Volunteer: Select & Implement a CRM to Strengthen Donor, Program, and Operations Management

Select & Implement a CRM

We are seeking a skilled volunteer to help us assess our organizational needs, identify and recommend an appropriate CRM platform, and support foundational implementation.

• Track donors, sponsors, volunteers, partners, and supporters in one centralized place
• Manage communications and email outreach, including stewardship and follow-up workflows
• Improve visibility into fundraising, partnerships, and organizational priorities
• Track timelines, key deliverables, and project milestones for initiatives and events
• Identify opportunities for automation that reduce manual administrative work and improve consistency

Published Date

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Organization Mission

Young Women’s Leadership Society (YWLS) is a small but growing nonprofit preparing young women—particularly Black and Latinx girls—for pathways in leadership, STEM, entrepreneurship, and college/career success.

Program Focus Areas

To deliver on that mission, we must also build strong systems behind the scenes. A stronger CRM and workflow system will allow us to deepen donor and partner relationships, improve follow-through, better steward supporters, strengthen fundraising efforts, and reduce time spent on manual administrative tasks. That means more organizational capacity to focus on what matters most: serving young women.

Importance of Systems

For a small organization, operational efficiency is mission critical. Every hour saved through stronger systems becomes time reinvested into programming, mentorship, partnerships, scholarships, and student opportunities.

Current Challenges

As our organization expands, we want to ensure that our internal systems grow alongside us so that no donor relationship, volunteer opportunity, partnership, or critical task falls through the cracks. Given our size, we are looking for practical, sustainable solutions that a lean nonprofit team can realistically maintain over time.

Needed Skills

We are looking for guidance on systems that can help us:

• Track donors, sponsors, volunteers, partners, and supporters in one centralized place
• Manage communications and email outreach, including stewardship and follow-up workflows
• Improve visibility into fundraising, partnerships, and organizational priorities
• Track timelines, key deliverables, and project milestones for initiatives and events
• Identify opportunities for automation that reduce manual administrative work and improve consistency

Team Commitment

We are prepared to dedicate time each week to partner closely with a volunteer, provide organizational context, gather materials, answer questions, and make timely decisions. We also understand that implementation success depends on internal adoption, and we are committed to integrating recommendations into our day-to-day operations.

System Requirements

We are seeking systems that fit the realities of a small nonprofit team: manageable, scalable, and sustainable. We view this project as foundational infrastructure that will support YWLS over the long term and are committed to implementing what is built.