Nonprofits and Data

last person joined: 4 days ago 

This group is for those interested in learning and sharing about all things data-related for nonprofits. The Nonprofits and Data group is for people using data to serve a mission, either directly or by improving nonprofits and the nonprofit sector. That includes everything from collecting data and managing databases to analytics, data visualization and data mining. Here are some examples of topics we discuss: using data to improve organizational effectiveness, measuring impact, using data for storytelling, tools for data management and analysis, figuring out the “right” data to collect, and learning skills to help us use data better.

Request for experiences and consultants: Fundraising Databases/Tools

  • 1.  Request for experiences and consultants: Fundraising Databases/Tools

    Posted Dec 19, 2019 18:08
    Hi NTEN community,

    My Seattle-based organization, Rainier Scholars, is considering choosing a new fundraising database tool. The development team is looking to hear from anyone who has had experiences selecting and transitioning fundraising database tools (ideally several times).

    Has anyone had great experiences moving to a new tool? Terrible experiences? Guides or tips on planning such a project? Any fundraising tools or suites of tools you particularly love?

    Feel free to reply here or email me directly at croberts@rainierscholars.org

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    Colin Roberts
    Seattle, WA
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    2020 Nonprofit Technology Conference Logo  w/ Baltimore Skyline


  • 2.  RE: Request for experiences and consultants: Fundraising Databases/Tools

    Posted Dec 23, 2019 13:51
    Hi Colin,

    I guess the holiday season swallowed up your post, which would typically see a lot more action. The short answer is that there are so many tools, literally dozens, that each work best for different organizations, sizes, fundraising strategies, etc. A lot depends on why you're unhappy with your current tool, the other software you already use, and your staff's skills and culture. The more details you provide here, the more responses you'll start to get!

    I'm a CRM expert who specializes in helping nonprofits do better with data, and I'd be glad to talk to you and see if we can help you. The easiest way is to schedule a call with me at https://www.calendly.com/sage70/30min to explore and learn together.

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    Isaac Shalev
    http://www.sage70.com
    Stamford CT
    @Sage70
    isaac@sage70.com
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    2020 Nonprofit Technology Conference Logo  w/ Baltimore Skyline


  • 3.  RE: Request for experiences and consultants: Fundraising Databases/Tools

    Posted 18 days ago
    Hi Isaac,

    Thanks for the reply! I'll reach out to you soon. I absolutely agree that the market is a big one, and that details on where they want to go are key.

    I've done a little bit of work with them on thinking about how to plan for that kind of transition, but I think they are still in stages of planning what the whole project might look like (e.g.Is it better to try to choose a deadline for switching then working backwards? When should they deeply assess their needs? How often if at all should they revisit that? How many products should they try to consider? How long should they plan for the actual transition?).

    I think this is why they are looking for a consultant (other titles of course welcome) who has managed a few of those transitions to help them think about, plan, and make such a transition.

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    Colin Roberts
    Seattle, WA
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    2020 Nonprofit Technology Conference Logo  w/ Baltimore Skyline


  • 4.  RE: Request for experiences and consultants: Fundraising Databases/Tools

    Posted 18 days ago
    Thanks Colin, makes sense. That's the value of our experience, we've helped many organizations think through the big picture, rather than be limited to seeing this as a "CRM Selection Project." A good assessment can surface creative new directions, and help prioritize various types of organizational change efforts.

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    Isaac Shalev
    http://www.sage70.com
    Stamford CT
    @Sage70
    isaac@sage70.com
    ------------------------------

    2020 Nonprofit Technology Conference Logo  w/ Baltimore Skyline


  • 5.  RE: Request for experiences and consultants: Fundraising Databases/Tools

    Posted 18 days ago
    Hi Colin,

    The decision to move over to a new fundraising tool is surely a big project. I wanted to let you know about the raisin fundraising platform which integrates with other best-in-class Donor Management Systems like Raiser's Edge, Donor Perfect, Salesforce and may be worth exploring based on your needs. Here is the link- http://bit.ly/2N33XDs
    If you would like to connect with the team, do let me know.

    All the best!

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    Aditi Jain
    Digital Marketing Specialist
    Toronto, ON
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    2020 Nonprofit Technology Conference Logo  w/ Baltimore Skyline