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7 Simple Habits to Strengthen Your Nonprofit’s Digital Security

October 20, 2026 by Jordan Jerkovich

When was the last time you stopped to think about how your everyday work habits might be putting your nonprofit at risk?

From checking email and sharing files to working remotely and managing passwords, we make dozens of decisions every day that can affect our organization’s digital security. And when we’re busy juggling responsibilities, it’s easy to let convenience take priority over caution.

Spokes recently attended Protecting Our Movements: Digital Security 101 for Activists & Community Organizations, a workshop offered by The Fund for Santa Barbara and presented by Josh Berthume of Rogue Metrics.

One of the key messages? Protecting our organizations isn’t just about having the right technology in place. It’s also about the way we work.

The good news is that a few simple changes in our everyday habits can go a long way toward reducing risk.

Here are seven takeaways worth sharing with your team.

1. Stop checking email on autopilot.

We’ve all done it. You’re on the go, on your phone, moving quickly through your inbox, opening messages and clicking links without giving them much thought. But that’s exactly when you’re more likely to fall for a phishing attempt.

Slow down, especially when an email contains an unexpected link, attachment or request. Take a moment to consider who sent it and whether it’s something you were expecting.

2. Don’t reuse passwords across platforms.

Using the same password for multiple accounts may be convenient, but it also means that if one account is compromised, others could be vulnerable.

Consider adopting an organizational password manager, such as 1Password, to generate and securely store unique passwords for your various accounts. This makes it easier to maintain strong passwords without having to remember them all.

3. Think twice before connecting to public Wi-Fi.

Working from a coffee shop, airport or hotel? Be cautious about connecting to public Wi-Fi networks.

Cybercriminals can create fraudulent networks that mimic legitimate ones, potentially allowing them to intercept information or direct users to malicious websites.

A safer option is to use your phone’s password-protected hotspot. If you need to use public Wi-Fi, consider using a trusted virtual private network (VPN) to encrypt your connection.

4. Require two-factor authentication within your organization wherever possible.

Two-factor authentication (2FA) adds another layer of protection by requiring a second form of verification when someone logs in.

Even if a password is compromised, 2FA makes it much harder for someone to gain access to an account.

Berthume’s advice was straightforward: If your organization has the ability to require two-factor authentication, do it.

5. Regularly review who has access to your organization’s files.

Think about everyone who has access to your organization’s Google Drive or other shared platforms. Do they all still need it?

It’s common for employees, volunteers, board members and outside partners to receive access to files for a particular project and retain that access long after their involvement ends.

Make it a regular practice to review sharing permissions, remove unnecessary access and ensure sensitive information is available only to those who need it.

6. Use organization-specific email accounts to manage access.

Rather than granting access to organizational files through someone’s personal email address, consider creating organization-managed accounts for staff, volunteers and others who need access.

This gives your nonprofit greater control over permissions and makes it easier to revoke access when someone’s role changes or their involvement ends.

It’s a particularly useful practice for nonprofits that rely heavily on volunteers or experience regular board turnover.

7. Not expecting that attachment or invoice? Verify it first.

Phishing attempts aren’t always obvious. A fraudulent email can appear to come from someone you know, including a colleague, vendor or community partner.

If you receive an unexpected invoice, attachment or request for information, don’t assume it’s legitimate simply because you recognize the sender.

Instead, confirm the request through another trusted communication channel, such as Slack, a phone call or a separate message to the person.

That extra step could prevent a costly mistake.

Digital security is everyone’s responsibility.

Protecting an organization doesn’t necessarily require sophisticated technology or a dedicated IT department. It starts with being intentional about the way people work.

For nonprofit leaders, that means taking time to establish good habits, review existing practices and make sure staff, board members and volunteers understand their roles in keeping organizational information secure.

A good place to start? Share these seven takeaways at your next staff meeting and identify one or two changes your organization can make right away.

Small steps today can help prevent much bigger problems tomorrow.

Want to learn more?

Watch the full presentation, Protecting Our Movements: Digital Security 101 for Activists & Community Organizations, featuring Josh Berthume of Rogue Metrics, or review Josh’s presentation slides, Digital Risk Awareness & Mitigation.

Special thanks to The Fund for Santa Barbara for offering this valuable learning opportunity and to Josh for sharing his expertise.

How Long Should an Executive Director Stay?

September 4, 2026 by Jordan Jerkovich

For longtime nonprofit leaders, the thought of stepping away can raise some uncomfortable questions: Who will care about the mission as much as I do? Who knows what I know? And who is truly equipped to take the reins?

One exercise worth considering: Look at the three biggest things you worked on this year and label each one “defending” or “building.” How much of your energy is going toward protecting what already exists, and how much is focused on preparing your organization for what comes next?

It’s a simple exercise from a recent Applied Wisdom for Nonprofits article, “How Long Should an Executive Stay in the Job?” The author explores how longtime leaders can naturally become more focused on protecting what they’ve built and raises some thought-provoking questions about leadership longevity and preparing an organization for its next chapter.

Read the article here.

America Gives: Help Make 2026 the Biggest Year of Volunteer Service in U.S. History

July 10, 2026 by Jordan Jerkovich

As part of the nation’s 250th anniversary celebration, the official America250 initiative has launched America Gives, a nationwide effort to make 2026 the largest year of volunteer service in American history.

Nonprofits are encouraged to participate by inviting people to volunteer, celebrating their service, and sharing the difference volunteers make in their communities. Whether your organization relies on volunteers every day or is looking for new ways to engage community members, America Gives offers a unique opportunity to strengthen civic engagement while highlighting the vital role nonprofits play across the country.

Together, we can help create a lasting legacy of service that extends well beyond America’s 250th birthday!

Learn more HERE.

Changes to Medi-Cal & CalFresh Requirements

June 13, 2026 by Jordan Jerkovich

At our recent ED/CEO roundtable, we welcomed representatives from Family Service Agency and County of SLO Department of Social Services to discuss changes to community engagement requirements for Medi-Cal and CalFresh recipients. We also heard from United Way CEO Liz Summer about Volunteer SLO and it being a resource for nonprofits looking to provide volunteer pathways for those affected by the new requirements.

Access the presentation resources HERE and watch the session recording below.

What CRM Are Local Nonprofits Using?

May 29, 2026 by Jordan Jerkovich

Choosing a donor database or constituent relationship management (CRM) system can feel overwhelming. With dozens of options available, nonprofits often rely on peer recommendations and real-world experiences to help guide their decisions.

To learn more about what local organizations are using, Spokes recently surveyed nonprofit professionals throughout SLO County. Respondents represented organizations of varying sizes and missions. While the sample size was small, the responses offer a useful snapshot of the systems organizations are using, what they value most, and what they wish they had known before making a decision.


CRM Platforms in Use

CRM Platforms Reported by Respondents

  • DonorPerfect (4)
  • Bloomerang (3)
  • Salesforce (3)
  • Neon CRM (2)
  • Blackbaud (2)
  • Network for Good (2)
  • Little Green Light (1)
  • Wild Apricot (1)
  • Givebutter (1)
  • Other Systems (4)

Some organizations reported using more than one platform, so totals exceed the number of survey respondents.

Survey respondents reported using a wide variety of platforms, with no single CRM dominating the field. Several organizations indicated they use multiple systems to support fundraising, membership management, events, and donor engagement.

The diversity of responses highlights an important reality: the best CRM depends on your organization’s size, fundraising model, staffing capacity, reporting needs, and budget.


Are Organizations Happy with Their CRM?

  • 😊 Satisfied or Very Satisfied: 62%
  • 😐 Neutral: 31%
  • ☹️ Dissatisfied: 8%

While no system was universally praised, most organizations indicated that their CRM meets their core needs for donor management, fundraising, and constituent tracking.


What Nonprofits Value Most

Donor Management

Online Giving Integration

Membership & Event Management

Ease of Use

Reporting & Data Access

When asked what they appreciate most about their CRM, respondents frequently cited the ability to manage donor relationships, process online gifts, track memberships and events, access fundraising data, and streamline day-to-day operations.


Common Challenges

Cost

Reporting Limitations

Learning Curve

Integrations

Even satisfied users noted challenges. Affordability, reporting functionality, staff training, and connecting CRM systems with other software tools were among the most common concerns.


Advice from Your Peers

Start with strategy before evaluating software.

Clearly define your goals, workflows, reporting needs, and staff capacity before comparing platforms.

Talk to other nonprofits before making a decision.

Peer recommendations and firsthand experiences can provide valuable insight that vendor demonstrations may not reveal.

Don’t pay for features you won’t use.

Several respondents cautioned against selecting the most robust or expensive system without first assessing what functionality is truly necessary.

Consider your organization’s unique needs.

A CRM that works well for one nonprofit may not work for another. Membership organizations, performing arts groups, social service agencies, and foundations often have very different requirements.


Takeaway

Whether you’re evaluating a new CRM or making the most of your current one, local nonprofits agree: take time to understand your needs, seek peer input, and choose a solution that fits your organization rather than chasing the latest features.

Interested in learning more? Spokes has access to the full survey responses and would be happy to share additional insights with member organizations. If you’re exploring a particular CRM platform and would like to connect with a fellow nonprofit that has firsthand experience using it, we’re also happy to help facilitate those conversations.

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DISCLAIMER: Spokes offers informed advice and recommendations, not professional counsel. Blog content is current as of the date shown. Individual posts are not necessarily updated, so please confirm the accuracy of the information, especially of older posts.

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