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. Credit card image from Ed Ivanushkin.

Top 5 Content Management Systems Drive 62% of Nonprofit Websites [INFOGRAPHIC]

Connection Cafe

We found over 90 different content management systems being used by the nonprofits of our study. Twitter’s Bootstrap isn’t a content management system but an open-source responsive design framework for knocking out surprisingly sexy sites by anyone with HTML and CSS chops.

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Trending Sources

The Intersection of Systems and Network Leadership

Beth's Blog: How Nonprofits Can Use Social Media

Found when researching systems thinking. Rebecca Arno was doing some research on systems thinking, found this excellent, very friendly visual that defines systems thinking as: Looks at the big picture. Find the keys to a system.

5 Digital Payment Systems That Could Transform Online Fundraising

Nonprofit Tech for Good

Now, in the late 2010’s, we’re on the verge of yet another seismic shift that will have a profound impact upon online communications and fundraising – the rise of digital payment systems. However, the five listed below are systems you should prioritize at this early stage.

The Future of Association Management Systems

SocialFish

This seems to be the question that has haunted association execs for more than 25 years when the initial association management system hit the not-for-profit marketplace. The Future of AMS Systems: A Provocative Discussion from David Gammel. What’s the future of AMS?

Why all (major) operating systems suck

Zen and the Art of Nonprofit Technology

I’ve been a user of a ton of operating systems over time. The only good news I can see is that the operating system is getting less and less relevant. Linux Open Source Operating Systems Technology Zen nptech opensource SoftwareIn the past ten years, I have been an everyday user of the big three, Windows, Mac OS, and Linux, for long stretches of time.

How Would Rate Your Prospect Management System? Part 1

Connection Cafe

Here are Target Analytics, our high-touch modeling team asks our clients to rate where they are at with a prospect management system. The four answers vary from no formal system in place to a well-oiled machine. Either way, it is better than not having any system in place.

Join Vertex Systems at INARF!

Vertex Systems

We’re excited about the upcoming INARF annual conference in Indianapolis! The conference date is March 14 and 15 and the theme is: “Tomorrow’s Kitchen: Creating a New Recipe!” ” INARF welcomes over 500 disability service professionals from across the state of … Continue reading →

Protect Your Systems with Comodo Security Software

Tech Soup Blog

TechSoup is proud to announce three new security offers from one of our newest donation partners, Comodo. Eligible organizations can now request Comodo Internet Security Pro 8, Comodo Antispam Gateway, and Comodo Endpoint Security Manager.

How Social Media Is Disrupting America’s Political System

SocialFish

An essay in 50 tweets by the insightful Clay Shirky. ——— ( photo credit ). Featured Debunking the Hype Social, In Theory

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How Would You Rate Your Prospect Management System?| Part 4

Connection Cafe

In Part I , I covered rating choice “Level 1,” and how this signifies that an organization does not have a formalized prospect management system in place. Today, we’ll dive into “Level 4: Well-oiled machine: All systems in place with nearly 100% adoption.”.

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6 Qualities A Nonprofit Database Management System Should Have

TechImpact

“Smaller nonprofits are looking for automation and consistency when it comes to a database, but many don’t have the resources to maintain their current database system,” Graham explained, adding that Foundations are in need of a system that can grow with their data.

Google Drive as an Organizational Document Management System: an NTEN Case Study

NTEN

A look at the basics of NTEN's own continually evolving Google Drive Policies and Document Management System. While it's no secret that most people love spending their extra time elbow deep in their Internal Document Management Systems, tweaking things until everything is just right, I still do hear of the occasional fringe case where an organization is just trying to figure out the best way forward, as old policies and methods no longer match up with new systems and technologies.

How Would You Rate Your Prospect Management System?| Part 3

Connection Cafe

In Part I , I covered rating choice “Level 1,” and how this signifies that an organization does not have a formalized prospect management system in place. If you purchase a module within your CRM system for prospect management, then make sure the software company offers training.

Preparing for the Annual Audit—Identifying Risks and Establishing Strong Internal Controls

Connection Cafe

For-profit entities were the first to develop systemic policies, procedures, and practices to identify, analyze, and assess risks as well as to communicate the context and outcomes of risk management. In my experience, the issue is not one of competence but of systems.

Networked and Hyperconnected: The New Social (and work) Operating System

Beth's Blog: How Nonprofits Can Use Social Media

This is a terrific presentation from Lee Raine from the Pew Internet and American Life Project that looks at the issue being “hyperconnected” or “over connected” to the web, mobile technologies and social media. It is the same title of Raine’s recent book.

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Moving (systems) sucks!

Idealware

During the move process, it occurred to me that moving to a new house has a lot of similarities with moving to a new technology system. You should be doing the same thing with your technology system move. You should schedule a time to celebrate your move to the new system you've chosen!

Choosing a Donor Management System

NTEN

If your nonprofit is considering a new donor management system, whether it’s your first or an upgrade to your existing system, you’ve got plenty of options on the market. The first thing to ask yourself is if you’re sure you want a donor management system. More and more systems are designed to provide this functionality, often called Constituent Relationship Management systems, or CRMs. Make sure you know how you work to assess a system’s fit for you.

Is the Donor Management System Dead?

Idealware

“In another 10 years, there will be no such thing as a donor management system.”. That’s what Tompkins Spann, Vice President of Business Development at KELL Partners in Austin, Texas, told me a few months ago as I was researching an article about donor management system trends for the Nonprofit Times. There’s a current of dissatisfaction with the limitations of most donor management systems. For now, the donor management system has an important place in the market.

Why Apple (and their Users) Need A Charity Vetting System for iPhone Apps

Beth's Blog: How Nonprofits Can Use Social Media

Today, the Guardian Technology blog speculated that the reason why the Wikileaks iPhone app was pulled from the iTunes story was because the $1.95 fee for the app was a donation to the organization. Let’s unpack this … This is a nuanced issue. No doubt about it.

Comparing Open Source Content Management Systems

NTEN

Chris Bernard, Senior Editor, Idealware Idealware's first report on Open Source Content Management Systems for nonprofits, published in March of 2009, covered WordPress, Joomla, Drupal and Plone. More than a year-and-a-half later, these four systems still account for the lion's share of the nonprofit market, but a lot has changed -- in fact, all four systems have grown stronger. How do these systems actually compare to one another?

Why Some Organizations Struggle to Introduce New Technology Systems

Idealware

Organizations that struggle to introduce new technology systems usually fall short in one of these three key areas. That’s why it’s tempting to select a system based on one recommendation or on what’s already familiar.

Choosing a Volunteer Management System

Idealware

Event Price: 40.00. EventDate: June 7, 2012 - 1:00pm - 2:30pm. Type: Live Training. How do you keep track of your volunteers? Do you still use pen and paper? Should you buy a new tool for tracking volunteers, or use one that you already have? Event Link: https://salsa.democracyinaction.org/o/957/p/salsa/event/common/public/?event_KEY. event_KEY. Presenter: Andrea Berry. Kyle Andrei. Managing Constituents Back Office & Operations

Top Things to Consider Before Converting Your Nonprofit's Data into a New System

NTEN

It’s your first opportunity to consider how the new system is going to meet your current and future needs, not just replicate processes from the old system. Susie Saxten. Consultant. Heller Consulting, Inc. You might be surprised at how many organizations skip detailed mapping, dismissing it as a nitpicky, administrative task. Data mapping is much more than that.

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3 Ways To Increase Donations Via Social Media

TechImpact

Fundraising Social Tech constituent relationship management system CRM donation donations donors email marketing fundraising social media storytelling supporters technology website Did you know: 73 percent of first time donors do not give again? There are many reasons contributors leave; they don’t feel appreciated, or don’t feel like part of the organization, and they leave. While gaining new donors is always important, keeping them is even more so.

Selecting a Nonprofit CRM System? Start with the Strategy!

NTEN

Holly Ross. Executive Director. The message is clear. Selecting a new CRM has to be driven by your strategy: how you do the work of meeting your mission. Constituent Relationship Management, or CRM, has changed dramatically in the last decade. As recently as the year 2000, especially for small nonprofits, the central database usually lived on one computer in the office. If you needed a list of all your donors in the last 30 days, you had to schedule time when that computer was free to run it.

Four Things to Consider When Choosing a Learning Management System

NTEN

If your mission includes an educational aspect, a learning management system could be your cup of tea, but which flavor is right for you? Building an e-learning site entails pulling several systems and tools together to deliver a smooth online experience for learners. At the heart of an e-learning site is a learning management system, or LMS. Aaron Winters. Director of Technology and Operations. Peer Health Exchange.

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It's Good to be Alive Today!

Beneblog: Technology Meets Society

Systems Entrepreneurship is on the Rise Jeff Walker has been making the case for what he calls "systems entrepreneurship" at Harvard's Kennedy School, Skoll and in a new SSIR article. Betsy and I had some great brainstorms about large scale systems change at Skoll and there's a lot more exciting thinking to be done. CTO Franti impact Skoll Foundation SkollWF socent social entrepreneurship social impact sysent systems entrepreneurship tech4good

How Would You Rate Your Prospect Management System? | Part II

Connection Cafe

In Part I, I covered rating choice “Level 1,” and how it means that the organization does not have a formalized prospect management system in place. FYI – Clients who have a well oiled prospect management system typically meet weekly or bi-weekly.

Does Your Organization Even Need a Donor Management System? Almost Certainly!

NTEN

Earlier this summer, Idealware and NTEN released the updated Consumers Guide to Low Cost Donor Management , which provides reviews and comparisons of 29 donor management systems under $4000. To start, do you even need a donor management system? Hosted Vs. Installed Systems.

Another Gold Star, FTW: A Look at Achievement Systems

NTEN

Arguments are made that achievement systems such as the gold star, grades, and other extrinsic motivators are less effective and desirable for inspiring life-long learners. This system creates a social capital for Microsoft’s online service.

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The 6 Hidden Benefits Of Volunteering

TechImpact

General cloud computing constituent relationship management system nonprofit technology nonprofits npTech volunteers As if contributing to a cause that’s bigger than yourself wasn’t reason enough to give your time, volunteering your time to a charitable cause has some hidden benefits, too.

NTEN Case Study: Managing Systems and Documents in the Cloud

NTEN

Kimberlee Roth. Out-Word, LLC. NTEN, whose mission is to help members strategically use technology to make the world a better, just, and equitable place, didn't so much consciously move to the Cloud as come of age in it. When IT Director Karl Hedstrom joined NTEN in 2006, a few employees had been working remotely, thanks to the Cloud. Going forward we kept looking for those solutions because, with our size and capacity, the Cloud always managed to be the better option," Hedstrom said.

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. It includes a high-level overview of common features, comparisons and summaries of the systems they reviewed, recommendations for which systems might be suited to a variety of nonprofit scenarios, and a directory of consultants who can help you select a database. The guide presents detailed comparisons of 33 donor databases that cost less than $4,250 in the first year.

Thinking About a New Donor Management System for Your Organization? Read This First.

NTEN

It’s been nearly five years since the first release of Idealware’s Consumers Guide to Donor Management Systems report, and two years since Idealware and NTEN last partnered to update the report. We made the decision to raise the price threshold for inclusion in this update: For 2011, systems had to cost less than $4,000 in the first year for the most basic version to be included in the report; this year we raised that threshold to $10,500.

Report Release: The 2011 Consumers Guide to Low Cost Donor Management Systems

NTEN

We're excited to announce the updated Consumers Guide to Low Cost Donor Management Systems , written by Idealware in partnership with NTEN. The systems reviewed cost no more than $4000 for the first year of use. Recommendations for systems based on particular needs.

5 Keys to Preparing for Your CRM System Implementation

NTEN

Fundamentally, implementing a CRM system means using a single database to manage all of your relationships with your constituents — from donors and volunteers to colleagues. Implementing a new constituent relationship management (CRM) — aka donor relationship management (DRM) — system doesn't have to be painful. Keith Heller. Heller Consulting.

Understanding and Selecting Online Payment Systems

Wild Apricot Blog

We''ve just developed a series of articles and resources to help you better understand and select an online payment service. online-payment

Why Small Nonprofits Are Moving To The Cloud

TechImpact

Whether it is a complete computing system, a cloud based file sharing system, a constituent relationship management system, or just a cloud based email platform, there’s a cloud option that can fit the budget and needs of any nonprofit. Image courtesy of Cloud Pockets.

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New Article Launch: Constituent Relationship Management Systems

Idealware

Paul for the official launch party for our Unleashing Innovation: Using Everyday Technology to Improve Nonprofit Services , and at Idealware Global Headquarters, we're heads down on upcoming releases, including our updated Consumers Guide to Content Management Systems, a cloud infrastructure for NTEN, and a few other large-scale ongoing projects. We're between reports at Idealware.