \"1\", currentPage: \"current_page\", abort: function() { this.preventDefault(); } }]);        if (event && event.defaultPrevented) {                return;        }        const gformWrapperDiv = document.getElementById( \"gform_wrapper_1\" );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( \"span\" );            visibilitySpan.id = \"gform_visibility_test_1\";            gformWrapperDiv.insertAdjacentElement( \"afterend\", visibilitySpan );        }        const visibilityTestDiv = document.getElementById( \"gform_visibility_test_1\" );        let postRenderFired = false;        function triggerPostRender() {            if ( postRenderFired ) {                return;            }            postRenderFired = true;            gform.core.triggerPostRenderEvents( 1, current_page );            if ( visibilityTestDiv ) {                visibilityTestDiv.parentNode.removeChild( visibilityTestDiv );            }        }        function debounce( func, wait, immediate ) {            var timeout;            return function() {                var context = this, args = arguments;                var later = function() {                    timeout = null;                    if ( !immediate ) func.apply( context, args );                };                var callNow = immediate && !timeout;                clearTimeout( timeout );                timeout = setTimeout( later, wait );                if ( callNow ) func.apply( context, args );            };        }        const debouncedTriggerPostRender = debounce( function() {            triggerPostRender();        }, 200 );        if ( visibilityTestDiv && visibilityTestDiv.offsetParent === null ) {            const observer = new MutationObserver( ( mutations ) => {                mutations.forEach( ( mutation ) => {                    if ( mutation.type === 'attributes' && visibilityTestDiv.offsetParent !== null ) {                        debouncedTriggerPostRender();                        observer.disconnect();                    }                });            });            observer.observe( document.body, {                attributes: true,                childList: false,                subtree: true,                attributeFilter: [ 'style', 'class' ],            });        } else {            triggerPostRender();        }    } );} );\n<\/script>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Every nonprofit has its own story\u2014its mission, the people it serves, and the relationships it builds with donors. Just like no two donors are alike, no two nonprofits are identical. Your fundraising system should reflect that uniqueness. Think of your nonprofit as a quilt, each patch representing a piece of your mission. Your nonprofit CRM [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":35195,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"35075,23663,34970,34692,21089,31716","_relevanssi_noindex_reason":"","_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","fifu_image_url":"","fifu_image_alt":"","footnotes":"","_wp_rev_ctl_limit":""},"categories":[4,109],"tags":[],"sw-content-theme":[11640,11742,11652],"sw-feature":[11676,11679],"sw-persona":[11665,11664,11667],"sw-sector":[],"glossary-term":[],"class_list":["post-35171","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-fundraising-software","category-featured","sw-content-theme-donor-data","sw-content-theme-donor-journeys","sw-content-theme-online-fundraising","sw-feature-forms","sw-feature-reporting","sw-persona-crm-user","sw-persona-development-director","sw-persona-nonprofit-executive"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.8 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>7 Ways to Tailor Your Nonprofit CRM for Fundraising Success<\/title>\n<meta name=\"description\" content=\"Every nonprofit has its own story\u2014its mission, the people it serves, and the relationships it builds with donors. Just like no two donors are alike, no\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success\" \/>\n<meta property=\"og:description\" content=\"Every nonprofit has its own story\u2014its mission, the people it serves, and the relationships it builds with donors. Just like no two donors are alike, no\" \/>\n<meta property=\"og:url\" content=\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/\" \/>\n<meta property=\"og:site_name\" content=\"Nonprofit Technology &amp; Fundraising Blogs\" \/>\n<meta property=\"article:published_time\" content=\"2024-12-30T13:44:52+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-09T14:42:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"630\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Chaz Runfola\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Chaz Runfola\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/\"},\"author\":{\"name\":\"Amanda Foran\",\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#\/schema\/person\/f28cf7495a2492aa636b154506c998c8\"},\"headline\":\"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success\",\"datePublished\":\"2024-12-30T13:44:52+00:00\",\"dateModified\":\"2025-05-09T14:42:29+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/\"},\"wordCount\":1616,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg\",\"articleSection\":[\"DonorPerfect Fundraising Software\",\"Featured\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/\",\"url\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/\",\"name\":\"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success\",\"isPartOf\":{\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg\",\"datePublished\":\"2024-12-30T13:44:52+00:00\",\"dateModified\":\"2025-05-09T14:42:29+00:00\",\"author\":{\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#\/schema\/person\/f28cf7495a2492aa636b154506c998c8\"},\"description\":\"Every nonprofit has its own story\u2014its mission, the people it serves, and the relationships it builds with donors. Just like no two donors are alike, no\",\"breadcrumb\":{\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#primaryimage\",\"url\":\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg\",\"contentUrl\":\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg\",\"width\":630,\"height\":630,\"caption\":\"DonorPerfect goals dashboard screenshot\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#website\",\"url\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/\",\"name\":\"Nonprofit Technology &amp; Fundraising Blogs\",\"description\":\"DonorPerfect&#039;s Nonprofit Technology Blog features articles, resources, videos and free tools for nonprofits, created by our fundraising and nonprofit management experts.\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#\/schema\/person\/f28cf7495a2492aa636b154506c998c8\",\"name\":\"Chaz Runfola\",\"url\":\"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/authors\/chaz-runfola\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success","description":"Every nonprofit has its own story\u2014its mission, the people it serves, and the relationships it builds with donors. Just like no two donors are alike, no","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_type":"article","og_title":"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success","og_description":"Every nonprofit has its own story\u2014its mission, the people it serves, and the relationships it builds with donors. Just like no two donors are alike, no","og_url":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/","og_site_name":"Nonprofit Technology &amp; Fundraising Blogs","article_published_time":"2024-12-30T13:44:52+00:00","article_modified_time":"2025-05-09T14:42:29+00:00","og_image":[{"width":630,"height":630,"url":"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg","type":"image\/jpeg"}],"author":"Chaz Runfola","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Chaz Runfola","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#article","isPartOf":{"@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/"},"author":{"name":"Amanda Foran","@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#\/schema\/person\/f28cf7495a2492aa636b154506c998c8"},"headline":"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success","datePublished":"2024-12-30T13:44:52+00:00","dateModified":"2025-05-09T14:42:29+00:00","mainEntityOfPage":{"@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/"},"wordCount":1616,"commentCount":0,"image":{"@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#primaryimage"},"thumbnailUrl":"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg","articleSection":["DonorPerfect Fundraising Software","Featured"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/","url":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/","name":"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success","isPartOf":{"@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#primaryimage"},"image":{"@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#primaryimage"},"thumbnailUrl":"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg","datePublished":"2024-12-30T13:44:52+00:00","dateModified":"2025-05-09T14:42:29+00:00","author":{"@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#\/schema\/person\/f28cf7495a2492aa636b154506c998c8"},"description":"Every nonprofit has its own story\u2014its mission, the people it serves, and the relationships it builds with donors. Just like no two donors are alike, no","breadcrumb":{"@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#primaryimage","url":"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg","contentUrl":"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/crm-customize-featured.jpg","width":630,"height":630,"caption":"DonorPerfect goals dashboard screenshot"},{"@type":"BreadcrumbList","@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/fundraising-software\/nonprofit-crm-customization\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/"},{"@type":"ListItem","position":2,"name":"7 Ways to Tailor Your Nonprofit CRM for Fundraising Success"}]},{"@type":"WebSite","@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#website","url":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/","name":"Nonprofit Technology &amp; Fundraising Blogs","description":"DonorPerfect&#039;s Nonprofit Technology Blog features articles, resources, videos and free tools for nonprofits, created by our fundraising and nonprofit management experts.","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/#\/schema\/person\/f28cf7495a2492aa636b154506c998c8","name":"Chaz Runfola","url":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/authors\/chaz-runfola\/"}]}},"_links":{"self":[{"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/posts\/35171","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/comments?post=35171"}],"version-history":[{"count":23,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/posts\/35171\/revisions"}],"predecessor-version":[{"id":35858,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/posts\/35171\/revisions\/35858"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/media\/35195"}],"wp:attachment":[{"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/media?parent=35171"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/categories?post=35171"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/tags?post=35171"},{"taxonomy":"sw-content-theme","embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/sw-content-theme?post=35171"},{"taxonomy":"sw-feature","embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/sw-feature?post=35171"},{"taxonomy":"sw-persona","embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/sw-persona?post=35171"},{"taxonomy":"sw-sector","embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/sw-sector?post=35171"},{"taxonomy":"glossary-term","embeddable":true,"href":"https:\/\/test.donorperfect.com\/nonprofit-technology-blog\/wp-json\/wp\/v2\/glossary-term?post=35171"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}