Technology & Data
Choose and run donor CRMs, protect constituent data, and stitch together the digital fundraising stack.
Data Privacy
Designs donor and constituent data privacy practices: privacy policy and donor Bill of Rights language, PCI-DSS scope reduction for online donation pages, data-sharing/co-op and list-rental agreements, consent and opt-in management, breach response, and CCPA/GDPR/state-privacy-law applicability for nonprofits. Use for privacy policy drafting or review, PCI compliance questions about card data handling, donor list rental/exchange agreements, and data subject access/opt-out requests. Does not cover choosing or configuring the CRM itself (nonprofit-donor-crm) or selecting a payment processor/giving platform (nonprofit-digital-fundraising-tools).
Digital Fundraising Tools
Evaluates and sets up online giving platforms (e.g., Classy, Donorbox, GiveButter, Qgiv, Network for Good), peer-to-peer/crowdfunding fundraising technology, payment processors and gateways (Stripe, PayPal, Authorize.Net), recurring-gift/subscription billing setup, and transaction fee modeling. Use for online giving platform selection, payment processor comparison, recurring donation setup, peer-to-peer platform configuration, and donation form technical setup (fields, redirects, receipts, Apple/Google Pay). Does not cover CRM/database selection or data hygiene (nonprofit-donor-crm), PCI compliance policy or data privacy (nonprofit-data-privacy), or donation page persuasive copywriting (nonprofit-donation-page-copy).
Donor CRM
Selects and configures a donor CRM/database (e.g., Salesforce Nonprofit Cloud, Bloomerang, Little Green Light, Neon CRM, DonorPerfect, Virtuous), designs data hygiene routines (deduplication, standardized constituent records, data entry policy), and builds list segmentation for mailings and reporting. Use for CRM RFPs/vendor comparison, field mapping and data migration planning, dedup and merge rules, household/soft-credit setup, and saved-segment or query-tag design. Does not cover writing appeal copy or ask strings (nonprofit-annual-appeals), online giving/payment processor setup (nonprofit-digital-fundraising-tools), or donor data privacy/PCI policy (nonprofit-data-privacy).