Walkerscott

Key takeaways

• –Generational wealth transfer is a significant focus, with strategies for long-term donor engagement becoming essential.
• –Practical applications of AI, such as automating donor communications, are in high demand among fundraisers.
• –Efficient grant management and donor transparency are critical issues that nonprofits are actively seeking to improve.
• –Networking and prize-winning opportunities were highlighted during the FIA Conference 2026 in Melbourne.

Key takeaways

• –Migrating payment processing systems can present risks, especially the potential loss of recurring donors, which can reach 70-80% if not handled correctly.
• –Using secure credit card tokens and ensuring PCI compliance is crucial for safe migration from systems like Blackbaud to modern platforms like Stripe.
• –A phased migration approach, including secure token migration and logical re-linking, can minimize disruptions and ensure continuity of recurring donations.
• –Choosing systems on the Microsoft Cloud can offer greater flexibility and innovation potential compared to closed ecosystems like Blackbaud.

Products covered

Key takeaways

• –Understand and assess your current CPQ system's functionalities before selecting a new tool to ensure essential workflows are replicated or improved.
• –Involve stakeholders from sales, operations, finance, and product management early in the migration process to align goals and reduce friction.
• –Use no-code rules engines like Experlogix CPQ for a simpler, maintainable CPQ system that integrates seamlessly with Dynamics 365 CRM and ERP systems.
• –Ensure minimal sales disruption by running dual CPQ systems during the transition, and emphasize training and proper user adoption plans.

Products covered