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TRAINING

SELECTING A DONOR MANAGEMENT SYSTEM

October 8 - 29
1 - 2:30 PM Eastern
$395 FREE (Fee waived thanks to support from Fidelity Charitable Trust).

Note: This course has started and continues through the month of October.  You are encouraged to register as you will be provided access to the recordings of the completed demos and can participate in the remaining demonstration events.

For most nonprofits, their donor management system is the glue that holds their organization together. Having one means being able to track donors, learn about how they interact with your organization, and take steps to strengthen those relationships.

Unfortunately, many organizations struggle to find the right system. (And no, spreadsheets are not a donor management system!) Whether you’re actively shopping for a new donor management system or considering whether it’s time to change, this course can help you learn about your options and narrow your list to a handful of systems that offer the features and functionality you need within a budget you can afford.

During this course you will:

  • Learn what to consider when evaluating donor management systems.
  • Think through your organization's needs and the data you want to track.
  • Take a closer look at highly-rated systems that will be included in our updated A Consumers Guide to Low-Cost Donor Management Systems.
  • Ask your questions about the specific systems you’re interested in.
  • Avoid the usual sales pitches and sales tactics.
  • Review how to evaluate a system so that all of your questions get answered.
  • Learn the steps of a successful implementation process.

This course offers demonstrations of twelve different donor management systems. By registering, you are automatically signed up for these demonstrations. Please see the schedule below so you can attend the demos that you are most interested in.

Demonstration Schedule:

10/8: Selecting a Donor Management System: Thinking through Your Needs 
1-2:30 PM EDT

10/13: Bloomerang Demo
11 AM - 12 PM EDT 

10/13: Salesforce Demo
1 - 2 PM EDT

10/14: Charity Engine Demo
11 AM - 12 PM EDT

10/15: Neon One Demo
11 AM - 12 PM EDT

10/15: Little Green Light Demo
1 - 2 PM EDT

10/20: Keela Demo
1 - 2 PM EDT
10/21: Kindful Demo
11 AM - 12 PM EDT

10/22: Donor Perfect Demo
11 AM - 12 PM EDT

10/22: Eleo Demo
1 - 2 PM EDT

10/27: CiviCRM Demo
11 AM - 12 PM EDT

10/27: EveryAction Demo
1 - 2 PM EDT

10/28: Blackbaud Demo
1 - 2 PM EDT

10/29: Selecting a Donor Management System: Best Practices for Implementing and Using Your Database
1 - 2:30 PM EDT

About Our Presenter

Eric Leland

Tech Impact Expert Trainer, and Founder and Director of FivePaths

Eric Leland has spent 15 years working with progressive organizations and businesses tackling online and offline technology challenges. Eric is a founding partner of FivePaths, a technology firm that brings unparalleled strategic technology consulting, information architecture, and web CMS and CRM platforms development expertise to each project.

About Idealware

Idealware is a program of Tech Impact, a nonprofit on a mission to use technology to better serve the world. As the authoritative source for independent, thoroughly-researched technology resources for the social sector, our publications, assessments, and training resources save you time and money by providing impartial guidance that gives you the knowledge and confidence you need to decide what’s best for your organization. Learn more at www.techimpact.org and visit our Technology Learning Center at www.techlearningcenter.org.

Register Now

TECH IMPACT HAS HELPED MANY NONPROFITS, INCLUDING:

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We were at a point in our organization's growth when the data tracking systems we had in place were not keeping pace with the amount of data that we needed to gather, track, and analyze on a regular basis to be successful. Tech Impact helped us create a flexible system that meets every one of our complex needs in tracking student attendance, session progress, training evaluations, outcome assessments and many other types of data, all in one centralized location. We are now completely on top of how our projects are going in real time as we serve tens of thousands of youth across multiple countries...
Kate Sachs Leventhal // CorStone