Board Bootcamp: Constituent Relationship Management Software

Join us for an engaging session of our Board Bootcamp series focused on a key tool for nonprofit effectiveness: CRM (Constituent Relationship Management) software.

In this workshop, Sharla Jolly, Senior Development Manager with the American Cancer Society and consultant with Fox Philanthropic Advisors, will guide participants through the essentials of selecting, managing, and maximizing data and fundraising systems. Whether you're currently using a CRM or considering one, this session will equip your board and staff with the knowledge to better understand how these platforms support fundraising, donor stewardship, and long-term relationship building.

Attendees will learn:

• What CRM software is and why it matters for nonprofits
• How to evaluate whether your current system is working for your needs
• Common features and benefits of CRM platforms
• Best practices for board members in supporting CRM use and data-informed decision-making

This session is ideal for board members, executive directors, and development staff looking to deepen their understanding of how technology can drive mission success.

Also check out other Workshops in Champaign.