Hey Reader, This week, we are going down the rabbit hole of a recent Salesforce report. Salesforce just released their 7th annual Nonprofit Trends Report. They surveyed 1,229 nonprofits across six countries. The findings cover fundraising, AI adoption, staffing, digital channels, and program outcomes. What kept coming up was infrastructure. Orgs investing in better fundraising strategies and AI tools while the data underneath those investments isn't ready to support them. Staff leaving and...
7 days ago • 2 min read
Hey Reader, There has been a lot of activity in the nonprofit world as of late, and I thought to share a few things that have come up during blog interviews, conference sessions/conversations, and nonprofit networking events. Three things came up so consistently that I'm treating them as sector patterns, and sharing what it means if you're seeing any of this inside your own organization. PATTERN 1: Data lives in too many places, and nobody trusts any of them. The CRM has some of it. The...
about 1 month ago • 2 min read
Hey Reader, It's been a while. The last time this newsletter landed in your inbox was October. That's five months. And I want to be straight with you about what happened — because "I've been busy" isn't an explanation, and you deserve better than that. Here's what actually happened. Things accelerated. A 24-month Salesforce engagement launched at a critical moment and needed full attention. A conference session got confirmed. And a set of offers I'd been designing for nonprofits that can't...
about 1 month ago • 3 min read
Reader, It’s been a while since I’ve sent one of these. Client work took over, and the newsletter had to take a back seat. So here I am ☕. I’m happy to be back because we’re kicking off Hispanic Heritage Month. Every year, this month pulls me back to the same thought: our Latino community has so much more power and wealth than the headlines ever give us credit for. We’re not just the stories of struggle (though those matter too). We’re business owners. We’re nonprofit leaders. We’re parents...
8 months ago • 1 min read
Happy Friday Reader! The end of Q1 is already upon us, and we are celebrating meeting one of our key Q1 goals! I've stayed on top of things by syncing my project management tool (Asana) and my CRM system (Hubspot). Major learning there is that task-oriented plans + informed strategy = recipe for success (barring lack of execution). I know it's hard to stop and take time to think about our operational processes when we are hit with nonstop policy changes and rhetoric about the nonprofit...
about 1 year ago • 3 min read
Hey Reader, Welcome if you're new! We like to keep things short and impactful so you get back to work serving your nonprofit community. We're living in exciting times, and I say that lightly. With whatever troubles, hard times, and obstacles ahead, we're here for you. The privilege granted to serve your communities does not go amiss. Without you, there is no us. What's helped us to stay focused is simply counting our blessings. Food For Thought. Client Case Study with ExpandLA 72% of...
about 1 year ago • 2 min read
Reader, Your nonprofit's CRM should function like Kendrick at the Super Bowl—calculated, impactful, and making history. Your 'Swimming Pools' of bad data shouldn't hold you back from grant applications and impact reports. Don't worry, we got you. Resources Read Mission Driven Strategies for Nonprofit Sustainability from Syd Stewart at Better Youth Learn How Latinos LEAD is Shaking Up Nonprofit Boards with Latino Professionals Get Acquainted with the Salesforce Nonprofit Cloud to up your CRM...
about 1 year ago • 1 min read
Hey Reader, Considering the LA Fires, inauguration, and what 2025 has hit us with so far, how are you doing? What's top of mind for us? Aside from a recent getaway to Monterey with my family, here's a quick list of resources to catch you up. Top of Mind Tips for creating online wildfire support fundraisers Tracking relationships, data, and finances effectively for your nonprofit How nonprofits can simplify fundraising with CRMs How to address imposter syndrome as a nonprofit leader and create...
over 1 year ago • 1 min read