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Adopting a New CRM? 4 Change Management Tips for Small Nonprofits

sgEngage

How can my scrappy smaller organization, with all the tasks my team is already juggling, adopt a new fundraising CRM and learn to use it with the least amount of disruption?” Managing change is key to the return on investment for any initiative because if the staff doesn’t adopt the change, then the ROI is zero. But we’re growing fast.

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[Part 1] Make A Case For Your Nonprofit’s CRM

TechImpact

That being said, you might be asking yourself: “If it is so effective, then why are so many people in my nonprofit against adopting a CRM?”. Additionally, it can be sometimes difficult to articulate exactly how a CRM can do all these great things we just outlined. Highlight the critical success factors. Make a few assumptions.

Summary 179
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11 Qualities of an Effective Social Media Manager

Nonprofit Tech for Good

The best social media practitioners express their personalities with a dash of attitude and a bit of flair, and are comfortable articulating their opinions online. Is an early adopter. Not only that, but online communities also tend to grow the fastest during the early adoption phase. They have time on their side.

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How to secure essential technology funding to deliver on nonprofit missions

Candid

Furthermore, the shift toward paperless payments is becoming the norm, with 72% of funders adopting this practice. Smaller shares of grantmakers providing technology and tools, unrestricted funding The good news is that a significant majority of funders are now committed to streamlining grant applications (67%) and reporting processes (56%).

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How to Create an AI Policy Your Grantmaking Organization Will Use

sgEngage

But when you are a lean staff and a tool comes along that can act as an unpaid intern, it’s no surprise that the philanthropic industry has jumped on AI adoption, even more than for-profit businesses. Begin by articulating the purpose of the policy and explaining why AI is a beneficial tool for your organization.

Policy 94
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Changemaker Spotlight: JD Trueblood, Turtle Creek Association

sgEngage

Adopt the mindset of an entrepreneur. When you can articulate not just where youre going, but also why it matters and how their support creates a tangible impact, people will line up to get on your bus. Successful partnerships start with a vision, and the ability to articulate how collaboration will drive success for both parties.

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Technology policies and practices to leave behind in 2025

Candid

If technology investments and roadmaps arent articulated at the highest level of your organizations plans and shown to support and drive the success of all other strategic areas, how can we expect staff, board members, or partners to see that technology spending, systems, and adoption are essential to our work and help advance our mission?

Policy 52