Author - Team Heller

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Sandi Reinardy
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Case Study: Using Salesforce for Advancement in Higher Ed
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We’re speaking at the 5th Annual Higher Ed Summit
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What Sessions Will You See at #17NTC?
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Send me Heller’s NTC slides and resources!
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Join us at #17NTC in Washington, DC on March 23-25
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Barriers to Analytics for Nonprofits
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Team Heller Volunteers for The Garden School Foundation
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Quick Quiz: Is Your Nonprofit Ready for Change?
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Becoming a Certified Sales Cloud Consultant

Sandi Reinardy

Sandi Reinardy
Account Executive – Higher Education

I started working with nonprofit organizations almost 20 years ago helping individuals working to exit homelessness in Chicago. My next challenge was in City Year’s Boston headquarters rolling out The Raiser’s Edge to fifteen chapters around the country. I knew from the beginning that working with nonprofits was the right choice for me.

In 2004, I found a long-term home at Heller allowing me to work with hundreds of organizations–including schools, colleges, human service organizations, and many more. I consulted on business process, built custom technical solutions, and developed effective growth strategies for a wide range of clients over the next 9 years.

In 2013 I took on the role of Operations Manager at Jackson River, learning more about how digital marketing is an essential component in a complete engagement and advancement strategy. The following year I took on a new challenge at the University of Wisconsin Foundation, where I managed a team of seventeen people responsible for core data processing as we implemented a new CRM system, GL software, digital marketing system, and campus portal. The depth and complexity of this role allowed me to apply and extend my experience with the challenges faced by the higher education community and I’m thrilled to bring that experience back to my current role.

Outside of Heller, I enjoy writing, spending time on Wisconsin’s Lake Mendota with my husband, and spoiling my two dozen nieces and nephews. I have a Bachelor’s in Sociology from Loyola University Chicago, a Master’s in Journalism from Boston University and a Master of Fine Arts in Fiction Writing from the University of California Riverside.

 

Case Study: Using Salesforce for Advancement in Higher Ed

Heller-Case-Study-Salesforce-Advancement

Philanthropy is an increasingly critical source of funds for colleges and universities, and advancement and major giving programs require a different set of tools than annual campaigns and online giving appeals. Because individual relationship building is key to securing major gifts, empowering major gift officers to do what they do best is essential. The most successful advancement offices leverage technology where it makes sense: to identify the best prospects, easily manage their day to day work and collaborate with all members of the team who participate in the fundraising process. Our recent project with Gordon College is an excellent example of how colleges can take advantage of advanced technology to help their team to succeed.

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We’re speaking at the 5th Annual Higher Ed Summit

Higher-Ed-Summit-Salesforce-Austin

Heller Consulting is pleased to announce that we will be speaking at the 5th Annual Higher Ed Summit this month in Austin, Texas. This conference brings together leading colleges, universities, and industry experts to share effective technology strategies that bring measurable success.

Sign up to receive our presentation and resources from the conference below.

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What Sessions Will You See at #17NTC?

Heller NTC Nonprofit Technology Conference 2

Have you made your plans for sessions you want to see during The Nonprofit Technology Conference next week? It’s worth the time to go through the full agenda to see the variety of speakers and topics. Here are a few sessions to consider checking out. You may notice the first two are presented by the Heller team, and we’d especially love to see you there! What other sessions are you interested in? 

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Send me Heller’s NTC slides and resources!

Heller will be presenting two sessions at NTC on topics that apply to nonprofit organizations every day:

  • Planning Change Management to Ensure a Technology Project’s Success
  • Extending Your CRM Beyond Fundraising for Greater Program Engagement

Sign up below to receive these slides and resources so you can share them with your own team.

* These fields are required.

 

Join us at #17NTC in Washington, DC on March 23-25

Heller NTC Nonprofit Technology Conference

It’s Nonprofit Technology Conference time again! We hope to see you there. Read below for details on the sessions Heller team members are presenting and where you can find them during the conference. We look forward to sharing with and learning from this amazing community of thought-leaders who shape our industry.

Our #17NTC Sessions

We are excited to share that our own Smita Vadakekalem and Matthew Mielcarek will be presenting two sessions at the Nonprofit Technology Conference in Washington, DC this year. Both sessions qualify for CAE credits, so be sure to add these two insightful sessions to your NTC schedule.

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Barriers to Analytics for Nonprofits

introduction-analytics-nonprofits-3

Commercial companies have been leveraging the power of robust analytic applications on their data for years. And while the practice of analytics for the nonprofit sector has been around for years, it isn’t it practiced as widely. Why? In truth, there are many barriers to a successful analytics initiative, but they are not insurmountable. A few of the more common are:

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Team Heller Volunteers for The Garden School Foundation

Garden-School-Foundation-Heller-Volunteer

In large cities far from rural farms, it can be a challenge for children to visualize the process behind the food they eat. One of the best ways to learn about food sources and nutrition is to work through the experience first-hand, planting, tending, harvesting, and cooking healthy fruits and vegetables. The Garden School Foundation helps Los Angeles’ underserved schools do exactly that. They provide a versatile curriculum that connects students’ nutrition, health, and community through experiential lessons and activities. From planting seeds to preparing fresh meals, students learn about healthy food and how they can apply those lessons at home.

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Quick Quiz: Is Your Nonprofit Ready for Change?

Nonprofit Ready for Change

Being ready for change within a nonprofit is influenced by a wide range of factors including personal styles and long-term departmental history. One team may embrace being the “early adopters” while another may take a more cautious approach. At the end of the day, change is inevitable and often challenging. When well-managed it can be a transformative and beneficial experience that improves staff morale, program effectiveness, and even how the organization serves constituents. When change is poorly managed, especially multi-department or organization-wide changes, it can be extremely disruptive. In fact, many transformative initiatives that impact the processes, technology, or culture of an organization have a very low success rate—as many as 70% fail to achieve their goals.

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Becoming a Certified Sales Cloud Consultant

salesforce-sales-cloud-consultant

The Salesforce Certified Sales Cloud Consultant credential is one of the advanced certifications offered by Salesforce, and encompasses sales, marketing, analytics, and the interfaces required to successfully design and implement Sales Cloud solutions. Jennifer Thall has recently earned this certification and we asked her to share her thoughts on the process.

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