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EP 30: Avoiding the Hidden Risks in CRM Transitions with Glen Peck [Ask a Responsive Fundraiser]

EP 30: Avoiding the Hidden Risks in CRM Transitions with Glen Peck [Ask a Responsive Fundraiser]

Season 1 Episode 30 Published 10 months ago
Description
In this episode of Ask a Responsive Fundraiser, Scott talks with Glen Peck, SVP of Technology & Business Intelligence at the Lustgarten Foundation, about the often-overlooked elements that make or break a CRM transition. Glen brings deep insight into how large nonprofits can lead tech change with clarity, reduce disruption, and use reporting to make smarter decisions. He outlines how fundraising and tech teams can work together to build systems that actually grow giving. Topics Covered: • How to prepare your org for a CRM migration • Why it’s time to rethink legacy workflows, not replicate them • The role of reporting in fundraising leadership • How tech teams can move from maintenance to innovation Learn more about The Lustgarten Foundation: https://lustgarten.org/ Ready to deepen your donor relationships and drive meaningful results? Learn more about Virtuous and how responsive fundraising can help your team grow generosity: https://vrtuo.us/4hsSN6g
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