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...]
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...]
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...]
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...]
Tales of faux donors scamming charities
The following is a compilation of online discussions of faux donors trying to scam colleges, schools, and nonprofits. In most cases it’s not clear what the scammers are trying to achieve. Maybe they’re just practical jokes. These tales were provided by Barbara Esteve at Cedar Crest College, … [Read more...]
ROI for a donor database
My colleague Charlie Hunsaker posted the following question on the FUNDSVCS Advancement Services listserve: I have two clients who are looking for new systems and want a “cost justification” for their acquisition to share with their management. Probably an issue that we should all be looking at. … [Read more...]
Blackbaud’s acquisition of Convio is a done deal
Blackbaud completed its purchase of Convio. The next adventure starts today, as we wait to see what the future holds for their various systems. … [Read more...]
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