Stop us if this sounds familiar: You’re looking to send a thank you note to all the people who contributed to a special appeal last spring, and when you start looking for their addresses, you realize they’re on your coworker’s computer—in an Excel file—and that coworker is out of the office today.
This kind of information isolation may have been par for the course when we still used paper Rolodexes and address books, but that day is long gone. The connection between nonprofits and donors is undeniable and essential, and you need a good way to manage and maintain your relationship with each of them. The key is having the right donor management system to help you keep track of them and all the data associated with them.
But what does such a system look like?
A donor management system is built to handle relationships between data—basically, your donors and gifts—to allow you to more easily track the people who make your work possible. So, there must be one magical system for you, right? Not so fast. Navigating the choices you have when selecting a donor management system can be daunting. Some systems claiming to be donor management systems may not even specialize in that area. It’s complicated, and often organizations lack the time and staffing to undertake the proper research.
In the The Donor Management Systems Toolkit, you will:
- Learn about features and considerations for choosing a donor management system.
- Analyze your organization’s needs and the constituent data that you want to track.
- Review a method of system evaluation and implementation.
As with all our training, it is backed by hours and hours of research, including the extensive work for the latest update of the Consumers Guide to Donor Management Systems due out in October 2013.
July 9: Thinking Through Your Donor Management Needs
1 pm – 2:30 pm EST
A review of the common features of systems, key considerations for choosing one that’s right for your organization, and how to compare different systems. You will evaluate what you actually need from a system and ask the all-important question, “Do you really need a new system at all?”
July 16-18 and July 23-25: Donor Management System Demos
1 pm – 2 pm EST
A deep look at some of the highly rated donor management systems being reviewed for Idealware’s A Consumers Guide to Donor Management Systems report, including a mix of low-cost, mid-range, and full-featured systems. Each demo is led and critiqued by Idealware’s constituent database expert.
July 30: Best Practices for Implementing and Using Your Database
1 pm – 2:30 pm EST
This session will walk you through the process of implementing your new database and close with an overview of data management best practices.
Don’t keep your most important data locked into one Excel sheet. Join us for The Donor Management Systems Toolkit
. Read more and register >>>
To get you ready for the Toolkit, we’re hosting a special one-hour session, New Trends in Donor Management
, on Thursday, June 20 at 1 pm (EST). We will present a run-through of the top trends from our new research for the upcoming Consumer’s Guide to Donor Management Systems