Donations - Revision history

Aguise: /* Donation Software and Databases */

2018-06-22T14:42:06Z

Donation Software and Databases

Aguise: /* Online Donation Payments */

2018-06-22T14:30:37Z

Online Donation Payments

Akrokosky: /* Donation Software and Databases */

2016-04-16T00:48:28Z

Donation Software and Databases

Akrokosky: /* Donation Software and Databases */

2016-04-16T00:44:51Z

Donation Software and Databases

Akrokosky: /* Donation Software and Databases */

2016-04-16T00:40:16Z

Donation Software and Databases

Akrokosky: /* Donation Software and Databases */

2016-04-16T00:39:18Z

Donation Software and Databases

Akrokosky: /* Donation Software and Databases */

2016-04-16T00:35:15Z

Donation Software and Databases

Akrokosky: /* Donation Software and Databases */

2016-04-16T00:28:48Z

Donation Software and Databases

Akrokosky: /* Donation Software and Databases */

2016-04-16T00:24:53Z

Donation Software and Databases

Akrokosky: /* Donation Software and Databases */

2016-04-16T00:23:25Z

Donation Software and Databases

@@ Line 130: / Line 130: @@
 Today there are many methods available to easily store necessary information on donations, like readily accessible software-based databases. One commonly used type of database is a Contact Resource Manager (CRM), which utilizes a database format to easily organize donors in a variety of different ways. While these systems are for the most part straightforward in their approach, a consultant may be helpful to you in efficiently using the software. For the most part, these CRMs also require a fee, generally paid monthly, to be paid to the software company. They are also generally readily accessible online from many locations. Here is a small list of some good options for CRMs, many of which offer free 30-day trials:
-*[http://commonground.convio.com/?elqPURLPage=1228 Convio Common Ground CRM]
+*[http://www.convio.com/our-products/common-ground.html Convio Common Ground CRM]
 This works as an app on top of the Salesforce Platform mentioned above. This CRM offers a fully customizable system that is easily accessible due to its online nature.

@@ Line 213: / Line 213: @@
 We just recently made the jump to BluePay for our credit card processing; it is set up through our database provider, Bloomerang.  Bloomerang is a cloud-based donor management system.  We can accept donations online through a “widget” (form) that Bloomerang created which is fully integrated into our database upon payment.  This has increased efficiency in entering donations by about 75%.  Before, it was a manual process with our bookkeeper; we have used PayPal and Network for Good in the past.  We still have those available, too.
 I couldn’t be happier with the service at Bloomerang, and I’m glad to talk you through any of this if you are interested.  I realize that you only asked about online payments, but since our payment system is integrated into our donor management software, I wanted to share that as well.
-This is what it looks like:  https://www.barthsyndrome.org/donate
+This is what it looks like:  https://www.barthsyndrome.org/waystohelp/donate/donate.html
 →'''Responder 4''' replied:
@@ Line 239: / Line 239: @@
 Your comments will be helpful as we discuss this further.
 ==Acknowledging Donations==

← Older revision		Revision as of 00:48, 16 April 2016
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	:*We use Salesforce - they have a free non-profit version and then as you grow you could potentially pay to get it customized for you. Food for thought. Salesforce does have training and support as well. We aren't in LOVE with it - but it runs Fortune 100 companies so we know it can grow and scale.		:*We use Salesforce - they have a free non-profit version and then as you grow you could potentially pay to get it customized for you. Food for thought. Salesforce does have training and support as well. We aren't in LOVE with it - but it runs Fortune 100 companies so we know it can grow and scale.
		+
		+	:*For anyone using Salesforce - we tried it but I really felt like we needed a consultant, asked two people I work with for recommendations and they both hated their consultants, so I gave up on Salesforce.
		+
		+	:*Some have also used Salesforce to follow up with new members at set time inttervals.

	You may also benefit from downloading this CRM review [https://www.blackbaud.com/online-marketing/website-management.aspx article].		You may also benefit from downloading this CRM review [https://www.blackbaud.com/online-marketing/website-management.aspx article].

← Older revision		Revision as of 00:44, 16 April 2016
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	:::--Everything in the APP world has or is developing APPs that plug in to Salesforce. It is mobile-ready, accessible through all devices, and not going anywhere because of the strength of the company’s commercial client base that subsidizes the NPO users.		:::--Everything in the APP world has or is developing APPs that plug in to Salesforce. It is mobile-ready, accessible through all devices, and not going anywhere because of the strength of the company’s commercial client base that subsidizes the NPO users.
		+
		+	:*We use Salesforce - they have a free non-profit version and then as you grow you could potentially pay to get it customized for you. Food for thought. Salesforce does have training and support as well. We aren't in LOVE with it - but it runs Fortune 100 companies so we know it can grow and scale.

	You may also benefit from downloading this CRM review [https://www.blackbaud.com/online-marketing/website-management.aspx article].		You may also benefit from downloading this CRM review [https://www.blackbaud.com/online-marketing/website-management.aspx article].

@@ Line 137: / Line 137: @@
 ''Pros'' (thanks to Jean in 2016):
 **Flexibility to add fields as needed
 **Support/help staff is exceptionally friendly and helpful answering questions (we have unlimited support contract, which I recommend highly, at least in the beginning)

@@ Line 135: / Line 135: @@
 *[http://www.donorperfect.com/ Donor Perfect]
 Donor Perfect is a CRM that caters specifically to non-profits. It cites larger-than average increases in fundraising as one of its main benefits.
 *[http://www.towercare.com/nonprofit-fundraising/nonprofit-software-satisfaction Donor Pro]

@@ Line 152: / Line 152: @@
 :*We are using Salesforce Platform and Common Ground (which is changing names to two different products:  Convio Luminate CRM and Convio Common Ground d) and have been since 2009.  Convio Luminate CRM connects with your Convio Online Marketing (now Luminate Online) systems.  Convio Common Ground is a stand-alone product that lives on top of the Salesforce platform and does not connect to Convio Online communications and fundraising systems but has them internally, again driven by what apps give you those functions via Salesforce App Network. All these are technology options that give you capabilities, but all of them require an investment in staff to use them to their full potential – which is VAST. The main advantage over traditional donor databases (DDB) is that:
-# It is cloud-based so geographically disbursed staffs make easier use of this than a server-side solution
+:::--It is cloud-based so geographically disbursed staffs make easier use of this than a server-side solution
-# It is customizable to reflect your own organization’s work processes rather than being constrained by DDB’s methods you have to adhere to in using the DDB or develop work-arounds to reflect the way you actually work, what information you want to gather about a constituent besides their donor status and transactions with your org.
+:::--It is customizable to reflect your own organization’s work processes rather than being constrained by DDB’s methods you have to adhere to in using the DDB or develop work-arounds to reflect the way you actually work, what information you want to gather about a constituent besides their donor status and transactions with your org.
-# It can scale easily as you grow without having to change systems.
+:::--It can scale easily as you grow without having to change systems.
-# It is not expensive for NPOs but very valuable – for commercial companies using Salesforce, these same 10 free seats would be about $15,000/yr.
+:::--It is not expensive for NPOs but very valuable – for commercial companies using Salesforce, these same 10 free seats would be about $15,000/yr.
-# Everything in the APP world has or is developing APPs that plug in to Salesforce.  It is mobile-ready, accessible through all devices, and not going anywhere because of the strength of the company’s commercial client base that subsidizes the NPO users.
+:::--Everything in the APP world has or is developing APPs that plug in to Salesforce.  It is mobile-ready, accessible through all devices, and not going anywhere because of the strength of the company’s commercial client base that subsidizes the NPO users.
 You may also benefit from downloading this CRM review [https://www.blackbaud.com/online-marketing/website-management.aspx article].

@@ Line 139: / Line 139: @@
 Donor Pro is another non-profit-specific CRM. Donor Pro offers "householding" which tracks the names, e-mails, and other important information of the people in the household. Offers mail merge capability and/or export functionality so a mail merge can be done through Excel.
-:We are a small start-up and selected Donorpro – cost is $205/month for unlimited users.  Best investment we made!
+:-We are a small start-up and selected Donorpro – cost is $205/month for unlimited users.  Best investment we made!
-:We are currently using Donor Pro but had used Sage Fundraising 50 for 13 years before making the change. Both are very good systems, the reason we made the change was that we need to track more extensive “non-donation” information for our Support Services department.
+:-We are currently using Donor Pro but had used Sage Fundraising 50 for 13 years before making the change. Both are very good systems, the reason we made the change was that we need to track more extensive “non-donation” information for our Support Services department.
 *[http://www.microsoft.com/en-us/dynamics/crm.aspx Microsoft Dynamics CRM]
@@ Line 154: / Line 154: @@
 #It is cloud-based so geographically disbursed staffs make easier use of this than a server-side solution
-#It is customizable to reflect your own organization’s work processes rather than being constrained by DDB’s methods you have to adhere to in using the DDB or develop work-arounds to reflect the way you actually work, what information you want to gather about a constituent besides their donor status and transactions with your org.
+##It is customizable to reflect your own organization’s work processes rather than being constrained by DDB’s methods you have to adhere to in using the DDB or develop work-arounds to reflect the way you actually work, what information you want to gather about a constituent besides their donor status and transactions with your org.
-#It can scale easily as you grow without having to change systems.
+###It can scale easily as you grow without having to change systems.
-#It is not expensive for NPOs but very valuable – for commercial companies using Salesforce, these same 10 free seats would be about $15,000/yr.
+####It is not expensive for NPOs but very valuable – for commercial companies using Salesforce, these same 10 free seats would be about $15,000/yr.
-#Everything in the APP world has or is developing APPs that plug in to Salesforce.  It is mobile-ready, accessible through all devices, and not going anywhere because of the strength of the company’s commercial client base that subsidizes the NPO users.
+#####Everything in the APP world has or is developing APPs that plug in to Salesforce.  It is mobile-ready, accessible through all devices, and not going anywhere because of the strength of the company’s commercial client base that subsidizes the NPO users.
 You may also benefit from downloading this CRM review [https://www.blackbaud.com/online-marketing/website-management.aspx article].

@@ Line 138: / Line 138: @@
 *[http://www.towercare.com/nonprofit-fundraising/nonprofit-software-satisfaction Donor Pro]
 Donor Pro is another non-profit-specific CRM. Donor Pro offers "householding" which tracks the names, e-mails, and other important information of the people in the household. Offers mail merge capability and/or export functionality so a mail merge can be done through Excel.
 *[http://www.microsoft.com/en-us/dynamics/crm.aspx Microsoft Dynamics CRM]
@@ Line 146: / Line 150: @@
 Here are some experiences using Salesforce on its own or in conjunction with our programs:
 :*I served on a task force to assist a large nonprofit, [http://9healthfair.org 9 Health Fair]- to choose an appropriate database.  We evaluated many products, and we eventually settled on SalesForce. However, 9Health Fair is a large organization with an IT specialist and they had budgeted over $100,000 to develop and implement a custom application built on SalesForce.  They were shopping among products such as Blackbaud and other top ranked nonprofit databases.  They spent well over $10,000 just to hire consultants to help them evaluate database products and assess fit and implementation!  I was on the team that selected the consultants. SalesForce is open-source software.  An analogy: Compared to a move-in ready house, SalesForce is a lumberyard and a tool box.  If you want a house, buy a house.  If you want to build a house, the lumberyard is a great place to start, IF you know how to use the tools. SalesForce is a VERY powerful relational database that needs to be tailored to your needs.  It’s also useful for VERY simple applications.  But if you need a sophisticated application, unless you are somewhat expert at building nonprofit databases, it’s not really a DIY (do it yourself) project.
-* We are using Salesforce Platform and Common Ground (which is changing names to two different products:  Convio Luminate CRM and Convio Common Ground d) and have been since 2009.  Convio Luminate CRM connects with your Convio Online Marketing (now Luminate Online) systems.  Convio Common Ground is a stand-alone product that lives on top of the Salesforce platform and does not connect to Convio Online communications and fundraising systems but has them internally, again driven by what apps give you those functions via Salesforce App Network. All these are technology options that give you capabilities, but all of them require an investment in staff to use them to their full potential – which is VAST. The main advantage over traditional donor databases (DDB) is that:
+:*We are using Salesforce Platform and Common Ground (which is changing names to two different products:  Convio Luminate CRM and Convio Common Ground d) and have been since 2009.  Convio Luminate CRM connects with your Convio Online Marketing (now Luminate Online) systems.  Convio Common Ground is a stand-alone product that lives on top of the Salesforce platform and does not connect to Convio Online communications and fundraising systems but has them internally, again driven by what apps give you those functions via Salesforce App Network. All these are technology options that give you capabilities, but all of them require an investment in staff to use them to their full potential – which is VAST. The main advantage over traditional donor databases (DDB) is that:
-. It is customizable to reflect your own organization’s work processes rather than being constrained by DDB’s methods you have to adhere to in using the DDB or develop work-arounds to reflect the way you actually work, what information you want to gather about a constituent besides their donor status and transactions with your org.
+#It is cloud-based so geographically disbursed staffs make easier use of this than a server-side solution
-. It can scale easily as you grow without having to change systems.
+#It is customizable to reflect your own organization’s work processes rather than being constrained by DDB’s methods you have to adhere to in using the DDB or develop work-arounds to reflect the way you actually work, what information you want to gather about a constituent besides their donor status and transactions with your org.
-. It is not expensive for NPOs but very valuable – for commercial companies using Salesforce, these same 10 free seats would be about $15,000/yr.
+#It can scale easily as you grow without having to change systems.
-. Everything in the APP world has or is developing APPs that plug in to Salesforce.  It is mobile-ready, accessible through all devices, and not going anywhere because of the strength of the company’s commercial client base that subsidizes the NPO users.
+#It is not expensive for NPOs but very valuable – for commercial companies using Salesforce, these same 10 free seats would be about $15,000/yr.
 You may also benefit from downloading this CRM review [https://www.blackbaud.com/online-marketing/website-management.aspx article].
 ==Donations By Text==