Guides

Our executive guides are designed for leaders at nonprofits and higher education institutions of all sizes. Our hope is that these equip you make better decisions for your organization as you adapt and evolve your technology strategy in this ever-changing landscape. If you have any questions, or just want to chat about one of our guides, please contact us. We’re happy to discuss.

What to Consider Before Replacing Your CRM

Even before COVID-19 required sudden changes to how nonprofits operate, we often encouraged organizations to take a best-of-breed approach w...

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Scale Up Your Fundraising – Now

Today, most nonprofits have moved into uncharted territory. They’re considering how to adapt their fundraising in response to the fallout ...

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Survival of the Nimblest: Today’s Nonprofit Technology Environment

Hi there! You’ve found our guide from 2020 – an updated version can be found here. In our 2022 guide, we explore what has change...

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Nonprofit CRM Pricing

Having the right CRM can transform your organization. It can enable you to deliver on your mission by streamlining operations so your staff ...

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CRM and fundraising best practices

A Look at the Evolving World of CRM through the Lens of Fundraising Best Practices

In the last few years, charitable giving has changed in fundamental ways — and so have the constituent relationship management (CRM) tools...

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