A Few Good Tools: Low Cost Constituent Databases

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.

 A three-person organization is looking for a better way to track people. They currently store data on about 600 volunteers, donors, partners, and other constituents in a series of spreadsheets. They want to consolidate this information into a central place so they can find people, understand what contact they've had with them, run mailing and email lists, and keep on top of who is doing what. They have very little money for this, and are hoping to find something inexpensive and easy to use.
 

Does this sound familiar? Many small organization are looking for an inexpensive way to manage constituent data. We asked a number of nonprofit technology professionals about the software that has worked well for them in similar circumstances. We then combined their thoughts to come up with a set of solid tools that might work for you.

Take Your Needs Seriously

Constituent data is the lifeblood of most organizations. It’s important to think through how important this system will be to your organization, and budget accordingly. A rule of thumb is to spend 0.25%- 0.5% of your annual budget on a solid constituent management system. If you have a $500K annual budget, this would mean devoting $1250 to $2500 per year to managing your constituent data. And don’t forget that there will likely be costs for customization, training, updates, and maintenance down the road – and these costs may well be higher for tools with lower initial fees. Don’t assume that the cheapest ways are the best.

Before you choose a database, think through how you plan to use it. The more clearly you can define how you plan to use constituent data, the more likely you are to choose a good database for you, and use it effectively after you acquire it. Take a bit of time to consider:

  • What types of constituents do you have? Who are you going to track in the database? Donors, volunteers, board members, community partners, vendors, media, business supporters? Others?
  • What do you need to track about each of these constituents? How will you interact with them? What information will you need to grow the relationship? For example, organizations that recruit business sponsors for events need a database that can track these cultivation steps. This data is very different from that for a simple direct donation mail campaign.
  • What reports and outputs will you need? Think through the information you’ll need for funders, summaries, mailings, and other lists.
  • How are your needs likely to scale over the next couple of years? Nothing’s worse than putting something into place that becomes an organizational roadblock just a year or two down the road. If you have plans for growth, consider investing in a more sophisticated database so that you won’t have to go through the selection and integration process all over again next year.
  • How will it integrate with other data sources, such as other databases, email tools, or information gathered online? Do whatever you can to not add new databases that don’t speak to the data sources you already have.

 

Tools You Already Have

Just because other organizations have a database doesn’t necessarily mean that you need one. Do you have simple needs that aren’t likely to expand over time? If so, you might be able to use one of the tools you already have in a new way.

  • Spreadsheets: They won’t scale to manage thousands of people or complex requirements, but one or more shared Excel files might work fine for simple needs. If the spreadsheet needs to be shared or used by people while on the road or at home, consider using a Google Spreadsheet – essentially, a free online version of Excel.
  • Contact Management Software:  Do you already have a tool that stores contact information, such as Outlook? If so, can it be shared within your office? Don’t make a decision to acquire a complete software package if what you need is some planning for a shared address book in Exchange.
  • Database Software: If you have very simple needs and a staff member who is proficient in Access or FileMaker Pro, creating a small and basic database might be a reasonable solution. Think carefully, however, as to whether you are reinventing the wheel by creating complex functionalities that you could purchase for much less, and whether the staff member with database skills is likely to still be around in a year or two.  On the other hand, if you have already invested money and organizational brain power on an in-house database, don’t jump to the conclusion that it shouldn’t be updated to meet new needs.

 

Inexpensive Packaged Tools

If you are looking for a basic database that is easy to use and straightforward to setup, your best bet is to go with packaged database software. These tools are designed to be relatively easy to use by organizations that are not necessarily very technically savvy, and offer support for those who need it.

  • GiftWorks (www.missionresearch.com): A traditional, locally installed database starting at $299 per computer. Their focus on ease-of-use makes the tool easy to get going and right out of the box. The core product is focused on managing gifts and donors, but they offer an extension to track volunteers as well for an additional $199. Windows only.
  • eTapestry (www.etapestry.com): A fairly full featured online donor database. It is free for up to 500 constituents and $35/month for up to 1000, but goes up rapidly in price after that. It is primarily targeted at managing donors, but user-defined and category fields make it usable for other types of constituents as well. Web-based.
  • DonorPerfect (www.donorperfect.com): DonorPerfect is based around, well, donors, but also has some support for members, volunteers, and other contacts. Their installed version is a bit beyond the price range of this “low cost” article, but they offer an online hosted version for a reasonable monthly fee, which may be worth considering for organizations more comfortable paying “rent” over time rather than a lump “purchase” price.
  • Salesforce.com (www.salesforce.com): A high-end online relationship management database that is offered free to 501(c)3 nonprofits with up to 10 users. The software was originally targeted at corporate sales organizations, but it has a substantial commitment to the nonprofit sector, and is used by a sizable number of nonprofits. . There is a growing body of templates to allow basic to mid-level features for tracking donors as well as other constituents. With training, a knowledgeable user, perhaps with consulting help, can adapt it for organizational use. Salesforce has an open architecture which encourages clients and community members to build, share, and even sell modules which plug into the core database functionality.
  • Democracy in Action (www.democracyinaction.org): An online database for $100/month for up to 3000 constituents and $200/month for up to 25,000 (setup $100- $200). They offer basic constituent management features that are integrated with more powerful email, online donation, and advocacy features. DIA is intended as more of toolset and less of an out-of-the-box solution than GiftWorks or eTapestry. Web-based.

There are many inexpensive packaged tools available to track nonprofit constituents. If you’re looking for more options, consider CitySoft, Easy-Ware, Sage Fundraising 50, Telosa Exceed, Wild Apricot, or take a look at Robert Weiner’s list of Inexpensive Donor Databases.

Free Databases for the Tech Savvy

There are a number of free applications that are intended for use by small organizations. These applications are generally less refined than the packaged tools above. Organizations should expect to devote more time to setting them up, learning how to use them, and dealing with bugs and user interface challenges. Traditional vendor support is not available, although these tools have active user communities that can help troubleshoot issues. Make sure you have a long term plan as to who at your organization will be responsible for supporting the database (and then a backup plan of what will happen if they’re no longer available).


On the other hand, these databases are more flexible than the packaged databases above. Someone with the right technical skills can extend them and tailored them to your needs.


Unless you have a staff member on staff with a lot of experience in designing, installing, and customizing database solutions, expect to pay $500 - $3000 or more to a consultant or firm to get you up and running with a tool like Metrix or CiviCRM.

  • Organizer’s Database (www.organizersdb.org): A basic installed open-source database that is quite small in file size and works well on older equipment. It has strong contact management functionality, and a new version adds more support for donor tracking. Those with Access knowledge can customize and extend the software. Detailed documentation and training available. Windows only, but it does not require you to have Microsoft Office installed.
  • Metrix (metrix.fcny.org): Metrix is a flexible open-source database geared to manage all the “interactions” between you and your constituents. It’s built on Microsoft SQL Server, with an Access front-end. It’s designed to be customized and extended by someone with substantial Access skills. It has somewhat more features than Organizer’s Database, and thus takes a bit more time to learn. Windows only.
  • CiviCRM (www.civicrm.org): An open-source online contact manager that integrates tightly with the popular Drupal and Joomla Content Management Systems. The integration means that you can manage web site users and constituents at once, adding to the community-building side of contact management. This tool has enough sophisticated functionality for many organizations to use it as is, but is extensible by someone with PHP skill. Most organizations will need a skilled technology professional to get you up and running. Alternatively, CivicSpace On Demand offers those without technical expertise a hosted alternative, which allows you to get CiviCRM, Drupal, and more for $50/month.

 

For More Information

More Idealware Resources on Constituent Databases

Idealware has many more articles on this topic, including overviews of Case Management Databases, Databases for Membership Organizations as well introductions to CRM concpets, data integration, and choosing a donor database.

Four Steps to Selecting Donor Management Software

NPower Seattle's great toolkit for selecting donor database, which provides detailed steps for choosing as well as a number of checklists and templates.

A Roundup of Articles about Databases
The Metrix team has put together a comprehensive list of articles about databases, organized by stages in the process.

Many thanks to the nonprofit technology professionals who offered recommendations, advice, and otherwise helped with this article:


 


 

License: 
Copyright © Idealware

Comments

Database option

eBase is a filemaker based freebie that we are considering. Anyone have experience with this one?

Thanks!

Another alternative

There is another possible option called Database Oasis.  So there is full disclosure, I work for Database Oasis - so this comment is a bit self-serving, but I beleive still valid.  We do offer a fully functional, free trial for 15 days.  If interested, please visit, http://www.databaseoasis.com.

Database Oasis

 I am nearing the end of my DB Oasis trial and find it to be the ONLY choice for me.  I have ever-growing CRM for a national and global missions organizaiton with several churches, online schools, various websites, radio, television, mission field schools - let's just say it's extensive.  Having used MS Access and others in the past, DB Oasis is as close to perfect as I was looking for.  I did lose my login info though and am waiting to hear back from support.  The sales team is also very accomodating, since my trial expires before I get paid and they are very happily working with me on it.  IF anyone needs to replace MS Access (simply  download to Excel, upload to DB Oasis) then LOOK NO FURTHER!  

Thanks DB Oasis!

Memberclicks

At our organization we had problems with members logging into the system using both Firefox and Internet Explorer.  After working with their technical support and trying out different solutions, the problem continues.   We have tried different configurations, turning off security programs, etc to no avail.  Sometimes we have problems logging in as administrators as well.  Strangely enough, sometimes the system works well and sometimes it refuses to let a user log in. 

Donor Tools is another inexpensive option...

Donor Tools is probably not the answer for a large organization that has a highly functioning fund development team, but it may be worth considering for smaller nonprofits, churches, or ministries that utilize non-techy volunteers and staff.

Basically, it's another web-based donor management system that focuses on the basics - collecting donations, tracking pledges, and making sense of the funds that file in on a regular basis. It's really light on reporting features, which may be a drawback for some organizations, but it has enough functionality to be strategic with fundraising methods. 

I work with Donor Tools, so I'm biased I'm sure, but that doesn't mean it isn't worth a possible gander. At it's core, Donor Tools is a simple tool that is great at helping organizations get organized, save time, know and appreciate their donors, and begin the process of strategic fundraising.  www.donortools.com

eTapestry browser issues

Hello,

We've been using eTapestry for about a year now.  We purchased most of the add ons, and recently began activating them.

Unfortunately, its been our experiece that eTapestry's online donation forms and team fundraiser module only work well in Mozilla.  We have heard back from a lot of folks that participated in a team fundraiser (a walkathon) that they had a lot of trouble logging onto the system, and now the same for those trying to register for events.  This has been particularly true for those using Internet explorer(seemingly any recent version).  I have attempted to work with eTapestry's support team on this, but without luck.

Our website which directs people to the eTapestry forms is Joomla based.

I'm wondering if others who have used etapestry's online donation, cart, or team fundraiser modules have had similar problems.

 

Thanks,

Matt