SimpliPhi blog

AmpliPhi Performance Update: Smarter Refresh Logic, Faster Performance

Somkala Pachhai — Tue, 02 Jun 2026 20:51:13 GMT

We have completed the first major milestone in a broader performance improvement initiative for AmpliPhi.app.

What's new?

Refreshing a Constituent List now recalculates only the Segmentation or Channel you are actively working in.
Other Segmentations and Channels using the same Constituent List are no longer automatically recalculated.
Linked unlocked Campaigns still recalculate when needed to maintain accurate Campaign data.
Users now have better visibility into where Constituent Lists are being used and refreshed.

What does this mean for you?

Faster refresh operations and less unnecessary processing.
More predictable behavior when working with shared lists.
Improved performance for organizations with complex audience structures.
Greater control over when recalculations occur.

Why We Made This Change

Earlier this year, we shared our plans to redesign how refreshes and recalculations work inside AmpliPhi. Today, we're excited to announce that this performance improvement is now live.

Historically, refreshing a Constituent List automatically recalculated every connected Segmentation, Channel, and Campaign that referenced that list. While this ensured everything remained synchronized, it also increased processing time and could trigger recalculations in areas unrelated to the work a user was actively performing.

New Refresh Behavior

Action	Result
Refresh Constituent List in a Segmentation	Recalculates only that Segmentation
Refresh Constituent List in a Channel	Recalculates only that Channel
Same list used elsewhere	No automatic recalculation
Refresh a Campaign	Updates directly connected Segmentations and Channels
Linked unlocked Campaigns	Continue to recalculate when required

The key improvement is the elimination of unnecessary cross-module recalculations. Each Segmentation and Channel now maintains its own calculation context, allowing refreshes to remain focused on the work being performed.

Better Visibility and Reduced Background Activity

This update also includes improvements to Constituent List visibility. Users can now more easily understand:

Where a Constituent List is being used.
Which Segmentations reference the list.
Which Channels reference the list.
Refresh activity across different contexts.

This additional transparency helps teams manage shared lists more confidently and better understand the impact of refresh actions throughout the platform.

The platform performs fewer unnecessary calculations, allowing resources to be focused where they provide the most value. Fundraising and data teams now have more control over when recalculations occur, helping them work more efficiently without triggering updates across unrelated areas of the platform.

Looking Ahead

This release is part of a broader performance roadmap focused on improving performance, scalability, and user control. Future enhancements will continue to focus on:

Improving calculation efficiency.
Enhancing platform performance.
Supporting increasingly complex audience strategies.

Our goal remains the same: helping fundraising and data teams spend less time waiting for calculations and more time building audiences, validating campaigns, and engaging supporters.

Thank You

This enhancement was driven directly by client feedback. Organizations using AmpliPhi.app every day helped us identify opportunities to improve performance while maintaining the accuracy and confidence teams rely on before launching a campaign.

About AmpliPhi.app

AmpliPhi.app is an audience segmentation and validation platform built specifically for nonprofit fundraising teams. It helps organizations build audiences, validate campaign lists, understand exactly who is included before launch, and move forward with confidence. By giving teams greater visibility, control, and trust in their data, AmpliPhi helps nonprofits spend less time managing spreadsheets and more time connecting with donors.

Exploring an Omatic Alternative: What Nonprofits Should Consider About Data Integration

Stefan Karnyaczki — Tue, 02 Jun 2026 16:19:28 GMT

Fundraising teams depend on accurate, timely, and complete data to make decisions, execute campaigns, and report results. Yet for many nonprofit organizations, the systems that move data between fundraising platforms have become a growing source of operational complexity.

Over the past several years, fundraising technology environments have expanded significantly. Organizations now rely on a combination of platforms, including Raiser’s Edge NXT, Luminate Online, Financial Edge NXT, Fundraise Up, Salesforce, event platforms, marketing automation tools, and reporting systems. While each platform serves a specific purpose, the value of the ecosystem depends on one critical factor: reliable data integration.

This reality has led many organizations to evaluate alternatives to legacy integration tools such as Omatic. One of the alternatives nonprofit organizations increasingly consider is Charity Automator Data Flow, a nonprofit-focused integration platform designed to connect systems such as Raiser's Edge NXT, Luminate Online, Financial Edge NXT, Fundraise Up, Salesforce, and other fundraising applications.

Why Organizations Begin Looking for an Omatic Alternative

1. Manual Intervention

Many fundraising teams discover that significant staff time is being spent monitoring integrations, reviewing errors, rerunning processes, and manually correcting records. What begins as a technology solution gradually becomes another operational responsibility.

Organizations processing large fundraising volumes often feel this burden most acutely. One SimpliPhi client was handling more than 20,000 gifts per month across multiple platforms, creating significant operational pressure whenever data synchronization issues occurred. A similar challenge emerged for a major nonprofit organization that processed more than 17,000 gifts during its peak fundraising season. Before modernizing its integration approach, staff spent 6–8 hours each week managing integrations, manually entered hundreds of gifts, and devoted 1–2 days every month to reconciliation efforts. As fundraising volume increased, the organization became concerned about missed gifts, reporting accuracy, and the sustainability of its processes.

When fundraising operations grow, these manual processes become increasingly difficult to sustain.

2. Limited Visibility into Data Movement

As fundraising activity increases, visibility into data movement becomes increasingly important. Teams need confidence that gifts have transferred successfully, constituent records remain synchronized, and reporting reflects current information. Without that visibility, organizations often spend significant time validating data across systems, investigating discrepancies, and reconciling reports manually. This effort reduces operational efficiency and can undermine confidence in the data used to support fundraising decisions.

For example, one organization managing over $100 million in annual fundraising revenue needed greater confidence that gift data was moving accurately between systems. Another nonprofit was processing thousands of online transactions each month and required near real-time visibility into data movement to support campaign reporting and donor stewardship.

This uncertainty affects more than operations teams. It impacts campaign execution, leadership reporting, forecasting, and confidence in the underlying data.

3. Modern Fundraising Moves Faster

Fundraising no longer operates on monthly reporting cycles. Digital campaigns generate responses in real time. Online giving platforms process gifts continuously. Event registrations, recurring donations, peer-to-peer fundraising, and marketing automation create a constant flow of activity.

Many organizations now process thousands of online gifts each month, while larger nonprofits may manage hundreds of thousands of constituent records across multiple systems. Delays that once seemed manageable can quickly affect reporting accuracy, donor communications, and campaign performance.

Fundraising leaders need access to current information, not delayed snapshots. As a result, many organizations are reassessing whether their current integration approach is designed for the speed and complexity of modern fundraising operations.

What Nonprofits Should Look for in an Omatic Alternative

Replacing an integration platform is not simply a technology decision. It is an opportunity to strengthen the reliability of the entire fundraising ecosystem. When evaluating alternatives, nonprofit leaders should consider several factors.

Reliable Data Synchronization

The primary purpose of any integration platform is to ensure that data moves consistently between systems. This sounds straightforward, yet many organizations experience synchronization failures, duplicate records, incomplete updates, or processing delays that create operational risk.

Bidirectional Data Flow

Fundraising teams increasingly expect information to move in both directions. For example, updates made in Raiser’s Edge NXT may need to appear in Luminate Online. Communication preferences captured online may need to be reflected within the CRM. New constituent records created through digital channels should be available to fundraising staff without manual intervention. Bidirectional synchronization helps create a single, trusted view of constituent information across the organization.

Reduced Reconciliation Effort

When integrations work properly, reconciliation becomes validation rather than investigation. One organization reduced manual intervention so significantly that it saved approximately 30 hours per month while eliminating manual gift entry and improving confidence in reporting. Reducing reconciliation effort allows teams to redirect their attention toward stewardship, analysis, campaign optimization, and donor engagement.

How Organizations Migrate from Omatic to Charity Automator Data Flow

Charity Automator Data Flow and Omatic both help nonprofit organizations move data between fundraising systems, but they approach the challenge differently. Omatic is often viewed as a tool that organizations configure and manage internally. Charity Automator Data Flow combines technology with managed services, proactive monitoring, and nonprofit-specific expertise. Rather than providing the tool to move data, SimpliPhi works alongside fundraising operations teams to ensure integrations remain reliable, issues are identified quickly, and data continues flowing as expected.

At SimpliPhi, we regularly work with nonprofit organizations that are replacing legacy integration platforms with Charity Automator Data Flow. While every environment is different, the migration process generally follows four stages.

1. Assessment

Every migration begins with understanding the current environment. We review how data moves between systems, identify operational challenges, document business rules, and understand how existing integrations support fundraising, finance, reporting, and stewardship activities. This stage often reveals opportunities to simplify processes, eliminate manual work, and improve data quality before migration begins.

2. Design and Mapping

Once the assessment is complete, we work with stakeholders to design how information should move across the fundraising ecosystem. This includes constituent data, gifts, campaigns, events, communication preferences, financial information, and reporting requirements. The objective is not simply to replicate existing workflows, but to create a structure that supports future growth.

3. Validation and Testing

Before go-live, Charity Automator Data Flow is tested using real-world fundraising scenarios. Data mappings, synchronization logic, and business rules are validated to ensure information is processed accurately and consistently across systems. This stage provides confidence that the integration will perform as expected once it becomes part of daily operations.

4. Go-Live, Monitoring, and Support

Implementation is only the beginning. As fundraising programs evolve, new campaigns, platforms, and reporting requirements emerge. Charity Automator Data Flow includes ongoing monitoring and support to help organizations maintain confidence in their data environment long after implementation.

This proactive approach helps fundraising teams focus on their work instead of managing integrations.

Consideration	Omatic	Charity Automator Data Flow
Approach	Software tool managed primarily by the client's internal team	Managed automation platform supported by nonprofit data specialists
Operational Efficiency	Automates data movement	Helps reduce manual work, duplication, and operational complexity
Scalability	Scalable, but often requires additional internal management as complexity grows	Designed to scale with growing fundraising operations and increasing data complexity
Migration Support	Evaluate available implementation services	Supported by nonprofit-focused migration and consulting expertise

Results Organizations See After Migrating to Charity Automator Data Flow

Organizations that migrate to Charity Automator Data Flow often see benefits that go well beyond the integration itself.

By reducing manual processes and improving data reliability, fundraising and operations teams can spend less time troubleshooting issues and more time supporting mission-critical work. Reporting becomes more consistent, campaign execution is smoother, and leadership has greater confidence in the data used to make strategic decisions.

Across multiple nonprofit organizations, we have seen results such as:

Thousands of gifts are automatically processed every month
Significant reductions in manual gift entry
Reconciliation effort reduced from days to hours
Greater visibility into how data moves between systems
Improved confidence in fundraising and financial reporting
Better support for high-volume fundraising campaigns
Reduced operational risk during peak giving periods

While every organization begins from a different starting point, the goal remains the same: creating a fundraising environment where teams can trust their data and focus on advancing their mission.

What Nonprofits Should Look For	Why It Matters
Reliable Data Synchronization	Constituent data, gifts, communication preferences, and financial information should remain aligned across systems to reduce operational risk and improve confidence in reporting.
Bidirectional Data Flow	Information should move seamlessly between platforms such as Raiser's Edge NXT and Luminate Online, creating a single, trusted view of constituent information.
Reduced Reconciliation Effort	Teams should spend less time investigating discrepancies and more time supporting fundraising, stewardship, and campaign execution.
Visibility into Data Movement	Fundraising and operations teams need to understand whether synchronizations have completed successfully and identify issues quickly when they occur.
Scalability for Growth	Integration processes should support increasing transaction volumes, new fundraising channels, and evolving reporting requirements.
Nonprofit-Specific Expertise	Successful implementations require an understanding of fundraising operations, gift processing, donor journeys, campaign structures, and nonprofit reporting needs.

Choosing the Right Integration Platform for Your Nonprofit

Selecting an integration platform is an important decision because it affects far more than how data moves between systems. It influences reporting accuracy, operational efficiency, donor stewardship, financial reconciliation, and the overall confidence teams have in their fundraising data.

When evaluating solutions, nonprofit organizations should consider factors such as ease of use, visibility into data flows, scalability, support, and the ability to adapt as fundraising programs evolve. The right platform should not only connect systems but also reduce manual effort, improve data quality, and provide the transparency needed to manage integrations effectively.

For organizations comparing Omatic with Charity Automator Data Flow, the key consideration is which solution best aligns with current operational needs and future growth plans. Every nonprofit has unique requirements, and understanding those requirements is essential to making an informed decision.

Whether your goal is to streamline gift processing, improve reporting confidence, reduce reconciliation effort, or create a more connected fundraising ecosystem, taking the time to evaluate your options can help ensure your technology investments continue to support your mission for years to come.

Frequently Asked Questions (FAQ)

What is an alternative to Omatic for nonprofit organizations?

Charity Automator Data Flow is a nonprofit-focused integration platform that connects systems such as Raiser's Edge NXT, Luminate Online, Financial Edge NXT, Fundraise Up, Salesforce, and other fundraising applications.

Why do nonprofit organizations migrate from Omatic?

Organizations often begin evaluating alternatives when manual reconciliation, exception handling, reporting delays, or limited visibility into data movement start creating operational challenges. Charity Automator Data Flow helps nonprofits move data between systems while actively managing, monitoring, and supporting the process.

Does Charity Automator Data Flow support Raiser's Edge NXT?

Yes. Charity Automator Data Flow supports integrations involving Raiser's Edge NXT as well as Luminate Online, Financial Edge NXT, Fundraise Up, Salesforce, and other nonprofit platforms.

How long does a migration take?

The timeline depends on the complexity of the environment, the number of systems involved, and any custom business requirements. An assessment helps define the scope and migration plan.

Ready to Explore Your Options?

If your team is spending valuable time managing integrations instead of advancing fundraising initiatives, it may be time to evaluate a different approach.

Book a discovery call with SimpliPhi to learn how Charity Automator Data Flow helps nonprofit organizations create reliable, connected fundraising systems that support growth with confidence.

First-Time Donor Segments for Hospital Foundations: A Practical Guide to Segmentation, Retention, and Revenue Growth

evgeniya@simpliphi.io (Evgeniya Salomatina) — Fri, 08 May 2026 15:56:35 GMT

Hospital foundations are investing more time and resources into fundraising than ever before, yet many teams continue to face the same challenge: first-time donors are entering the organization consistently, but very few are becoming long-term supporters.

According to the Fundraising Effectiveness Project (FEP), first-time donors can represent up to 38% of a donor base, yet only about 14% will go on to make a second gift, creating a significant gap between acquisition and retention that directly affects long-term fundraising revenue.

In many cases, this gap is caused by a mismatch between why donors gave in the first place and the communication they receive afterward. Many organizations continue to treat first-time donors as a single audience, even though these donors often arrive through very different experiences, relationships, and motivations. Over time, this creates communication that may be accurate from an organizational perspective, but disconnected from the donor’s actual reason for giving, which is where relevance begins to decline and retention begins to weaken.

According to the same research, more than half of donors, approximately 53%, stop giving because communication does not feel relevant to them, which reflects not a lack of generosity, but a lack of connection between the message and the individual receiving it.

This is where segmentation begins to play a different role than it has historically, shifting from a tactical refinement into a foundational element of how relationships are understood and maintained over time.

Four First-Time Donor Segments in Hospital Foundations

Within hospital foundations, these patterns tend to appear in consistent ways, where the same action, a first gift, can be traced back to very different motivations that shape how communication should evolve.

1. Grateful Patients

A grateful patient often enters the relationship through a deeply personal experience of care, where the initial gift functions primarily as an expression of gratitude rather than as a direct commitment to the broader mission of the organization.

In this case, the donor already has a meaningful emotional connection, but it is tied to a personal experience. As communication continues, the relationship begins to shift, requiring a transition to helping others receive similar care.

2. Peer-to-Peer Donors

From an operational perspective, they appear as first-time donors within the system, yet from their perspective, the relationship may still exist almost exclusively with the individual they supported.

The communication challenge becomes one of redirection, where the organization gradually connects that original action to the broader impact it enabled.

3. Tribute and In-Memory Donors

Unlike donors who intentionally seek out a mission to support, these donors frequently enter through circumstance, which means the opportunity to build long-term affinity exists within a relatively narrow timeframe.

Communication in this context needs to help donors understand the impact created through their gift while gradually introducing the broader work of the organization.

4. Event Participants

Event participants represent another distinct segment, where the connection is often tied more closely to the experience itself than to the mission behind it.

The opportunity lies in connecting the positive experience of participation to the real impact that participation helped create. When that connection is not made early, and when no additional engagement follows within the next 12 to 24 months, the relationship often remains attached to the event itself.

The Execution Gap in Donor Segmentation

While this relationship between segmentation, relevance, and retention is widely understood in principle, the challenge often lies in executing it consistently across real-world systems and workflows, where data may be fragmented, segments may be built manually, and campaigns may be coordinated across channels that operate independently. This is why we created AmpliPhi.app: to help hospital foundations turn segmentation into a clear, repeatable part of donor communication.

AmpliPhi.app is a nonprofit segmentation platform which helps to organize donor audiences, validate who is included in each campaign, and coordinate communication across channels with clarity. By connecting directly with CRM systems such as Raiser's Edge NXT and Salesforce, and enabling segmentation based on real donor behaviour and context, it allows teams to move away from spreadsheets and manual list-building toward a more reliable execution model, where each donor can be included once, in the right segment, with the appropriate message.

As communication becomes more aligned with the donor’s perspective, relationships develop with greater consistency, and over time, those relationships become the foundation on which long-term revenue is built.

Key takeaways for hospital foundation teams

First-time donors are not one audience, and their motivations directly influence how they respond to communication.
Segmentation is no longer a tactical improvement, but a foundational capability that shapes retention and revenue.
Understanding why donors give allows hospital foundations to design communication that feels relevant, timely, and aligned with each donor’s experience.
A segmentation platform such as AmpliPhi.app ensures that each campaign is built on accurate, validated audiences, reducing last-minute uncertainty and allowing teams to move forward with confidence.
With the right structure in place, hospital foundations can move from one-time gifts to sustained donor relationships, improving both engagement and long-term fundraising performance.

How Roswell Park Alliance Foundation Automated 17,000+ Gifts during the peak season and Saved 30 Hours Per Month with Charity Automator Data Flow

evgeniya@simpliphi.io (Evgeniya Salomatina) — Wed, 29 Apr 2026 18:49:04 GMT

The Roswell Park Alliance Foundation is a not-for-profit organization that manages all donations made to Roswell Park Comprehensive Cancer Center. Since its inception, more than $689 million has been contributed to advance lifesaving research, treatment, education, and patient-care programs.

With a mission to maximize dollars available for promising research, operational efficiency directly supports progress toward cures. Behind every campaign, special event, and online gift sits a data process that must work reliably, accurately, and in real time. For years, that process was creating friction. Last year, the team made a decision to change their workflow and to make the data process as smooth as possible. This is how they discovered Charity Automator Data Flow.

Below, you will find how SimpliPhi automated data integration across Luminate Online’s key fundraising modules, including Donation Forms, TeamRaiser, E-commerce, and Events, using Charity Automator Data Flow. This ensured that all transactions flow seamlessly into Raiser’s Edge NXT, eliminating manual processing and improving reliability at scale.

The Breaking Point: Manual Work, Exceptions, and System Instability

Before partnering with SimpliPhi, the Foundation relied on another data integration product to transfer online gifts from Luminate Online into Raiser’s Edge NXT. Over time, that system became increasingly unstable: the team was forced into constant manual work. During peak seasons, hundreds of gifts per month had to be entered manually.

One team member was spending six to eight hours per week managing the integration alone. Month-end reconciliation could take one to two full days of pulling reports, comparing systems, identifying missing gifts, and redistributing work across the team.

Even more stressful, the Foundation raises funds through complex channels: special events, teamraisers, tribute gifts, recurring donations, and major online gifts that can reach $25,000 or more. With 60,000 transactions in heavy months, reliability was not optional.

The system instability created inefficiency and anxiety for the team.

Implementation: Structured, Collaborative, and Transparent

The onboarding process of Charity Automator Data Flow involved detailed mapping sessions to align how gifts were qualified in Raiser’s Edge NXT and how Luminate Online data would flow.

Despite operating under tight contract timelines and entering the busy holiday season, implementation moved forward with collaboration between The Roswell Park Alliance Foundation's team and SimpliPhi’s technical specialists.

The key difference quickly became visible: proactive monitoring.

“We were told SimpliPhi's team is constantly watching and managing the system, and I was skeptical. But it’s true. Even if something takes a few days to fix, we are sure that someone is working on our issue.” — Stephanie King, Assistant Director of Digital Operations at Roswell Park Alliance Foundation

Results of the partnership with SimpliPhi

1. Measurable Results

Since the implementation in Autumn 2025, nearly 17,000 Luminate Online gifts have successfully flowed into Raiser’s Edge NXT through Charity Automator Data Flow.

Operational improvements include:

Elimination of weekly 6–8 hour integration management
Reduction of 1–2 full days of monthly reconciliation work
Removal of manual entry for hundreds of gifts per month
No database freezing during processing
Faster processing during peak campaigns
Reduced exception handling and reruns

Stephanie estimates the time savings at approximately 30 hours per month, with even greater impact expected during heavy event seasons.

The change is particularly significant during major fundraising initiatives such as IceCycle, Empire State Ride, Ride for Roswell, and year-end giving campaigns, where online transactions surge.

Instead of stopping everything to run integrations, the team can now operate continuously.

2. Real-Time Visibility and Reporting Confidence for the Leadership Team

Before Data Flow, reporting lag could range from several days to a full week. If discrepancies appeared, the team had to manually reconcile Luminate reports against Raiser’s Edge NXT.

“There were times when I would go back in and rerun things to add however many gifts I could get in before we started doing them manually. That was double work on both of our parts. Sometimes five or six hours of double work.” — Sarah Pierce, Manager, Development Data & Gift Processing at Roswell Park Alliance Foundation

Today, data flows far closer to real time.

The Foundation can estimate revenue performance with significantly greater confidence. Month-end closing no longer feels like a scramble to find missing gifts.

That clarity improves internal forecasting, executive reporting, and campaign tracking.

3. Redirecting Capacity Toward Mission

Roswell Park Alliance Foundation’s mission is to maximize funding for Roswell Park Comprehensive Cancer Center’s most promising lifesaving research, treatment, and prevention programs, while supporting the psychosocial needs of patients and families affected by cancer. This work is carried out through fundraising initiatives led in partnership by dedicated volunteers and Foundation staff.

When gift processing becomes predictable and reliable, staff capacity shifts toward mission-supporting work rather than administrative repair.

Manual entry is eliminated, giving the team time for more advanced data projects.
Reconciliation time is replaced with strategic analysis.
Anxiety is replaced with confidence.

Every hour saved is an hour redirected toward accelerating research, patient support, and community impact.

Looking Ahead

The system now handles high-volume teamraisers, major online gifts, recurring donations, and complex fundraising structures without freezing databases or creating reconciliation backlogs.

Operational clarity has become operational confidence. And that confidence fuels stronger fundraising performance in support of ongoing research that could lead to groundbreaking discoveries, changing how cancer patients are diagnosed and treated.

Book a Discovery Call

Interested in building a fundraising system that supports your organization’s ambitions?

Book a discovery call with SimpliPhi to explore how a clean implementation and expert guidance can help your team move faster with confidence.

Luminate Online and Raiser’s Edge NXT Integration: How Trillium Health Partners Foundation Improved Donor Data Accuracy

evgeniya@simpliphi.io (Evgeniya Salomatina) — Thu, 23 Apr 2026 20:44:12 GMT

Modern fundraising organizations operate in increasingly complex environments, where multiple systems, teams, and channels must work together seamlessly. Maintaining clarity in data is essential to protect donor experience and support confident decision-making.

Trillium Health Partners Foundation exists to inspire community support for one of Canada’s largest and most dynamic healthcare systems, helping to fund critical care, research, and innovation that improve patient outcomes.

With a growing team, multiple fundraising streams, and a high volume of communications, the organization recognized the importance of strengthening its data infrastructure to support sustainable growth and operational alignment. To address these challenges, the work followed three key steps.

Step 1. Cleaning and correcting constituent and shared email data in Luminate Online
The team resolved shared email issues and performed targeted data corrections to reduce duplication and improve overall data quality.

Step 2. Establishing bidirectional data flow between Luminate Online and Raiser’s Edge NXT
This ensured that individual and organizational data remained synchronized across systems, creating a more consistent and reliable data foundation.

Step 3. Restructuring communication preferences in Raiser’s Edge NXT
A new solicitation code framework was developed to simplify segmentation, improve manageability, and support consent tracking aligned with CASL.

What This Enables for Fundraising Teams

With Charity Automator Data Flow connecting Luminate Online and Raiser’s Edge NXT, Trillium Health Partners Foundation can now:

Maintain a single, up-to-date view of constituent data
Reduce duplicate donor records across systems
Validate campaign audiences before sending communications
Build and manage segmentation directly in Raiser’s Edge NXT
Improve confidence in CRM data used for fundraising decisions

The Starting Point

In 2025, the Foundation identified key gaps in how data moved across its systems:

Data updates were not consistently reflected across platforms
Duplicate records accumulated over time
Email communications were sent without full visibility into recipient overlap

These gaps created operational inefficiencies and introduced risk in donor communications.

At the same time, the absence of clearly defined business rules made coordination difficult. Multiple teams were executing campaigns independently, without a shared structure for audience selection or communication timing.

1. Establishing a Reliable Data Foundation

To address these challenges, the Foundation began working with SimpliPhi to shape its data environment and introduce consistent data best practices.

The process focused on:

Synchronizing data between Luminate Online and Raiser’s Edge NXT using Charity Automator Data Flow
Identifying and reducing duplicate records with 40,000+ duplicate records cleaned (41% of the database) through Blackbaud
Standardizing how data is handled across systems

A critical improvement was enabling bidirectional data flow. This created a more complete and accessible view of constituent data in Raiser’s Edge NXT. Teams can find records more easily and work from a single, consistent source.

Before	After
Disconnected systems	Bidirectional data flow between RE NXT and Luminate Online
Duplicate records	Reduced duplication and improved consistency
Limited visibility into campaign audience	Clear visibility into constituent data in Raiser’s Edge NXT

2. Introducing Structure Across Teams

With a stronger data foundation in place, the Foundation introduced structure into day-to-day workflows. Key changes included:

Standardizing list creation and review processes
Introducing validation steps before campaign execution
Establishing shared segmentation logic
Implementing consent tracking and preference management aligned with CASL requirements

“We created new documentation and cross-trained each other… to ensure consistency.” — Angelina Londono, Director of Data & Innovation, Trillium Health Partners Foundation

These changes reduced reliance on individual knowledge and improved coordination across fundraising teams, creating a shared understanding of how data should be used. The team also introduced new manage preference pages, allowing constituents to opt in or out of communications, and mapped consent directly in Raiser’s Edge NXT to support CASL tracking.

3. Improving Data Accuracy and Campaign Execution

As data quality improved, teams gained better control over campaign execution.

Duplicate records were reduced, and teams introduced a review step before sending communications. Now, lists are reliable and accurate, which lowers the chance of picking the wrong people for campaigns. The team also cleaned 12,000 shared email records (12% of the database), reducing duplicate sends and improving donor experience.

“With Charity Automator Data Flow connecting our systems, I feel more confident in the data… and we can make sure the right constituents are captured.” —Angelina Londono, Director of Data & Innovation, Trillium Health Partners Foundation

Segmentation and campaign structure were also simplified:

Solicitation codes reduced from 32 to 24 (25% decrease)
Audience groups reduced from 22 to 14 (36% decrease, pending confirmation)
Core queries streamlined, reducing complexity in segmentation logic

Managing lists and data used to be a significant manual effort with workarounds across different systems. Now, teams operate within their main CRM and can validate data first, which allows them to define and build audiences directly in Raiser’s Edge NXT.

Strengthening Confidence Across the Organization

With clearer data and more structured processes, teams now operate with greater confidence in their systems.

This has resulted in:

More reliable campaign execution
Greater trust in CRM data
Better alignment across teams

The transformation clarified a key principle: system performance depends on how data is structured and managed. Clear processes and consistent data practices are essential to achieving reliable outcomes.

Most importantly, it provides the clarity needed to operate effectively and reduce risk in a complex fundraising environment.

This work represents a foundational step. As data continues to be refined, the organization is strengthening its data environment to support long-term fundraising success.

Book a Discovery Call

Interested in building a fundraising system that supports your organization’s ambitions? Book a discovery call with SimpliPhi to explore how a clean implementation and expert guidance can help your team move faster with confidence.

Nonprofit CRM Implementation & Migration | SimpliPhi

evgeniya@simpliphi.io (Evgeniya Salomatina) — Fri, 17 Apr 2026 18:42:00 GMT

The way a nonprofit implements and migrates its CRM and financial systems determines how effectively those tools will support fundraising and operations long after go-live. SimpliPhi delivers end-to-end consulting—configuration, data conversion, optimization, and training—to help organizations adopt platforms like Raiser's Edge NXT and Financial Edge NXT with confidence.

Growth in a nonprofit organization brings new expectations for how teams work with data, how leadership makes decisions, and how fundraising strategies are executed across departments. As organizations expand their ambitions, integrated nonprofit software from Blackbaud, such as Raiser’s Edge NXT and Financial Edge NXT, becomes essential for managing data and enabling clarity, consistency, and long-term performance across fundraising, operations and finance.

The success depends on the choice of platform and the way implementation and migration are approached from the very beginning.

At SimpliPhi, we design the implementation of your platforms as a structured, hands-on process that aligns your systems with your growth plans.

What implementation really means for nonprofit organizations

Implementing a new system is a moment of alignment across your organization, where fundraising, finance, and operations come together to define how data should support decision-making moving forward. During this process, organizations often revisit how they:

Structure gifts and define reporting categories
Track donor relationships and major gift pipelines
Manage campaigns and stewardship activities
Share information across teams and leadership

In our conversations with nonprofit leaders, the need for structured consulting support becomes clear through the way teams describe their day-to-day reality and the challenges they are working to overcome.

One organization shared their experience before implementing a new CRM in a very direct and practical way:

“All of our events were managed in Excel outside of the database.”

Another leader described what often happens when implementation is approached without the right level of guidance and expertise:

“If you try to do it on your own, quite often, you end up with only having 10-20% of the knowledge, or you don't set the tools up correctly.”

These reflections reinforce an important reality for nonprofit leaders: the way a CRM is implemented has a direct and lasting impact on how effectively it will support your organization long after go-live.

Implement and Migrate CRM Systems with SimpliPhi

SimpliPhi provides end-to-end consulting services to help nonprofit organizations implement and migrate CRM systems with precision and confidence.

1. System Configuration: building a structure that supports decision-making

Configuration defines how your organization will use Raiser’s Edge NXT, Financial Edge NXT, Luminate Online or any other systems every day.

This includes designing a gift structure aligned with your reporting needs, defining coding standards, and creating workflows that reflect how your teams operate across fundraising, finance, and operations.

When configuration is done thoughtfully, reporting becomes intuitive, pipelines become visible, and teams can act with clarity instead of relying on manual workarounds.

2. Data Conversion: ensuring accuracy, consistency, and trust

Data conversion is handled with a structured approach that protects the integrity of your donor and financial data while preparing it for future use.

SimpliPhi ensures:

Seamless and secure migration from your previous CRM
Clean, deduplicated, and normalized data
Alignment with reporting and segmentation needs
Validation at every stage of the process

The result is a system where data is not only preserved, but becomes more usable and reliable for your team.

3. Policies and Procedures: creating long-term operational consistency

A well-implemented CRM requires clear guidance on how it should be used across the organization. SimpliPhi helps to have a tailored documentation that aligns with your internal structure and industry best practices, ensuring that teams:

Enter and manage data consistently
Track activities and donor interactions effectively
Collaborate within a shared system of record

This step allows organizations to move forward with clarity and consistency, rather than revisiting structural decisions after implementation.

Beyond implementation: additional consulting services and connected data infrastructure

CRM implementation and migration establish the foundation, and long-term success comes from continuing to refine how your systems and data support your strategy. Alongside implementation, SimpliPhi provides consulting services designed to strengthen how your organization uses its CRM, including System Optimization and Tailored User Training, as well as technology solutions like Charity Automator Data Flow, which ensure your systems remain connected as your ecosystem grows.

System Optimization

System Optimization focuses on strengthening the structure and quality of your data after go-live.SimpliPhi supports organizations through:

Data clean-up initiatives
Gift structure redesign
Major giving pipeline development

These efforts help organizations improve reporting accuracy, refine segmentation, and enhance their ability to identify and engage high-value donors with confidence.

Delivering tailored user training

User training is a dedicated consulting service focused on ensuring that teams fully adopt and use the system as intended. As one client described their experience during this process:

“We didn’t even understand what settings were in the system or what to ask for, and SimpliPhi helped us, showing what was possible and guiding us on how to use the system in practice.”

When teams understand how to use the system effectively, they engage with data more proactively, collaborate more easily, and contribute to stronger overall performance across fundraising and operations.

Connecting your systems with Charity Automator Data Flow

As organizations grow, CRM implementation becomes part of a broader ecosystem that includes multiple fundraising platforms and data sources.

Charity Automator Data Flow is SimpliPhi’s product designed to connect these systems and ensure that data moves seamlessly across platforms. With Data Flow, organizations can connect multiple systems, reduce manual work, and maintain reliable data between tools such as Raiser’s Edge NXT, Financial Edge NXT, Luminate Online, Fundraise Up, Salesforce, Virtuous, and other operational nonprofit systems.

👉 Learn more about how Data Flow connects your systems.

A hands-on implementation partner for nonprofit organizations

SimpliPhi works as a hands-on implementation partner, supporting organizations through every stage of migration. From initial configuration to data conversion, from optimization training, every step is designed to ensure that your systems support your goals and evolve with your organization.

For directors leading fundraising, finance, or operations, this approach provides confidence that the foundation being built today will continue to support growth in the years ahead.

Start your CRM implementation with confidence

Implementing and migrating nonprofit CRM systems is an opportunity to align your data, your processes, and your strategy.

With the right structure and the right partner, organizations gain clarity, improve efficiency, and strengthen their ability to achieve ambitious fundraising goals.

Book a discovery call with SimpliPhi to plan your CRM implementation and migration with confidence.

Why Donors Who Give the Same Amount Need Different Strategies

evgeniya@simpliphi.io (Evgeniya Salomatina) — Tue, 14 Apr 2026 19:07:25 GMT

For many fundraising teams, donor segmentation is already part of everyday work. Donors are grouped by campaign, giving level, or recency, and these structures help organize outreach across channels and appeals. From an internal perspective, this creates clarity, with each group representing a defined audience and a clear execution path.

Over time, however, something begins to feel inconsistent. Campaigns that are carefully planned and properly segmented still yield uneven results, and donors who appear similar on paper respond in very different ways. Two donors may give the same amount through the same campaign at the same time, yet for completely different personal reasons.

What is often assumed is that these differences can be resolved through more data or more detailed segmentation. Teams refine filters, add attributes, and adjust logic in an effort to better define their audiences. These actions are valuable, yet they do not fully explain why similar "in data" donors behave so differently, and the underlying difference is not in the data itself, but in the reason behind the gift.

The real driver behind donor behaviour: affinity, not amount

Many of your new donors do not begin their relationship with an organization directly. In peer-to-peer and in-memory giving, the motivation is often personal. Donors give to support a friend or a family member, and the organization is secondary in that moment. From an internal perspective, these donors are recorded as new supporters. From their perspective, they may not yet feel connected to the mission.

This is where the affinity gap becomes visible. We believe that donors might differ by their level of connection to the cause. Some begin with low affinity, where the relationship is tied to an individual rather than the organization. Others, such as grateful patients, have a more direct but still situational connection. At the other end are repeat donors who are deeply engaged and consistently support the mission. These differences shape how donors respond to communication, how they engage over time, and ultimately how likely they are to give again.

What happens when all donors are treated the same?

When these distinctions are not reflected in segmentation, communication begins to feel misaligned. A message that resonates with a long-term supporter may feel distant to a peer-to-peer donor. A message designed for a broad audience may overlook the context that originally motivated the gift.

This affects more than campaign performance. It shapes how donors experience their relationship with the organization. Data from 2026 Email Marketing Statistics for Nonprofits shows that 53% of donors stop giving because they do not feel understood by the organization. This highlights a direct link between personalization, donor retention, and long-term fundraising performance. Relevance is the baseline expectation of your donors.

Why data alone does not improve donor segmentation

At the same time, many nonprofit teams already have access to significant amounts of donor data. The challenge is not access, but clarity. Data often exists across multiple systems, and alignment is not always guaranteed. As a result, teams spend time validating lists, reconciling numbers, and confirming whether audiences reflect the intended strategy. Instead of enabling faster execution, data can introduce hesitation, delay campaigns, and limit confidence in decision-making. Without clarity, data slows teams down instead of moving them forward.

The 2-year rule: why most reactivation campaigns underperform

This challenge becomes even more visible in donor reactivation efforts. According to the Fundraising Effectiveness Project – September 2025, donors who have not given in more than two years are approximately 98% unlikely to give again. At the same time, reactivation success rates remain around 2%, even though these campaigns continue to consume time and resources.

In practice, many reactivation strategies focus on reaching more donors, rather than selecting the right donors. A donor who gave consistently over several years carries a very different likelihood of returning than someone whose gift was tied to a specific moment or individual. Without this distinction, reactivation becomes less efficient and more difficult to sustain. Smart reactivation is based on the idea of selecting the right donors to re-engage.

Rethinking donor segmentation: from data to intent

Across all of these areas, a consistent pattern emerges. Donor segmentation is often treated as a technical exercise, focused on grouping donors based on available data. In reality, its value comes from understanding the context behind each gift and translating that context into communication that feels relevant. The question shifts from: "How much did this donor give?" to "Why did this donor give?"

When communication reflects that original motivation, the relationship can develop naturally over time. When that context is missing, even well-executed campaigns can feel disconnected.

How AmpliPhi helps nonprofit teams improve segmentation and execution

AmpliPhi.app supports this shift by helping teams move from surface-level segmentation to a clearer understanding of their audiences. By structuring and validating donor data, it becomes easier to see how different groups should be approached and how their relationship with your mission evolves over time.

The goal is not to add complexity, but to make segmentation more meaningful while simplifying the underlying logic. With AmpliPhi, teams often reduce the number of segments and focus their efforts on the ones that truly drive results. This creates space to execute campaigns with greater confidence, knowing that audiences reflect real donor relationships.

As Sylvie Riendeau, Vice-President, Communications & Marketing at the Montreal General Hospital Foundation, explains, “Each new segment requires tailored content and operational effort. With AmpliPhi, the focus remains on strategic segmentation that adds real value, rather than complexity for its own sake.”

If you’re looking to bring more clarity to your segmentation and reduce the time spent validating data, we’d be happy to show you how AmpliPhi works in practice.

Multi-Channel Donors Are Worth 2x

william@simpliphi.io (William Da Silva) — Fri, 10 Apr 2026 17:04:17 GMT

The shift fundraising teams are experiencing

For many fundraising teams, multi-channel strategy is already part of everyday work. Campaigns include email, direct mail, social media, calls, paid media, and additional channels layered over time as new opportunities appear. From an internal perspective, this expansion often signals progress, with broader reach and more touch points across the donor journey. Over time, however, results begin to feel less stable, with performance varying across campaigns and increased effort not always translating into stronger outcomes.

It is common to look for explanations within each channel. Teams adjust email cadence, refine subject lines, revisit direct mail volume, and test digital performance, all in an effort to improve results. These actions are valuable, yet they do not fully account for the inconsistency many organizations experience. The underlying shift lies in how channels connect and how donors experience that connection.

Multi-channel fundraising results and data

Research consistently shows that donors who engage across multiple channels generate stronger results. Data from Blackbaud and NextAfter (via The Agitator) shows that multi-channel donors can produce up to 2x the revenue of those who interact through a single channel, while donors who give offline and also receive email demonstrate 90% higher overall value.

Differences in channel behaviour contribute to this dynamic, with email open rates often around 29% and direct mail reaching between 35% and 90% depending on context. Reducing reliance on one channel does not necessarily improve efficiency. A study by Masterworks Agency found that reducing direct mail volume by 75% for digitally active donors led to a decline in total revenue, reinforcing the role each channel plays in supporting the others.

Donors experience one relationship, not multiple channels

Donors interpret these interactions as part of a single relationship with your organization, even though the internal structures separate communication by channel, with different teams managing different workflows. Each message builds on the previous one, whether it arrives by email, direct mail, or another format.

When communication is misaligned, even small inconsistencies create friction that weakens engagement over time. At SimpliPhi, we help nonprofit organizations build a donor's single relationship with your mission through clear, organized data.

Where execution begins to break down

We know that the gap becomes visible during campaign execution. Audiences are often built manually or across multiple systems, requiring teams to rely on spreadsheets, exports, or internal confirmation before moving forward. Segments may be adjusted late in the process, and uncertainty can arise around who is included, who is excluded, and whether the audience reflects the intended strategy.

That uncertainty is closely tied to trust in audience definition. When teams cannot clearly validate their audiences, even well-designed strategies become difficult to execute consistently. Questions about inclusion, overlap, and segmentation logic introduce friction that affects both timing and performance.

How AmpliPhi supports audience clarity and segmentation

AmpliPhi.app is our segmentation platform designed for nonprofits. It was developed to address this operational gap by focusing on audience clarity and validation. It provides fundraising teams with a structured way to build and adjust segments, confirm inclusion before sending, and make changes without disrupting underlying segmentation logic. Instead of relying on manual verification or waiting for confirmation from multiple sources, teams can move forward with a clear understanding of their audience. Segmentation can be completed up to 10x faster compared to traditional methods, while maintaining hierarchy and preventing duplication across campaigns.

What becomes easier for fundraising teams

This shift changes how fundraising campaigns are executed. Teams gain confidence in their audience selection, which allows them to focus more on messaging and timing. Campaigns move forward without last-minute hesitation, and communication becomes more relevant because audiences reflect the actual relationships behind each donor interaction. Time previously spent checking data and reconciling lists is redirected toward planning and execution. Teams move faster while maintaining consistency across channels.

The impact on fundraising performance

Stronger alignment across channels supports more consistent results. Messages reach the right supporters with greater accuracy, reducing the number of missed opportunities caused by incomplete or inconsistent segmentation. Campaign performance improves as relevance increases, and revenue outcomes become more predictable because execution follows a clear and validated structure.

The opportunity within multi-channel fundraising sits in alignment. Channels will continue to evolve and expand, yet the donor experience remains grounded in a single relationship shaped by every interaction. When that relationship is supported by clear and validated audiences, fundraising becomes easier to execute and more effective over time.

When your audience is clear, execution becomes easier. If you’re looking to reduce uncertainty in your campaigns, we’d be happy to walk you through how AmpliPhi works.

Why Fundraising Feels Harder Today and How Nonprofits Can Improve Donor Retention

william@simpliphi.io (William Da Silva) — Thu, 26 Mar 2026 19:39:57 GMT

For many nonprofit teams, something has shifted over the past few years.

Campaigns are more frequent, more channels are available, and the tools are more powerful than ever. At the same time, results are becoming less predictable and in many cases, harder to sustain. It creates a strange tension in which effort continues to increase, yet the return does not always follow suit.

It is easy to explain this shift by pointing to external pressure such as donor fatigue, shorter attention spans, and increased competition across every sector.

All of that may be true, but it does not fully explain what is happening.

The deeper shift is in how donors experience communication, and how that experience has quietly diverged from how organizations design it.

Donors are surrounded by messages, including ours

A typical donor today moves through a constant stream of communication. News, social media, brands, personal messages, and nonprofit outreach all compete within the same space.

Within the nonprofit sector, this pressure has also increased. Organizations are sending more emails year over year, with an increase of about 9% from 2023 to 2024, reaching an average of 62 messages per subscriber annually, while many still do not actively remove unengaged contacts from their lists, with about 38% of organizations continuing to send to inactive audiences, according to M+R Benchmarks 2025 and Nonprofit Tech for Good.

At the same time, newer channels such as SMS have grown rapidly, with increases of around 40%, according to M+R Benchmarks, adding additional layers of communication rather than replacing existing ones.

From an internal perspective, this can look like growth and increased reach.

From the donor’s perspective, this growing mix of emails, SMS, ads, and outreach across their entire day, from multiple organizations and other sources, often feels like repetition without differentiation.

When messages from many organizations and channels start to sound similar across a donor’s day, attention becomes harder to earn, and even harder to keep.

Relevance has become the deciding factor

When response rates begin to decline, the instinct is often to increase activity. More campaigns, more touchpoints, more opportunities to engage.

What is often missed is that donors are not withdrawing because they are hearing too much. They are withdrawing because what they are hearing does not reflect their own context.

More than half of donors who stop giving, around 53%, report that they did not feel understood by the organization, according to 2026 Email Marketing Statistics for Nonprofits.

At the same time, nearly three-quarters of consumers, close to 75%, engage only with communication that feels personalized to them.

This points to a gap between how communication is structured and how it is received.

Many fundraising campaigns are still built around internal workflows, campaign calendars, and channel ownership. Donors, on the other hand, interpret every interaction through their personal relationship with the cause.

The distance between those two perspectives is where disengagement begins.

Donors experience one relationship, not multiple channels

Inside most organizations, communication is divided by function. Direct mail is planned by one team, email by another, digital by a third, and events operate on their own timeline.

This structure is necessary for execution.

However, donors do not see these divisions. What they experience is a continuous relationship with your organization.

When communication is not aligned across channels, even small inconsistencies can create friction. A donor might receive a highly personalized letter and then a generic email that does not acknowledge the same context. Both messages may be accurate, but together they do not feel connected.

Over time, this lack of continuity weakens trust and reduces engagement.

Organizations that are seeing stronger results are not simply increasing volume. They are aligning their communication so that each message builds on the previous one, regardless of where it appears.

Segmentation has become a foundation, not an enhancement

Segmentation has been part of fundraising for a long time, usually used to refine targeting or test different approaches.

Today, it simply plays a much bigger role. It shapes how you understand your donors and how you communicate with them, especially at scale where not everyone should be treated the same.

Donors come in with very different motivations for giving, and those motivations shape how they read and respond to your communication.

A first-time donor may have responded to a specific moment. A long-time supporter is acting from a deeper, ongoing connection. Someone who gave in memory of a loved one is responding to a personal situation. A peer-to-peer donor may have simply supported a friend who asked.

These starting points are not the same, and when they are treated the same way, communication quickly starts to feel generic.

This is where segmentation becomes practical. It allows you to reflect the actual relationship behind the gift instead of treating everyone as part of one group.

The complexity behind new donors is often underestimated

New donors are often seen as a sign of growth, and in many ways, they are. They can represent close to 38% of a donor base within a year, and when including those who make a second gift, that portion can grow to 47%, according to the Fundraising Effectiveness Project.

At the same time, only about 14% of them will give again, according to the Fundraising Effectiveness Project. The reason lies in how these donors enter your organization.

Many are not responding to your mission directly. They are responding to a moment, a person, or an experience. A friend asked them to give. They attended an event. They wanted to honor someone.

The connection is real, but it is often tied to a specific moment or person rather than your organization.

If that starting point is not acknowledged and developed in future communication, the relationship does not deepen, and many of these donors do not return.

Retention tells a clearer story than acquisition

The economics of fundraising have been consistent for a long time.

Retaining a donor costs significantly less than acquiring a new one, often by a factor of 10x. Repeat donors make up roughly 40% of the donor base and contribute more than 60% of total revenue, with retention rates around 43%.

At the same time, lapsed donors become increasingly difficult to re-engage. After two years without giving, the likelihood of reactivation drops to around 2%, meaning that 98% will not return.

These numbers are widely understood.

What is more difficult is acting on them consistently, especially when segmentation becomes complex and operationally demanding.

Multi-channel communication strengthens connection when it is coordinated

Reaching donors through multiple channels increases the likelihood of engagement as each channel reinforces the same message over time.

Email open rates for nonprofits are often around 29%, while direct mail open rates range between 35% and 90%. When both are used together, they increase the chances that a donor will encounter the message at the right moment.

Donors who are engaged across multiple channels tend to have significantly higher value, often generating up to 2x the revenue of those who engage through a single channel, according to Blackbaud and NextAfter, reported via The Agitator (DonorVoice).

The benefit comes from consistency and repetition, not from channel expansion alone.

When the same story is carried across channels, it becomes recognizable and easier to engage with. When channels operate independently, that effect is lost.

Many missed opportunities come from good intentions

Some of the most common gaps in fundraising come from decisions made to protect the donor experience. For example, someone gives once through a single channel, such as an event or an email appeal, and then is not invited into other parts of the organization’s communication or activities.

Donors who have already given earlier in the year are sometimes excluded from additional asks. Peer-to-peer donors are sometimes left untouched after an event. In-memory donors may remain in general communication streams long after their initial context has passed.

These decisions often come from a place of caution.

In practice, they can limit engagement.

Donors are not deciding in isolation whether to give again. They are responding to what they see and what they are asked. If they are not hearing from you, they are likely hearing from someone else.

Giving them the opportunity to engage does not create pressure. It maintains the relationship.

The challenge is no longer strategy, but execution

At this point, most organizations understand the importance of segmentation, personalization, and multi-channel communication.

The difficulty lies in making it work in practice.

Segmenting donors based on behavior, motivation, giving level, and relationship requires more than simple queries or reports. Coordinating those segments across channels requires structure. Ensuring that each donor appears once, in the right segment, with the right message, requires precision.

Without the right systems, this process becomes time-consuming and difficult to maintain, which often leads to simplification and loss of nuance.

This is where many strategies begin to break down.

Moving from insight to action

As fundraising continues to evolve, the organizations that will perform best are those that can translate understanding into execution without losing consistency.

This requires a shift from thinking in campaigns to thinking in systems that support relationships over time.

It also requires tools that are designed for this level of complexity, tools that free up time for teams to think about strategy instead of spending hours working through spreadsheets and building queries.

AmpliPhi.app was built with this challenge in mind. It connects directly with CRM platforms like Raiser's Edge NXT or Salesforce and provides a structured way to segment donor audiences, assign messaging, and coordinate campaigns across channels with clarity and control.

Instead of managing segmentation manually, teams can build hierarchical segments, apply consistent logic, and ensure that each donor is included once, in the right place, with the right context. Segmentation workflows can be completed up to 10x faster, allowing teams to move from planning to execution without losing momentum, based on platform benchmarks presented in the segmentation workshop.

The goal is not to change how organizations think about fundraising, but to make it possible to execute that thinking at scale.

Because as communication becomes more complex, the ability to stay relevant depends less on how much is sent, and more on how well each message reflects the person receiving it. If you want to see how this can work in practice, you can book a demo of AmpliPhi to explore how segmentation can be applied across your campaigns.

Modernizing Fundraising Operations to Support Ambitious Growth

evgeniya@simpliphi.io (Evgeniya Salomatina) — Wed, 11 Mar 2026 17:32:58 GMT

Ambitious philanthropy is driven by clear leadership, disciplined execution, and fundraising systems designed to scale.

The Douglas Foundation has set its sights on leadership in mental health philanthropy. Benchmarking itself with leading hospital foundations in Canada and major mental health institutions, the Foundation established aggressive growth targets. To support that trajectory, the organization modernized its fundraising operations with SimpliPhi.

About the Douglas Foundation

The Douglas Foundation supports the Douglas Mental Health University Institute, funding patient care, research, education, and training that advance mental health outcomes in Quebec and across Canada. The Foundation’s leadership team is focused on building fundraising capacity that reflects the importance of mental health within the broader healthcare ecosystem.

“Our goal is to make mental health philanthropy impossible to ignore by funding care and research that changes lives, and by building a foundation that leads with clarity, credibility, and bold growth.” - Laura Fish, President and CEO of the Douglas Foundation.

A Strategy Built for Ambition

In September 2024, the Douglas Foundation completed a strategic planning exercise designed to align its long-term vision with operational readiness. The Foundation is pursuing its most ambitious endeavour to date, and is planning its first major campaign, reflecting its commitment to strengthening its leadership position in mental health philanthropy.

Momentum was already visible. After raising $7 million in cash the previous year, the Foundation had already reached that level again by January. With a fiscal year ending March 31 and an annual goal of $9 million, the organization is now expecting to approach $10 million by year-end.

That growth is reinforced by flagship initiatives that continue to expand in scale and impact. The 11th edition of Open Minds raised a record-breaking $1,030,000, marking the second consecutive year of record results. Since its launch in 2017, the event has mobilized nearly $4.5 million in support of mental health research and care, supported by a strong network of corporate partners and community leaders.

At the same time, the Foundation’s 2025 Annual Campaign demonstrates its commitment to public engagement and digital visibility, combining strong storytelling with broad outreach across channels.

For the Douglas Foundation, sustaining this trajectory requires fundraising systems that can support growth, reinforce accountability, and enable confident decision-making at every level.

Choosing the Right Platform and Partner

To support its growth strategy, the Douglas Foundation selected Raiser’s Edge NXT as its core fundraising CRM. For implementation , the Foundation partnered with SimpliPhi, bringing deep nonprofit data expertise and a structured, best-practice approach.

SimpliPhi’s role extended beyond technical execution. The partnership focused on aligning data structure, workflows, and reporting with the Foundation’s strategic objectives, ensuring the system could scale alongside future campaigns and leadership expectations.

“Having SimpliPhi made life so easy. They mapped our data and made our conversion smooth. This migration was very professional.” - Natacha Lachaine, Director, Major Gifts and Planned Giving

The modernization effort reshaped how fundraising teams work together day to day. Raiser’s Edge NXT became the shared system for prospect management, stewardship, annual campaigns, and events.

“There are no more Excels, it makes our meetings so much more efficient and so much clearer.” - Natacha Lachaine, Director, Major Gifts and Planned Giving

Training and adoption from SimpliPhi were designed to build confidence quickly. Clear ownership and hands-on enablement helped teams integrate the platform into daily workflows.

“It’s been three months… and it’s becoming much more natural to use, and it’s such an upgrade. SimpliPhi's team is not only responsive and present but also solution-driven, which I greatly appreciate. They leverage their experience to provide recommendations based on past successes and best practices. I truly value this approach.” - Alexandre Chamberland, Annual Fund and Digital Fundraising Manager

Achieving critical visibility into performance was a key requirement for leadership.

“Our CEO is happy with the visibility of our KPIs. She can just click, and all the numbers are ready to be presented for the board.” - Natacha Lachaine, Director, Major Gifts and Planned Giving

What This Enables Next

Thanks to SimpliPhi’s CRM conversion, implementation, and training support, the Douglas Foundation is positioned to:

Expand major gift prospecting and pipeline development
Strengthen stewardship and donor engagement strategies
Grow recurring giving and campaign sophistication
Support future large-scale and multi-year campaigns
Maintain transparency and accountability across leadership and governance
Scale flagship events like Open Minds with structured sponsor management, donor tracking, and post-event stewardship built directly into the CRM

Book a Discovery Call

Interested in building a fundraising system that supports your organization’s ambitions? Book a discovery call with SimpliPhi to explore how a clean implementation and expert guidance can help your team move faster with confidence.