Finding a Fundraising Database that Works for You - Charity Savant

Finding a Fundraising Database that Works for You

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SKU: toolkit-database Categories: ,

Description

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.

Contents:

  • 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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