Finding a Fundraising Database that Works for You - Charity Savant

Finding a Fundraising Database that Works for You


SKU: toolkit-database Categories: ,


A good database is the most important tool in a fundraiser’s toolbox. A donor database will set your fundraising program up for success by:

  • Organizing all your data into easily manageable files that is shareable with other staff and volunteers
  • Eliminating time-consuming manual processing by automating some of the work
  • Helping you target, solicit and follow up with donors
  • Identifying prospective donors for your leadership giving programs
  • Becoming the “memory” of your organization – ensuring donor relationships continue even if there’s turnover at your organization

Choosing a database can feel like a daunting task. How do you even decide which one to use?

This toolkit is designed for staff at small- to mid-sized non-profits who are looking for a fundraising database. You might already have one in place that you’ve outgrown or aren’t happy with, or you’re thinking about switching from your gargantuan Excel document to something more sophisticated.


  • Introduction – what can a database do for you
  • Why you shouldn’t create a database in Excel
  • Before you start looking…
  • What do you need?
  • How to choose your database
  • What does it cost?
  • What’s next?
  • Conclusion
  • Helpful terms

Downloadable Extras:

  • Sample Donation Processing Business Rules & Data Entry Style Guide
  • Needs Assessment & Database Comparison Template
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