Donor Management Software

1. LeadingAgeTM
Philanthropy Network
Distance Learning Program
Donor Management Software
Wednesday, April 9, 2014
12:00 p.m. – 1:00 p.m. EST
Teleconference

2. 2October 22, 2007
2
What is your “database”?

3. 3October 22, 2007
3
Session Objectives
1. Learn what donor management
software can do for your organization.
2. Consider the factors that go into the
decision-making process.
3. Hear real-world examples of how donor
management software can bolster
fundraising.

4. 4October 22, 2007
4
Your Panel
• Dan Jenuwine, CFRE
Senior Consultant
Richner & Richner, LLC
• MaryEllen Dickey
Senior VP of Advancement at Diakon
Lutheran Social Ministries
• Kathy Pollicita,
Vice President for Mission Advancement
Frasier Meadows Retirement Community

5. 5October 22, 2007
5
Philosophy
Fundraising is about
relationships with people.

6. 6October 22, 2007
6
What Can DMS Do For You?
• Supports a donor-centered approach
• Guides future action, building toward a gift
• Helps fulfill the expectations of residents
and other constituents
• Allows fundraisers to work more efficiently
• Substantiates fundraising as a valid part of
the business model

7. 7October 22, 2007
7
Factors to Consider
• Donor interactions
• Size and growth potential
• Flexibility
• Technical support
• Cost

8. Frasier Overview -
Single Site -CCRC – in Boulder, Colorado
350 + residents
270 Independent
20 Assisted Living
54 Health Care Center
250 + Staff
Kathy Pollicita – VP for Mission Advancement –
Fundraising, Marketing, Advertising and Community
Outreach
Charitable Giving and Community Outreach
Committee of the Board

9. Abila – Fundraising 50
• Used software since 2000 – previously - Sage FR 50
• Reasonable cost – Licensed for 4 users at a time
• Yearly Maintenance Fee – around $1,700
• Good user support
• They have a cloud version of FR 50

10. How do we use it?
• Donor information
• Contact info
• Family members
• Milestones – births, deaths, awards
• Heritage Club Membership
• Planned Giving gifts
• Keep track of various campaigns throughout the year
• Board Campaign
• Management/Employee Campaign
• Memorial Campaign
• Named Memorials
• Special Campaigns – Geneva Percival Fund for Music
• Scholarship Campaigns
• Year-end Campaigns
• Pledges and Pledge Payments

11. How do we use it- con’t?
• Keeps track of all designated gifts
• Notes Section
• Calls, visits and other events
• Event Tracking – We haven’t used this
• Year-end Tax Letters with Receipts for all gifts
• Excellent reports to help with
• Tracking giving throughout the year
• Annual Report listings
• Moves Management

12. Raiser’s Edge
Primary Use…
• Gift Processing
– Giving history/profiles
– Pledge tracking – supports finance
• Direct Mail
– Specific lists & queries
• Other primary mailings for organization
– Newsletters, annual report/donor report
• Estate tracking – supports finance
• Prospect/donor/sponsor files
– Mobil app – working on
– Research point – not certain keeping
• Moves management – working with consultant to improve
– Action tracks
– Metrics reports

13. 13October 22, 2007
13
Thank You!
Contact information:
MaryEllen Dickey: DickeyM@Diakon.org
Jennifer Hilliard: Jhilliard@LeadingAge.org
Dan Jenuwine: Dan@RichnerRichner.com
Kathy Pollicita: Kpollicita@FrasierMeadows.org
Resources:
NTEN/Idealware donor management software
guide: http://www.nten.org/research/2013-
consumers-guide-to-low-cost-donor-management-
systems.