Donor Management Software provides organizations with a system to track information about not only their donors, but all of their supporters including volunteers, advocates, event attendees, and board members. Donor Management Software is also known as Nonprofit CRM or Constituent Relationship Management software, and is used to manage supporter data and record of interactions with each supporter. Choosing the right Donor Management solution for your organization requires a thoughtful and thorough approach.
Wendy Levine, on April 14, 2020
Today's CRM systems are much more than the original "Customer Relationship Management," systems that tracked customer names and addresses, and little else. Today's CRM systems are complex platforms that track every aspect of a company's client relationships and activity. Nonprofit CRM systems, also known as "Constituent Relationship Management" systems, similarly can track almost any piece of information about all of your supporters.
Wendy Levine, on February 11, 2020
We sat down recently with Joyce LeBombard, the President of the League of Women Voters Austin Area, to talk about the process her organization went through to select a software system. Joyce and the League of Women Voters Austin Area (LWV-AA), the largest League of Women Voters chapter in Texas, have agreed to let us follow them through their implementation and share their story with other organizations who might be going through the same process. We started by discussing how they made their system selection in the first place.
Melissa White, on January 15, 2020
Employers are facing a tough job market right now. With low unemployment rates, the market heavily favors candidates and employees over organizations.
A whopping 3.6 million employees voluntarily quit their jobs in July 2019, the highest number on record since April 2001. Employees are becoming pickier about the jobs they’re applying to and interviewing for, and are more open to jumping ship for opportunities that appear to be greener.
"Alice: Would you tell me, please, which way I ought to go from here?
The Cheshire Cat: That depends a good deal on where you want to get to.
Alice: I don't much care where.
The Cheshire Cat: Then it doesn't much matter which way you go.
Alice: ...So long as I get somewhere.
The Cheshire Cat: Oh, you're sure to do that, if only you walk long enough.”
– Lewis Carroll, Alice in Wonderland
Melissa White, on December 15, 2019
As summer fades into fall and we start donning scarves and warmer jackets, no doubt your staff is abuzz with putting the final touches on fall fundraising events and programs, and preparing for your final end-of-year fundraising push.
Melissa White, on November 25, 2019
In nonprofit organizations, communication is key to ensuring your fundraising goals are met, and that your events go off without a hitch.
As an Executive Director, you have to make sure everyone is on the same page, that roadblocks or challenges are identified as soon as possible, and that last-minute surprises are kept to a minimum.
While you may hold regular staff meetings to collect status updates and keep everyone on the same page, don’t underestimate the power of one-on-one team member meetings to keep your initiatives and organization running smoothly.
Melissa White, on October 30, 2019
Like many nonprofits, there’s a lot of effort that goes into the mission of the organization. You and your team spend months planning and organizing events, and coming up with creative ways to cultivate and retain donors. Not to mention working on your corporate gift programs, grant writing, and building relationships with community partners. Nonprofit work can be fulfilling, yet tiresome, sacrificial and emotionally draining.
Wendy Levine, on October 3, 2019
Managing a software selection project
Whether your nonprofit is looking for a new CRM system, an event tool, or a complete digital marketing and donor management platform - an organized software selection project will ensure that you find the right solution for your organization.
A good selection project consists of the following:
1. Project team and executive sponsor
Selecting a new software system can be a huge decision. Take the time to consider what and who will be impacted by the change, and then put together a team that has the time and knowledge to assist with the selection process. Depending on the size of the project and the size of your organization, a project team may range anywhere from 2 members to 10.
When putting your project team together, consider the following:
- Who will be directly affected by the new system?
- Who will have the most valuable input? Don’t overlook lower-level employees who have been with the organization for a long time and may have a very different perspective from leadership.
- Who are the biggest users of the current system? Whether software or a manual system is being replaced - you will need to make sure that you aren’t losing needed functionality.
- Who will be the biggest consumers of information coming out of this system? Your ED will need operational reports, the board will want high-level intelligence, and others will need specific information to do their jobs effectively.
Alex Jeter, on July 12, 2019
Every nonprofit needs a marketing plan. It's never been an optional strategy. No matter how consistent the need for a nonprofit marketing plan, the methods of implementing successful plans have changed dramatically over the years.
Alex Jeter, on July 8, 2019
Grassroots nonprofit marketing campaigns are a valuable opportunity for nonprofits to raise awareness of the mission that sparked the commencement of the organization itself. These campaigns provide an opportunity to share your passion!