Spreadsheets are great, until they aren’t…

You know the sheet: tabs for donors, columns for gifts, a weird color-coded legend only one person understands. It’s worked so far. Kind of. But as your org grows, so does the chaos.

In this short video, we’re calling out what most nonprofits already know but don’t always say out loud: spreadsheets weren’t built to manage relationships.

Join Dan as he walks through exactly why nonprofits outgrow spreadsheets, and what’s waiting for you on the other side.

Hint: it’s not a shiny new tool. It’s visibility, alignment, and more time for actual donor stewardship.

In under 10 minutes, you’ll learn:

Why spreadsheets fall short for donor management
They store data, but they can’t show relationships, engagement, or history.

What a real nonprofit CRM brings to the table
Track every email, meeting, gift, and volunteer hour in one connected system.

How to stop bouncing between tabs and tools
Bring your donor, event, and volunteer data into a single platform.

What visibility across households and relationships looks like
Understand supporter connections and giving patterns without digging.

Who Should Watch

• Fundraising staff
• Donor engagement teams
• Nonprofit operations leads
• CRM admins
• Anyone still manually updating spreadsheets (we see you)
  
  

What You’ll Walk Away With

A real-world look at how a nonprofit CRM helps you get more from your donor data without complicating things.