Reports: Managing Constituents

Our thoroughly-researched reports compare products and give recommendations to help you make smart software decisions. Idealware’s reports typically start with a high-level overview of the software landscape for a specific purpose, and then detail the benefits and drawbacks of specific software vendors for your organization’s needs. And don’t worry, our funding model (and integrity) ensures that our reports remain unbiased. 

Reports: Managing Constituents

  • July 2014
  • May 2014
    Once upon a time, all software had to be directly installed onto computers—but more and more, vendors are hosting software that users access via the Cloud. Maybe you use Google Drive or Dropbox, Office 365, or a Cloud-based database. Maybe you're interested in what such hosted services offer but are worried about the security risks. Moving to the Cloud is not for everyone--how do you know if it's right for your organization?
  • April 2014
    A Quick Guide to Essential Software for your Organization For more than eight years, Idealware has researched the software that can help nonprofits more easily meet their missions.
  • February 2014
    Do you use Salesforce as a Constituent Relationship Management database at your organization, or are you considering it? Since it launched in 1999, more than 20,000 nonprofits have employed the cloud-based system, which is made available to them for free through the philanthropic Salesforce Foundation. What’s the catch? Making such a powerful system work for the particular needs of a nonprofit isn’t always straightforward.
  • November 2013
    Idealware, the Technology Affinity Group (TAG), and the Grants Managers Network (GMN) are pleased to announce the release of the 2013 update of the popular Consumers Guide to Grants Management Systems. This in-depth report has been expanded to look at the features and processes used by 28 grants management systems to help private foundations accept and review applications and track grants throughout their life cycles.
  • October 2013
  • January 2013
    Even as synagogues look to better understand the many ways technology can help them interact with and manage their congregations, the marketplace is changing. New software options are available all the time.
  • October 2012
     
  • January 2012
    The Consumers Guide to Integrated Software for Community Foundations looks at the features and processes used by five different integrated software solutions to help community foundations manage funds, track grants throughout their life cycles, solicit donations, provide online support for donor advised funds, and tracking accounting data. 
  • May 2011
     Volunteer-based organizations have to keep track of a lot of data—for example, contact info, schedules, time sheets and job sites—and the right software can help, freeing time for managing volunteers. There are a number of products out there to help, but it’s surprisingly hard to find information about them.  This report is geared to remedy that!
  • March 2011
      Without an effective system to track donors and other constituents, you can spend too much time just trying to figure out who to contact and miss out on many fundraising opportunities. But switching to a new system can be time consuming and sometimes costly. So how do you know if you should switch, or stick with what you have?
  • April 2010
    Online grant application systems can be a timesaver for all involved—or they can cause grantseekers and grantmakers hours of unnecessary frustration.  Streamlining Online Grant Applications: A Review of Vendors evaluates seven different vendors against a set of essential and gold standard features for online applications and reporting, to help grantmakers identify the best systems to support their grantmaking.  
  • December 2007
    How can you assess the features that a software package offers to provide access to your data? In this report, Paul Hagen and Laura Quinn provide an evaluation framework that will help weigh the advantages and trade-offs of the data integration features across different applications.This Idealware report was written in partnership with NTEN, and with generous sponorship by Beaconfireand Jacobson Consulting Applications.

Reports: Managing Constituents

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