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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