The Checklist That Eases Nonprofit Strain

The Problem: Overloaded Teams

Churn and financial issues hurt impact (65% of nonprofits face this).

Your Tools, Your Choice

We enhance Mailchimp and QuickBooks Nonprofit or suggest Bloomerang and DonorPerfect when needed, ensuring budget-friendly results.

Your Nonprofit Operations Checklist

1. Reduce Donor Churn

• Tools: Mailchimp or Bloomerang.

• Steps:

  • Reduce email steps to 3–5.

  • Add personalized stories.

  • Send follow-up emails.

  • Test outreach weekly.

• Impact: Boosts retention by 20%

2. Track Financials

• Tools: QuickBooks Nonprofit or Fundly.

• Steps:

  • Sync with Mailchimp.

  • Set donation alerts.

  • Update weekly.

  • Share with board.

• Impact: Saves 15 hours monthly.

3. Boost Campaigns

• Tools: Mailchimp or Bloomerang.

• Steps:

  • Set up donor emails.

  • Segment by giving history.

  • Send campaigns weekly.

  • Track open rates.

• Impact: Increases donations by 15%

4. Align Teams

• Tools: Asana or Monday.com.

• Steps:

  • Set up project boards.

  • Assign tasks clearly.

  • Update weekly.

  • Monitor progress.

• Impact: Saves 10 hours weekly

5. Secure Data

• Tools: OneTrust or Cloudflare.

• Steps:

  • Verify GDPR compliance.

  • Audit quarterly.

  • Train staff.

  • Monitor compliance.

• Impact: Prevents $3.8M breaches