24 | CRM Technology Ecosystems with Jeffrey Wat
All About Supporting Philanthropy
Release Date: 11/28/2023
All About Supporting Philanthropy
What happens when a prospect researcher writes a mystery novel — and makes the main character one of us? In this special episode, we dive into Tuesday Mooney Talks to Ghosts by Kate Racculia, a delightful thriller whose protagonist works in Prospect Research. Then we go straight to the source: Kate herself joins us to talk about her career in prospect research, what inspired the book, and what it was like to blend her professional world with fiction. We also get into something weightier: the ethics of the data we hold. How much is too much to know about someone? What are...
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We collect a lot of data about our donors and constituents. And we put that data to good use in crafting our messages and appeals and our stewardship. We focus on this data so much that we have a hard time seeing past it. A hard time seeing the forest for the trees. Today we have a conversation with a pair of advancement services technologists who took a step back and looked at the forest instead of the trees. They took a simple question, answerable by their data, and turned the answer into a tool to solve their curiosity and a solution for the world to use. Guests: Clare Buttry and...
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Listen in on our aasp Technology Committe as we celebrate a recent accomplishiment in one of our shops. The conversation provides insight into how technology teams work, what excites us, and what motivates us. While your technology team members all took different paths to your foundation, we all share some common goals and common experiences. Learn how to allow technology projects to happen and give your team room to explore. 02:43 - The topic at hand 07:56 - I broke things apart 10:57 - It's a common story 14:56 - Data just gets crufty 16:00 - 18 month project for five tables 20:07 -...
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Today we are joined by Nathan Chappell, co-founder of Fundraising.AI, to explore the ethical implications of using artificial intelligence in philanthropic fundraising. As AI continues to revolutionize industries across the globe, its role in fundraising is becoming increasingly significant—but with innovation comes responsibility. Nathan brings his expertise to the table to discuss how nonprofits can harness the power of AI to optimize donor engagement, improve campaign outcomes, and personalize fundraising efforts, all while navigating the ethical challenges involved.
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Today, we’re diving into a topic that’s reshaping the world of giving—how artificial intelligence is transforming philanthropic fundraising. Our guest today is Ashutosh Nandeshwar, an expert in technology and social impact. Ashutosh has worked at the cutting edge of AI development and is passionate about its potential to drive positive change in society. He’s here to share his insights into how AI can make fundraising more efficient, inclusive, and far-reaching, while also addressing some of the challenges that come with integrating these technologies into the nonprofit sector. In this...
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The podcast team of Meg Padovani, Jianell Present, Ian McVey, and Jay Ballinger talk about the anticipation and excitement of this year's aasp annual conference - Summit. aasp : https://advserv.org 2024 aasp Summit : https://as.memberclicks.net episodes : https://advserv.libsyn.com/
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Philanthropy Revolution - written by Lisa Greer and Larissa Kostoff - produces a polarizing reaction to its central theme of how Fundraisers and Development Officers miss the mark when asking for donations. Meg Padovani offers her views on this book and invites you to weigh in on the discussion. Philanthropy Revolution How to Inspire Donors, Build Relationships and Make a Difference By Lisa Greer, Larissa Kostoff 368 pages Participate in the Discussion by adding your thoughts to this thread: 00:00 - Philanthropy Revolution Book Report 04:36 - The Book Is Aimed At...
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In doing research on the data-driven business approach, Jay highlights two books he read along the way. This book report episode has insights and descriptions on two books related to being a Data Driven enterprise and how they can help you understand a data-driven culture and how nonprofits can thrive when they focus on what the data in telling them. Data Drive - Creating a Data Culture by DJ Patil and Hilary Mason O'Reilly Media, Inc. Published 2015 ISBN: 9781491921197 Data Driven Nonprofits by Steve MacLaughlin Saltire Press Published 2016 ISBN: 9780988850712 00.00 Intro:...
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In today's episode Jianell talks with Kate Nimety of the Zuri Group. Kate shares insights on the evolution of advancement services, the future of fund management, the importance of scalable solutions, and a horror story about a CRM change. aasp - The Association of Advancement Services Professionals - The Zuri Group -
info_outlineAll About Supporting Philanthropy
The many components of our identities connect to form a unique human experience that is examined and explored further in “Diversity, Equity and Inclusion for Advancement Services – Best Practices for Today’s Success.” Join aasp for a book report and contributing author conversation on this free publication that engages readers through thoughtful delivery, encouraging us to uniquely make good choices. No matter the stage of journey, you’ll feel inspired to ask valuable questions within critical areas of non-profit data services: acquisition, storage and usage. 00.00...
info_outlineYour Donor Management System is just part of your technology ecosystem. Considering the many official and unofficial downstream and bolt-on solutions, managing your CRM, or changing your CRM, requires planning and many conversations. Listen as Jeffrey Wat dicusses technology ecosystems and technical debt.
00:00 Jeffrey Wat
03:03 CRM Systems and Planning Changes
05:35 Technology Ecosystems
13:26 Navigating Changes
20:03 How to Manage Bolt-on Solutions
27:01 Guardrails for Downstream Solutions
29:48 What is Tech Debt?
32:12 You Are Important To Your Operation