Archive - August 2017

1
Webinar: How to Thrive in an Uncertain Fundraising Environment
2
Business Intelligence Tools for Nonprofits: Quicksight
3
Transcript: Blackbaud CRM Solutions
4
Webinar: NGO Connect: CRM Options for Enterprise Nonprofits
5
Transcript: Top 3 Missed Opportunities to Use Wealth Screening
6
Transcript: Flash Class: Managing Change for Success

Webinar: How to Thrive in an Uncertain Fundraising Environment

thrive in uncertain fundraising times

The world of nonprofit fundraising is changing dramatically. As most organizations are planning for the upcoming biggest fundraising season of the year, the added risk and uncertainty makes an already stressful time of year even more intense.

  • Demographics and giving habits are shifting: The Boomers are moving into retirement, the Gen Xers are finally making enough money to give, and despite Millennials destroying everything, they are giving and volunteering more than any other group.
  • Political and economic climates are uncertain: Regardless of your affiliation, it’s clear that politics and the economy are impacting the reasons and amounts people give to nonprofits, as well as which ones they’re giving to.
  • Changing technology: Social media, mobile giving, direct mail, email. Every day seems to bring a new ‘must-have’ app, channel, or technology we need to master to be successful

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Business Intelligence Tools for Nonprofits: Quicksight

business-intelligence-nonprofits-quicksight

The landscape for business intelligence and analytics tools is constantly changing. In 2014 we released a popular whitepaper on business intelligence for nonprofits. Since then there have been many changes and new entries to the market, so this series of posts will feature four new tools we’ve seen most commonly used at nonprofit organizations. Our goal is to provide quick snapshots highlighting the basic features and functionality of each product. Organizations just starting to examine their choices will be able to quickly see the basic differences between the tools, and start to clarify which tools might be suitable for their organization. If you have specific questions about getting started with your own analytics initiative, please download our paper “Introduction to Analytics for Nonprofit Executives” or contact us directly to discuss your specific needs.

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Transcript: Blackbaud CRM Solutions

In our third installment of our CRM Options for Enterprise Nonprofits webinar series, Heller and representatives from Blackbaud showcased the features and benefits of Blackbaud’s CRM Solutions. We hope this series helps organizations learn more about today’s CRM solution marketplace so they can overcome the obstacles preventing them from adopting new technology.

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Webinar: NGO Connect: CRM Options for Enterprise Nonprofits

NGO-Connect-CRM-options-enterprise-nonprofits

This is the fourth installment in our “CRM Options for Enterprise Nonprofits” series focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys.

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Transcript: Top 3 Missed Opportunities to Use Wealth Screening

On June 27, advancement experts from WealthEngine and Heller Consulting discussed underutilized strategies that can help boost the success of your next campaign. In this webinar, they showed how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships. Below is the transcript of the webinar, and you can view the entire session here.

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Transcript: Flash Class: Managing Change for Success

On July 25, DonorSearch hosted Heller Consulting’s Vice President of Professional Services Smita Vadakekalam to share her experience in guiding nonprofit organizations through successful technology projects. As a Prosci Certified Change Practitioner, she explained the purpose of change management, and shared best practices, resources and tools to help nonprofits incorporate effective change management strategies into their own projects. Below is the transcript, and you can download the slides and watch the full webinar here.

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