SimpliPhi

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1 min read

Is Your Nonprofit Ready for Centralized Reporting?

About this guide: Is your nonprofit ready to move beyond basic CRM reports and scattered spreadsheets? This checklist helps charitable organizations assess their readiness for centralized, strategic reporting with a nonprofit-specific data...

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Charity Automator Data Flow: 2025 Checklist for Nonprofit Data Teams

About this guide: This checklist helps nonprofit data teams review the 2025 updates to Charity Automator Data Flow and confirm they are using all...

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A smiling young woman with long brown hair, wearing an olive button-up shirt, gestures with a pen while speaking during a group meeting. Several colleagues seated around the table listen and smile, with a takeaway coffee cup in the foreground.

3 min read

How Can Nonprofits Improve CRM Data Quality and Fundraising Performance?

Improve Your CRM Without Replacing It Many nonprofits know their CRM can do more, but years of evolving processes, inconsistent data, and changing...

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3 min read

How to Know You’re Ready for Automation: Insights for Nonprofit Fundraising Teams

This article shares practical insights for nonprofit fundraising, data, and operations teams. The focus is on helping you spot bottlenecks, scale up...

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A laptop screen displaying an 'Add new contact' CRM form with fields for first name, last name, company, and job title.

3 min read

How Do I Find and Merge Duplicate Donor Records in My CRM?

Reduce Potential Duplicate Records and Improve Trust in Your Data Duplicate constituent records create confusion, increase administrative work, and...

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Charity Automator Data Warehouse: 2025 Updates Checklist

About this guide: This checklist helps nonprofit data teams review the 2025 updates to the Charity Automator Data Warehouse and confirm they are...

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3 min read

How Do I Connect Fundraising Data to Power BI or Tableau?

Connect Fundraising Data to Power BI and Tableau Nonprofit organizations rely on reporting to understand fundraising performance, monitor donor...

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3 min read

Why Doesn't My Donor Data Match Across Different Fundraising Systems?

Connect Your Fundraising Applications When donor information lives in multiple fundraising platforms, keeping records aligned can become increasingly...

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4 min read

How Do Nonprofits Successfully Migrate to a New CRM?

Implement and Migrate CRM Systems Migrating to a new CRM can improve fundraising operations, reporting, and user experience, but success depends on...

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