30 minute session | Fundraising

5 pitfalls to avoid when selecting a constituent relationship management system

The right nonprofit CRM can revolutionize your donor management and fundraising. But it can be intimidating to match the technology with what you need. How can you go about navigating the world of nonprofit CRMs and cut through the clutter to know which is the best match?


Join Mike Fisher, Vice President of Development at Army Historical Foundation, and John Coogan, CharityEngine’s Senior Director of Product Solutions, as they show nonprofits common pitfalls to avoid and how to look beyond the sales hype to find the right system.


Whether you’re investing in technology for the first time or looking to make a change, these insider tips will make you a smarter shopper.

First learning outcome

The questions to answer before you start shopping for nonprofit technology

Second learning outcome

The must-have functionality nonprofits need

Third learning outcome

The industry-insider tech secrets that will help you shop smarter


John Coogan
John Coogan

Vice President, Client Services


John brings more than 20 years of experience in nonprofit technology to the CharityEngine team. As our Vice President of Client Services, he works with internal teams to ensure we are continuously refining our technology to meet the needs of our clients. John also helps educate our clients on different ways he has used technology to substantially benefit nonprofit organizations. CharityEngine’s team first met John when he was the Director of Technology and Digital Fundraising at Wounded Warrior Project, which remains a client more than 10 years later. Other accomplishments include serving in executive roles at Children of Fallen Patriots Foundation, Folded Flag Foundation, and The Animal Foundation in Las Vegas. John is an Army veteran and graduate of The United States Military Academy at West Point. He received his Master of Business Administration at the University of Texas at Austin.
J. Michael Fisher
J. Michael Fisher

Vice President of Development

Army Historical Foundation

J. Michael Fisher is the Vice President of Development for The Army Historical Foundation. He leads all fundraising efforts, and is responsible for business lines across Planned Giving, Major Gifts, Direct Mail, Digital, Programs, and Grassroots. He oversees the Foundation’s ongoing expansion effort into innovative fundraising markets. In his previous roles with national veterans and military-based non-profits, he served as both Chief Development Officer and Vice President. Most recently, Michael was responsible for the national fundraising efforts at Help Heal Veterans. He raised over 91 million dollars for therapeutic programming for recovering veterans and the military during his tenure. Additionally, he led the effort to raise over $350,000.00 for the USS Arizona Shrine Room while managing the fundraising at AMVETS National Headquarters in Washington, DC. The AMVETS rededicated the USS Arizona Shrine Room wall in Pearl Harbor, HI, on Veterans Day 2014. As a US Navy, and Persian Gulf War veteran, this is one of his proudest accomplishments.

Session format

30-minute session

Session location

In Denver

Date and time

April 12, 2023

12:45 pm-1:15 pm MT


Mile High Ballroom 3C

Who should attend?

Nonprofit executive directors, directors of fundraising, IT directors
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