A client is migrating to new Association Management Software, which will entail changing their credit card processor. They asked for advice on how to handle their existing recurring donations, and whether it’s possible to migrate those transactions to the new processor. Some of the best advice I’ve … [Read more...]
Idealware’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" choices. Several systems were included for the first time: @EASE, Bloomerang, Exceed Beyond, Salsa … [Read more...]
An Eleven Step Program to Cure Shiny Object Syndrome
NTEN just published of mine called "An Eleven Step Program to Cure Shiny Object Syndrome" (technically, they reprinted an article that AFP will publish this summer). My co-conspirators were Dahna Goldstein, Marc Baizman, and Tracy Kronzak. The four of us, plus Vered Meir, will be leading a … [Read more...]
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 over 2 years by 25 of advancement services professionals, led and edited by the esteemed John … [Read more...]
Robert on the (Internet) radio
This Friday, October 16 at 1 pm Eastern time, Nonprofit Radio will be broadcasting a discussion with me, Tracy Kronzak of Bright Step Partners; Marc Baizman of the Salesforce Foundation; and Dahna Goldstein of Altum. We'll be talking about how people and processes can be the real culprits behind … [Read more...]
Robert 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 transforming the way nonprofits interact with donors, particularly online. And the … [Read more...]
What to Do When Technology Isn’t Your Problem
Copyright P. S. Mueller http://www.psmueller.com/ Does it feel like you never find the right combination of technologies to just make things work? Do you lie awake at night and wonder how everything is going to get done, or why a new project was just dumped on your plate? If you technology … [Read more...]
Important 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 the newest version of CRM. This change is in-line with our transition to a subscription-based … [Read more...]
Discussion 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 organization is working on a data retention policy and wondering if others have insights to share. There … [Read more...]
Should 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 donor/prospect records because our pricing model is based on the number of records. After … [Read more...]
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