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Practical guides on donor relationships, gift and grant tracking, follow-up, and fundraising reporting.

guideJul 31, 2026

Follow-Up That Keeps Going After You Stop

How to run donor follow-up that continues on its own: follow-up series, email campaigns to a whole stage, calls and texts on the record, and meetings that write their own recap.

guideJul 31, 2026

Recording Gifts, Issuing Receipts, and Reading What the Reports Say

FUNDesk records gifts rather than charging them. How an exact gift record produces the receipt, the acknowledgment, the grantmaker report, and a retention number you can act on.

guideJul 31, 2026

Grantmaker Matching and Keeping Applications Honest

How to shortlist grantmakers whose interests and giving range actually fit your work, and how to run applications so a deadline never arrives as a surprise.

tutorialFeb 19, 2026

How to Get Useful Answers from the FUNDesk Pilot

Practical examples for asking FUNDesk about donor relationships, potential gifts, grant applications, commitments, meetings, and follow-ups.

guideFeb 17, 2026

Why Fundraisers Need a CRM That Speaks Their Language

A practical guide to organizing donors, potential gifts, grant applications, communications, and follow-ups without turning fundraising into a technical sales process.

comparisonsFeb 17, 2026

Why Generic CRMs Feel Wrong for Fundraising Teams

Generic CRMs can store contacts, but fundraising teams also need clear gift progress, grant applications, relationship history, and useful follow-up help.

productFeb 17, 2026

How the FUNDesk Pilot Helps Fundraising Teams

The FUNDesk Pilot uses connected donor, gift, grant, and communication records to help fundraisers understand context, decide what matters, and prepare the next action.

guidesFeb 17, 2026

From Spreadsheet to Fundraising System: A Practical Migration Guide

Move donor and gift information out of scattered spreadsheets without losing history. A plain-language guide to cleaning, importing, checking, and using your data.

use-casesFeb 17, 2026

A Simpler Fundraising System for Small Nonprofit Teams

Small development teams need fewer places to check, clear ownership, and reliable follow-ups. Here is a simple way to organize donors, gifts, grants, and communications.

Bring your donors, gifts, and grants together.

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