Donor Management Systems Toolkit
Presented by Idealware - NDANO members receive a 15 percent discount
Most nonprofits have donors they rely on. Most nonprofits care a lot about their donors. But do you have the right donor management system to help you keep track of them?
And no, a donor management system is not an Excel spreadsheet!
A donor management system is built to handle relationships between data -- aka, your donors and gifts -- to allow you to more easily track the people who make your work possible.
Navigating the choices you have when choosing a donor management system can be daunting. That’s why Idealware has created the online course, "The Donor Management Systems Toolkit", to help you navigate the choices.
Through participation in the course, you will:
Learn about the features and considerations when choosing a donor management system.
Analyze your organization’s needs and the constituent data that you want to track.
Take a deep look at highly-rated donor management systems from Idealware’s “A Consumer’s Guide to Low Cost Donor Management Systems”.
Review a method of system evaluation and implementation.
Course Sessions Include:
May 7: Thinking Through Your Donor Management Needs, 12:00 pm – 1:30 pm
In this class, we will walk through the ins and outs of donor management systems. We’ll discuss the common features of systems, key considerations for choosing one that’s right for your organization, and how to compare different systems. We’ll help you evaluate what you actually need from a system and ask the all-important question, “Do you really need a new system at all?”
Do you need a new system?
Features and considerations
How to evaluate a system
Metrics and reports – what do you need to get out?
May 14, 15 & 16 and May 21, 22 & 23: Donor Management System Demos, 12:00 pm – 1:00 pm
The deal might look good on paper, but you need to take a test drive to truly evaluate the product. We’ll take a deep look at some of the highly rated donor management systems being reviewed for Idealware’s “A Consumer’s Guide to Low Cost Donor Management Systems” report, including mix of low-cost, mid-range, and full-featured systems. Schedule of demos to be determined.
May 28: Best Practices for Implementing and Using Your Database, 12:00 pm – 1:30 pm
Now that you have an idea of what system you need, how do you make the transition? This session will walk you through the process of implementing your new database. We’ll explore the system migration process, how you get your data from your old database to the new one, and close with an overview of data management best practices.
NDANO offers live in-person and online learning opportunities for nonprofits, often with partners. Members receive discounted rates on all NDANO events. All times are Central unless otherwise indicated.
Do you have a learning opportunity or event for North Dakota nonprofits to add to our calendar? Email NDANO with the details.
