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 Tec...

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 Profe...

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 Advan...

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)...

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...

When you love the work you do and have a talented group of developers on your team, innovation is inevitable. Join us for a discussion with Zuri Group’s Andrew Urban, Patrick Shepherd, and Ken Swift as they discuss the origin story of ZuriLabs,...

Good donor data is always an important driver in fundraising, but data is only as helpful as the context made available to those who work with it. How do you convey the value and story of individual supporters in the thick of a database? Join u...

Selecting the right system is essential for successful fundraising. Joanna Joslyn, Zuri Group's resident Salesforce savant, started her career building fundraising software for art-focused nonprofits. Many years and multiple degrees later, she'...

In 2020, Oklahoma State University Foundation was selected as the second best nonprofit to work for among mid-sized organizations, and fifth overall. This esteemed recognition isn’t happenstance—it is the result of competency, comradery, and st...

In the final episode of our four-part CRM lifecycle series, Zuri Group’s Management Consulting team dives into the topic of post-implementation and how to leverage your new system. Tune in as our experts discuss the importance of developing goo...

So you’ve performed a system selection, prepared your team, and are ready to move to implementation. Now what? In part three of our series on the CRM lifecycle, Zuri Group’s Management Consulting team discusses the major considerations as you m...

CRM implementations are not a sprint, not a marathon, but a triathlon. There are tons of moving parts, forcing you and your team to be dynamic, agile, and intensely prepared. What does it take to set yourself up for success? Tune in for part tw...

What does preparation for a system selection look like? How do you assess appetite for change, define success metrics, and outline a coherent vision? In this episode of Nonprofit Notes, Zuri Group’s Management Consulting team does a deep dive i...

Change management plays a critical role in every project, regardless of the scale or scope. It's key to managing expectations on both sides of the change curve–  addressing concerns of change-resistant folks ,while taming those who are ove...

Like many of our guests on Nonprofit Notes, Adrian Owen Jones is wildly interesting. Formerly the Assistant VP for Advancement Services at Louisiana State University Foundation and now Chief Growth Officer at ThreeSixtyEight, Adrian discusses h...

Texas Christian University’s David Nolan and Travis Soyer are exceptional at what they do. Between leveraging TCU’s first billion dollar campaign in addition to day to day operations, David describes his role as “chief priority setter.” Listen ...

“If I could write my dream position, this would be it.” Cheryl Ann Cerny, Associate Vice President for Advancement Operations and Campaign Director of the Worcester Polytechnic Institute, is a nuanced problem solver, risk seeker, and thought le...

From nearly not attending college to becoming Senior Vice President of DonorSearch Aristotle, Nathan Chappell embodies innovation and going against the grain. In this episode of Nonprofit Notes, Chris Cannon and Nathan Chappell dive into discus...

With more fundraising technology available each year, will privacy and artificial intelligence play larger roles in philanthropy? Ellen Rohwer Pappas, a leader in the Advancement Services space, shares her predictions on the future of fundraisi...

As technology advances, we're faced with increasing distractions, demands, and competition for our attention. How can we tune out the noise to focus on what truly matters? Extending this idea to the Advancement Services field, Michael Felberbau...

Where opportunity and experience meet, great ideas are born. In this session, founder of Zuri Group, John Murphy, shares his life trajectory that led him to starting Zuri Group along with the core principles that drive him today.Want to...

Finding the equilibrium between creativity and technicality, Molly Kelly is an expert at bringing creative, functional solutions to life. From building a content management system to improving interface, conversion, and data management, no chal...

What insights do you glean from your donor data? Is it capturing just the basics, or does it paint a picture of who you're communicating with? Dwight Dozier, CIO for Georgia Tech University, introduces his theory of a 360 degree alum a...

The nonprofit technology industry is about so much more than technology. It's about helping organizations do more with what they already have. Christian Varano, an expert in relationship management, shares his takeaways from 30 years in the non...

Adapting to change isn’t easy but is always better with Kate Nimety by your side. An expert in change management, Kate harnesses creativity and empathy to inspire individual acceptance amidst organizational transformation.Want to learn m...