Robert Weiner

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Migrating recurring donors to a new system

Robert Weiner

Ask your recurring donors to move to the new processor. When recurring donors come up for renewal, move them to the new processor. Eventually, you’ll either have no recurring donors left on the old processor or the cost will exceed the value. Try to avoid losing or angering loyal donors. Evaluate this at least annually.

System 113
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Should You Delete Donor Records?

Robert Weiner

I was recently contacted by the vendor behind a new cloud-based donor management system with this question: We have noticed that our clients have become much more conscious about archiving/deleting old donor/prospect records because our pricing model is based on the number of records. But don’t delete them. What do you think?

Donor 112
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ROI for a donor database

Robert Weiner

So how do we justify that system to management (and perhaps our donors)? Stewarding current donors. Identifying future donors. If any of you have come up a generally applicable formula for calculating the return on investment from a donor database I’d love to see it! Time-management. Managing staff.

Database 181
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Discussion of Donor Data Retention

Robert Weiner

A few months ago I wrote a post on the topic of whether nonprofits should delete old donor records. so removing records is a sure way to lose individuals who could be a donor in the future. Advancement Services Best Practices Donor Databases Fundraising Prospect Research' Are data-storage limits the concern?

Retention 100
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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!! Or you might have some reports that are mandatory, like a lapsed donor report. Tags: Advancement Services Donor Databases Nonprofit Technology Software. event_KEY=29015.

Database 180
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Idealware’s revised Consumers Guide to Low-Cost Donor Management Systems

Robert Weiner

Idealware just released the latest version of their Consumers Guide to Low-Cost Donor Management Systems. It will give you an overview of 32 systems and in-depth reviews of their top 11 “best value” choices.

System 100
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What’s a good donor database?

Robert Weiner

I've been enjoying the discussion in the Chronicle of Philanthropy's LinkedIn group in response to the question, " What's a good, affordable donor database program for a small non profit? " (you'll probably need to join the group to read the responses).

Database 136