Articles

Idealware articles, like those in our Few Good Tools series, give nonprofits concise, critical information on the software choices available for specific organizational functions and goals. We compare software options, offer real life examples and case studies, and give you the tools to make the right decision based on your specific needs.

  • By Laura S. Quinn,
    May 2010

    What tools can help you collect donations via credit card through your existing website?  In this adaptation and update of our 2005 report, we look at the considerations and the options for taking online donations.

Articles

  • By Brett Bonfield and Laura S. Quinn,
    July 2010

    For a while, nonprofit organizations' choice of office suites was limited to Microsoft Office or... Microsoft Office.  But over time, a viable open source option has emerged: OpenOffice.org. Should you consider OpenOffice? Will it make sense for your users and organization? In this article, updated in July 2010, we compare Microsoft Office 2010 to OpenOffice.org 3.2.

  • By Laura S. Quinn,
    June 2010

    There are many software applications that can help with project management tasks - but also many different opinions about what types of functionality you might want.  In this article, revised in June 2010, we round up the types of software and the vendorswhat nonprofit  project managers to understand what software has been useful to them.

     

  • By Laura S. Quinn ,
    June 2010

    Are your online communications working?  How can you tell?  In this article, we talk through four types of measures-- Views, Followers, Engagement, and Conversion-- that help you track your efforts to see if they're worthwhile.  

    Chances are, your organization has a website. Perhaps you also send out broadcast emails, or maintain a blog, Twitter or Facebook account. Is the effort you’re putting into online communications working? How can you tell?

  • By Chris Bernard,
    May 2010

     Every organization should back up its data.  But for a small organization, it likely doesn't make sense to mess around with complex hardware solutions.  We talked to some nonprofit technology experts to understand what online data backup solutions make sense for nonprofits.

  • By Andrea Berry,
    April 2010

    If you are already using email communication tools and are equipped to receive online donations through your website, email fundraising is an easy step forward. For a better sense of what's involved, we bring you a look at two smaller organizations and their email fundraising campaigns.

  • By Laura S. Quinn,
    March 2010

    One of our most popular articles, fully updated March 2010. Email newsletters, action alerts, or fundraising emails can be a very cost effective way to communicate with your supporters, but it can be complex to send and track thousands of emails. We talked to eleven nonprofit technology experts to find out what eNewsletter tools have worked well for them.

  • By Kaitlin LaCasse and Laura Quinn,
    March 2010

    Is Twitter useful for nonprofits?  It’s certainly been useful for Idealware. In this detailed case study, we talk through how we use Twitter, the results we’ve seen, and how it might be helpful for your organization.

  • By Kaitlin LaCasse,
    February 2010

    It's easy for your organization to get overwhelmed with data. Executive dashboards can provide an overview of your organizational health at a glance. But how do you actually create one? We provide three examples of nonprofit dashboards.

  • By Stella Hernandez,
    January 2010

    When it comes to online communications, social networking has huge communities of people sharing information with each other. And its rise comes as people question email’s effectiveness—are social networks replacing email as a communications channel?

  • By Andrea Barry,
    December 2009

    Email fundraising is a technique that’s within the reach of the smallest organization.  This article walks you through the basics: how to design a campaign, write emails, build an email list, select software to send email and take online donations, and measure the results.

  • By David Deal, for the Green IT Consortium,
    November 2009

    Computers and servers can consume a tremendous amount of natural resources.  David Deal and the Green IT Consortium take a look the software that can help you reduce your environmental footprint.

  • By Andrea Berry,
    October 2009

    How can online friend-to-friend fundraising help you to raise money and engage your staff and volunteers? This detailed case study looks at how one small school raised $3000 from mostly new donors with a minimal investment.

  • By Laura S. Quinn,
    October 2009

    Data warehouses can allow larger organizations to pull information from multiple places to report on it or analyze it in a central place.  We take a look at the software and processes you'll need to create your own.

  • By Laura S. Quinn,
    August 2009

    Through HIPAA, the US government provides a set of instructions and guidelines for working with patient health data. What you should look for to ensure that a software package will comply with the HIPAA standards? We asked a number of experts and rounded up their answers.

  • By Robert L. Weiner,
    August 2009

    quick, easy, and you already have it.  Excel seems like it might be a great fit to manage your donor data.  But just back away from that spreadsheet – there’s a lot of reasons why it’s not a good idea.  

  • By Heather Gardner-Madras,
    July 2009

    Nonprofits have a lot of choices when it comes to communications - from direct mail, to websites, to social networking sites and more. With Spam on the rise and open rates down, what role should email play in a successful communications strategy - and when should nonprofits choose to use it?

  • By Kieth Heller,
    May 2009

    You’ve defined your requirements, talked to vendors, seen demos, found the right donor management software for you and worked through the contract—now you’re done, right? Not so fast. You still need to implement the system, which requires additional planning, teamwork, configuration, data migration and testing—my favorite part!

  • By Stella Hernandez,
    April 2009

    Enlist your supporters to fundraise for you!  There are a number of online tools that that allow your staff or passionate supporters to set up individual online donation pages to fundraise from their own friends and family.  We asked six nonprofit technology experts for advice on the tools and best practice to make this fundraising technique work for you. 

  • By Peter Campbell,
    March 2009

    The Internet gives you access to a virtual smorgasbord of information. From the consequential to the trivial, the astonishing to the mundane, it's all within your reach. This means you can keep up with the headlines, policies, trends, and tools that interest your nonprofit, and keep informed about what people are saying about your organization online. But the sheer volume of information can pose challenges, too: namely, how do you separate the useful data from all the rest? One way is to use RSS, which brings the information you want to you.

  • By Keith Heller,
    March 2009

    What do you need your software to do today to support your organization’s strategies, or for your needs over the next three or four years? What are the common issues other organizations face when selecting such software? Keith Heller takes a look at four things to keep in mind throughout the software selection process.

  • By Keith Heller,
    February 2009

    New donor management software will improve your life, solve all your organization’s problems and make all your goals a reality. Right? And it comes with prime waterfront property in the Everglades. This last sentence is only slightly less true than the first, but we take it as common wisdom. In fact, many non-profits change systems when they don’t need to, for the wrong reasons, or in an ineffective manner—and sometimes all of the above!

  • By Michael Hoffman,
    February 2009

    Online videos can be a great way to showcase your organization's mission and work - but you'll need to make sure they reach your intended audience. Michael Hoffman looks at some of the ways you can distribute videos online.

  • By Laura S. Quinn,
    January 2009

    Is online office software likely to fit your needs better than more traditional desktop software? Or are installed applications like Microsoft Office the reigning champs for a reason? We take a look at the differences between online and installed options in the areas that are often important to nonprofits.

  • By Laura S. Quinn,
    January 2009

    If you’re looking for software tools that can help your group collaborate, you’ll find a lot of options. There are many different types of solutions that support many different types of needs. This article compares your options.

  • By Chris Bernard,
    December 2008

    Many organizations would like to foster community and information sharing using email discussion lists. What software packages can help? We asked six nonprofit experts about the systems that have worked for them.

  • By Laura Quinn,
    December 2008

    If you need an inexpensive software tool that’s not particularly strategic for your organization, traditional software selection techniques can seem awfully complicated. Here’s a simplified six-step process that can help when you just need to make a simple choice quickly.

  • By Eric Leland,
    November 2008

    An association management system can be a huge help in tracking your members, newsletter subscriptions, special gifts, invitations to events and workshops, discounts on products and services and more. We asked five different nonprofit experts about the systems that have worked for them.

  • By Eric Leland,
    November 2008

    The right donor management software can make a big difference in your ability to raise funds. We asked six different nonprofit technology experts about donor management software that have worked well for their nonprofit colleagues.

  • By Jeff Walpole,
    November 2008

    Open source software applications are becoming an increasingly viable alternative to vendor provided commercial software. Jeff Walpole explores the differences between these types of software, and the pros and cons of each alternative.

  • By Laura S. Quinn,
    November 2008

    Should you consider hosted or Software As a Service software applications for your nonprofit? There are a lot of conflicting and often inaccurate messages out there: They're not secure! Use them – they'll replace your IT staff! Perhaps they'll change your life… or perhaps they're evil. What's the truth? We investigate.

  • By Eric Leland,
    October 2008

    Online surveys can be a huge help in understanding what your constituents think and how successful your programs are - without breaking your budget. We spoke to five nonprofit staff members to understand how the existing online survey tools compare.

  • By ,
    October 2008

    You already know the value a good email campaign can bring to your nonprofit, whether it is an eNewsletter, or email advocacy and fundraising appeals. But how can you tell if your electronic communications are actually having the impact you hoped for? Is the work you’re putting in worth the effort? Email metrics can help you determine the effectiveness of your communications and fine tune them to improve their efficiency.

  • By Peter Campbell,
    September 2008

    A major software package shouldn't be chosen lightly. In this detailed guide, Peter Campbell walks through how to find software options, evaluate them, make a good decision, and then purchase the system in a way that protects you.

  • By Chris Bernard,
    September 2008

    If your photo needs to be cropped, adjusted, or reformatted, how can you get it ready for publication in print or the web? We spoke to five nonprofit technology and creative professionals about the photo-editing tools that have worked for them and their organizations.

  • By Chris Bernard,
    September 2008

    Do you want to create a monthly newsletter, a formatted report, thank you cards, or an event invite? You need a page layout tool. Top-end software solutions can be complex, but there are simpler solutions as well. We spoke to five nonprofit technology and creative professionals about the layout tools that have worked for them.

  • By Laura S. Quinn,
    August 2008

    It's not necessarily difficult or expensive to accept payments by credit card. We provide some tips and tools to process credit card transactions both online and off.

  • By Anthony Pisapia and Brett Bonfield,
    July 2008

    A Constituent Relationship Management can help track of all the ways that you interact with each of your supporters. But what does it take to implement one? Does it have to cost an arm and a leg? What changes will your organization need to make to support it? We look at four different organizations' CRM stories.

  • By Laura S. Quinn,
    June 2008

    We asked nine nonprofit internet specialists to share some of the Web hosting providers that have worked well for them, and some tips for hosting everything from a basic website to a powerhouse web application.  Fully verified and updated in June 2008.

  • By Michele Murrain and Laura Quinn,
    May 2008

    Managing all the dates, documents, tasks and people associated with a project can be daunting, but online project management software can help. We present three case studies of nonprofits who have used packages like Basecamp, Central Desktop and Trac to help manage real projects.

  • By Eric Leland,
    April 2008

    A map can be worth a thousand words. If you're looking for ways to create maps or to display geographic data, there are a number of software package that can help, from free ones to complex and powerful ones. We summarize the tools recommended by five nonprofit experts.

  • By Laura S. Quinn,
    April 2008

    If you want your site to show up prominently in search engines like Google, your website content management system can help - but not all CMSs are created equal. We suggest the features to look for to help with search engine optimization. 

  • By Laura S. Quinn,
    March 2008

    You’ve finally hired two new staff members to join your successful nonprofit. The trouble is, your new colleagues are in Chicago and your headquarters is in San Francisco. How will you share documents? Is there a better solution than constantly emailing attachments?

  • By Jeremy Wallace,
    March 2008

    Documenting your organizational procedures can be a big help, but this information often languishes in obscurity and goes slowly out of date. Jeremy Wallace talks about how wikis - easily editable websites - can help.

    Most organizations have (or at least should have!) internal documentation that outlines procedures, best practices, and tips to help make everyone’s job easier. For instance, an organization might write up:

  • By Laura S. Quinn,
    March 2008

    Does your organization show up on the first page of results in search engines like Google or Yahoo? The content and structure of your website can have a dramatic effect on how easily potential constituents can find you via search engines. This article explains how.

  • By Andrew Cohen,
    February 2008

    Successful online communities require more than a software package. In this article, we outline the strategies and features that can help you build online message boards, social networks, or other conversation based sites that become vibrant, useful communities.

  • By Laura S. Quinn,
    February 2008

    No matter its size or its budget, any nonprofit can benefit from the right accounting software. Find out what our experts have to say about QuickBooks, Peachtree, Fundware, The Financial Edge, Mas90, GreatPlains, and others.

  • By ,
    January 2008

    This article is now out of date... but we have a whole report on this topic!  Check out our Nonprofit Social Media Decision Making Guide for an overview, research results, and a workbook on how to decide if you should use social networking sites or other social media tools.

     

  • By Michelle Murrain,
    January 2008

    Acquiring software for very little money — or even getting it for free! — can feel great. Yet is that bargain really a bargain? Learn how to assess whether that affordable software package is a great deal or a lemon.

  • By Laura S. Quinn,
    January 2008

    Adding visuals to a phone conference can make a big difference - perhaps by showing a document, software application or slides. Or maybe you want to conduct a more formal online seminar—sometimes called a Webinar. There are a number of affordable software packages that can help. We talked to five nonprofit professionals about the tools that have worked for them.

  • By Eric Leland,
    December 2007

    Online integrated applications allow nonprofits to manage a number of different aspects of their constituent information and Web presence all together in one package. Eric Leland took a close look at eight packages to compare their functionality in a variety of areas.

  • By Laura S. Quinn ,
    December 2007

    With Google's recently announced Google Apps donation program - which offers organizational email, calendaring, and document sharing for free - there’s suddenly a viable alternative to Microsoft Outlook for many organizations. How does Google Apps compare to Microsoft Outlook for typical nonprofit needs? We take a close look.

  • By Peter S. Campbell,
    October 2007

    Let’s say you have two different software packages, and you’d like them to be able to share data. What would be involved? Can you link them so they exchange data automatically? And what do all those acronyms mean? Peter Campbell explains.

  • By Laura S. Quinn,
    September 2007

    Secure, staff-only websites, called intranets, are widespread in the business world and increasingly common among nonprofits. What are NPOs doing within these private Web sites? What are the benefits, and the costs? We profile three different administrative intranets.

  • By Laura S. Quinn,
    September 2007

    These days, most event participants expect to be able to register online for events. Luckily, there are lots of tools that can help with that, from simple to sophisticated to multi-functional. We asked 11 nonprofit technology professionals what online registration tools have worked for them.

  • By Laura S. Quinn,
    July 2007

    Are you embarrassed by your organization’s Web site? (Come on, you can admit it.) Was it built in a volunteer’s nephew’s basement — or does it look like it was? Does it feature events or breaking news that are sadly out of date? Are you still trying to get around to adding that program you started last year?

  • By Steve Heye and Steve Lancman,
    July 2007

    When you’re using enterprise software to help run your organization, the software vendor becomes a key ally – and the right relationship may be as important as features or price. Steve Lancman and Steve Heye recommend methods for comparing the intangible aspects of vendor services.

  • By Paul Hagen,
    June 2007

    Finding Constituent Relationship Management software isn’t easy – there’s no such thing as a one-size-fits-all solution. This article, the conclusion of Paul Hagen’s two-part series, helps you understand the CRM marketplace and offers practical advice to help you define a software infrastructure that will work for you.

  • By Ronald "Skip" Cole and Teresa Crawford,
    June 2007

    Information and communication technologies can be a huge aid in the effort to build lasting peace, by helping people communicate, view information, make decisions, and understand each other better. Teresa Crawford and Skip Cole give a tour of the possibilities.

  • By Laura S. Quinn,
    May 2007

    How are small organizations tracking constituents? What are they struggling with, and what works well? In partnership with the River Network, we spoke to a number of river conservation groups about their constituent databases, and report back with best practices and case studies that apply to any smaller organization.

  • By Paul Hagen,
    May 2007

    Constituent Relationship Management can help to provide an important 360° view of your constituents. However, an effective technology solution requires a detailed understanding of your constituents and processes. Paul Hagen explains, in Part One of a two part series exploring the issues behind CRM.

  • By Laura S. Quinn,
    April 2007

    Web analytics tools help you track your site's statistics, allowing you to see how many people are looking at which page, what sites your visitors are coming from, who your users are, and more.  Which one should you use?  We talked to six nonprofit experts about the tools they recommend.

  • By Laura S. Quinn,
    March 2007

    Looking for an inexpensive way to track your volunteers, donors, partners, and other constituents? We've full updated this popular article, which recommends a set of free and low cost databases that have worked for those in the field. We've added new tools, tips and thoughts to help you find something that works for your organization.

  • By Beth Kanter,
    March 2007

    Screencasts – movies that capture tasks performed on a computer – can be powerful communication and training tools, and you don’t need to be a Hollywood filmmaker to create them. Beth Kanter walks through why screencasts are useful, how to create them, and some of the software tools that help in the process.

  • By Ivan Boothe ,
    February 2007

    In less than two years, The Genocide Intervention Network transformed itself from a small student group to a national non-profit. How did they do it? Among other methods, they used social media sites like MySpace, FaceBook, Flickr, and YouTube to reach the young people who are their core supporters.

  • By Laura S. Quinn,
    February 2007

    Integrating all your constituent tracking applications so they can share data is highly desirable, but how should you go about it? We walk through the pros and cons of three basic methods of integrating data: Manual Import/ Export, Integrated Packages, and Automated Connectors.

  • By Laura S. Quinn,
    January 2007

    What tools can help you raise money and rally support for your cause through an online auction?  We asked five nonprofit professionals which tools have worked for them, and summarize their response.

  • By Michael Stein,
    January 2007

    New integrated online software tools lead to more possibilities for nonprofits. How do you choose?   Internet strategist Michael Stein describes what's available and offers some considerations when choosing tools that can help with emailing, online donations, advocacy online, and more.

  • By Laura S. Quinn,
    January 2007

    It can be hard to understand how online payment processing works. Many different steps and a lot of jargon make it seem more complicated than it is. To help you see the big picture, we’ve laid out a typical payment process in diagrams.

    Here’s the whole diagram – but don’t worry, we’ll break it down.

  • By Peter S. Campbell,
    January 2007

    Is your organization drowning in a virtual sea of documents? Document management systems can provide invaluable document searching, versioning, comparison, and collaboration features. Peter Campbell explains.

  • By Alan Rosenblatt,
    January 2007

    Limited budgets don’t have to substantially limit your online advocacy possibilities. Alan Rosenblatt describes the new generation of online tools that help organizations of any size cope with the increasingly complicated internet world.

  • By James Roberston,
    January 2007

    Selecting a content management system (CMS) can be a complex task, and organizations often run into pitfalls with processes, politics, and understanding the CMS environment. James Robertson outlines a common-sense approach to avoiding the most common mistakes.

  • By Colin Delany,
    December 2006

    New online participatory tools like blogs, YouTube, and MySpace can be powerful and valuable – if they mesh with your goals. Colin Delany walks through the benefits and costs of common participatory tools and suggests which are likely to be useful for you.

  • By Robert Weiner,
    November 2006

    How do you choose a donor database that will support successful fundraising? The software is only half the story. Fundraising technology strategist Robert Weiner addresses ten common mistakes that can prevent you from selecting the right database and managing it effectively.

  • By Eric Leland,
    November 2006

    Are you looking to track information about a lot of members – contact information, event registrations, dues, and much more?  Then a membership management system could be very help.  We spoke to eight nonprofit experts about the systems that have worked for them.

  • By Laura S. Quinn,
    September 2006

    You may have seen signs that knowledge isn't flowing easily through your nonprofit: Staff can't find documents, or research things that others already know, and decisions are made without full information. Software can't solve all your problems, but it can probably help.

  • By Heather Gardner-Madras ,
    September 2006

    Are you hoping to send a monthly eNewsletter to your constituents? Or would action alerts or donation requests align better with your goals? We’ll help you think through the features you’ll need in a bulk emailing tool to support the type of emails you plan to send.

  • By Paul Hagen,
    May 2006

    It's a challenge to manage information about all your organization’s constituents.  But this challenge is common to both commercial companies and nonprofits. A strategy borrowed from the commercial sector has been gaining popularity in the nonprofit sector over the last couple years: CRM.

  • By Laura S. Quinn,
    January 2006

    When you’re planning a free event, it’s hard to justify paying a lot of money for online registration software – but email or Evite can be frustrating. Happily, other choices exist. We talked to seven nonprofit technology experts about useful and affordable (or free!) options for collecting RSVPs for free events.

  • By Laura S. Quinn,
    January 2006

    If thoughts of detailed client histories and reports to funders make you break out in a cold sweat, it may be time to consider the many good case management tools that will help you track demographics, interactions, scheduling, billing information, and more. We asked eight case management experts what tools they would recommend.

  • By Laura S. Quinn,
    January 2006

    While there are many applications out there that can help you process any single type of online payment, what if you want a tool that will support a variety of transactions?  We asked six experts what tools they would recommend to process various types of payments on an existing website.

  • By Laura S. Quinn,
    January 2006

    Petitions can be useful both to influence decision makers and to build a list of people interested in your cause.  So how do you implement an online petition? We asked eight nonprofit technology professionals what tools they would recommend.

    Looking to win friends and influence people? When used as part of a larger strategy, online petitions can be useful in doing both.

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