CharityPack Blog
Insights for Nonprofits
The CharityPack blog is a library of strategies, product updates, and real-world stories. Each article is written to help your organization raise more, engage donors, and grow your impact.
Legacy Giving in Your CRM: How to Track Planned Gifts You Cannot See Yet
U.S. bequest giving rose nearly 20% in 2025, yet many legacy donors never tell the charity. Here is a practical CRM system for tracking intentions, stewarding legacy donors, and reporting expectancies accurately.
Donor Interaction Notes: How to Stop Losing Relationships Every Time a Fundraiser Leaves
The average fundraiser stays just 16 months. Here is a simple, privacy-ready system for logging donor interactions in your CRM so relationships survive staff turnover.
In-Kind Donations: The Non-Cash Gifts Your Nonprofit Is Probably Mishandling
U.S. donors give roughly $58 billion in-kind to nonprofits each year — yet most small charities mishandle these gifts. Here is the practical acceptance policy, fair market value, and receipting playbook for Canada and the U.S.
Nonprofit CRM Permissions: Why Shared Logins Are Quietly Putting Your Donor Data at Risk
Cyberattacks on nonprofits jumped 241% between 2024 and 2025. Learn how role-based permissions, unique logins, and MFA protect your donor data — a practical guide for small nonprofit teams.
Your Board Is Your Weakest Fundraiser — And the Fix Is a Workflow, Not a Lecture
Fundraising is perennially rated the weakest board function in Leading with Intent research. Here's the six-step workflow small nonprofits can install this quarter to fix it.
Corporate Matching Gifts: The $4-7 Billion Nonprofits Leave on the Table Every Year
$4-7 billion in corporate matching gifts goes unclaimed every year. Here's the six-step workflow small nonprofits can build this quarter to start recovering that revenue.
The Event Fundraising Trap: Why Your Gala Data Is Silently Sabotaging Next Year's Fundraising
Event attendees convert at 15-25% for galas and 10-20% for peer-to-peer. Here's how small nonprofits can build a CRM workflow that turns every event into a compounding fundraising asset.
Nonprofit CRM Migration: A Small-Shop Playbook for Moving from Spreadsheets to a Real Database
30% of nonprofits still track donors in spreadsheets. Here's a six-phase migration playbook for moving to a real CRM without breaking your data or your team.
Donation Receipts for Nonprofits: CRA and IRS Requirements Plus Donor Experience Best Practices
Donation receipts are your highest-engagement donor email and a legal compliance instrument. Here's how to make them CRA/IRS compliant and donor-friendly at the same time.