In the ever-evolving landscape of nonprofit technology, having a clear set of guiding principles is essential to ensure you balance long-term benefits, optimize costs, and manage risks appropriately. Heller Consulting’s Technology Guiding Principles framework is designed to help tech ...Read More

The nonprofit sector faces unprecedented challenges. The financial stability of many organizations has been rocked by economic uncertainty, changing donor priorities, and the increasingly volatile US federal funding landscape. Coupled with increased cybersecurity risks, the rise of AI applications, and ...Read More

Here at Heller, we talk a lot about databases—fundraising and engagement platforms and CRMs. We also talk about people, processes, workflows, and workarounds. Today, I want to talk about the bedrock of your fundraising program: data itself. Data governance ...Read More

Advancement teams are the backbone of financial stability and growth for educational institutions, but they face significant challenges both internally and externally. Engaging donors across an increasing number of channels in a complex fundraising landscape is no small feat. Many ...Read More

Development teams are increasingly looking for more functionality from their CRM systems to support a variety of fundraising strategies and enhance donor engagement. Nonprofit tech leaders are charged with balancing the needs of a modern, hungry fundraising operation with the ...Read More

By Barbara Fischer, Associate Vice President IT and Data Analytics, The University of Toledo Foundation At The University of Toledo Foundation, we faced a common tech challenge like many in higher education advancement: an outdated database from the early 1990s. ...Read More

Spoiler: Not completely, but our clients are taking a byte.   The dazzling improvement of generative AI platforms in the past year has led to increasing comfort among technologists. 67 percent of tech leaders surveyed by Salesforce reported prioritizing AI, with ...Read More

There are a plethora of ways to move to a new CRM and over the years, we have tried them all. Decades of experience has taught us that a CRM roadmap is critical to the success of our nonprofit clients, ...Read More

At Dreamforce last month, Salesforce revealed a suite of new products that nonprofits and higher ed organizations have been asking about for years. But ever cautious and reticent to be the first movers into a product that is still evolving, ...Read More

As you’ve probably heard by now (more than once), Salesforce launched the new Nonprofit Cloud early last year. As with any relatively new technology, there is excitement around it. At the same time, there’s also uncertainty, and even ...Read More