Practical help for your next technology decision
Decision guides, on-demand webinars, and downloads from our team, written for leaders at nonprofits, associations, and membership organizations.
Ask OllieStart here if you are weighing a major change
Should your association replace its legacy AMS?
How to tell whether you have outgrown your AMS, how to compare all-in-one and best-of-need options, and how to run a decision process you can defend.
Read the guide →
How to modernize a nonprofit CRM
What to consider before moving from NPSP to Nonprofit Cloud, and how to plan fundraising, programs, and data along the way.
Read the guide →
AI readiness and governance: where to start
How to check your data, pick the right first use cases, and put governance and human oversight in place before you scale.
Read the guide →Webinars and downloads
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24 resources
Before You Call the Movers: Preparing for Your Migration from NPSP to Nonprofit Cloud
A practical session on what to do before you move from the Nonprofit Success Pack to Salesforce Nonprofit Cloud.
Nonprofit Legal, Finance, and Grants Conference
Washington, D.C.
Executive Summit: Dreamforce Recap for Nonprofit and Association Leaders
Washington, D.C.
AI Enablement one-pager
Claude enablement, data connections, and agents. PDF
Claude for Nonprofits one-pager
Claude that does the work across your nonprofit systems. PDF
Claude for Associations one-pager
Claude that does the work across your association systems. PDF
The Nonprofit Crew at Dreamforce 2026
All-in-One isn’t for Everyone: Why More Associations are Choosing Best-of-Need
5 Workflows to Reimagine if You’re Focused on Member Experience
What We Stopped Doing: The Hard Decisions Behind Building a Modern Association Tech Stack
2026 Sales Tax Updates Associations Need to Know
CIO Insights on Resistance, Readiness, and What’s Ahead
If We Can Do It, You Can Too: Building an Impactful AI Agent
On-demand webinar with a step-by-step approach
Saying “Buh-Bye” to AI Paralysis
On-demand webinar on manageable ways associations are getting started with AI
But first, clean your room! A practical guide to data hygiene
On-demand webinar for associations
Working Backwards: How to Build a Volunteer Process that Delivers
Keep Holding My Hand: The Supportive Leader’s Guide to Change Management
Agentforce Resource Center for Nonprofits
How to Build a Center of Excellence that Drives Impact
Using AMS as a Hub, a Spoke, or Not At All
On-demand webinar on building your association’s ideal tech stack
How to Prepare Your Association’s Data for AI
What’s New in Salesforce Nonprofit Cloud
On-demand webinar covering functionality and use cases
The AMS Journey eBook
Downloadable guide to AMS implementations
Fonteva System Administrator Checklist
Downloadable checklist for Fonteva admins
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