“Risk” Doesn’t Have to Be a Four Letter Word

All organizations experience risk or have felt the effect of risk gone unchecked. Did a project fail, and you didn’t see it coming? Did an important opportunity go unrealized because the proper steps weren’t taken to capitalize on it? Then yes, risk has struck again!

Actively managing risk is the answer. You need to identify it, establish your tolerance, plan for it, and then act on the plan if the risk occurs.

So what is risk? On a global scale, risk can be thought of as any event that will affect the desired outcome of a project, program, organizational goal or other initiative. Risk can manifest itself in two ways: as a threat and as an opportunity. Are you looking out for both?

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Why Finishing Your CRM Implementation Doesn’t Mean You’re Done



Why Finishing Your CRM Implementation Doesn’t Mean You’re Done.  There was a time in the nonprofit sector when organizations would identify a technology need and say, “We need something to send out email, or track donations, or manage our events. Let’s get that one!” These types of technology are called “point solutions,” and are designed for and meet specific, relatively one-dimensional, needs only. As a former technology manager, I’ve seen similar hardware acquisition activities take place in many nonprofits: “We need a computer, let’s get that one!” It wasn’t until that computer, new in 2007, became so decrepit and slow in 2012 that a need for a new one was considered. In either case, the technology need was relatively straightforward, and the implementation victory was clear: we’re now using the new tool. The tool fits a specific job, and we tend to continue using it as-is until the job outgrows the tool, or the tool breaks down.

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Responsibilities of a Development Database Administrator (DBA)


7 Things to Think About Before You Implement a Fundraising System


In the first article of this series, we talked about critical qualities to look for in someone who is managing your database. In today’s post, we’ll talk about the responsibilities if this position is specifically managing your fundraising database. While I have worked with The Raiser’s Edge®, Common Ground (retired) and Luminate CRM™, the tasks and responsibilities detailed in this article apply to any development database administrator (DBA) at a nonprofit organization. (In a later post we’ll discuss how these responsibilities might differ if you are talking about someone managing your entire CRM system, which could encompass multiple departments beyond fundraising.)

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The Basics of Salesforce.com for Nonprofits [Tech Tips]

In this post I will breakdown some of the basics of Salesforce.com for nonprofits.  In Heller Consulting’s recent paper on Salesforce.com-based donor management applications, we covered the fact that Salesforce CRM, as natively designed, is meant to track business-to-business relationships and sales opportunities. But Salesforce.com is a platform that is exciting to nonprofits for many reasons, so it’s important to go “back to basics” and understand what alterations have been made to make the platform attractive for everyday fundraising and other nonprofit needs. 

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Integrating Your Nonprofit Beyond Donor Management Using CRM

CRM nonprofit donor

Managing donors and fundraising is no simple task. Integrating your nonprofit beyond donor management using CRM (Constituent Relationship Management ) systems can make the work easier by providing a robust set of tools for staying in touch with donors. But that’s not the only thing that CRM can offer an organization.

CRM offers powerful opportunities to integrate an organization around mission management. Likewise, there is a lot that needs to be done internally to keep the lights on in your nonprofit: CRM can be used to integrate operations, too. So, how do you get started?

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