Selecting and implementing donor or membership database
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How a nonprofit organization can select and implement a donor / membership database, presented at the 2011 Congregations 2.0 Conference on Jan. 14, 2011

How a nonprofit organization can select and implement a donor / membership database, presented at the 2011 Congregations 2.0 Conference on Jan. 14, 2011

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Selecting and implementing donor or membership database Presentation Transcript

  • 1. Selecting and Implementing a Donor or Membership Database Norman Reiss Jewish Funds for Justice http://www.jewishjustice.org [email_address] Blog - http://www.nonprofitbridge.com 646-827-0635 Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 2. Do I Need a Database?
    • Aren't paper records enough?
    • Why can't I just use Microsoft Excel?
    • Do I want to focus more on fundraising?
    • Can I easily generate tax receipts for donations?
    • How large is my membership?
    Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 3. How much it will cost?
    • Wide range of costs
    • You don't need a high end system
    • Some examples:
      • Salesforce w/Nonprofit Starter Pack – free up to 10 licenses
      • Telosa Exceed Basic - $500
      • GiftWorks - $500 - $800
      • Etapestry – monthly fee varies (free < 500 records)
      • Wild Apricot - $0 - $200 / month
    Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 4. What Software Should I Use?
    • Use web based instead of locally installed software
    • May not need software specifically intended for religious organizations?
    Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 5. What Data Do I Need to Keep?
    • Name, address, phone
    • Don't forget email address and mobile phone #
    • What donations are designated for
    • Personal information about constituents (if desired)
    Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 6. Do I Need a Consultant?
    • Before you hire any consultant or vendor...
      • Speak with colleagues at other religious organizations
      • Decide what your requirements are
      • Make sure you get referrals / recommendations
    • Be careful of anyone who tries to sell you a solution before understanding your needs
    Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 7. Who Will Maintain the Database?
    • Will need ongoing attention
    • Can you share the responsibility?
    • If multiple people enter data, make sure data is entered consistently (and watch out for duplicates)
    • How will financial information be tracked?
    Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 8. What Else Do I Need?
    • The basics:
      • Donor / membership database
      • Website
      • Online donation capability
      • Email marketing
    • What can come later
      • Social media
      • Blog
    Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 9. How Will I Install New Database?
    • Do you have expertise within your organization to handle?
    • What form is your data in now?
    • What types of reports will I need?
    • Make sure you select a product that includes some level of technical support
    Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 10. Resources
    • Idealware
      • Ten Common Mistakes in Selecting Donor Databases
      • A Few Good Donor Management Systems
      • Consumer's Guide to Low Cost Donor Management Systems
    • Network for Good - Why You Need a Donor Database
    • Nten - Choosing a Low Cost Constituent Database
    • Wild Apricot – Membership Software Selection Guide
    Congregations 2.0 / Jan. 14, 2011 / Norman Reiss
  • 11. Questions? Norman Reiss Jewish Funds for Justice http://www.jewishjustice.org [email_address] Blog - http://www.nonprofitbridge.com 646-827-0635 Congregations 2.0 / Jan. 14, 2011 / Norman Reiss