Meet Chris. This former major gift officer turned leader of data integrity at the OSU Foundation is talking through the org's CRM Implementation and what a project of this scale entails. This Project Director for the successful implementation of a comprehensive advancement CRM went live in January, and we're chatting preparations, team involvement, and why communication is the bedrock of a successful launch.
 

EPISODE HIGHLIGHTS

• Chris’s story and journey to where he is today (4:30)
• Overview of CRMs (9:45)
• Beginning to find the right platform + technology for your organization (12:00)
• Get to know the market, and get to know yourself as an organization (16:00)
• The process of migrating donor data (21:00)
• 4 tracks of data migration and implementation of a new CRM (23:00)
• Maximizing the data that is already in your CRM (25:00)
• A powerful moment of philanthropy in Chris’s life (28:00)
• Chris’s One Good Thing: Every business is a people business. (31:00)

For more information and episode details visit: www.weareforgood.com/episode/276

About Our Sponsor Virtuous
You know we believe Everyone Matters - and we’ve witnessed the greatest philanthropic movements happen when you SEE and activate donors at every level. Here’s the thing, Virtuous created a fundraising platform to help you do just that. It’s much more than a nonprofit CRM. Virtuous is committed to helping charities reimagine generosity through responsive fundraising. We love it because this approach builds trust and loyalty through personalized engagement.

Learn more about Virtuous at www.virtuous.org/

About Our Sponsor Feathr
Are you ready to take your digital engagement to the next level but feel stuck about where to start? Feathr is focused on making nonprofit outreach more impactful by connecting you to your audience - wherever they are online. Feathr offers great training, support, and campaign recipes based on goals specific to nonprofits. From fundraising to program awareness, they’ve got you covered.

Learn more about their solutions for nonprofits at feathr.co

Thank you to our partners 🩵

Big gratitude to Givebutter, RKD Group, DonorDock, Feathr, Whiteboard and Sowen for their partnership in growing the Impact Uprising. If you’re searching for a new CRM, tech tool, brand partner, direct mail partner, or impact strategist— we’d love for you to start with our trusted recs. We’ve vetted them so you don’t have to. Head to weareforgood.com/recs to learn more.

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