The Secrets to Creating a Successful CRM Strategy

November 26, 2019

Our dedicated team has delivered digital projects to over 100 customers in the charity and membership sector. Throughout these projects, as well as dedicated events, roundtables and partnerships, we have learnt a lot about what makes a successful CRM strategy. As part of our commitment to non-profits, we’ve taken some key learnings from our team, our customers and attendees at our events, and compiled this guide to help you in the planning, execution and maintenance of your digital strategy. Thank you to all of our contributors for sharing valuable insight and advice.

Spotlight

Wildlife Conservation Society

The Wildlife Conservation Society (WCS), founded in 1895, saves wildlife and wild places worldwide through science, conservation action, education, and inspiring people to value nature. To achieve our mission, WCS, based at the Bronx Zoo, harnesses the power of its Global Conservation Program in nearly 60 nations and in all the world’s oceans and its five wildlife parks in New York City, visited by 4 million people annually. With a commitment to protect 50 percent of the world’s biodiversity, we address four of the biggest issues facing wildlife and wild places: climate change; natural resource exploitation; the connection between wildlife health and human health; and the sustainable development of human livelihoods. While taking on these issues, we manage more than 200 million acres of protected lands around the world, with more than 200 scientists on staff. Our history, dating back to ensuring the survival of the American bison, inspires our work each day. We hope our work in turn in

OTHER WHITEPAPERS
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Illinois Nonprofit Principles and Best Practices 2020

whitePaper | January 9, 2020

Nonprofit organizations serve a critical role in today’s society by providing opportunities for advancing divested and underserved populations, facilitating volunteerism and civic engagement, and developing innovative approaches to solving complex issues--to name a few. In order to effectively serve the community, however, nonprofits must balance maintaining their commitment to excellence, equity, and accountability while successfully realizing their missions, managing resources, and executing proper governance. In order to help Illinois nonprofits strike this balance, set forth on the following pages are thirteen key principles of nonprofit governance, followed by best practices for consideration in effectuating on these principles.

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Your Nonprofit’s Digital Strategy Can Make or Break Your Success. Is it Powerful Enough?

whitePaper | November 18, 2021

Your organization is here to help the world, but is your message clear enough to accomplish your goals? Can you clearly define the problem you are trying to solve? What is your organization’s culture? Do you trust your data?

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Learning Experience Platforms for Nonprofit Success

whitePaper | May 5, 2022

There is no doubt you have noticed the evolution of accelerated technology over the last two years. With that evolution, technology has morphed into every single field of work. With new work models, technology and innovation are essential for every organization to grow and thrive. The benefits of technology are endless, including social connectivity, streamlined communication, and remote collaboration.

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NONPROFIT ORGANIZATIONAL LIFE CYCLES

whitePaper | November 13, 2019

Well documented research shows that much like humans, organizations move through predictable life cycle stages and developmental milestones. A stage is a developmental period when characteristic and predictable patterns of behavior are present and particular tasks are accomplished. Applied to nonprofit organizations, the organizational life cycle framework illuminates the significant events at each stage of a nonprofit organization’s life that are crucial for its continued development and success.

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Purposeful Collaboration is the Key to Drive Results

whitePaper | October 28, 2021

A recent survey sent to over 1,000 foundations and nonprofits showed that both stakeholders agree that collaboration is the key to tackling complex issues. However it also illuminated a lack of alignment around key outcomes of collaboration and the advantages it can offer. So how can we create an optimal approach to collaboration, reaping its potential benefits, if we aren’t all approaching partnerships with the same goals? Learn more about the findings of the survey in this new report from UpMetrics, and get your next steps to set your organization up for success with future collaborative efforts.

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Race to Lead: Confronting the Nonprofit Racial Leadership Gap

whitePaper | February 21, 2020

The nonprofit sector is experiencing a racial leadership gap. Studies show the percentage of people of color in the executive director/CEO role has remained under 20% for the last 15 years1 even as the country becomes more diverse. To understand the causes of this disparity, the Building Movement Project conducted the Nonprofits, Leadership, and Race survey with over 4,000 respondents. The study found few differences between white and people of color (POC) respondents in their aspirations or preparation for leadership roles—in fact people of color are more likely to be interested in becoming a nonprofit leader than whites. Survey respondents identified Boards of Directors and executive recruiters as key barriers to the hiring of more people of color executive directors/CEOs.

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Spotlight

Wildlife Conservation Society

The Wildlife Conservation Society (WCS), founded in 1895, saves wildlife and wild places worldwide through science, conservation action, education, and inspiring people to value nature. To achieve our mission, WCS, based at the Bronx Zoo, harnesses the power of its Global Conservation Program in nearly 60 nations and in all the world’s oceans and its five wildlife parks in New York City, visited by 4 million people annually. With a commitment to protect 50 percent of the world’s biodiversity, we address four of the biggest issues facing wildlife and wild places: climate change; natural resource exploitation; the connection between wildlife health and human health; and the sustainable development of human livelihoods. While taking on these issues, we manage more than 200 million acres of protected lands around the world, with more than 200 scientists on staff. Our history, dating back to ensuring the survival of the American bison, inspires our work each day. We hope our work in turn in

Events