RESOURCES

November 4, 2026 2:00 PM ET

The Finance Leader’s New Playbook: How Finance Leaders Are De-Risking Revenue Management in Uncertain Times

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! Diversifying revenue is one of the smartest ways to build fundraising resilience. But every new revenue stream adds another system, another payment processor and another set of numbers to reconcile. In this session, we’ll explore the Revenue Diversity Paradox and […]

November 4, 2026 2:00 PM ET

Data Hygiene in the Age of AI: How to Make the Most of Your Evolving Tech Stack

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! AI is showing up in nearly every tool nonprofits use, promising more personalized engagement, faster insights and far less manual work. But AI is only as good as the data behind it. In this session, a panel of technology partners […]

November 5, 2026 2:00 PM ET

What We Wish We’d Known: Nonprofit Pros on Building Data They Can Trust

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! Building data you can trust rarely happens in a straight line. It takes trial and error, hard calls, and lessons learned the hard way. In this session, a panel of nonprofit data experts shares what worked, what didn’t, and what […]

November 5, 2026 2:00 PM ET

Audit-Proof Your Close: Where Manual Data Handoffs Put Nonprofits at Risk

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! Revenue now comes in through more giving platforms, payment processors, grants and event tools than ever before, and each one adds another handoff before the numbers reach your general ledger. In this session, we’ll unpack how that growing complexity puts […]

November 5, 2026 3:00 PM ET

Leading Change From Where You Sit: Winning Buy-In at Every Level

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! Great ideas stall when they don’t get the support to move forward. Whether you’re pushing for a new tool, a process overhaul, or a full data transformation, getting leadership to say yes (and stay bought in) is often the hardest […]

November 4, 2026 2:00 PM ET

The Sunset of Database View: The Path to Finding Success in Raiser’s Edge NXT Web View

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! Blackbaud’s move from Database View to Raiser’s Edge NXT web view is one of the biggest shifts many organizations will face in years. It’s also a real opportunity to modernize how your team works. In this session, we’ll explore what […]

November 5, 2026 2:00 PM ET

Get Ahead of Data Decay with Bulk Data Cleanup (AKA the DBA Assistant)

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! Outdated addresses, inconsistent formatting, and duplicate fields pile up fast, and fixing them one record at a time isn’t realistic. Meet Bulk Data Cleanup (aka the DBA Assistant), the Omatic capability that lets you fix messy data at scale. We’ll […]

November 4, 2026 3:00 PM ET

How the 2026 Omatic Database Champions Got There (And How You Can Too)

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! Behind every clean, connected database is a story of trial, error, and a hard-won breakthrough. Join us as we reveal the first-ever Database Champions across four categories, then hear straight from the winners in a candid panel. They’ll share what […]

November 5, 2026 1:00 PM ET

Lead the Change: What’s Coming in Omatic Cloud

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! Kick off Day 2 with a look at where Omatic Cloud is headed. Our product leaders will share the philosophy behind how we build and why it matters for your team. You’ll get an inside look at the product team’s […]

November 4, 2026 1:00 PM ET

What’s Next for Nonprofits: A New Vision for Trustworthy Data 

Happening during our 2026 Omatic Summit. Check our webinars page for all the other sessions! In 2027, big change is coming for nonprofits. The choice comes down to whether organizations want to lead the change, or react to it. Omatic works with customers and partners across the nonprofit tech ecosystem every day, and we see […]

“We’re a Small Team”: The Phrase We Heard Most at bbcon 2026

We had a blast a bbcon, Blackbaud’s annual conference. Hear the top highlights from the gathering in Ohio.

How the Salisbury School Improved Gift Data and Fundraising Performance with Omatic Cloud

Organization Background Founded in 1901, Salisbury is an all-boys college preparatory boarding school in Salisbury, Connecticut. The school’s mission is to instill in its students a lifelong enthusiasm for learning alongside the self-confidence needed for intellectual, physical, moral, and spiritual growth. Like many independent schools, the Salisbury School relies on private philanthropy to support its […]

October 15, 2026 2:00 PM ET

Introducing the Omatic Cloud Connector for Ascend

Moving to a new CRM shouldn’t mean starting over with every tool your team relies on. With Kindsight’s Ascend, it doesn’t. Whether you’re already an Ascend customer or weighing your options, your whole tech stack can now connect: online giving, payment processing, events, and more, all flowing into one place.  The Omatic Cloud Connector for […]

October 14, 2026 2:00 PM ET

From Sunset to Head Start: Making the Move to RE NXT Web View with Confidence

Blackbaud’s sunset of Raiser’s Edge NXT database view is a big change for many nonprofits, and it’s also a big opportunity. The organizations that plan early will be the ones who come through the transition with cleaner data, smoother processes, and more time to focus on their mission. In this webinar, we’ll walk through what […]

From Database View to Unified View: Navigating Changes to Raiser’s Edge NXT at bbcon 2026

Changes are coming to Raiser’s Edge data base view. Make a plan for it at bbcon 2026, Blackbaud’s annual conference.

AI Goes Mainstream at bbcon 2026: What Nonprofits Need to Know

AI is going to be everywhere at bbcon 2026. It raises an important question every nonprofit should be asking: is my data ready for this? Read on for building a data foundation that amplifies AI.

3 Signs Your Nonprofit Email Marketing Campaigns are Failing (and How to Fix Them)

Email marketing is one of the most powerful tools nonprofit organizations use to engage supporters, increase donations, and drive real-world impact. But even the best-intentioned email campaigns can fall flat, resulting in wasted effort, low engagement, or, worse, alienating your most passionate advocates. If you’ve ever wondered why your emails aren’t getting the traction you […]

October 20, 2026 2:00 PM ET

The Reconciliation Paradox: Winning at Revenue, Losing at Close

Your organization did everything right. You added events, memberships, program fees, retail. Revenue is more resilient than it has ever been and the board is happy. So why does month-end close take longer every quarter? Here’s the paradox: every new revenue stream is also a new system, a new handoff, and a new place for […]

New Features for Omatic Cloud: September 2026

Get a look at the major Omatic Cloud releases for September 2026, including the ability to delete constituent and solicit codes, enhanced transformation features, and more.

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)

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

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 […]

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 […]