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.
I had an experience recently with an online services provider that illustrated the point about providing choice to your client base.
The company supplies a service to charitable organizations that facilitates third-party fundraising – allowing constituents to raise money for charity. We pay the company for an account with branded landing pages and then there is also a charge assessed to each transaction. We have been generally happy with the service though it is maybe not as robust as it could be. We have a large number of individuals who use it to raise money for us while participating in athletic events in particular – including myself.
They recently implemented a change to the way that donations are displayed on the fundraisers’ pages. The page now displays only the “intended donation” rather than the full donation. And here lies the challenge. When a donor makes a gift on a page, they are provided with the option of covering the fee that the company normally charges to the transaction. If the donor chooses to cover that amount, then the only amount shown is the gift amount. So for example, if I make a gift of $25 and chose to cover the fee, the additional $1.92 is not shown on the page. It does however come across to the charity as part of the gift when we download the weekly gift report.
Here is where I think they made the mistake:
- They assumed that every charity wanted the exact same thing from the software.
- They assumed that the fee charged to a gift when the donor covers the fee is less of a gift than when the amount is not covered by the donor.
- They assumed that all charities calculate their fundraising campaigns the same way.
- In applying the change to active pages (rather than just new pages) they placed the onus on the fundraiser to have to explain to donors why their totals changed.
In today’s world, it is about options and choice. If you don’t make your systems flexible, you lose the ability to effectively serve. You may retain customers who can’t afford to leave but those who can won’t put up with less than effective systems.
Needless to say, we are looking at making a major change.
Sharepoint has turned out to be a great tool for us. We are now about 5 months into heavy use of it and it is serving as a great consolidator of information. We are able to keep our various project information up-to-date and in an easy to access location. The group calendar functions have been an added bonus. The one drawback that we have at the moment (due to a technical situation) is that the calendars are not linking withour personal calendars on Outlook. I have been told that will be rectified soon with a future update to our Microsoft Office software.