When your fundraising platform no longer meets your needs, it might seem like time to switch. But with today’s interoperable tools, nonprofits can often achieve their goals by customizing their existing CRM. In this video, Heller Consulting’s Paige Deegan speaks with development ops leaders from Kennedy Krieger Institute about their strategic journey to enhance Raiser’s Edge using Microsoft’s Power Platform.
AVP of Philanthropy Operations Emily Finton and Director of Donor Services Jennifer Abel share how they streamlined data strategy, improved donor engagement, and transformed their CRM into a self-service tool for gift officers. Viewers will gain a practical case study and clear first steps for any major tech initiative.
