Evaluating Technology for Successful Year-End Giving Campaigns September 26, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyAs your nonprofit prepares for its year end giving campaign, it’s essential to assess your technology infrastructure in advance. The right tools can streamline your fundraising efforts, enhance donor engagement, and ultimately help reach your goals. Running successful year-end giving campaigns, learning from past experience. Take a look at what worked well in other campaigns,… Read More
Guide to Nonprofit Strategic Tech Selection: Aligning with Your Mission August 30, 2024 by Andrew Wainacht Thinking in: Strategy, Support TipsTechnology is no longer just a ‘nice-to-have’ for nonprofits; it’s an essential tool for achieving mission impact and organizational sustainability. However, nonprofits (more than anyone!) need to be strategic in aligning technology choices with their mission and goals. This ensures that every nonprofit strategic tech selection delivers maximum value and contributes to the organization’s overall… Read More
Nonprofit Strategic Planning and Technology August 29, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyNonprofit strategic planning is a big part of planning for the future of your organization. It’s common to think about mission, vision, general operations, increasing donations, and so forth. What is often overlooked in a strategic plan is technology, leaving too many organizations scrambling for funds with a short deadline and trying to replace or… Read More
The Role of Leadership in Nonprofit Technology July 25, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyPreviously, we shared the importance of having a Center of Excellence (CoE) to oversee your nonprofit’s technology. Including leadership in nonprofit technology through this “committee” is a key to the ROI on any technology investment. It’s a common refrain: “I don’t do technology.” But the truth is everyone in your organization uses it in some… Read More
Safeguarding Your Nonprofit’s Salesforce Login Access: A Preparedness Guide for Administrators June 26, 2024 by Andrew Wainacht Thinking in: Salesforce, Strategy, Support TipsIt’s Monday morning, and you’re excited: You’re the Salesforce Admin for your nonprofit organization, and an hour from now, you’re running an onboarding session with a new hire. You open your browser to sign in and get ready for training. You fill in your usual credentials and hit enter. “Access denied.” Oops, that didn’t work.… Read More
Nonprofit Database Management is More than Just Knowing Technology June 21, 2024 by Kristen Beireis Thinking in: CRM/AMS, Non Profit Tips, StrategyWhen you think about nonprofit database management, what do you think of? Your mind probably jumps to questions of what platform is involved, and what technical skills the admin has. We talk a lot about the importance of choosing the right technology systems for your nonprofit, but once the tool is selected: The most important… Read More
AI for Nonprofits: What You Need to Know About Fundraising AI May 23, 2024 by Paul Keogan Thinking in: CRM/AMS, Strategy, Support TipsAI is certainly the hottest topic in conversations about technology this year. “Generative AI” tools like ChatGPT draw a lot of attention, for better or for worse – but AI technology goes beyond that. More and more nonprofit CRMs are adding AI features intended to assist development teams with enhanced data. Are the newest fundraising… Read More
Choosing Marketing Software for Nonprofits: Aligning Needs with Marketing Maturity April 27, 2024 by Paul Keogan Thinking in: StrategyYou’re passionate about your cause and excited to share it with the world, but resources are often stretched thin. Technology can be a powerful ally, but with so many tools available, choosing the right marketing software for nonprofits can be daunting. Here’s the key: the best fit for your organization depends on your current marketing… Read More
Resistance to Change in Nonprofit Technology: 6 Tips for Leadership Success April 2, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyTransitioning to a new technology platform can be a daunting task for any organization, but for nonprofits, it can feel especially disruptive. Many staff members, particularly those accustomed to established systems, may show resistance to change. This hesitation can slow down the adoption process and hinder the full potential of the new system. As a… Read More
Boosting Nonprofit CRM Adoption at Your Organization March 29, 2024 by Kristen Beireis Thinking in: CRM/AMS, StrategyYou’ve invested in your CRM to streamline your nonprofit’s operations and help better execute on your mission. Great! But if your team is hesitant to use the system consistently, those benefits will remain out of reach. If that sounds familiar, don’t worry — you’re not alone! Let’s take a look at some common CRM roadblocks… Read More
Salesforce Backup Plans and Backups: Succession Planning for Your Salesforce Administrator March 6, 2024 by Andrew Wainacht Thinking in: Salesforce, StrategyA Salesforce administrator holds a uniquely powerful position within your organization. They’re the architects of your CRM, responsible for maintaining, customizing, and optimizing what is likely your nonprofit’s most valuable asset – your data. So, what happens if your beloved admin wins the lottery, retires, or simply moves on? Does your organization have Salesforce backup… Read More
Nonprofit System Backups: Create a Fortress March 5, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyThe last thing any nonprofit wants is lost donor data, fundraising campaigns grinding to a halt, and the website going dark. Of course, these disasters can be minimized when you have backups in place. Last month, we shared a roundup of policies and processes you’ll want to make sure are in place. This month, let’s… Read More