The Nonprofit Marketing Blog

14 Reasons Donor Management Will Save You This Year

Year-End Donor Management Made Easy

Still tracking your donors through five different versions of Excel spreadsheets, endless email chains, and Post-It notes? Let’s be real:  you need a better way to manage your individual donors.

A donor management system will save you time and will help you be a smarter fundraiser. Not sure how this works? Here are the top 14 ways a donor management system will help you this year:

  • Raise more money by targeting donors. Smart donor management allows you to easily create dynamic lists and develop targeted campaigns to donors based on giving history, average gift amount, and more.
  • Eliminate repetitive, manual, and time-consuming tasks by automating standard processes and workflows. Free up your staff to focus on building relationships instead of administrative tasks.
  • Track campaign results in real time. Spend less time (and money) on tracking results from your campaigns and more time planning your next one.
  • Remove the need to sift through multiple spreadsheets and applications to find donor data. Once you move to a donor management system, it’s all in one place and accessible online so you can look up information anywhere.
  • Know how you are progressing towards your December goals. Online fundraising data flows into your donor database to automatically update charts and reports giving you a clearer picture of how close you are to achieving your fundraising goals.
  • Understand your donors and their behaviors. Storing detailed information like donation, volunteer, event attendance, demographics, and participation information will help you better understand what you donors want from your organization (and what they don’t want).
  • Share information between staff and volunteers. A donor database will help you avoid confusion and have everyone operating off the same information. No more searching through an inbox to find the latest version, it’s all stored in one place and updated in real time.
  • Check donor information on the go. Take your filing cabinet with you by having mobile access to view and enter notes right after you make a donor visit.
  • Retain your year-end donors and build stronger relationships. A great donor management system will send automatic thank you emails for donations and reminder emails for pledges that are yet to be fulfilled.
  • Get the most from all your tools with seamless integration. Connect email marketing, donation forms, and peer-to-peer fundraising campaigns so every bit of data is stored in one place.
  • Keep donor relationships strong even when staff turnover happens. Notes are stored in a donor record so when a new staff member starts, all communication history is at their fingertips.
  • Allow staff and volunteers to see only what they need to see. Control access to constituent information by setting permissions to records and data fields.
  • Track incoming funds and pledges. View progress in a dashboard format that is board meeting ready.
  • Remove the need for IT resources to hold your hand every step of the way. A good donor management system should be easy to set up and maintain by development staff. You shouldn’t have to wait on IT support to do your job.

With the right donor management, smarter fundraising tools, and a solid campaign plan, you’ll be all set to raise more this year—and for years to come.

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About This Blog

Linda Lombardi
Content Manager

We’re here to help you win hearts and minds—and donations.

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