Selecting the right donor management system can feel overwhelming, especially for small teams with limited resources. In this session, I’ll share how our two-person nonprofit navigated the transition to Raiser’s Edge, the key factors behind our decision, and the customizations that helped us maximize efficiency. From evaluating options to executing a smooth migration, I’ll outline our process and highlight the immediate impact on donor engagement and membership growth. Attendees will leave with a roadmap for assessing their own system needs and ways to leverage automation to streamline operations.