Harnessing Data: Analytics and Insights for Nonprofits

October 13, 2023 | 60 minutes

Kanopi’s Content Strategist & Copywriter, Natalie Yelton, speaks to this topic as one of the expert panelists.

NXUnite connects leaders in the mission-driven space with the resources and people they need for their organization to thrive. From hosting panels with industry experts to providing curated listings of learning opportunities, NXUnite helps nonprofits and other mission-driven organizations get their important questions answered. Gain insight, share knowledge, and connect with the people you need to accomplish your mission. NXUnite brings leaders together in an unstoppable community that facilitates valuable connections.

https://nxunite.com/

Nonprofits are surrounded by data, but many teams still struggle to turn it into insight, action, and impact. In this panel conversation, nonprofit and data leaders discuss practical ways to build a data-informed culture, prioritize analytics work, tell better stories, and protect sensitive information, without losing sight of mission.

What you’ll learn

How to get started, even with limited resources

  • You don’t need a massive budget to become more data-driven.
  • Start with the tools you already have (CRMs, spreadsheets, Google Sheets), then build from there.
  • A “system should follow a strategy”: define the mission goal first, then decide what data you need to measure it.

How to build a data-driven culture

  • Align the organization on a small set of clear KPIs.
  • Socialize priorities from executive leadership through to frontline teams.
  • Make sure there is agreement that the organization will actually use the data, not just produce dashboards no one reads.
  • Establish ownership and stewardship so data stays clean, correct, and actionable.

How to prioritize analytics projects for ROI

  • Start with executive buy-in, where visibility into the biggest gaps and opportunities is often strongest.
  • Start small and aim for incremental wins, rather than a “big bang” system change.
  • Match tool complexity to your true needs and the level of internal data talent.
  • Invest in talent (in-house or consultants) before overspending on platforms.

How data can support nonprofit storytelling

  • Strong stories are more compelling when they’re backed by evidence.
  • Use visualization (charts, infographics, interactive dashboards) to make complex data easier to understand.
  • Combine impact stats with human stories (quotes from volunteers or supporters) to build connection.
  • Design data collection with the story in mind: data is only as powerful as the questions you ask of it.

How to protect donor and beneficiary data

  • Understand privacy laws and compliance requirements tied to where and how you operate.
  • Reduce spreadsheet risk: files saved to desktops and emailed around can easily expose sensitive information.
  • Create data governance rules with IT and ensure vendors can meet your security posture.
  • Use least-privilege access and separate sensitive PII into restricted datasets when possible.
  • Keep websites secure with updates, MFA, strong password policies, and limited permissions.
  • Prepare a communications plan for breaches, including transparent updates and FAQs.

What’s next for nonprofits

  • Donor expectations are evolving, especially around personalized experiences and clear, data-backed impact.
  • AI offers real promise, but only if governance and data quality are in place (clean, centralized, reliable data is foundational).
  • The biggest unlock is often automation and streamlining manual work so mission teams can focus on outcomes, not wrangling.

Speakers

  • Colleen Carol, NX Unite Lead, Nexus Marketing (Moderator)
  • Justin Birdsong, Founder + Principal, Skeleton Key Strategies
  • Nathan Moore, Team Lead, Nonprofit Sales + Strategy, Civis Analytics
  • Natalie Yelton, Content Strategist + Copywriter, Kanopi Studios
  • David Leay, Engagement Manager, Brooklyn Data Company