THE KINDFUL GUIDE TO THE

Everything You Need to Know, and Then Some.

Nonprofit CRM

Contents

2The Kindful Guide To The Nonprofit CRM

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What Is A Nonprofit CRM? 5

What Do You Need To Know? 6

Who Is Kindful? 3

3The Kindful Guide To The Nonprofit CRM

Kindful was founded with a simple idea in mind: nonprofits should be able to spend less time focused on their database and more time focused on their mission. With a beautifully designed, intuitive CRM solution that seamlessly works with online fundraising tools, we help nonprofit professionals stay away from their computer so they can stay in front of their donors.

We encounter people every day - both on the nonprofit side and the developer side - who come to Kindful because they are tired of being a faceless name in a big company and are looking for something different. In a market oversaturated with clunky, counter-intuitive, worn-out systems, Kindful offers something new and innovative. As the “new kid on the block” we’ve been able to speak directly to the pain points that nonprofits have with other CRM providers and show them practical examples of how we’re different. And we’ve worked hard to build our reputation as a forward-thinking brand that will remain adaptable to industry trends while providing a uniquely influential CRM solution.

Our Core Values

We believe beauty and functionality go hand in hand.

Kindful believes fundraising software should be functional and intuitive. That’s why we’ve built our dynamic CRM solution to include everything nonprofits need for online fundraising and donor data management - all within a user-friendly design. In a world dominated by counter-intuitive and downright clunky database systems that confuse and frustrate customers, our users report how much they actually enjoy working with their data in Kindful. Information at your fingertips without the confusion of a clunky database. It’s a beautiful thing.

Who Is Kindful?

4The Kindful Guide To The Nonprofit CRM

We believe in the seamless integration of fundraising tools and data management.

Time is money. Why should nonprofits waste it trying to make all their development efforts sync up? With Kindful, third-party fundraising and financial tools (think Eventbrite, Emma, MailChimp and Quickbooks) seamlessly integrate, keeping all of a nonprofit’s information in one place. No more data silos. No more manual exports and imports moving data from one system to another. Kindful acts as one, central hub for all of a nonprofit’s data so they can spend their time focused on their donors and their work - not their database.

We believe data tells a story.

It’s simple: when a nonprofit’s data makes sense, their mission thrives. Their database tells the story of their organization and it should inspire and improve their work, not bog it down in overly complicated and segmented information. That’s why Kindful’s seamless integration and intuitive reporting is so powerful. It makes data mean something, guiding nonprofits to new and innovative ways to accomplish their goals. Story matters. Mission matters. Data matters.

We believe our team is their team.

Customer service isn’t just part of what we do, it’s at the core of who we are. Most of the big CRM solutions sell their product without a dedicated training plan - we don’t do that. Most of them make customers pay for support - we don’t do that either. At Kindful, we don’t do automatic phone menus. We don’t do scripts. We don’t try to sell nonprofits things they don’t need. Our customer service team is a passionate group of real people ready to help in real time. Because at the end of the day, we’re invested in our product because we’re invested in the mission of our nonprofit partners.

Because Kindful plays nice with a host of third-party services, our customers enjoy the seamless and automatic integration of their data in everything from event management to accounting to email marketing and fundraising.

5The Kindful Guide To The Nonprofit CRM

The first step to successfully selling Kindful CRM is to understand the basics of a nonprofit CRM system. While CRMs exist in many forms across many industries, the CRM as it relates to nonprofits is designed to provide three essential elements to every nonprofit:

1. A software that acts as a central hub for all of a nonprofit’s data and manages their constituent information.

2. A system that coordinates with many different pieces of software to manage and track information. The most effective CRM systems will integrate with different types of software that are used for email marketing, event management and donation tracking.

3. A strategy to help nonprofits proactively engage constituents and expand the reach of their mission. When a CRM combines the power of a robust software and integrated system, it creates a dynamic strategy to drive fundraising and communication efforts.

While all CRM solutions provide software, the reality is that many of them don’t do anything to pull in data from all the other places that constituent info lives, which creates a web of data silos that must be manually exported and imported to work within their CRM solution. Kindful is a fully integrated solution that helps nonprofits create strategies out of the entire picture of their constituent information.

What Is A Nonprofit CRM?

CRM: Constituent Relationship Management

6The Kindful Guide To The Nonprofit CRM

Kindful is different from other nonprofit CRM solutions. We’ve worked hard to create a system that is easy for nonprofits to use...and easy for them to understand! Rather than using complicated terms, our database works around well-known nonprofit terms and common-sense language. In addition to some of the general definitions listed above, here’s a comprehensive list of everything you need to known when it comes to Kindful CRM.

• Accounting Integration: The seamless automatic sync of data between an accounting

software and a CRM system. Kindful integrates with QuickBooks.

• Acknowledgment: A letter, email or any other avenue by which a nonprofit acknowledge a

donation and thanks the donor.

• Automated Acknowledgement: Automated tax receipt/ acknowledgement for online

donations.

• Campaign: An organized effort to raise money for a specific purpose. Campaigns are

specific projects that flow into more general funds.

• Cause: Peer-to-peer fundraising pages in Kindful.

• Complete Historical Tracking: All interactions and communication a constituent has

with an organization (donations, events, notes, purchases, email and mail communication)

What Do You Need To Know?

7The Kindful Guide To The Nonprofit CRM

• Constituent: Anyone who is associated with a nonprofit organization. Constituents can

be donors, event attendees, email recipients or volunteers - really anyone else who gets

entered into the database!

• Contact Record: A record in Kindful for an individual constituent.

• Custom Fields: Fields created to track additional information unique to an organization

(such as volunteer information, prospecting stages, interest and involvement)

• Deduplication: The act of merging duplicate records into one unique record.

• Detailed Donor Profiles: Detailed contact management, tax summaries, social profile

integration and individual historical data.

• Donor Database: See nonprofit CRM

• Duplicate Record: Multiple entries with the same information (such as contact records

and transaction data) within a CRM system.

• Email Marketing Integration: The seamless automatic sync of data between an email

marketing service and a CRM system. Kindful integrates with Emma and MailChimp.

• Event Management: Tracking of event efforts (such as invitations, registrations and

follow-up progress) within a CRM system.

• Fund: A classification system for categorizing donations and other monies coming into a

donor database. Funds are a general allocation made more specific through campaigns.

• Gift-In-Kind: A non-monetary donation to a nonprofit (like stock, computers or clothing).

• Grant Management: Tracking of grant fundraising efforts (such as application progress,

foundation information and reporting progress) within a CRM system.

• Hard Credit: CRM designation for an individual or organization who is directly responsible

for a nonprofit donation. See soft credit.

• Household Record: A record in Kindful that includes multiple contact records that are

connected under a family or business relationship.

8The Kindful Guide To The Nonprofit CRM

• Integration: The automated sync of data between a third-party service and a nonprofit

CRM. Kindful integrates with various email marketing, event management, e-commerce

and accounting services. (See the growing list here.)

• Matching Gift: A donation that is matched by another gift of the same amount. Many

companies will match the donation of an employee to a nonprofit of their choice.

• NCOA Updates: Updates made to contact records based on the National Change of

Address process

• Nonprofit CRM: A constituent relationship management solution specific to nonprofits.

(Different from business CRMs, which refer to customer relationship management.)

• Peer-to-Peer Fundraising: Fundraising initiatives that utilize individuals or groups of

individuals to raise funds or awareness for an organization through their social networks.

• Pledge: A commitment from a donor to give a certain dollar amount over a specified

period of time.

• Pledge Management: Tracking complete and incomplete pledges per donor and per

campaign

• Query: Search parameters used to segment data within a CRM system in order to create a

report. Kindful refers to queries as filters.

• Real Time Activity Feed: A live-updating account of all activity within the Kindful

database. (We tell people it’s just like their Facebook feed.)

• Report: A compilation of targeted data from a nonprofit CRM. Common reports to know:

• LYBUNT: Report of donors who gave “last year, but unfortunately not this” year

• SYBUNT: Report of donors who have “some years, but unfortunately not this” year

• Lapsed: Report of donors who have a history of giving, but have not donated for a specified

number of years.

• Scheduled Report: A report that is saved and scheduled to be generated and emailed to

a designated recipient at a designated time.

9The Kindful Guide To The Nonprofit CRM

• Segment: A subdivided group of constituents based on a specified set of criteria. For

example, a large pool of donors can be segmented into a subgroup in a specific location.

• Snailer: The Kindful term for constituent communication that is sent via postal mail (such

as direct mailings, nonprofit collateral or hard copies of donor receipts).

• Soft Credit: CRM designation for an individual or organization who is not directly

responsible for a donation but should still be credited and acknowledged. Soft credits can

be applied to any donor who has given through another source (like a spouse, employer or

foundation). See hard credit.

• Solicitation: Any appeal made for a donation whether online, via mailing or in person.

• Split Transaction: A donation that is designated to more than one campaign.

• Task Management: The ability to assign specific tasks to any user within the Kindful

database.

• Transaction: Any monetary entry into the Kindful database. This can be created

automatically when a donation is made on a Kindful donation page or through manual

entry inside the database.

• Volunteer Management: Tracking of volunteer-related information (such as hours,

interests, programs and roles) within a CRM system for reporting purposes.