cost-effective fundraising software
DESCRIPTION
There are a large number of “low-cost” fundraising software applications available that run the gamut in terms of functionality, support, stability and ongoing costs. This webinar will offer profiles of some of these applications showcasing the good, the bad and the ugly!TRANSCRIPT
Sponsored by:A Service
Of:
Cost-Effective Fundraising Software
Cheryl J Weissman
December 6, 2011
Sponsored by:A Service
Of:
Protecting and Preserving the
Institutional Memories of
Nonprofits Since 1993
www.cjwconsulting.com
(866) 598-0430
Sponsored by:A Service
Of:
Affordable collaborative data
management in the cloud.
Cost-Effective Fundraising Software
8331 Central AvenueMorton Grove, IL 60053
866/598-0430www.cjwconsulting.com
Presented by
What’s Out There and What Will Work?
Institutional Memory
Our work is about memory: We help organizations create,
maintain and use data as institutional memory.
Elie Wiesel said, “Forgetting means the end of civilization, the
end of culture, the end of generosity, the end of compassion, the
end of humanity.”
Nonprofits work to protect and preserve culture, compassion,
humanity. Nonprofits rely on generosity.
We cannot forget.
Determining your needs
You determine your organization’s needs, current and projected
Think in fund raising terms
What are your priorities
What are your short and long term plans
Think big picture first
Fundraising revenue streams
Allocation of fundraised income
Determining your needs
Getting Specific: Think about your output
Solicitations
Solicitor activity reports
Moves management tracking
Phonathon forms
Email contact
Think about groups or segments
Who gets solicited
Who gets a newsletter
Who CANNOT be contacted
Your data entry choices, along with the capabilities of the software, will have a major impact on your ability to define groups or segments
Your ability to define groups or segments, along with the capabilities of the software, will have a major impact on your ability to output information
Getting it done
Finding your solution
Tech Soup
www.techsoup.org
NTEN (Nonprofit Technology Network)
www.nten.org
Searching for cost-effective software returns about 114,000 hits
Finding your solution
Colleagues
DO NOT ask a colleague what they are using and if they like it and buy a product based on that
Consultants
Many software companies have consultant agreements to encourage consultants to recommend their product
Vendors
Vendors will tell you who their competitors are
Prepare
Have list of things you must be able to do
Include details
Have a written list of questions
Upgrades
Training
Longevity
Support/Maintenance
Conversion
# of users
Evaluation
The Demo
Most vendors will offer a short demo highlighting the things they want you to see
If you like the demo, ask the vendor for a more personal session
Evaluation
References
If local, see if you can visit and see the product in action
Ask about the down side to their product
Ask what else they considered and why they made the choice they did
Ask what they switched from and if they converted, ask about the conversion
Evaluation
The Proposal
Be sure that optional services/features/modules are clearly designated as options
Ask vendor to guarantee that there are no hidden costs
Ask for a separate document detailing ongoing costs/pricing structures
The Purchase
Preparing for Change
What do I need to consider about hardware?
Don’t consider it at all until your software selection is made
Always get more than you think you need
Build budget for ongoing upgrades
Preparing for Change
What else do I need to think about?
Staff time needed
Who will be involved in conversion
Training
Where is the training
In what format is the training
Project timeline
Recreation of output
Training
What’s available?
Where do I get it?
How effective is it likely to be?
What’s it going to cost me?
Other Considerations
Support/upgrades
What type of support is available
Phone
Web
Other Considerations
Costs (known and hidden)
Costs vary widely for products and services, so it’s not feasible to consider this question until the desired solution is found. Then, consider:
Conversion
Implementation
Training
Hardware
Time
Ongoing costs
Other Considerations
Internal documentation
Growing your reach Once you can do more than you could
yesterday, you’re going to want to be able to do more tomorrow Online contributions, registrations, etc.
Accepting credit cards and processing them immediately
Online prospect research
Integrating other products/services into your fundraising software
Other Considerations
Software Applications
Total Info (installed on local server)
Easy-ware
Exceed! (installed on desktop or online)
Telosa
eTapestry (Online hosted)
Blackbaud
DonorSnap (Online hosted)
DonorSnap
Software Applications
Results/plus (installed on PC or Online)
Metafile Information Systems
GiftWorks (installed on PC or Online)
Mission Research
360 Degree Solutions (Online hosted)
Dynamic Data Concepts
Sumac (Installed on PC desktops)
Sumac
Software Applications
Thedatabank (Online Hosted)
DataBank
CommonGround (Online Hosted)
Convio
Neon (Online Hosted)
Neon
Click & Pledge (Online Hosted)
Click & Pledge
Software Applications
Salesforce for Nonprofits (Online)
Salesforce
CiviCRM (Installed on your web server)
Social Source Foundation
NetSuite Do Good Better (Online)
Netsuite.org
MatchMaker
Heritage Designs
Contact Me!
Cheri Weissman
866/598-0430
www.cjwconsulting.com
Sponsored by:A ServiceOf:
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