Training on your new database
A question was posted to a listserve for nonprofit techies looking for tips on training staff on a new database. I discussed training at a high level on page 13 of this chapter from CASE's Handbook of...
View ArticleMore nonprofit software mergers and acquisitions
Last year the big news in my industry was Blackbaud's acquisition of Convio and the merger/acquisition of Datatel and Sungard Higher Education (now called Ellucian). 2013 is off to a bang with...
View ArticleOn the value of donor database ratings
A colleague forwarded the following email from a vendor and asked how I think a potential buyer should respond. I've redacted the message to anonymize the vendor: Dear ____, I thought you might be...
View ArticleReigning in shadow databases
The following story, posted with permission, was sent to the FUNDSVCS list in response to a question about how to reign in schools and departments at a university that keep their own shadow databases...
View ArticleShould You Delete Donor Records?
I was recently contacted by the vendor behind a new cloud-based donor management system with this question: We have noticed that our clients have become much more conscious about archiving/deleting old...
View ArticleDiscussion of Donor Data Retention
A few months ago I wrote a post on the topic of whether nonprofits should delete old donor records. The same topic came up recently on the APRA's listserve, PRSPCT-L. The original question: My...
View ArticleImportant changes for GiftWorks users
FrontStream, the current owner of GiftWorks, sent me the following notice this week: Hey there Robert, As in the past, we are preparing to upgrade FrontStream CRM (previously GiftWorks 2013) users to...
View ArticleRobert in the news(paper)
I was interviewed for two articles that were published recently. The NonProfit Times ran the story The Evolution of Donor Management And Its Fundraising Future, which deals with how technology is...
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New book: “Advancement Services: Enhancing Fundraising Success”
CASE has just published the third edition of its guide to Advancement Services. The title of this edition is "Advancement Services: Enhancing Fundraising Success." The book was a labor of love for...
View ArticleIdealware’s revised Consumers Guide to Low-Cost Donor Management Systems
Idealware just released the latest version of their Consumers Guide to Low-Cost Donor Management Systems. It will give you an overview of 32 systems and in-depth reviews of their top 11 “best value”...
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