In this episode, Kari Anderson, a seasoned nonprofit executive and principal at Incite! Consulting shares her favorite technology tools to help streamline nonprofit operations. With 25 years of experience in leadership roles across seven organizations, Kari now offers coaching and consulting services to ensure nonprofits have the right structure, systems, and practices to excel.

Kari dives into the importance of using technology in nonprofit work and offers three key takeaways for integrating tech tools effectively:

Key Episode Takeaways:

1. Value of Technology: Technology can help your nonprofit operate more efficiently and effectively. Kari emphasizes the importance of budgeting for the right tools to enhance your operations.

2. Assess Your Needs: Before investing in any product or platform, perform a technology assessment to understand what your organization truly needs. Kari offers advice on how to connect technology decisions to your strategic plan and long-term growth.

3. Training and Usage: Once you’ve invested in technology, it’s crucial to train your team and ensure the tools are used effectively. Kari discusses how to avoid the common pitfall of underutilizing new tech.

Kari also shares her top tech tools:

• Sharecard: A digital business card tool that simplifies building connections and managing contact information.

• Bitly: A URL shortening and customization tool that now includes a link-in-bio feature, useful for nonprofits on social media.

• Boomerang: A CRM tool with excellent communication features, training support, and a mobile app for donor management.

• Motion: A scheduling tool that helps prioritize tasks and limit meetings, boosting time management.

• 17 Hats: An appointment scheduling tool perfect for nonprofits that book appointments.

• Board Management Software: Kari highlights the value of board management tools, especially for long-term board growth.

• Constant Contact: An email management platform that allows segmentation and personalization for more effective communication.

• QuickBooks: Essential accounting software to replace outdated methods like spreadsheets and sticky notes.

Resource Links:

• Follow Kari on your favorite streaming platforms, including YouTube, Apple, and Spotify.

• For additional resources on organizational storytelling and tools, follow Kari on Facebook, Instagram, and LinkedIn.

• Visit her website at Incite Consulting Group.