Interview with Stephen Mally CFRE

Director of FundraisingForce; Fellow of the Fundraising Institute Australia

Choosing the right CRM system for your small nonprofit

Stephen Mally CFRE FFIA is the Director of FundraisingForce, a boutique consulting firm specialising in fundraising strategic plans; direct marketing mystery shopping and database or CRM analysis searches. Stephen has over 30 years fundraising and non-profit experience, having served for 20+ years in the United States for a variety of health care related charities and hospitals.

Interview with Stephen Mally CFRE

Director of FundraisingForce; Fellow of the Fundraising Institute Australia

Choosing the right CRM system for your small nonprofit

Stephen Mally CFRE FFIA is the Director of FundraisingForce, a boutique consulting firm specialising in fundraising strategic plans; direct marketing mystery shopping and database or CRM analysis searches. Stephen has over 30 years fundraising and non-profit experience, having served for 20+ years in the United States for a variety of health care related charities and hospitals.

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Summary of interview with Stephen Mally CFRE

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

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