In this episode of Beyond the Donation, host Matt Bitzegaio talks with Courtney Harness, the Director of Strategic Advancement for the Vermont Association for Mental Health and Addiction Recovery. Courtney shares insights from his 20+ years of experience in mission-driven organizations and discusses the importance of leveraging technology, specifically CRM systems, for building strong donor relationships. They explore how CRM can enhance efficiency, foster community, and drive donor retention. Courtney also highlights the balance between automation and the human touch, and discusses the potential of AI in personalizing donor interactions. The episode concludes with practical tips for better CRM adoption within nonprofits.
00:00 Introduction to Beyond the Donation
00:29 Meet Courtney Harness: A Journey in Nonprofit Leadership
02:23 Current Role and Mission in Vermont
03:45 The Power of CRM in Nonprofits
06:38 Leveraging Technology for Donor Relationships
15:55 The Role of AI in Fundraising
21:13 Challenges and Tips for CRM Adoption
25:32 Conclusion and Contact Information
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