Making the Business Case for CSR with Data and AI

Calli Hartman,

Head of Customer Success

YourCause from Blackbaud

I’ve been all over the country this year—connecting with CSR leaders at conferences, workshops, strategy sessions, and over coffee. These conversations are my favorite part of the job because they reveal what’s really happening on the ground: the challenges, the creativity, and the passion driving this work.

From improving participation and engaging non-desk employees to securing stakeholder support and funding, CSR practitioners are tackling big goals while navigating a rapidly changing landscape. And they are increasingly being asked to make the business case for their programs.

A recovering economy and dynamic market have made it more important than ever to advocate for impact and engagement programs while tying outcomes to the bottom line. Team structures are shifting, responsibilities are expanding, and while data is everywhere, turning it into actionable insights and compelling narratives remains challenging. It’s more important than ever for CSR professionals to advocate for their work and secure leadership buy-in.

The good news? These shared challenges have also revealed practical strategies to advocate for your work, get support from company leaders, and deliver more impact with fewer resources.

Three Key Strategies to Strengthen Your Business Case

  1. Align CSR with Business Priorities
    • Defend your budget by linking CSR outcomes to measurable business value.
    • Partner across departments to demonstrate how your programs support revenue growth, employee retention, and risk mitigation.
  2. Use Data to Tell a Compelling Story
    • Track engagement, participation, and impact metrics.
    • Build dashboards that visualize impact clearly for stakeholders.
  3. Harness AI for Good
    • Explore AI-driven tools to simplify reporting and uncover insights faster.
    • Leverage LLMs for personalized engagement strategies and creating powerful stories of impact.

At Blackbaud, our Intelligence for Good® strategy ensures AI is powerful, convenient, and responsible, built specifically for social impact organizations. It’s embedded in the tools that CSR teams already use so that they can act on insights without additional complexity.

What does AI mean for CSR leaders?

Unlock insights: AI can analyze historical program data and predict future outcomes, helping you make smarter, faster decisions.

Automate complexity: From reporting to impact measurement, AI reduces manual work so teams can focus on relationships and strategy.

Enhance visibility: Just as nonprofits need strong content strategies to appear in AI-driven search results, CSR teams must ensure their data and impact stories are structured and accessible for AI-driven reporting and benchmarking.

At our latest Blackbaud conference, bbcon, one of our customers demonstrated how they used AI to analyze past performance and forecast year-end performance. She completed in minutes what previously took hours.

This is about amplifying the stories buried in impact data to support human connection. AI becomes a strategic partner, helping CSR teams move from reactive reporting to proactive impact planning.

The Bottom Line

CSR professionals have never been more essential, yet they face more challenges. By aligning with business priorities, leveraging data, and embracing AI-driven tools, you can build a compelling business case and deliver measurable impact.

Be proactive. Be data-driven. Be confident in the value you bring. Your work matters not just for communities but also for the long-term success of your organization.

How will you use data and technology to advocate for your CSR program going forward?

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