eBooks

Whether you’re trying to clean up your CRM, connect a new system, or make the case for better data infrastructure, there’s a guide here for where you are right now. Check out our library below.

All eBooks

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Take the 2026 Nonprofit Modernization Index Self-Assessment

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.

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Take the 2026 Nonprofit Modernization Index Self-Assessment: Download the eBook
2026 Nonprofit Modernization Index

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.

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2026 Nonprofit Modernization Index: Download the eBook
The 2026 Nonprofit Technology Ecosystem Trends Report

The 2026 Nonprofit Technology Ecosystem Trends Report

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

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The 2026 Nonprofit Technology Ecosystem Trends Report: Download the eBook
Securing More Major Gifts: Building Your Prospect Pipeline with Better Donor Data

Securing More Major Gifts: Building Your Prospect Pipeline with Better Donor Data

Learn to identify gaps in donor profiles, customize outreach, and scale your major gift program using data. Securing More Major Gifts: Building Your Prospect Pipeline with Better Donor Data is a guide to help fundraising teams hone their major gift programs using better data. In it, we cover: Don’t miss this opportunity to grow your […]

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Securing More Major Gifts: Building Your Prospect Pipeline with Better Donor Data: Download the eBook
5 Signs You’ve Outgrown Your Out-of-the-Box Salesforce Integrations

5 Signs You’ve Outgrown Your Out-of-the-Box Salesforce Integrations

Your data should empower you, not exhaust you. But if your team is spending more time on data management tasks than mission critical work, it’s time for a change. Are your Salesforce out-of-the-box integrations causing data problems at your organization? Use this checklist to spot the signs that your integration tools are holding you back. […]

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5 Signs You’ve Outgrown Your Out-of-the-Box Salesforce Integrations: Download the eBook
The Data Disconnect: Why Nonprofit Email Campaigns Fail and How to Fix Them

The Data Disconnect: Why Nonprofit Email Campaigns Fail and How to Fix Them

Identify the signs your nonprofit’s outreach campaigns aren’t working and learn to correct common email marketing mistakes. The Data Disconnect: Why Nonprofit Email Campaigns Fail and How to Fix Them is a guide to help nonprofit teams get more out of their email marketing campaigns using a resource often hiding in plain sight: data. Learn […]

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The Data Disconnect: Why Nonprofit Email Campaigns Fail and How to Fix Them: Download the eBook
A Database Administrator’s Guide to Giving Tuesday

A Database Administrator’s Guide to Giving Tuesday

What you need to do before, during, and after one of the most high-impact days for nonprofit fundraising each year.

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A Database Administrator’s Guide to Giving Tuesday: Download the eBook
The Ultimate Guide to Data Driven Donor Engagement

The Ultimate Guide to Data Driven Donor Engagement

It’s 2024 – the year for fulfilling your impact and nurturing donor relationships. At Omatic, we understand that effective donor engagement is not just about saying ‘thank you’ after someone has given a gift or volunteered; it’s about building solid and lasting relationships. As a nonprofit organization, you’re not just managing donors but cultivating relationships […]

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The Ultimate Guide to Data Driven Donor Engagement: Download the eBook
Free Guide: Do More with Your Nonprofit Data

Free Guide: Do More with Your Nonprofit Data

With clean and complete nonprofit data, you can drive higher fundraising success, turn donors into lifelong supporters and amplify your organization’s impact. Get started by downloading our free guide, “Do More with Your Nonprofit Data” today! Learn:  

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Free Guide: Do More with Your Nonprofit Data: Download the eBook
Putting Your Supporters at the Center of Your Email Strategy

Putting Your Supporters at the Center of Your Email Strategy

Donors crave more authentic relationships with the nonprofits they support. They want to feel engaged and appreciated. Sounds easy enough, right? Well yes and no. Email can be a great way to grow connections, but inboxes are overflowing with emails vying for attention. Will your emails be ignored, deleted, or opened? The answer depends on […]

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Putting Your Supporters at the Center of Your Email Strategy: Download the eBook
The Ultimate Guide to Data Cleansing for Nonprofits

The Ultimate Guide to Data Cleansing for Nonprofits

Let’s face it — there’s one thing your organization should keep clean. And no, it isn’t the breakroom or the cats your organization has adopted. Although your breakroom and cats are important, the answer is YOUR SUPPORTER DATA.

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The Ultimate Guide to Data Cleansing for Nonprofits: Download the eBook
Building Healthy Donor Relationships That Last

Building Healthy Donor Relationships That Last

Once an organization has secured an initial relationship with a donor, how do they make sure they’re doing everything they can to keep that donor involved? By offering your team fresh, clean, and complete data you can provide a clear picture of who your donors are, giving your organization the tools it needs to boost […]

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Building Healthy Donor Relationships That Last: Download the eBook
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