Tools and Strategies for Nurturing Your Nonprofit's Key Relationships | TechSoup Connect 🇨🇦

Tired of managing spreadsheets instead of nurturing vital relationships? Unlock your nonprofit's potential in this dynamic session by learning practical strategies, automation tools, and the latest AI techniques to build a human-centered outreach plan that drives your mission forward.
Nonprofits thrive on strong relationships—with donors, volunteers, members, and partners. But if your team is bogged down by admin, you’re missing opportunities for meaningful engagement.

In this workshop, Raaj Chatterjee, co-founder of the AI-powered CRM Meaningful, shares how to:
👉 Craft an effective relationship strategy covering information management, communication, and automation.
👉 Choose the right tools (CRMs like Meaningful and HubSpot, and automation platforms like Zapier and Airtable) to execute your strategy efficiently.
👉 Leverage automation and AI to reduce administrative workload and scale your engagement without losing the human touch.
👉 Gain actionable takeaways and real-world case studies you can apply immediately, regardless of your technical experience or budget.

KEY TAKEAWAYS & SESSION HIGHLIGHTS
👉 Strategy First: Learn the three core pillars of relationship nurturing: Information, Communication, and Automation.
👉 The Power of Information: Why a centralized contact record is the bedrock for collaboration and powerful segmentation.
👉 Communication Channels: Balancing one-to-one human engagement with one-to-many segmented outreach.
👉 Building Automations: Understanding sequences, triggers, and new AI-enabled personalization for efficiency.
👉 Tools Deep Dive: A breakdown of various CRMs, communication apps, and dedicated automation platforms.
👉 Real-World Application: Inspiring case studies on volunteer management, membership growth, and donor communications.
👉 Insights & AI Ethics: Best practices, common pitfalls to avoid, and essential considerations for using AI ethically in nonprofit work.
👉 Q&A Highlights: Practical advice on choosing your first automation project and balancing human touch with automated systems.

PRESENTER
Raaj Chatterjee is an award-winning social entrepreneur and co-founder of Meaningful, the AI-powered CRM built for nonprofits and associations. With a background in engineering and experience at Apple, Raaj bridges technology and social impact to help organizations strengthen relationships and scale their community reach. He is a TEDx speaker and passionate about creating technology that enables purpose-driven change.
Learn more at Meaningful.ca

EVENT RESOURCES
Event Date: November 4, 2025
Replay Link (You are here!):    • Tools and Strategies for Nurturing Your No...  
Presenter Slides: https://drive.google.com/file/d/1T8h_...
Event page: https://events.techsoup.org/e/mw6y8z/

ABOUT TECHSOUP CONNECT CANADA
TechSoup Connect Canada is a volunteer-led chapter hosted by the Digital Nonprofit, offering free workshops to help nonprofits navigate the world of technology.

CHAPTERS
00:00 Introduction and Workshop Overview
01:36 About Meaningful and Presentation Goals
01:58 Understanding Key Relationships and Stakeholders
04:45 Strategy Pillar 1: Information Management
06:50 Contact Records and Segmentation
10:12 Communication Channels and Strategies
14:16 Automation: Sequences, Triggers, and AI
19:26 Tools for Information, Communication, and Automation
23:33 Real-World Case Studies: Volunteering, Membership, and Donations
27:05 Key Insights, Takeaways, and AI Considerations
30:33 Key Point 9
32:16 Q&A Session
34:09 Key Point 10
42:08 Closing Remarks