Discover our free guides and resources

The essential steps to avoiding unclaimed Gift Aid payments

This guide covers:

• The challenges around Gift Aid payments
• How software can help support claims
• Steps that can be taken to avoid unclaimed Gift Aid payments

Why you charity should invest in an online donation form

Are you unsure about implementing an online donation form? This article covers:

• What a digital donation form is
• Benefits of implementing this solution
• Affordability of an online donation form

Guide to switching to a new fundraising and alumni CRM

The step by step guide for universities covers everything you need to know for making a smooth and simple switch:

• Why a CRM switch is important and what you need to do next
• Tell-tale signs you're ready to move to new charity specific software
• Step-by-step guide to migrate your CRM
• Top priorities 
• Your switchover checklist

What is a charity CRM integration connector and why does your charity need one?

This guide covers:

• What a charity CRM integration connector is
• The benefits of a user-friendly integration connector
• An example of what a charity CRM integration connector looks like

The definitive guide to Gift Aid for charities

Claiming Gift Aid on charity donations can maximise the impact of each donation. This guide covers:

• What is Gift Aid?
• What are the Gift Aid eligibility rules?
• Six Gift Aid rules for charities to know
• How do I claim Gift Aid?
• Making the most of Gift Aid software for charities

Compose a suitable charity CRM tender document

This guide covers:

• What to include in your tender document

Best donor management software for nonprofits

This guide covers:

• Why nonprofits require donor management software
• What are the best features to look out for
• How to implement the best donor management software

How to get closer to your supporters

This guide covers:

• How you can use technology to help eliminate inefficiency in charities 
• How to lessen your administrative burden and increase your reporting capabilities

Funded First: How charities can gain and use financial support

This guide informs charities how to gain and use financial support:

• Organisations supporting charities through grants in the UK
• Partnerships with private sector companies
• Large donations from wealthy backers
• Legacy fundraising
• Commercial trading to maximise funds
• Funding, bursaries and training for arts-based charities

Fundraisers guide to digital donor journeys: helping you increase engagement and donations

This free 30 page guidebook covers:

• How to attract more donors and allow them to find your charity more easily
• How to convert donor interest into meaningful online activity
• How to intelligently engage with your supporters and how to build strong connections with them

What Gives? Understanding the mindset of the new giver

This guide covers:

• How to make maximum use of the Gift Aid scheme 
• How to create clear, visible campaigns to attract new donors and show them the difference that your charity – and their funding – can make 
• How to understand the shift in attitudes and how this influences when people donate 
• How to spell out to donors where their money is being spent and why it is so vital to the charity  

Your journey to donor success: You already know more about your donors than you realise

This guide covers:

• Understanding the information you already have on your donors
• How to get the most out of the information you already have

Tips from the Private Sector: How is the world of business coping with inflation?

This guide covers:

• How the third sector can think more like the private sector
• Tips for strategies during a difficult economic environment from Tim Sutton, founder of Fresh Growth Solutions
• Tools charities can put in place to help them navigate through another turbulent time

Get Smart, Get Social, Get Fundraising: CRM and social media integration

This guide covers:

• How technology can help with the challenges charities face around social media
• How to grow relationships with supporters
• How to attract new supporters via social media
• Build a strong brand online
• The key benefits of social media integration

The cost of giving crisis: How the charity sector can react to another economic crisis

This guide covers:

• The impact on services
• Finding new solutions from new problems
• Getting more from your comms
• How to cope with fewer donations and keep control of costs

Ultimate guide to successful donor relationships

This guide covers:

• Segmentation - understanding why different donors give to charity
• Personalisation - talk to people not demographics
• Integration - join up, stand out
• Data - make it work for you

Reactivating lapsed donors: How to win back old friends

This guide covers:

• What you need to do to win these lapsed donors back
• How to record your successes in your charity CRM

What are the benefits of a CRM for charities?

The guide covers:

• Why more charities are choosing CRM systems
• What is a charity CRM and why is it important?
• What are the benefits of a CRM for charities?

Six benefits of integrating your charity’s website with your CRM

This guide covers:

• What is an integrated charity CRM and website?
• Tops benefits of integrating your CRm and website
• What to consider before integrating your charity's website and CRM

Access Charity CRM vs Salesforce

This guide covers:

• The importance of choosing the right CRM
• Access Charity CRM pros and cons
• Salesforce pros and cons
• Access Charity CRM vs Salesforce: which should you choose?

How to avoid choosing an unsuitable charity CRM

This guide covers:

• What mistakes can be made when choosing a charity CRM
• How to avoid choosing an unsuitable charity CRM
• Make an informed decision

6-step guide to choosing the right CRM for charities

This guide covers:

• The 6 steps including defining your goals, auditing your current resources, considering your budget and choosing the right provider

How much does a charity CRM cost?

This guide covers:

• What can influence the cost
• Determining the ROI
• Creating a budgeting plan
• Finding an affordable charity CRM
• Access Charity CRM pricing packages

Guide to switching your charity CRM

This guide covers:

• The benefits of switching to a new charity CRM
• Signs that you need to switch
• Things to consider when switching to a new charity CRM
• You charity switch checklist

Salesforce review: Is it a suitable CRM for charities?

This guide covers:

• Why choose a CRM for charities?
• How does Salesforce perform as a CRM for charities?

Getting more out of your data: How to revive and revitalise your fundraising database

People who've never donated, and are unlikely to engage with your organisation in future, could be costing you time and money. This guide covers:

• Six questions to help you inspire action from the most promising prospects in your database

Top tips for CRM implementation

This guide covers:

• Why it's important to dedicate sufficient time to ensure the system is going to be functional for users and meet organisation needs
• 10 top tips for successfully implementing a CRM system

Request For Information - Free Template

If you are looking for a new CRM you may require an RFI document to support the procurement project.

We've put together a useful and comprehensive template for you to follow.

CRM Requirements - Free Template

If you are considering a new CRM, pulling together a list of comprehensive requirements can be daunting.

We've put together a useful template to ensure all your needs are covered. 

Do you know what it takes to become GDPR compliant?

This guide covers:

• The challenge and why things are changing
• What is the potential cost for you?
• The 3 pillars of the GDPR legal framework and what this means in practice
• Your 5-step plan to GDPR compliance and how Access Charity CRM can help your GDPR compliant

What is the best CRM for charities?

This guide covers:

• How do different CRMs differ from one another
• Top consideration when evaluating the best CRM
• What the best CRM features are
• How to implement the best CRM

How can our fundraising & alumni CRM increase engagement?

This guide covers:

• What a fundraising & alumni CRM is and why it's important
• What the benefits are for your university