article thumbnail

Training on your new database

Robert Weiner

A question was posted to a listserve for nonprofit techies looking for tips on training staff on a new database. I discussed training at a high level on page 13 of this chapter from CASE's Handbook of Institutional Advancement. Not everyone can train. Train them again just before going live. It's an art.

Database 166
article thumbnail

Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Donor Database Management Essentials. Donor Database Management Essentials. are clearly documented within the database. Step 3: Prepare Your Database.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

ROI for a donor database

Robert Weiner

There are key components of advancement support missing in the current software (one of the two areas above, or Events management, or Volunteer management, or on-line fundraising, or Campaign Reporting, or…). and the third leg of people – trained, competent, available staff. This is an area of new or expanded emphasis for us.

Database 181
article thumbnail

Chosing a donor database

Robert Weiner

I get a lot of emails like the following from small nonprofits: We desperately need to get a new donor database and most of them are totally unaffordable!! Looking at the Idealware Low Cost Database report , I find that there are so many considerations that it is quite complicated to make a choice. Then you need to check references.

Database 180
article thumbnail

4 Reasons to Invest in Nonprofit Database Software

DNL OmniMedia

Your nonprofit needs to collect donations, message donors, host events, manage volunteers, and much, more more. Juggling all of these tasks is where nonprofit database software comes in. Before investing in a nonprofit database, take a moment to understand why and how it can benefit your nonprofit.

article thumbnail

Nonprofit Volunteer Management: Three Tips to Increase and Maintain Engagement

Nonprofit Tech for Good

Onboard and Train Volunteers. Keep all of this important personal information organized and in a secure database. Before heading out to an event, quickly pull a report of your volunteer t-shirt sizes to prevent your volunteers from wearing a t-shirt two sizes too big! Process Volunteers. Communicate with Volunteers.

Volunteer 273
article thumbnail

7 tips for preparing your nonprofit for a move to new software

EveryAction

Update your database policies. Update your database policies based on your new software platform (your new vendor or implementation partner should be able to provide some guidance here,) and set aside time for initial and ongoing training. Schedule a training session with them to go over policies and procedures.

Software 226