The Nonprofit Marketing Blog

7 Absolute Musts of a Donor Management System

Looking for a donor management system or want to make sure you’re getting the most out of your current tool? Here are seven questions to ask when shopping for a donor management system for your organization:

  1. Does this donor management system have a nonprofit focus?

As a nonprofit, you have unique tasks and a language that you use in fundraising and supporter engagement. You want to make sure that your CRM is adapted to your language. It’s not worth it to figure out how to adapt your language to a donor database that wasn’t designed for nonprofits.

  1. Is it simple to use?

User experience directly affects user adoption. You need to find a CRM that’s intuitive and easy for you and your team to use. If it’s too complicated, your team won’t take the time to figure out how to use it.

  1. Can it easily measure and report results?

You need to know if your fundraising efforts are working. Many systems have a lot of analytical capability, but you need to make sure your donor management system can easily provide you with this information.

  1. Can this CRM grow with you, without high upfront costs?

You want to be able to ease into a donor database, to start small and get some of your donors into the system and see how it works for you. Starting carefully with accurate data ensures that you’ll have an effective system in the long run.

  1. Does it integrate with your critical systems?

Your CRM should be able to integrate with your existing systems to create a seamless flow of data. It would be ideal for your donor database to integrate with your online donation page, your financial software, and your email marketing system so your information is always up to date.

  1. What kind of support does it come with?

Support cannot be understated. Support is not just a number or someone that you can call. You want to find someone you can have a relationship with that understands the unique challenges of nonprofits.

  1. Does it have an easy-to-use mobile interface?

Data not captured immediately is data never captured. Your development staff needs to be able to enter information at any time. For example, if you’ve just come from a meeting with a donor, having a mobile-friendly experience allows you to enter that information right away while it’s fresh in your mind, rather than waiting until you get back to the office. In addition, being able to look up donor information on the go is a huge advantage.

Ensuring that your donor management system meets the needs of your organization is the first step in getting the most out of your donor data. For smarter donor management made just for nonprofits, check out Network for Good’s easy-to-use CRM.

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About This Blog

Linda Lombardi

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

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