Grow your most valuable relationships
For your mission-driven organization, growing constituent relationships is the key to longevity. From building strong stakeholder relationships to managing membership and streamlining administration, a constituent relationship management (CRM) tool like Wipfli Connect for Nonprofits gives you the power to maximize your impact.
Using Wipfli Connect for Nonprofits, you can:
- Collaborate and view interactions across constituent relationships.
- Engage your volunteer base.
- Manage programs and services.
- Plan and execute events.
- Track social case interactions and history.
- Effectively onboard new leaders.
- Scale to support new locations and programs.
- Generate awareness and manage fundraising.
- Gather volunteer availability and schedule resources.
Plus, our cloud-based CRM means you can shore up data security, protecting your constituents as well as your legacy.
Why Wipfli?
With over 80 years of experience working with nonprofit organizations, Wipfli understands your challenges and can bridge the gap with the right strategy, processes and technology. We’re committed to helping you further your mission. Spend less time on paperwork and more time making a difference. By leveraging our experienced specialists, you can meet your goals and help ensure the longevity of your organization. Contact us to learn more or get started.
Our team
Andrew J. Potasek
Andrew Potasek brings more than 11 years of experience to help our clients in process and design with a focus on Microsoft Dynamics and D365 technologies. Andrew is highly respected for his motivation and flexibility.
Kaitlin Jach
Kaitlin Jach is a technology consultant with Wipfliā€™s customer relationship management (CRM) team and our process improvement group. She works closely with clients to understand their needs and develop solutions to help them achieve their goals. Kaitlin uses her technical and business analysis skills to break down business processes and her communication skills to provide excellent customer service and build lasting relationships with clients.
Mid-Year associations report
Learn how association leaders are navigating economic uncertainty, technological disruption and new workforce dynamics so far in 2024.
