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A Few Good Databases for Membership Organizations
Idealware intends to provide rigorous reviews of many different kinds of nonprofit software. However, it will take some time to create all these detailed reviews. Our A Few Good Tools series provides some thoughts in the meantime by recommending software that is used and liked by the Idealware community. They may not be the very best of their kind, but they have worked well for us. Perhaps they will also work for you.
Are you managing a membership organization? Then you’re probably tracking a lot of information about a lot of members – contact information, event registrations, dues, and much more. And perhaps you want to combine this member data with online registration or virtual communities for your members. Do you receive a lot of donations in addition? Then you’ll need to track those too, and their interactions with member dues. And what about committee management? Product fulfillment? Member directories? It can be a complex set of requirements, and there’s an equally complex market of databases that have been designed to meet them. We asked seven nonprofit technology professionals what database tools they have found to be solid and useful for a variety of membership organizations, and combined their thoughts to come up with a set of tools that might be useful for you. Note that the prices noted below include only the software and not the effort involved to install or customize the database, or to move your data into it. These costs can be substantial – often much more than the cost of the product itself – and vary widely depending on your needs. Using Low Cost Constituent Databases If you have only basic membership needs, you might be able to get away with an inexpensive database like eTapestry (www.etapestry.com), GiftWorks (www.missionresearch.com), Metrix (metrix.fcny.org), or a free, uncustomized version of Salesforce (www.salesforce.com), as covered in our A Few Good Low Cost Constituent Databases article. These tools will allow you to track basic information about your members (contact information, level, renewal date) but won’t offer more sophisticated membership functionalities, such as online directories, event management, the ability to track different dues schedules, or the ability to cleanly understand the interactions between donations and dues. Lower End Online Integrated Membership Tools In recent years, online functionalities – such as online member directories or the ability to register for events or pay dues online – have become important to many membership organizations. A variety of affordable software packages have emerged that combine more traditional membership databases with these online features. These tools could be a great bet for smaller organizations that focus primarily on building a member community online and through events, but they may not be as strong for organizations that need complex support for either donations or membership functionalities. The tools below are built around hosted databases, meaning your data is stored by the vendor and accessed via the internet.
Lower End Association Management Tools Looking for a package that will support a wide variety of the functions typically associated with an association – such as tracking members, dues, events, conventions, product sales, committees, advertising tracking – but that is affordable for a smaller organization? These tools provide a wide range of member functionality but are not as strong in fundraising support as the tools below.
Donor Databases with Some Membership Support For organizations who track both donors and members and need solid support for both, it’s worth considering a database system that specializes in fundraising support but that can also support members. The tools below will are installed at your organization, meaning that all your data is physically in your possession, but also that you are responsible for maintaining the server and database.
Sophisticated Association Management Solutions For those with robust needs, these association management systems have both a wide range of association functionality and a depth of functionality in many areas. This level of software offers deep support for dues, event logistics, committee management, national/chapter relationships, product fulfillment, strong integration into accounting systems and websites – and also a strategic partnership with the vendor. These tools range from $15K to $100K or more to start.
Solutions for Niche Membership Needs Member organizations are a diverse bunch with widely varying needs. While we’ve focused here on tools that will meet the requirements of a broad swath of organizations, there are a number of vendors who target particular niche audiences. If you fall into one the areas below, keep in mind that there may be a number of tools available that were not addressed by this article.
Thanks to Aspiration for their financial support of this article, as well as to the nonprofit technology professionals who provided recommendations, advice, and other help:
This article was edited by Idealware; any errors or omissions are Idealware’s sole responsibility.
Licensed under a Creative Commons Attribution-ShareAlike2.5 License |
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