Donor Data Management Systems
Turning Your Donor Management Data into Your Greatest Resource
Organizations launching a development program and those that would like to manage and use donor data more effectively will benefit from this session.
$10 per person
The session will start with a look at the elements that need to be in place before you are ready for a system – clean data, policies and procedures, and human resources. We’ll explore the questions you must ask within your organization to help you determine what kind of system you are looking for, and we’ll take a look at the attributes and challenges of popular and not-so-popular software packages. Finally, we’ll discuss how to incorporate the new system into your organization to get the most out of the system and out of your data. Software discussion will include Giftworks, Raiser’s Edge, Orange Leap, Donor Perfect, SalesForce, Donor Snap, and products on Tech Soup (Tapestry, Donor Perfect, Exceed Basic, Tech Bridge, Caspio, CiviCRM). Participants may also suggest software for discussion in advance of the session.
This workshop is open to nonprofits providing services in the 20-town region of The Community Foundation for Greater New Haven, including the five towns served by its partner in philanthropy, the Valley Community Foundation.
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