Day 5

Module 1 | Day 5 of 90

The right technology stack multiplies a fundraiser's output by 3-5x. The wrong stack creates friction that repels donors.

Infrastructure & Tech Stack

Technology should make fundraising easier, not harder. Your tech stack is the foundation upon which every campaign, appeal, and relationship is built.

The Essential Nonprofit Tech Stack

1. Donor CRM (Customer Relationship Management) Purpose: Central donor database, gift processing, reporting Options by budget:

• Free/Low-cost: Airtable, HubSpot free tier, CiviCRM
• Mid-range: Bloomerang ($100-300/mo), Little Green Light ($40-100/mo), Neon CRM
• Enterprise: Raiser's Edge NXT, Salesforce NPSP

2. Online Giving Platform Purpose: Process credit card, ACH, and digital wallet donations Options: Donorbox, Classy, Network for Good, Bloomerang (integrated), Stripe Key features to require: recurring giving, mobile optimization, low processing fees, CRM integration

3. Email Marketing Platform Purpose: Donor communication, appeals, newsletters Options: Mailchimp, Constant Contact, HubSpot, ConvertKit Key features: segmentation, automation, A/B testing, deliverability tracking

4. Social Media Management Purpose: Content scheduling, engagement tracking Options: Buffer, Hootsuite, Later, Meta Business Suite (free)

5. Event Management Purpose: Registration, ticketing, check-in Options: Eventbrite, Classy Events, Bloomerang, Airtable

6. Grant Management Purpose: Deadline tracking, proposal storage, reporting Options: Instrumentl, GrantHub, Foundation Directory Online, simple spreadsheet system

7. Analytics & Reporting Purpose: Track KPIs, channel performance, donor behavior Options: Google Analytics 4, CRM reports, Excel/Google Sheets dashboards

Integration Map

Your CRM should be the hub. Data should flow:

• Online giving platform → CRM (automatic gift entry)
• Email platform → CRM (engagement tracking)
• Event platform → CRM (attendance records)
• CRM → Email platform (segmentation lists)
• All platforms → Reporting dashboard

Today's Action Items

1. Map your current tech stack against the essential list
2. Identify integration gaps between tools
3. Evaluate whether your online giving form is mobile-optimized
4. Test your donation process from a donor's perspective
5. Document your tech stack and assigned owners for each tool

Key Takeaway

Technology is a force multiplier. A $150/month investment in the right tools can generate $50,000+ in additional annual revenue through better segmentation, automation, and donor experience.

Worksheet

Complete today's worksheet: Tech Stack Audit & Selection Guide

Clozo Academy Proprietary Curriculum — The Nonprofit Growth System