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Best resource to capture donor data

  • 1.  Best resource to capture donor data

    Posted 6 days ago
    Hello all! I recently started a position with a small non-profit and am in process of building (truly - I'm sourcing the clay to make the bricks to build the foundation!) a development program. As we begin the buildup, I need a way to capture donor information that a) provides flexibility beyond what Excel can provide and b) can (potentially) easily migrate to a system we might use once budget is available to purchase a system. Our finance team uses FundEZ, but that doesn't provide a resource area to capture things like call reports, etc.

    Your advice and recommendations are appreciated!
    Lori

    ------------------------------
    Lori Green
    Chief Development Officer
    Heart of Ohio Family Health Center
    lorigreen2017@gmail.com
    ------------------------------


  • 2.  RE: Best resource to capture donor data

    Posted 6 days ago

    Hi, Lori –

     

    Microsoft Access would be one quick way to move to a table-based (vs. the Excel flat file) data storage solution that could later be migrated.  It would also be a pretty cost-efficient option as well...

     

    Michael Halverson, Ed.D.
    Senior Director of Advancement Services
    Loyola University Chicago
    T. 312-915-7283 | C.
    320-363-4987
    mhalverson@luc.edu | www.luc.edu/advancement

     

     






  • 3.  RE: Best resource to capture donor data

    Posted 6 days ago
    Thank you, Michael! Have you used Access for something like this? My only experience was years ago, but I'm sure it's changed since then.

    Lori






  • 4.  RE: Best resource to capture donor data

    Posted 2 days ago

    Hi, Lori –

     

    I haven't personally used Access for *this* specific purpose before, but my general opinion is that it could serve as a good garden variety, cost-efficient way to store data in a tabular format until you're able to make a longer-term commitment to a different product. 

     

    Michael Halverson, Ed.D.
    Senior Director of Advancement Services
    Loyola University Chicago
    T. 312-915-7283 | C.
    320-363-4987
    mhalverson@luc.edu | www.luc.edu/advancement

     

     






  • 5.  RE: Best resource to capture donor data

    Posted 6 days ago
      |   view attached

    Hi Lori,

     

    Several options out there may help you; some even allow you to use it for free. NTEN put a document on low-cost CRM systems and has good comparatives.

    The document is a bit old (2017) but still worth reviewing.

     

    I am attaching the document; I hope this helps you guide your decision of a system to use other than excel.

     

    Best,

     

    Adriana Bitoun

     

    Adriana Bitoun

    Director of Advancement Services

     

    U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION

    247 King George Street

    Annapolis, MD 21402

     

    p. 410-295-4150

    m. 562-805-8815

     

             

     

     




    Attachment(s)



  • 6.  RE: Best resource to capture donor data

    Posted 6 days ago
    Thank you, Adriana! Anything *has to be better than Excel for this task. I appreciate your recommendation and will review (the free is compelling at this point!).

    Lori






  • 7.  RE: Best resource to capture donor data

    Posted 6 days ago
    A friend of mine who works with a local non profit told me about FlipCause.  It is a fundraising platform designed for small non-profits.  I don't have personal experience with it, but it was recommended to me.  I might be worth a look.  https://www.flipcause.com/

    ------------------------------
    Micah Crews
    Associate VP of Advancement Services
    King University
    mrcrews@king.edu
    ------------------------------



  • 8.  RE: Best resource to capture donor data

    Posted 6 days ago
    Thank you, Micah! I'll look into it.
    Lori