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

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You have fewer silos (naturally), allowing for easier organization-wide sharing and access to senior leadership. 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?” You’re thinking, “I agree — we’re awesome!

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Governance Is a Journey: How APICS Built Trust, Resilience, and Growth

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At the time of this interview, Abe Eshkenazi, CSCP, CPA, CAE , servedand continues to serveas the CEO of APICS (now the Association for Supply Chain Management ). While the governance landscape has evolved, the strategies and leadership insights shared here remain timeless. Trust wasnt just a top-down initiative.

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Ensuring Continuity: Succession Planning Strategies for Nonprofit Finance Teams

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When your organization’s finances are handled by a small team, it becomes even more important to properly prepare and plan for personnel changes. Cross-organizational Impact How the finance team functions within the organization can determine your overall financial success.

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Gaining Leadership Approval for Major Technology Investments: A Practical Guide for Nonprofit CFOs

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Link Technology Investments to the Organization’s Strategic Plan and Objectives To make a strong business case for any technology investment, you need to ensure that the proposal benefits not only the finance team but the organization as a whole. Would this investment speed up budgeting, provide more accurate data, or mitigate risk?

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Discussing a Change in Leadership with Your Donors

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This is especially true when discussing with donors a change in leadership at your school, foundation, or nonprofit. If a changing of the guard hasnt happened to your organization yet, it will. Apply the same skills when youre discussing a change in leadership and your donors will feel seen and heard.

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Strategies for Building a Future-Ready Association in 2025 and Beyond 

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With disruption happening all around us, were here to upscale your team and ensure that your organization is ready to thrive, improving operational efficiencies and positioning you for success. Our survey shows that while many organizations value collaboration, theres often a need for digital literacy and alignment across teams.

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Is It Time for Your Nonprofit or School to Make a CRM Change?

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If, like my client, youre asking if its time to change your fundraising CRM , the starting point is understanding your current situation (your team, your data, and your needs) as well as your goals for the future. Training: What is the current skillset of your team and what is their capacity for adding new skills?

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