A brand new donor administration system is a giant choice. The proper one will help you maintain on to donors and work extra effectively. Here are some questions you need to ask earlier than and through the choice course of.

  1. What do you want your system to do?
    Many methods embrace donor monitoring, broadcast e-mail, and fee processing. Others add on occasion software program, membership administration, and extra. The query is whether or not you’ll be content material with the built-in instruments or will need to use the very best (or most customizable) device for every perform. If you determine to make use of a number of instruments, then integration might be vital and also you’ll need to make sure that the mixing works effectively in your particular wants. However, watch out that you simply’re not shopping for one thing that’s extra difficult (and dearer) than mandatory, whereas nonetheless leaving room for development.
  2. When do you have to implement your new system?
    If you’re utilizing Excel spreadsheets, then the reply is instantly. Otherwise, you may time your implementation to a significant fundraising marketing campaign (with loads of buffer). One observe of warning — make sure that your group is prepared and that you’ve got the capability to hold out the implementation and start sustaining the brand new system.
  3. Are you correctly defending donor information?
    Data must be securely backed up — no excuses. There are many bodily and Cloud-based backup companies. Consider implementing one along with your new system. Also, have a look at your group’s insurance policies for dealing with information and take note of password energy and safety features resembling two-factor authentication.
  4. What have you learnt in regards to the distributors you’re contemplating?
    Unfortunately, good software program corporations typically fail. Have you evaluated the viability of your vendor and do you’ve gotten a migration plan in the event that they exit of enterprise? If you bought a system a few years in the past, have you ever checked on the corporate just lately? Checking on the monetary stability of your vendor annually is a finest follow. You must also look into your rights to the software program code, if relevant, and information export capabilities. Some warning indicators of vendor viability points are extreme turnover of builders, rare software program updates, new and rising charges for companies, and rumors of acquisition.
  5. Do you’ve gotten assist?
    The implementation and migration course of might be complicated and time-consuming. Most distributors present some implementation assist, but it surely’s clever to have an skilled in your aspect who can present an neutral, educated standpoint.

This article sources info from Management Tips – The NonProfit Times

This article sources info from Donors.Today