Using Data to Tell Your Nonprofit Story February 5, 2025 by Andrew Wainacht Thinking in: SalesforcePleasant Valley Land Trust (PVLT), a fictional nonprofit dedicated to preserving the natural beauty and biodiversity of the Pleasant Valley region, faced a challenge familiar to many organizations in their sector: how to effectively communicate the impact of their conservation efforts. They knew they were making a difference, but translating that impact into a compelling… Read More
Nonprofit Website Engagement through Data Storytelling February 4, 2025 by Paul Keogan Thinking in: CMS/Websites, CRM/AMS, StrategyNonprofit organizations are increasingly recognizing the power of data to tell compelling stories and engage website visitors. While many organizations rely on text-based narratives, data can strengthen your message and allow you to more effectively communicate your mission and achievements. Does your nonprofit website engagement strategy include data in stories? Integrating Data for a Holistic… Read More
Salesforce Workflow & Process Builder End-of-Life January 6, 2025 by Andrew Wainacht Thinking in: CRM/AMS, SalesforceAs of December 2025, Salesforce will officially sunset its Workflow and Process Builder tools in favor of the newer automation tool, Flow. Nonprofits will need a plan to migrate or rebuild their older automations in the new tool. This post guides you through the process, ensuring a smooth transition and unlocking the full potential of… Read More
Nonprofit Technology Automation: The Why, What, and How to Improve Productivity January 2, 2025 by admin Thinking in: Non Profit Tips, StrategyAre robots coming for your job? Hopefully not, because most of the folks we know who work at nonprofit organizations are smart, thoughtful, non-robotic people who shouldn’t be replaced by machines. But at any nonprofit, there’s always more work to be done than there is time to do it, right? This is why your nonprofit’s… Read More
2024 Year in Review: Proactive Strategies taken to Avoid Nonprofit Tech Time Bombs November 29, 2024 by Kristen Beireis Thinking in: Strategy, Support TipsNonprofit organizations are the backbone of our communities, working tirelessly to make a positive impact. But let’s face it, the relentless pace of technological change can often leave you feeling overwhelmed and behind. There were quite a few important measures our clients (and similar organizations) needed to take to avoid nonprofit tech “time bombs” this… Read More
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
