Robert Weiner

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Migrating recurring donors to a new system

Robert Weiner

If, for instance, you’re moving from a processor that has a recurring billing system to one that doesn’t and you have a separate app that handles sustainer processing then you’ll have several pieces of data that need to migrate. Ask your recurring donors to move to the new processor. Evaluate this at least annually.

System 113
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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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ROI for a donor database

Robert Weiner

My colleague Charlie Hunsaker posted the following question on the FUNDSVCS Advancement Services listserve: I have two clients who are looking for new systems and want a “cost justification” for their acquisition to share with their management. Our system is like the “roach motel” of data; the data goes in, but never comes out again.

Database 181
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Do You Need a New Donor Management System?

Robert Weiner

How do you know if you should switch, or stick with the donor management system that you have?

System 100
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Consumers Guide to Low Cost Donor Management Systems

Robert Weiner

Our friends at Idealware and NTEN have released their Consumers Guide to Low Cost Donor Management Systems. The guide presents detailed comparisons of 33 donor databases that cost less than $4,250 in the first year. Full disclosure — I contributed to the report and am one of the consultants listed.). read more.

System 100
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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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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 am tending towards (system x) because it would seem to match what we need right away, and we could afford it. And many of my clients use (system x) and like it.

Database 180