Choosing the right CRM system for your small nonprofit

Section 1:  Introduction and early years working in fundraising

• Get an overview of Stephen Mally’s fundraising career which started in USA before moving to Australia
• Reflecting on a successful fundraising campaign and what went into making it a success
• Transitioning from a Director of Development to Principle Consultant for Blackbaud
• Starting a fundraising agency specialising in managing databases and CRM systems for nonprofits

Section 2: Finding the right CRM systems for small nonprofits

• The importance of having the right CRM system for your nonprofit
• How to take the necessary steps to find the right CRM for your nonprofit
• Who to contact in the CRM negotiation stages
• How the entire nonprofit can be involved in the CRM decision-making process
• What CRM options are available for nonprofits

Section 3: Utilising the CRM system within your nonprofit organisation

• First steps to take after your CRM system has been successfully implemented within your organisation
• Goals you should be setting your fundraising team when utilising the CRM system
• Where fundraisers and nonprofits are missing opportunities to maximise their CRM systems
• How fundraisers can continually learn to master their CRM system
• Reflecting on a success story of a fundraising team introducing a CRM system to their organisation

Section 4: Fundraising strategies

• How a CRM system can contribute to the planning phases on an upcoming appeal
• Important trends to be aware of in the CRM for nonprofits space
• Stephen Mally’s final advice to help fundraisers and nonprofits on their CRM system seeking journey