Selecting the Best Fundraising (CRM/Database) System - 301

Selecting the Best Fundraising (CRM/Database) System - 301

Are you tasked with finding a replacement for a technical system at your organization (and it’s keeping you up at night)?  This is the course for you! Whether you need to replace your CRM, are upgrading your database, or are on the hunt for a connected fundraising platform – we’ll review a solid and efficient process that you can use on your own.  It’s true - you don’t need to be a technical genius to do this right. From defining your requirements to managing demos and contract negotiation, I’ll teach you exactly how to move forward with confidence. 

Join Maureen Wallbeoff, nonprofit digital strategist and technology coach, as she leads you through a proven, simple process that will reduce your risk of picking the wrong platform. Her straight-forward approach will take you from the beginning – figuring out why you need a new fundraising system – all the way through to understanding the vendor’s contract and getting ready for the big move.

Due to the live nature of this course, the course will show as "Closed" until May 4, 2020.

What's Online Blended Learning?

So what exactly is a online blended learning course? The course combines structured live events with online content. Learners will complete work independently, submit questions to our expert, and attend live events weekly. Live events will also address questions and highlight learners' work during the course.

Course content will be delivered via video recordings, checklists, handouts, and weekly live events. The live event sessions will be hosted by Nonprofit Digital Strategist & Technology Coach Maureen Wallbeoff. She’ll answer all of your questions, give you feedback on homework as well as provide best practices, tips, and a few tricks. All live events will be recorded and accessible throughout and after the course.

Live event schedule

This six-week course will feature 6 live events. All events will be recorded and accessible throughout the course duration. Course content will be available for one year after the course ends.

All live events start at 12 noon (Pacific) / 3 PM (Eastern) and run one hour.

Course opens May 4, 2020: Welcome to the course!

Live events:

Week 1: May 6

Week 2: May 13

Week 3: May 20

Week 4: May 27

Week 5: June 3

Week 6: June 10

What are you going to learn?

After completing this six-week course, learners will be able to

  • Identify their organization’s needs for a new system
  • Define their functionality requirements for the new system
  • Recognize the importance of aligning the functionality requirements with organization’s needs
  • Demonstrate how to manage the demo cycle
  • Lead the process of requesting and reviewing proposals from vendors
  • Make the final selection of the new system with confidence
  • Plan for the implementation of the new system

Next Session

Started May 4, 2020

Guest Experts

Maureen WallbeoffNonprofit Digital Strategist & Technology CoachBiography