I’m working with a small non-profit that had a unique need for donor management. The organization is only about 3 years old and has just a hand full of donors. Not enough to warrant expenditure on a donor management package. Yet, they still need to track income, contacts, etc. At the moment it is all done in the president’s head. To their credit, they want to be positioned for the future and so we needed to do something.
I tend to be an advocate for not reinventing the wheel and getting software that works. However, it is hard to argue with very limited budgets and so . . .
Solution – created a rather unique Excel workbook that I think will serve the needs for the time being. At least until the donor pool is on a significant growth curve. It isn’t terribly difficult to add new donors or new giving opportunities. However, it is challenging to provide the treasurer with the needed detail so it gets a little complex at that point.
Nothing fancy (no fancy macros or special data entry windows) but I think a good short term solution for a non-profit startup. I don’t think I would recommend it beyond about 40 donors or so.
Anyway, if you are interested in seeing it, I am happy to share. Just comment and we can connect.