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...]
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 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...]
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...]
Reigning 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 of contacts. The response hit the nail on the head: We started working on folding shadow … [Read more...]
More 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 Accel-KKR's acquisition of Sage's Nonprofit Solutions Group and iModules acquisition of Harris … [Read more...]
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 Institutional Advancement. Here are some more detailed rules of thumb: 90% of … [Read more...]
Blackbaud kills Common Ground: So What?
According to the Foundation Center’s analysis of data from the National Center for Charitable Statistics, there are approximately 1.5 million nonprofits in the U.S. According to the Q&A that Idealware conducted with Blackbaud, approximately 400 nonprofits are using the version of Common Ground … [Read more...]
Blackbaud kills off Common Ground
Yesterday the news was that Blackbaud had laid off 50 employees it acquired when it bought Convio in May. In what was said to be an unrelated development, they also announced the departure of Gene Austin, the former CEO of Convio. Today the news is that Blackbaud is killing off Common Ground, … [Read more...]
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