Why your supporters are wealthier than you expect. Course details.

CRMs: Crucial Relationship Management

Samuel Davies | 27 January 2021 | News

Sometimes work is work, and other times, especially when speaking with supporters or meeting beneficiaries, it’s much more than that. It’s a vocation, a mission, a hope of making a positive difference. Whether our intentions for our work are philosophical, practical, or somewhere in between, relationships are undoubtedly the key to our success.

Depending on the charity, Customer Relationship Management (CRM) software might be better known by the moniker: ‘The database’, or ‘the spreadsheet’, or even for larger charities, ‘our data team’.

Often, when I’m thinking about CRMs it’s in the context of the current challenge I’m facing in pulling a list of contacts for a marketing activity or mailing. It is too easy to confuse the ‘how do I?’ with the ‘why am I?’ when it comes to using the data on our CRMs and the intentions with which we use it.


Why your supporters are wealthier than you think... Course by Catherine Miles. Background photo of two sides of a terraced street of houses.

In episode 79 of the Charity Chat Podcast, we spoke with acclaimed fundraiser and consultant, Giles Pegram CBE, about the importance of the donor experience.

Charity Chat podcast · E81 – Covid-19 and charities

Understanding what moves your donors, and how your communication can best fit into their life is one of the questions arising in many of Charity Chat’s podcast episodes. In our interview with Matt Barnett, we spoke about how video messaging can be used to deliver quick, bespoke and engaging communications to supporters.