Do You Need a New Donor Management System? A Step-by-Step Decision Making Workbook

  Without an effective system to track donors and other constituents, you can spend too much time just trying to figure out who to contact and miss out on many fundraising opportunities. But switching to a new system can be time consuming and sometimes costly. So how do you know if you should switch, or stick with what you have?  The Do You Need A New Donor Management System? workbook, in PDF format, will help you decide.

This workbook, created in partnership with TechSoup, will walk you through the process of assessing your needs, comparing them to what you have, and determining the benefits — and the costs — of moving.

Through the course of the workbook, you’ll think through where you’re going with your donor management strategy, and then what you need and what you have in terms of donor management features. You’ll then consider your needs a little more broadly — how integrated should your system be with online features? Should it track constituents other than donors? You’ll look at your system’s ease of use, and how your training, support, and process can impact that. You’ll then wrap up by talking with your vendor or a consultant to confirm that your system really doesn’t do the things you think it can’t, and then make your final decision.

Ready to get started?  Download the report now!