As nonprofit fundraisers evaluate new technologies to aid their efforts, it’s critical that end users are actively driving the selection process. Those who will operate the tools daily must define key needs, review options, and have a strong voice in the final choice.
Fundraising systems impact everything from data management to donor communications, so choosing wisely is important.
However, the people selecting the technology aren’t always the ones using it. Advancement services teams may lead the search but aren’t thinking about practical functionality. IT departments focus on integration and security but not user experience. Leadership cares about high-level metrics but not daily workflows.
End users know exactly what they need to do their jobs efficiently and build meaningful donor relationships.
They understand how new tools will impact their ability to handle gifts, send communications, conduct research, and more. While IT and leadership input is important, end users should shape final decisions to ensure maximum benefit.
A successful selection process gives end users opportunities to outline key needs, see demos of leading options, and weigh in on pros and cons. Their insights should directly inform selection criteria and final scoring. Don’t assume leadership or IT alone can choose effectively on users’ behalf.
Once a tool is selected, user buy-in is essential for successful adoption.
When end users feel heard in the process, they become champions who eagerly help introduce the technology to colleagues. But when decisions are made without their input, they may resist transitioning from legacy systems to new ones.
Fundraisers invest significant time and resources in new tools, so making the right choice matters. Technologies that look impressive in demos may prove cumbersome in reality. Don’t miss a chance for the perfect solution because those operating it daily weren’t truly consulted. Put end users in the driver’s seat to find fundraising technology that meets real needs and inspires adoption. Nonprofits will benefit as users gain efficiencies, build key skills, and better engage their donors.
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