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Steps to Finding The Right Donation Management Software

Donor management software is streamlining the administrative tasks involved with non-profit fundraising for many different organizations. As donation management software has developed and evolved to meet the unique needs of charitable organizations and 501(c)(3) groups.

Donor management software is streamlining the administrative tasks involved with non-profit fundraising for many different organizations. As donation management software has developed and evolved to meet the unique needs of charitable organizations and 501(c)(3) groups, more and more charitable organizations are recognizing the benefits of having one program that can help them to deal with all of their donation and fundraising data. If you have decided that the time is right for your organization to embrace donor management software as well, it is important to do you research and to follow the right steps in making your purchase.

The first step in finding the right donation management software is to consult with the individuals in your not for profit that handle various aspects of your fundraising. For example, you may have some members of your organization who work to plan fundraising events while others find new potential donors and others send out communication and mailers to existing donors. Anyone who is involved with fundraising or donor relationships in your organization should be consulted when you are thinking about buying donor management software.

As you speak to those in your organization who are responsible for managing fundraising efforts or donor relationships, ask them what their biggest challenges are. By using this information, you can find out what problems you need to solve and you can see if donor management software will help you to resolve any of these issues.

Once you have consulted with the appropriate people in your organization, it is time to make a list of the features you want your donation management software to have. For instance, you’ll probably want the software to have a database of donor names and addresses. You likely will want the software to track active and lapsed donors, to monitor the incoming donations, to work with the budgeting process in your organization and to keep track of how fundraising efforts and campaigns are going. You may also have certain other features that you are looking for that can help to solve some of the problems that those in charge of fundraising face in your organization.

After you have a list of features available, it is time to shop for donation management software. You should look for software that has as many of the features that you listed as possible and you should make sure that you understand exactly how the software program will work and what it will offer. Compare features among different donation management programs to see which has the best features, the easiest interface, the best reputation and the best customer service and support.

Once you have done the research, it is time to buy the software and to implement it in your organization. Remember to give the members of your organization time to adapt and to provide training or advice if necessary so you can make the most of your new donation management software.   If you have taken the time to outline the features and find software that lets you more easily do your fundraising and donor management tasks, everyone in your organization should eagerly embrace the new technology and enjoy the benefits the donor management software provides.

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