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

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Selecting and implementing donor or membership database

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

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