2024 NOTE: Microsoft is moving toward the retirement of the Fundraising and Engagement solution for nonprofits. After December 31, 2026, Microsoft will no longer implement security updates for Fundraising and Engagement, and there will be no further technical support for the solution. Heller ...Read More

The world of nonprofit technology is an exciting place these days. As it continues to shift and grow, there is an increasing number of solutions that can help you meet your organization’s strategic goals. Today, I’m sharing how ...Read More

We’ve seen marketing automation open up possibilities for nonprofits. It can help meet many objectives across organizational functions to engage constituents in different ways to give their time, talents, and financial support. There is an initial effort to put ...Read More

Gift processing is a challenge for many nonprofits. It takes time to enter gifts into your donor database or customer relationship management (CRM) system. It requires each gift type to be coded correctly. Each gift must have the right General ...Read More

Preparing your fundraising information for your accounting system isn’t always easy. In fact, it can take significant time and effort to align and reconcile data properly. That’s something Salesforce has aimed to make easier with the release of ...Read More

If you’re reading this article, there’s a good chance your nonprofit is using NGO Connect and considering a move to the Salesforce Nonprofit Success Pack (NPSP). My colleague, Jett Winders wrote a helpful blog article earlier this year ...Read More

If you are already on Salesforce and you’re looking to make small improvements, streamlining might be the right option for you. When discussing streamlining, we are referring to a process of optimizing or improving your current system. There is ...Read More

There are many reasons your nonprofit might be considering a change to a new constituent relationship management (CRM) system. Maybe your current CRM vendor is pushing you to upgrade to a new version of the system. Or, perhaps your old ...Read More

When you think about highly personalized customer experiences, you might think of companies like Amazon or Netflix. We’re all used to them offering up content and suggestions for “things you might like” based on what they know about you, ...Read More

For many of our clients, standardizing business processes and increasing efficiency across the organization are key priorities. It can be incredibly challenging to streamline operations when you have an Enterprise Resource Planning (ERP) solution to manage your warehouse or distribution ...Read More