Nonprofit Notes with Zuri Group

Do you want to know how it works to spin up Salesforce for one Org, including gift processing and the rest of advancement? Join Zuri Group’s Chris Cannon and Ellen Rohwer Pappas as they talk tech with Cheryl Cerny, our new Vice President of Technical Solutions. Cheryl comes to us from Worcester Polytechnic Institute, an advancement shop that has iterated on Salesforce since 2014 as its central advancement solution. Cheryl is among very few professionals who have built a technology ecosystem with a comprehensive advancement solution that conjoins the whole institution, so listen in for tips and tricks on making the most out of your applications while addressing change, integrations, and risk. Thanks for listening! Follow us on LinkedIn [https://www.linkedin.com/company/zuri-group/]or subscribe to our email list [http://eepurl.com/dyCDe9] to stay in the loop.

Join Chris Cannon and Terry Callaghan for an insightful discussion about the criticality of gathering good data, maintaining data governance, and improving data literacy. Terry is a board member for the Association of Advancement Services Professionals (AASP) and a management consultant at Zuri Group. Her decades of professional and volunteer service have roots in financial services best practices, and Terry recalls the importance of teams sharing definitions and expectations of data quality. As she looks to the future of fundraising— including AI, analytics, machine learning, and other trends with their potential crises— she insists that the ability to understand and communicate data effectively is essential. Get in touch with Terry at terry@zurigroup.com [terry@zurigroup.com]. Get in touch with Chris at cannon@zurigroup.com [cannon@zurigroup.com] Learn more about Zuri Group [http://www.zurigroup.com/]. Thanks for listening! Follow us on LinkedIn [https://www.linkedin.com/company/zuri-group/]or subscribe to our email list [http://eepurl.com/dyCDe9] to stay in the loop.

Today we chat with Christina Pulawski, where we talk through the nature of Development and Advancement work and how they have expanded in their capacity over time. Join us as we discuss how data and technology have shaped and reshaped how Advancement teams perform their functions and communicate their needs, and the value of remaining a flexible learner both as an organization and as a consultant in a field of change. Want to talk more with Christina? Contact her at christina@zurigroup.com [christina@zurigroup.com]! Thanks for listening! Follow us on LinkedIn [https://www.linkedin.com/company/zuri-group/]or subscribe to our email list [http://eepurl.com/dyCDe9] to stay in the loop.

A core facet of the non-profit world is how an organization engages with its community. In this podcast,  Jaemi Loeb discusses her experience and insight on building sustainable community engagement through the lens (or rather to the tune) of musical non-profits. Join us as we discuss how organizations can work to build their audience through enriching events to contribute to its long term health and funding! Have questions for Jaemi? You can reach her at jaemi@zurigroup.com [jaemi@zurigroup.com] and at jaemiloeb [https://www.linkedin.com/in/jaemiloeb/]on LinkedIn! Thanks for listening! Follow us on LinkedIn [https://www.linkedin.com/company/zuri-group/]or subscribe to our email list [http://eepurl.com/dyCDe9] to stay in the loop.

Fundraising is a core pillar of the nonprofit world, and equally important are the operations and processing behind each gift. Maintaining a smooth flow of operations can be challenging, particularly in a time of office and spatial changes. How does an organization keep operations flowing while focusing on the mission? Your donor journey data may be part of the answer; tune in with Amy Bobrick and Kent Grove of Merkle to learn more. Want to connect with Amy and Kent? Contact them at ambobrick@merkleinc.com and kgrove@merkleinc.com. Thanks for listening! Follow us on LinkedIn [https://www.linkedin.com/company/zuri-group/]or subscribe to our email list [http://eepurl.com/dyCDe9] to stay in the loop.