Three Essential Pillars of Nonprofit Tech Stacks.pdf

The Three Essential
Pillars of Nonprofit
Tech Stacks
Presented by: Tapp Network
Joe DiGiovanni & Kyle Barkins
08.03.2023

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Introductions
Joseph DiGiovanni is the Co-Founder of Tapp Network, A
Digital Transformation Agency recognized by INC Magazine as
one of the 5,000 Fastest Growing Private Companies in
America. Joe has led marketing initiatives with global brands
such as Oprah, WPP, E-Bay, GSK, Pepsi, the NBA, and others.
Within Tapp, Joe and his team are passionate about leveraging
technology from the corporate world to deliver modern
marketing solutions to the nonprofit sector so they can compete
and succeed in the digital age.
Joe DiGiovanni
Co-Founder
Tapp Network
Kyle Barkins
Co-Founder
Tapp Network
Kyle is the co-founder of Tapp Network, has a background of more
than 15 years in marketing and application development. His
experience includes launching more than 250 websites and
automating the online lead generation process for over 1000
professionals. His previous projects have also included the
syndication of clip-able, shareable, searchable broadcast videos to
more than 40 million viewers per month, as well as the development
and deployment of a number of educational and communication
platforms for nonprofits in 8 different languages and in over 200
countries.

A Mission-Driven Marketing and
Technology Agency
Empowering Organizations for Good
www.tappnetwork.com
Tapp Network is a mission-driven digital marketing and
technology agency serving organizations that seek to
accelerate their digital transformation to make the world a
better place.
In partnership with TechSoup, Tapp provides website
development and digital marketing support services for
nonproﬁts around the globe as they strive to increase their
capacity building, fundraising, and community impact in
these challenging times.

Agenda
• The key elements of a successful nonprofit
website and how to incorporate them into a new
or existing build
• Best practices for designing and developing a
compelling nonprofit website
• Strategies for implementing a CRM system to
manage donor relationships
• Actionable insights to enhance your nonprofit’s
tech stack and overall digital strategy

3 Pillars
of Nonprofit Tech Stacks

What is a Tech Stack?
• A collection of software and digital tools that a
nonprofit organization uses to support its
operations and achieve its mission.
• The “Stack” refers to that set of digital tools,
apps, and programs working together,
sometimes in an automated fashion, making
things easier for the organization.
• These tools can help with managing donations,
organizing events, communication with
supporters, handling finances, and tracking
and managing important data.

Overall process
(The whole thing)
Marketing Funnel Stages
(Where your potential
supporter is)
Top of the funnel
Is unaware of the challenge/problem your
organization faces and solves
Middle of the funnel
Supports the Cause and Mission of your
organization
Bottom of the funnel
Supports the organization
Donor
Partner/Supporter
Attract
Strategy
(How to do it)
Inbound Marketing
(SEO, PPC, Social Media, Blogs)
Lead Nurturing
(Opt-in emails, Newsletters)
Conversion
(Events, Donation Pages)
Relationship Building
(Ongoing Support and Referrals!)
Awareness
Promotion
Consideration
Increased support of your organization
and mission
Activate
Resource
Utilization

CRM CMS DMS
The Three Pillars of a Nonprofit Tech Stack
Customer
Relationship
Management
Donation
Management
Software
Content
Management
System

CRM
Customer Relationship Management System

What is a Constituent
Relationship Management
(CRM) System?
• The tools, technologies, processes, and
strategies that an organization uses to
manage, improve, and deploy all its
interactions.
• Where organizations store constituent records
and then use those records to communicate
with people.
• A data-driven technology that can be leveraged
to send mass communications, automate
recurring processes, and track the success of
campaigns online.

CRM Statistics
of organizations say
CRM technology
gives better access to
customer data
of organizations
believe a CRM is
crucial to delivering
more meaningful
relationships
increase in
customer retention
for organizations
using a CRM
74% 92% 27%

Contact
Management
Keep track of all
the contacts
(volunteers,
donors,
companies,
funders) that your
organization
interacts with
Determine if the
contact is ready to
be nurtured, then
support
communication
and outreach to
get the contact
through to the
intended end goal
Write and design
emails, send to
segmented lists,
and trigger various
follow-up types
depending on the
engagement
Create an internal
resource for your
organization for
everything you
need to be
successful
advocates for your
mission
Have clean and
consistent data
that allows you to
build custom
reporting and
monitor analytics
across various
digital platforms
Lead
Management
Email
Management
File/Document
Sharing
Reporting and
Analytics
The Power of CRM for Your Nonprofit Organization

Suggested CRM: HubSpot
HubSpot is an all-in-one communication,
fundraising, and customer service platform that
helps organizations grow better. It provides a
suite of tools that can help your nonprofit
increase support. With HubSpot, you can
manage your entire constituent journey from one
place, including creating and distributing
content, managing your social media presence,
automating your donation processes, and
tracking your performance.

Tapp Networks, LLC, Conﬁdential 2022, www.TappNetwork.com 15 15
Why Hubspot?
All-in-One Platform: HubSpot offers an an all-in-one
platform that combines CRM, marketing auto, sales,
and customer service tools.
Scalability: With customizable workflows, integration
of third-party apps, dynamic data management
reporting, and a global reach, HubSpot can handle
any size nonprofit’s marketing.
Data Management and Reporting: HubSpot’s CRM
provides robust data management and reporting
capabilities. As your nonprofit grows, gathering more
and more data, the platform can handle and process
larger datasets efficiently.

Unify your marketing,
sales, and service
databases
● Contact management
● Company records
● Forms
Share context between
teams
● Contact activity
● Contact and company insights
● Documents and templates
Organize and track
customer
communications
● Livechat
● Deals
● Conversations inbox
● Ticketing
● Team email
● Tasks
Connected and Powerful
HubSpot provides a unified platform to help you grow better.
Get all the foundational tools you need.

CMS
Content Management System

What is a Content
Management System?
• A content management system (CMS) is a
software or platform that allows organization to
create, edit, organize, and publish digital
content on their website - without advanced
technical knowledge.
• A content management system services as a
user-friendly interface for effective
communication and storytelling.
• A CMS can help you create and edit content,
manage versions, store and leverage media,
set custom permissions and user roles.

CMS vs Website
• Oftentimes these terms are used
interchangeably
• CMS is a tool or backend system used to
manage the content of a website
• A website represents the front-end, what
visitors see when they visit a domain, while a
CMS is the backend software that enables
content creation, editing, and management for
that website.
• They work together to deliver a complete and
dynamic web presence.

Visibility and Reach
A well-designed website increases visibility and reach to a global
audience. It serves as the digital face of the organization, allowing
people from anywhere to learn about its mission, programs, and
impact.
Effective Communication and Engagement
A good website enables effective communication with stakeholders. It
provides a platform to share news, updates, success stories, and upcoming
events, keeping donors and supporters informed and engaged.
Enhanced Credibility
A professional website showcases the nonprofit's mission, values,
achievements, and impact, instilling trust and confidence in its
legitimacy.
Why an Optimized CMS Can Benefit Your Nonprofit

21 Copyright © TechSoup Global. All Rights Reserved.
Content Management Systems
Wix Squarespace WordPress Drupal Joomla
Open-Source CMS
Managed CMS

Selecting the best CMS for
your organization
• Select a CMS that is user-friendly and easily
adaptable into your day-to-day activities.
• Prioritize the ability to add plugins and external
integrations if this is needed.
• Each CMS has its own upsides and downsides,
select based on your company’s needs.
• Security is crucial, so it's essential to research how
each CMS handles this important aspect of the
software.
• Consult an agency or other external resources for
recommendations if the decision is unclear.

WordPress: Best CMS for
Integration and Scalability
• WordPress comes with a variety of
themes, tools, and plugins
• Easy to use, set-up, update and manage
• WordPress is open source so anybody can
build or improve an existing application
• Allows you to quickly make basic changes
• Seamlessly integrates with external
systems
• Endless integration and automation
opportunities

DMS
Donation Management Software

What is a Donation
Platform?
• A donation platform, also known as a
fundraising platform, is a digital tool or service
that enables nonprofit organizations to collect
donations and process financial transactions
• Key benefits include: Access to setting up
recurring donations, donor data management,
fundraising tracking and analytics, and being
able to integrate with other tools.
• Raise funds more effectively, engage with your
donor base,

Easy Way to Give 24/7
A donation platform is active 24/7, meaning your donation acquisition
efforts don’t stop when the phones aren’t ringing.
Reach More People
Only collecting donations from people who are physically at the office or an
event limits your ability to reach your goal. By being available 24/7 and
integrated with your CRM / CMS, it is a powerful tool.
Less Paperwork
In the past, nonprofits would have to deal with paperwork, forms, and
a bevy of other administrative work to process donations. By
How a Donation Platform Can Benefit Your Nonprofit

Online Fundraising Statistics
• Online giving made up 8.7% of all fundraising last year.
• 63% of donors prefer to give online with a credit card or
debit card
• Approximately 39% of donors who gave a gift online to a
nonprofit in a given year made a gift online to that nonprofit
again the following year
• Monthly giving made up 17% of all online revenue last year.
• Organic Visitors to a nonprofit’s website made up 44% of
total nonprofit web traffic last year
• 28% of online contributions come from a mobile device
Source: Blackbaud, 360 MatchPro

Donation Platforms
GiveButter DonorBox Fundly DonorPerfect

Selecting the best DMS for
your organization
• Choose a donor software that's
user-friendly and adaptable.
• Prioritize plugin support and integrations.
• Consider your nonprofit's specific needs.
• Ensure strong security measures.
• Seek external advice if unsure.
• Make sure your DMS can integrate with
your CRM and website!

Integration
How the 3 pillars work together to grow and scale your
organization

Content Messaging Automation Reporting Data
Anonymous Promoter

The Power of Integration
Integrations connect your software to
third-party applications so they can
share information with each other.
They share data from one system to
the next which provides you with more
features and options while using your
software.
Optimized
Operations
Growth
Automation
Clean
Data

Integration for your Nonprofit
DMS
CMS
CRM

CRM
Data
Marketing
System
Old Way New Way
When customer data is seamlessly integrated with your marketing engagement data,
building customer loyalty by anticipating your customers’ needs and personalizing
the donation/activation/registration experience to meet them is simple.
CRM-Powered
Marketing

Native integrations are direct connections between
software applications that are specifically designed to
work together. These integrations are built by the
developers of the software and are typically
seamless and efficient.
• Simplicity: Native integrations are straightforward
to set up because they are purpose-built to work
together. You don't need to use additional tools or
learn complex configurations.
• Efficiency: Data transfer between integrated
applications is usually fast and reliable. This
ensures that information is up-to-date and accurate
across all connected systems.
• Deeper Integration: Native integrations often offer
more extensive features and functionalities since
they are designed with a deep understanding of
each other's capabilities.
Native Integrations

Third-party automation tools, like Zapier, connects
different web applications, even if they don't have
native integrations. It allows you to create workflows
that trigger actions based on certain events, without
requiring coding skills.
• Versatility: Zapier supports a vast number of
applications, giving you the flexibility to connect
various tools in your nonprofit tech stack.
• No Coding Required: Unlike traditional software
integration methods that might require coding,
Zapier empowers non-developers to automate
tasks and data flows between apps.
• Automation: Zapier saves time and reduces
manual work by automating repetitive tasks, such
as data entry and information synchronization.
Third Party Integrations

Personalized Engagement
Tailor communications to individual donors / constituents on their
interests, giving history, and foster stronger connections with your
organization.
Time and Resource Savings
Automation reduces manual tasks, allowing your team to focus on
high-value activities, such as cultivating donor relationships and
recurring contributions
Enhance Donor Journey
Enabling Marketing Automation can guide donors through a
seamless journey, from initial engagement to ongoing support, and
increase the likelihood of donor retention and recurring contributions
Benefits of an Integrated Nonprofit Tech Stack

Integration Enables
Marketing Automation
Integrating your nonprofit tech stack to work together
and transfer data and information enables marketing
automation by streamlining processes and
automating repetitive tasks.
For example, when a new donor signs up through
your Website (CMS), their information is added to the
CRM, triggering a personalized welcome email that
has calls-to-action to donate on your Donation
Platform.

Single Email Automation

Workflow Automation

Three Essential Pillars of Nonprofit Tech Stacks.pdf

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Custom Website Development
Utilizing the Growth Driven Design methodology, we
partner with nonprofits to develop a website strategy,
design and build a custom WordPress website, and
optimize a long-term approach tailored to your
organization’s goals.
Intended Audience
Nonprofits who have outgrown their current CMS, would
like to redesign an existing WordPress site, or are
seeking systems integrations such as member portals,
ecommerce, or donor management.
Starting at
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Website Maintenance Services
Starting at
$499/mo
Keeping a website running smoothly is not an easy job! Our
website maintenance services are designed to ensure your
site is always performing at its best. From broken links to
building new pages for your fundraising event, you’ll have
access to the technical experts and can submit requests to
make those repairs or turn that creative website idea into a
reality.
Your dedicated Account Manager will ensure the successful
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