Practical insights for adopting the right mix of tech solutions, digital approaches and data capabilities to support a modern approach to fundraising and engagement.

About the session

Although CRM solutions are – and will remain – vital to the needs of most non-profits, on their own these systems are nowadays just part of the picture. Adjacent solutions – e.g. online fundraising solutions, digital marketing tools, low-code platforms, ELT/ETL platforms, data warehousing/lakes, CDPs – may be just as important for your charity as your CRM – as will be building the right mix of partners, internal skills and governance/controls to make it all work together.

In this webinar, Adapta Consulting will share our independent insights into how a modern third sector organisation should be thinking about their approach to ensuring that their digital, data and technology capabilities support their fundraising and engagement ambitions and plans. Whether you’re reviewing your current setup or starting from scratch, this session will help you identify the best approach for your organisation’s needs. 

What will attendees gain from attending this session? 

• A clear understanding of the role – and limitations – of a CRM system in a modern fundraising and engagement context.
• A high-level overview of the wider range of tools and capabilities that are likely to be required.
• Insights as to how ‘outside-in’ digital design, internal business systems and processes, and data strategy can combine to deliver the required change.

Who should attend this event?

This event is aimed at senior leaders and anyone in a UK not-for-profit sector organisation responsible for, or interested in, improving how a modern third-sector organisation can develop its fundraising and engagement operation – so people with roles in fundraising, IT, digital, and supporting services are all invited.

The programme

2.00pm - Welcome and overview of the session

2.10pm - Getting digital, data and technology right to drive fundraising and engagement

Practical insights for adopting the right mix of tech solutions, digital approaches and data capabilities to support a modern approach to fundraising and engagement.

2.40pm - Open Q&A session

3.10pm - Summary and close

About the speaker

Keith Collins – Principal Consultant

Keith specialises in helping organisations develop and implement technology and digital strategies, with a particular focus on digital solutions (e.g. web CMS, digital marketing, e-learning), CRM platforms, and how technology can support improved engagement with supporters, members, volunteers and staff. Keith’s experience comes from roles both within the charity and commercial sectors, and he has also been asked to speak at events both within the non-profit sector and beyond, including CeBIT – at the time the largest international IT expo – and fundraising conferences in the UK, Hungary, Germany and the Netherlands. Since returning to the world of independent consulting as a consultant with Adapta, Keith has worked with clients including the Trussell Trust, Islamic Relief UK, the British Horse Society, the National Children’s Bureau, Diabetes UK and The Pony Club, on projects including the development of digital strategies, and the selection of new technology solutions and suppliers.

Making a booking

Attendance is free and open only to charities, membership organisations and other NFPs. Book places, here.