Virtual Meet-Up: Community Foundation Donor Services - May 2023

Constituent Relationship Management (CRM) and Donor Portals 

Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and share learnings. 

This conversation will focus on utilizing technology to improve relationships with stakeholders, asking peers the following questions: 

• How is your organization utilizing a Customer Relationship Management (CRM) in developing and building connections with donors?
• What are examples of successes and challenges with specific types of platforms?  
• How can donor portals offer tools to help donors and fund advisors the ability to access information and engage in different ways, as well as promote transparency, and build trusting relationships? 

Be prepared to share insights or ask questions in this interactive conversation. 

Peer Discussion Leads

To learn more about how you can connect with peers in the field, we encourage you to join the Philanthropy Exchange, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.