RESOURCES

Engaging Supporters in the Data-Driven Volunteer Revolution

Are you looking to increase engagement among your nonprofit’s hands-on helpers? Learn more about how you can join the data-driven volunteer revolution today. (Guest post from Double the Donation)

September 17, 2026 2:00 PM ET

The Connected Nonprofit: How to Build a True Hub for Your Technology Ecosystem

By registering for this webinar, you consent to having your registration information shared with High Tide Consulting. Most nonprofits didn’t set out to build a patchwork of disconnected systems. It happened one point solution at a time — a fundraising platform here, a marketing tool there, a finance system added somewhere else — until critical […]

The Reconciliation Paradox: Nonprofits Are Diversifying Fundraising Sources, but Their Systems Aren’t Keeping Up

Revenue diversification is a smart strategy for nonprofits, but every new stream adds another system that must reconcile into the GL. This article explores why fragmentation grows alongside success, and how an integration plan can lower your accounting risks.

Is Your Revenue Reconciliation Process Putting You at Risk?

Every new revenue stream (events, memberships, retail, program fees) adds another system your finance team has to reconcile. This checklist helps you score your organization’s fragmentation risk in 10 minutes

September 10, 2026 2:00 PM ET

What’s New in Omatic Cloud: September 2026 Features Spotlight

Join us for the fourth session in our quarterly Omatic Cloud webinar series, where we continue to pull back the curtain on the latest platform updates built to help your team work smarter and move faster. This quarter, we’re diving into the newest enhancements across automation, data management, and integration performance — giving your team […]

September 23, 2026 2:00 PM (ET)

Connecting Virtuous to Your ERP for Clean, Audit-Ready Financials

Join Omatic and Virtuous as we show you how to close thet gap between Virtuous and your ERP system.

August 6, 2026

Omatic Unveils New Website and Customer Awards Program, Celebrating What’s Possible with Trustworthy Data

Omatic Software announced the release of the 2026 Nonprofit Modernization Index, the organization’s first-ever sector benchmark measuring how ready nonprofits are to navigate technology change.

Your Fundraisers are Your Major Donors: Using Data to Spot Your Peer-to-Peer Champions

Walk away with a clear framework for building your major donor pipeline from peer-to-peer data — plus Tiltify’s Fundraiser Stewardship Guide to put it into practice right away.

How to Close the Loop Between Fundraising and Finance

Join Omatic for a first look at the findings behind our 2026 Nonprofit Modernization Index, the first-ever benchmark of nonprofit technology readiness built from 400+ survey responses across nine verticals.

Take the 2026 Nonprofit Modernization Index Self-Assessment

How does your organization stack up against the sector average of 61.6/100? Take Omatic’s 2026 Nonprofit Modernization Index Self-Assessment—a 15-question, 10-minute tool that scores you across five key dimensions, from data health to change velocity, so you can see exactly where you’re excelling and where the opportunities are.

2026 Nonprofit Modernization Index

Based on a survey of 400+ nonprofit professionals, the 2026 Nonprofit Modernization Index reveals how the sector is approaching technology adoption—from AI experimentation to building org-wide buy-in. See how your organization compares to peers, and get practical guidance for making the most of your tech investments.

July 29, 2026

Omatic Software Launches First-Ever Nonprofit Modernization Index, Revealing a Sector That Feels Ready for Modernization but Isn’t Structured for It

Omatic Software announced the release of the 2026 Nonprofit Modernization Index, the organization’s first-ever sector benchmark measuring how ready nonprofits are to navigate technology change.

Inside the 2026 Nonprofit Modernization Index: How Modern Is Your Organization?

Join Omatic for a first look at the findings behind our 2026 Nonprofit Modernization Index, the first-ever benchmark of nonprofit technology readiness built from 400+ survey responses across nine verticals.

The Afterglow Effect: What Happens to Your Donors After the Event Ends

Join us for a practical session on building the infrastructure to make your events work harder, all year long.

The Grateful Patient Playbook: How to Build the Infrastructure for Your Patient Journey

*By registering for this webinar, you consent to us sharing your registration information with Doing Good Digital. Most health system foundations have more grateful patient potential than they’re able to act on. Not because the donors aren’t there. Because the infrastructure isn’t. The gap between a well-intentioned Grateful Patient Program and a high-performing one almost […]

Connected and Confident: How Salisbury School Streamlined Fundraising Data

*By registering for this webinar, you consent to us sharing your registration information with GiveCampus. Managing donor data across platforms can slow down even the most seasoned fundraising teams. In this webinar, join Salisbury School, GiveCampus, and Omatic as we take a behind-the-scenes look at how one independent school built a seamless, real-time connection between […]

Finding Your Next Major Donors: Wealth Identification Strategies

First-time donors are coming in every day, but how do you know which ones are worth cultivating for a major gift? And once you identify them, how do you actually move them through the pipeline? Join us for a 30-minute working session where we’ll walk through a real scenario: a brand-new donor enters your system […]

Celebrating the Unsung Heroes of Nonprofits: Database Administrators

On DBA Appreciation Day, we’re shining a spotlight on Database Administrators: the people whose work makes fundraising and engagement possible.

What’s New in Omatic Cloud: June 2026 Features Spotlight

Join us for the third session in our quarterly Omatic Cloud webinar series, where we continue to pull back the curtain on the latest platform updates built to help your team work smarter and move faster. This quarter, we’re diving into the newest enhancements across automation, data management, and integration performance — giving your team […]

The Real Cost of Manual GL Posting (and what to do about it)

Manual GL posting shows up in almost every conversation: export the data, manipulate a spreadsheet, recode everything, and manually enter it into your accounting system. Repeat. It’s the #1 pain point we hear across the board, regardless of what CRM or GL you’re using. In just 30 minutes, we’ll show you exactly what that process […]

Salesforce DBA Assistant: Automated Data Cleanup with Omatic Cloud

Stop manually cleaning up your Salesforce data through endless manual processes. This focused micro-webinar introduces Omatic Cloud as your automated DBA Assistant, designed to keep your Salesforce org tidy without any tedious clean-up tasks. In just 20 minutes, see how Omatic Cloud can handle your routine Salesforce data cleanup tasks automatically, from duplicate detection to […]

Building a 360° Donor View: How to Turn Peer-to-Peer Fundraising Campaign Participants into Lifelong Supporters

Most organizations treat their peer-to-peer (P2P) fundraising campaigns as events instead of relationship opportunities. In this article, we will explain how to steward P2P fundraising campaign participants for long-term support, and the data you’ll need to do it.

See the Eventbrite Connector in Action

Events generate powerful engagement signals, but only if the data makes it into your CRM. Skip the manual exports and join us for a live 15-minute demo of Omatic Cloud’s new Eventbrite Connector — then stay for Q&A. Watch how registration, attendance, and ticketing data flows automatically into your CRM, so your team can follow […]

University of Portland Uses Omatic Cloud to Improve Data Management, Increases Team Bandwidth for Data Maintenance by 40%

Organization Background University of Portland is a private Catholic liberal arts university located in Portland, Oregon. Fundraising is central to sustaining its mission of education and service. Annual giving campaigns, major gifts, and fundraising events like the #PilotsGive giving day support scholarships, faculty research, and campus life. We spoke with Betsy Mylius, Schneeb Covington, and […]

Using Data to Power Your Peer-to-Peer Fundraising

Peer-to-peer fundraising is one of the most powerful tools in a nonprofit’s arsenal, but for many organizations, the donor data it generates never makes it into the CRM in a meaningful way. When that happens, the momentum from a successful campaign fades fast, and the relationships it sparked go unnurtured. The good news? With the […]

Getting the Most Out of Omatic Cloud: Best Practices with Amy Barker

Join Amy Barker, Omatic’s Customer Experience Consultant, as she takes you inside the platform she lives in every day. From foundational best practices to the tips and tricks that seasoned users swear by, Amy brings the kind of real-world perspective you won’t find in a help article. You’ll learn how to: Omatic Cloud is built […]

Greater Cleveland Habitat for Humanity Expands Donor Relations After Improving Data with Omatic Cloud

Organization Background Greater Cleveland Habitat for Humanity is a nonprofit affiliate of the global Habitat for Humanity network, dedicated to eliminating substandard housing locally and worldwide through constructing, rehabilitating, and preserving homes; by advocating for fair and just housing policies; and by providing training and access to resources to help families improve their living conditions. The […]

New Features for Omatic Cloud: April 2026

Get a look at the major Omatic Cloud releases for April 2026, including an Eventbrite connector, support for phone number matching with Raiser’s Edge NXT, Post-to-General Ledger improvements in Kindsight, and more.

The 2026 Nonprofit Technology Ecosystem Trends Report

A report on the trends and priorities shaping nonprofit technology stacks in 2026.

2026 Nonprofit Tech Trends that Will Change Your Approach to Technology

Omatic’s 2026 Nonprofit Technology Ecosystem Trends Report analyzes more than 800 survey responses from organizations across healthcare, higher education, family and human services, arts and culture, and more, to develop a comprehensive picture of the nonprofit technology ecosystem landscape. Read the findings.

The Omatic Cloud Features You Should Be Using Right Now

Are you getting everything out of Omatic Cloud? This session is your chance to go deeper. We’re spotlighting the most powerful and practical features in Omatic Cloud right now, so your team can stop leaving time and efficiency on the table. Whether you’ve been on the platform for years or just getting started, there’s something […]

Close the Loop: Getting Your Tiltify Data Into Your CRM

Your Tiltify campaigns are driving real generosity, but if that data isn’t making it into your CRM, you’re leaving stewardship opportunities on the table. For many organizations, Tiltify gifts, fundraiser activity, and payout details live outside the CRM long after the campaign wraps. That means delayed acknowledgments, incomplete donor records, and reconciliation that still relies […]

What the Data Reveals About Nonprofit Technology Trends in 2026

The results are in, and the nonprofit technology landscape is evolving faster than ever. Back for its 5th year, our Nonprofit Technology Ecosystem Trends Report is one of the most anticipated resources in the sector, and this year’s findings are our most revealing yet. Join us for an exclusive first look at the data, the […]

From Kindsight ascend to the GL: Faster Close, Cleaner Data

For higher education and healthcare advancement teams, gift data doesn’t stop mattering once development celebrates the win. The problem is getting it to finance in a format they can actually use — without the manual exports, spreadsheet cleanup, and back-and-forth that slow month-end close and stretch teams thin. See how Omatic Cloud bridges the gap […]

Segmentation and Personalization Strategies That Actually Work

For most nonprofits, the gap between a good fundraising program and a great one comes down to one thing: relevance. When donors receive communications that feel generic, miss the mark on timing, or don’t reflect their history with your organization, engagement drops — and so does revenue. The good news? The data to fix this […]

How Nonprofit Event Data Can Drive Year-Round Engagement

In this article, we’ll walk you through how to treat events as a mechanism for gathering, storing, and using supporter data and why you should.

Unlock the Engagement in Every Purchase

A membership purchase. A t-shirt order. A ticket to your museum. These aren’t just transactions; they’re engagement signals that reveal how supporters connect with your mission. But if that commerce data stays siloed in your online store, you’re missing the full picture of supporter engagement. Join Omatic for a strategic conversation on why e-commerce integration […]

From Development to Finance: Following a Gift Across Your Systems

A donation comes in. Maybe it starts in an Excel file. Maybe it flows through a connector. Either way, that single gift sets off a chain reaction across your organization: from development and marketing to finance and reconciliation. Join us for a live walkthrough of what it really looks like to move a gift seamlessly […]

Turning Volunteer Hours into Donor Dollars

Your volunteers are already showing up for your mission. But are you turning that engagement into long-term support? Join Omatic and VolunteerHub to discover how to build a seamless volunteer-to-donor pipeline that transforms passionate supporters into loyal givers. We’ll show you how to connect volunteer management data with your CRM to identify giving opportunities, automate […]

New Features for Omatic Cloud: March 2026

Read about the major feature updates for Omatic Cloud in March 2026, including the Shopify Connector, Custom Code Transformations, and UK Gift Aid support.

Bible Society New Zealand Uses Omatic Cloud’s DBA Assistant to Improve Data Integrity and Fundraising Outcomes

Organization Background As the Database Administrator for Bible Society New Zealand, Stephanie Heeley knows that simple importing errors can lead to hours of data cleanup. Until recently, keeping Raiser’s Edge NXT data fresh, accurate, and ready for use felt like a full-time job—then she discovered Omatic Cloud’s Bulk Data Cleanup capability (formerly DBA Assistant). Instead of exporting data, fixing […]

Building an AI-Ready Nonprofit

AI doesn’t create intelligence. It reflects your data back to you. As AI becomes embedded in nonprofit CRMs and fundraising platforms, organizations are racing to unlock predictive insights, automated reporting, and personalized donor engagement. But AI isn’t a magic layer you add on top of your systems. It’s a multiplier. If your data is incomplete, […]

Why Nonprofit AI Tools Are Only as Smart as Your Data

AI has the potential to be a gamechanger for nonprofit efficiency, but its benefits depend on the quality of your data. In this article, we walk you through what AI-ready data looks like, why data integrity matters, and how to improve your organization’s data management to make the most of cutting-edge technology.

Maximize ROI From Your Events: Turn Participation Into Lasting Engagement

You invest significant time and resources into planning and executing events. But what happens to all that valuable engagement data after the event ends? Join Omatic for a strategic conversation on event data management. We’ll show you how to capture the full value of event participation by automatically connecting registration, attendance, and engagement signals to […]

Breeze Through Busy Season: The DBA Playbook for Peak Performance

Busy season does not have to mean burnout. As peak demand approaches, DBAs are often stuck reacting to issues, running manual checks, and scrambling to keep systems stable. This session focuses on working smarter, not harder, with a clear, repeatable playbook that reduces manual effort and creates breathing room when it matters most. Instead of […]

Omatic Cloud DBA Assistant: Your New Data Management BFF

With the Database Administrator Assistant in Omatic Cloud, you can create formulas to update data in your CRM. In this blog, we walk you through conducting mass updates to your data for quicker cleanup and improved data integrity.