Your CRM is Your Friend PART II

Name: Your CRM is Your Friend PART II
Start: 2025-09-09T11:30:00-05:00
End: 2025-09-09T13:30:00-05:00
Location: Porter County Community Foundation

Schedule

Tue Sep 09 2025 at 11:30 am to 01:30 pm

UTC-05:00

Location

Porter County Community Foundation | Valparaiso, IN

Learn how to make the most out of your CRM system and turn it into your best ally in boosting sales and customer relationships!
About this Event

The CRM is Your Friend:

Few things can make a fundraiser roll their eyes more than someone saying, “It has to be in the CRM.” For some people the CRM can feel like a necessary evil but for the department it is an invaluable tool that not only helps you track donors but also makes it possible to improve your stewardship, segment your appeals, report to you board, measure your progress, move donors to the major gift level and leave a legacy of knowledge for those who follow you. Regardless of what CRM you use, this session will help you concretize the importance of your data.

Networking/Lunch: 11:30-12PM

Session from 12-1PM

Tony Englert Bio

Tony Englert has worked at non-profits for more than 30 years. His development and advancement experience include working at the University of Chicago, Loyola University Medical Center, Franciscan Alliance, Muscular Dystrophy Association, Lutheran Life Communities, and De La Salle Institute.

Tony is a board member of the LaSalle Manor Retreat Center in Plano, Illinois. He recently ended his 10-year term as a board member and president of the Towle Theater for the Performing Arts in Hammond and is a former board member of the Food Bank of Northwest Indiana. Tony holds a bachelor’s degree in history from Loyola University Chicago, a master’s degree in history from Northeastern Illinois University, and a master’s degree in divinity from St. Mary of the Lake University. Tony is also a Certified Fund Raising Professional (CFRE) and holds his type 09 teaching certificate in Illinois.

Stephanie Anderson

Stephanie Anderson is the Gift Processing Manager for the Poor Handmaids of Jesus Christ, mainly working with their Sojourner Truth House and HealthVisions Midwest ministries. She has worked in development since 2010, mainly focusing on animal welfare and human services nonprofits. Stephanie earned an MA in English Studies and Communication from Valparaiso University and a BA in Professional Writing from Purdue Northwest. Her development specialties are gift processing, CRM maintenance, grant management, and she has managed four CRM database conversions.