Robert Weiner

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Migrating recurring donors to a new system

Robert Weiner

He said: It’s definitely not impossible to migrate recurring donations, but it requires willingness on behalf of both processors in order to exchange the vaulted payment information. In addition to the payment information, you’ll also need to send the schedules and amounts and each processor may handle this differently.

System 113
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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!! I'd need to spend time learning about your organization to make any kind of informed recommendation. Or you might have some reports that are mandatory, like a lapsed donor report.

Database 180
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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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More Defunct Donor Databases

Robert Weiner

The good folks at Aspiration have been working to put my list of donor databases into a wiki. Along the way the identified some that seem to have disappeared and weren't on my earlier list of defunct donor databases. Federation from Symphony Information Services. Tags: Donor Databases. DonorAccess from DonorAccess.

Database 100
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Tales of faux donors scamming charities

Robert Weiner

The following is a compilation of online discussions of faux donors trying to scam colleges, schools, and nonprofits. Not sure the purpose of the scam since they didn't get any information out of us really; maybe just to get our hopes up. BTW beware potential donors who only correspond using cap lock. They researched online.

St. Louis 122
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How Many Donor Databases Are There?

Robert Weiner

I thought it might be useful to compile a list of all of the commercial donor databases I’m aware of. This list came from my head, my bookmarks, and lists compiled by NTEN and Idealware for their donor management software surveys (and I’m not certain all of these are actually donor databases). Donor Quest.

Database 100
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Year-end donation processing

Robert Weiner

As the calendar year draws to an end, charities (and ideally, donors) are focused on year-end donations and tax deductions. So if the charity did not process the charge until January 2012, the donor would be treated as making the gift in 2012 rather than 2011, as she intended. Here are a few scenarios for U.S. Note: I am not a lawyer.

Process 271