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Fundraising Quick Guide: Donor Management Systems

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What Is a Donor Management System?

What is a donor management system?

A good donor management system should provide a 360-degree view of your donor data, help you uncover fundraising trends, and empower you to make informed decisions about your fundraising strategy.

Key Features of a Donor Management System include:

BASIC

  • Individual constituents
  • Company or organization constituents
  • Gifts and pledges
  • Relationships
  • Mail merge and email marketing
  • Interactions, like phone calls and meetings

INTERMEDIATE

  • Communication preferences
  • Giving and program interests
  • Households and head of household
  • Extended social relationships
  • Engagement levels

ADVANCED

  • Integration with online fundraising software
  • Integration with fund accounting software
  • Cloud hosting for anytime, anywhere access
  • Mobile optimization for easy, on-the-go use

Getting Started With a Donor Management System

Implementing new fundraising technology is exciting, and when done properly, can be transformative for a nonprofit. Read, “Fundraising Quick Guide: 4 Steps to Donor Management Software Implementation,” to get your organization started on the right track.

In the Quick Guide you’ll learn:

  • Role of the project manager
  • Tips for good data hygiene
  • Strong communication for smooth execution
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