Inside Essentials
The 15-Minute Tech Stack Audit
Figure out what to keep, what to fix, and what to stop paying for — without rebuilding everything
If your nonprofit tech stack feels like a pile of tools you inherited, duct-taped together, and don’t fully trust… you’re not alone.
Most small teams don’t have too many tools.
They have unclear systems.
This audit helps you step back, see what’s actually happening, and make one or two smart decisions instead of spiraling into another research rabbit hole.
No overhaul.
No jargon.
No “you should migrate everything.”
Just clarity.
How to use this
This is a fast, practical walkthrough that helps you:
See all your tools in one place
Identify your anchor software (the one tool that should guide every tech decision)
Discover what you’re paying for but not using
Make one clear, confident decision about what to fix, keep, or toss
This is the quick version your busy nonprofit brain has been begging for.
Who this is for
This is for nonprofit teams who:
Are doing the best they can with limited time and capacity
Know their tools should be helping more than they are
Feel unsure which system should be “in charge”
Don’t want to make another expensive mistake
Want to clean things up without starting over
If you’re under-resourced but thoughtful — this was built for you.
What’s included
By the end of the audit, you’ll walk away with:
A clear map of the tech you’re using today
The one tool that should anchor your entire system
A simple 4-pile sort that cuts through overwhelm
A first step you can implement right now
Confidence knowing what’s worth your time (and what isn’t)
Just clarity, quick wins, and a whole lot of “oh wow, this makes sense.”
How this works
The Tech Stack Audit is delivered inside Essentials — our on-demand training library for nonprofit donor systems.
Here’s what that means in practice:
When you start a 3-day trial of Essentials, you get immediate access to:
The full Tech Stack Audit training
Step-by-step walkthroughs you can follow with your current tools
Templates and examples designed for small teams
All other Essentials trainings (so you’re not stuck after one lesson)
You don’t need new software.
You don’t need to be “good at tech.”
You don’t need to do everything at once.
Essentials is simply how the training is delivered — so you can learn and implement at a pace that fits a small team with limited capacity.
If it’s not helpful, you can cancel anytime during the 3-day trial.
This is about building a solid foundation now, so you don’t have to undo rushed decisions later.
“From 35% to 50% retention in under a year.” — H.O.P.E. Inc.
〰️
“$41,893 year-end (vs $23K previous year)” — Mosaic Youth Theatre
〰️
“$18,500 recovered in 90 days.” — Data Cleanup Client
〰️
“It's made everything so much easier—even my admin says it's easier. It helped prepare us for the growth we're working for.” — 35% → 50% retention. Email opens nearly doubled. Click rates tripled. Kenita Executive Director, H.O.P.E., Inc. “It used to take me 6 months to onboard new donors. Now it's done in 6 minutes.” — 85% of new donors onboarded within 6 minutes of giving. Personalized welcome sequences increased new donor engagement by 22%. Client “I used to dread data — now it's our secret weapon.” — CRM records improved by 30% in completeness within 90 days. Lapsed donor campaigns recovered $18,500 in "lost" gifts. Client “We got 20 hours a month back and it shows in our fundraising results.” — Client
〰️
“From 35% to 50% retention in under a year.” — H.O.P.E. Inc. 〰️ “$41,893 year-end (vs $23K previous year)” — Mosaic Youth Theatre 〰️ “$18,500 recovered in 90 days.” — Data Cleanup Client 〰️ “It's made everything so much easier—even my admin says it's easier. It helped prepare us for the growth we're working for.” — 35% → 50% retention. Email opens nearly doubled. Click rates tripled. Kenita Executive Director, H.O.P.E., Inc. “It used to take me 6 months to onboard new donors. Now it's done in 6 minutes.” — 85% of new donors onboarded within 6 minutes of giving. Personalized welcome sequences increased new donor engagement by 22%. Client “I used to dread data — now it's our secret weapon.” — CRM records improved by 30% in completeness within 90 days. Lapsed donor campaigns recovered $18,500 in "lost" gifts. Client “We got 20 hours a month back and it shows in our fundraising results.” — Client 〰️
Trusted by more than 3,000 nonprofits.
Start your 3-day trial
Get instant access to the Tech Stack Audit inside Essentials
About us
Rachel Bearbower
I’ve been in the trenches of an underfunded, under-resourced nonprofit. I was an Executive Director doing exactly what you might be doing right now — and then I missed thanking a major donor.
That moment changed everything.
Not because I didn’t care. Because I didn’t have a system.
That’s when I became obsessed with building donor stewardship systems that actually work — so nonprofits can stop trying to do more with less, and you never have to carry that guilt again.