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Fundraising Software Survey
Grantwriting for Technology Workshop
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Are you getting the best deals
for your technology dollar?
How can Project Connect help you?
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Survey Spotlights Satisfaction with Fundraising Software
To add your resposes to
this survey, visit
http://www.surveymonkey.com/s.aspx?sm=t22HUb2FsHgWiuxjsVLWlQ_3d_3d
To
view the responses of the survey, visit
http://www.surveymonkey.com/sr.aspx?sm=7Iqe_2bBk6bXn65vkfbVFXb2c5iQkvqplNMIYIrd3CeMo_3d
Late
last month, Project Connect issued a survey to area
nonprofits requesting what software they were using
to track their fundraising efforts, how satisfied
they were with it, and what technical support
options were available. 37 people responded to the
survey, but we will keep it open until the end of
October if you wish to participate.
Key Findings:
-
Although 2/3 of
the respondents are satisfied, or somewhat
satisfied, with their current system, over 30%
are unable to do what they need.
-
Training and
affordable technical support increase the user's
satisfaction level.
-
The majority of respondents were unsure of how
much they spent for implementation or for
ongoing maintenance. It is critical to
understand the total cost of
ownership
in order to
justify the return on
investment.
What do they use?
Hyperlinks refer to the home page of the software
...
* 3 of the Raiser's Edge users supplement their
tracking with Excel spreadsheets and a whole bunch
of files.
** Both GiftMaker Pro and eTapestry were just
purchased by Blackbaud, the makers of Raiser's Edge.
How
do they use it?
|
|
Users |
Monetary |
In-Kind Gifts |
Event Participation |
Volunteer Activities |
Client Services |
Other |
|
Raiser's Edge |
12 |
12 |
|
8 |
5 |
|
|
|
GiftMaker Pro |
3 |
3 |
2 |
1 |
|
|
|
|
eTapestry |
1 |
1 |
1 |
1 |
|
|
|
|
Our own Access database |
5 |
4 |
2 |
3 |
2 |
|
1 |
|
Our own Excel spreadsheets |
11 |
10 |
3 |
5 |
4 |
4 |
|
|
A whole bunch of files |
1 |
1 |
1 |
1 |
1 |
|
|
|
Exeed Basic |
1 |
1 |
1 |
1 |
1 |
|
|
|
SalesForce.com |
1 |
|
|
1 |
1 |
1 |
1 |
|
Microsoft Dynamics CRM |
1 |
1 |
1 |
|
|
|
|
|
Peachtree |
1 |
1 |
1 |
|
|
|
1 |
|
FileMaker Pro |
1 |
1 |
|
|
|
|
|
|
Gifttrak |
1 |
1 |
|
1 |
|
|
|
|
FIMS |
1 |
1 |
1 |
|
|
|
1 |
|
Access Enterprise |
1 |
1 |
|
|
1 |
|
|
|
|
41 |
93% |
59% |
54% |
37% |
20% |
12% |
How
do they rate the technical support?
Just because technical support is available does not
mean its affordable or useful. And sometimes ANY
technical support is better than no technical
support!!
| |
Responses |
Currently use |
Available |
Affordable |
Useful |
Would like to have |
|
Formal classes |
37 |
8 |
14 |
3 |
5 |
7 |
|
Technical support from an expert via phone
or email |
44 |
15 |
10 |
3 |
11 |
5 |
|
One-on-one consulting from from an expert |
33 |
9 |
12 |
2 |
4 |
6 |
|
An email-based listserv where I can ask
questions of other users |
25 |
5 |
8 |
1 |
4 |
7 |
|
A local monthly meeting of other users where
I can ask questions and get ideas |
14 |
0 |
6 |
0 |
3 |
5 |
|
A really good manual |
26 |
6 |
5 |
1 |
5 |
9 |
|
A really stupid manual |
6 |
1 |
3 |
0 |
0 |
2 |
|
Tech support? What's tech support? |
9 |
2 |
3 |
0 |
1 |
3 |
What support do they find most useful?
Nonprofit staff like email support vs. monthly user
meetings.
TechSoup has a forum specific to
Technology for Fundraising
(http://www.techsoup.org/fb/index.cfm?fuseaction=forums.showSingleForum&forum=2022&cid=117)
and some other excellent research tools (http://www.techsoup.org/search/index.cfm?query=fundraising%20software).
Yahoo Groups (http://yahoogroups.com)
and Google Groups (http://googlegroups.com)
have some great forums for users of (although the
Google Groups seem to be unmoderated and full of
unrelated postings).
If anyone wishes to host a local users group,
mornings and lunch-times on Tuesdays and Fridays
seem to be the most convenient. If you want to start
a group, let me know and I'll announce the meeting
information on this listserv.
What
should I consider if I am looking for a system?
Consider
your "lost opportunity costs" -- how much time are you
spending on data tracking and analysis vs. effective
fundraising? What potential funding are you losing because
you can't do what you need to do, or because you spend
significant amounts of time on tedious data entry instead of
fundraising efforts? How long will it take for your "found
opportunity costs" to cover your return on investment?
-
What do you need to track?
Start a checklist
of features you need and use this checklist to
evaluate the different software packages.
-
What is the TOTAL COST OF OWNERSHIP?
Add to your checklist the first-year set-up costs,
training, and technical support. Add another item
detailing ongoing maintenance costs, training, and
technical support for ongoing years.
If you are a classroom learner, be sure to
include travel costs to where trainings are held.
-
What training and technical support are available
after implementation, and how much should be
budgeted? If you don't have ready training and
technical support, you will not use the software
efficiently. Do not let anyone talk you out of
budgeting for this on an ongoing basis. It can
diminish (20 hours the first year, 10 hours the
second, 2 hours the third), but it should always be
available to you when you need it.
-
How long will it take to realize a RETURN ON
INVESTMENT? How many months/years of using this
system will it take to recoup the total cost of
ownership? What is acceptable for you? your boss?
your board of directors? It could be 2-3 years ...
can you organization absorb that cost for that long?
-
Will the system be able to grow as your
fundraising grows? Will you be able to add
additional modules? How much will this growth cost
you?
What
should I do if I want to create my own system?
Sometimes, it is more cost-effective to build your own
database to track the unique needs of your organization.
The key is pre-planning: meeting with all key
constituents to determine what should be tracked and how
it should be reported. Project Connect's database
developers series can help you integrate that into a
comprehensive system. For more information, visit
http://www.infolineinc.org/connect/updates/2007/tb%2007-25-07.htm#The%20Database%20Developers%20Series.
IMPORTANT: Be wary of "free" offers from
volunteers/board members… they always end up costing
more than you can afford and take much longer than you
have scheduled!! If you are going to implement a system,
implement a system developed by a skilled, experienced
professional!!
If you
need assistance in any stage of this process, please contact
me at 330-315-1335 or
js@infolineinc.org.
Happy
tracking!!

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Grantseeking
Strategy
& Proposal Writing for Technology
Presented by Marc Osten,
Summit Collaborative
October
25, 1:00 - 4:00 PM
October
26, 9:00 AM - 4:00 PM
Click here to register:
http://www.infolineinc.org/connect/registerevent.htm
Project
Connect's Technology Management Series continues
with "Grantseeking Strategy & Proposal Writing
for Technology." It will be presented by Marc
Osten the afternoon of October 25th and all day
October 26th.
Attendance is limited to the first 30 registrations.
The workshop will be presented in three parts:
-
Funding your Information Communication
Technology Needs
Thursday, October 25th, 1:00 – 4:00
-
Identifying Information Communication
Technology needs/priorities
-
Identifying the total cost & budget of
Information Communication Technology
ownership
-
Developing your case statement
-
Grantwriting Skills and Strategy for Information
Communication Technology
Friday, October 26th, 9:00 – Noon
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Mapping a funding strategy
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Preparation of the grant
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The pitch
We will provide box lunches for all attendees
for the break at noon.
-
Individual mini-consults with attendees while
others observe
Friday, October 26th, 1:00 – 4:00
Marc
is founder of the Summit Collaborative in Amherst,
MA, an organization that provides research, program
development, and management support to foundations,
nonprofit networks and associations. He began his
career in the nonprofit sector in the early 1980s as
a peace and environmental activist. He was part of
the first wave of nonprofit activists to use the
Internet in the 1980's while he was at Greenpeace
and the national organization of the Public Interest
Research Groups (PIRGs). In the 1990s he attained
his masters in education and worked as an educator
and teacher trainer. Since then, he focused on
building Summit Collaborative and spending most of
his time working as an organizational development
strategist, builder of learning communities and
collaborations, author, and provocateur. He recently
launched a successful Internet publishing venture,
Dot Org Media
and developed an innovative change management
program for nonprofits and executives,
Strategic Technology.
He is a member of the Nonprofit Technology
Enterprise Network (N-TEN)
and serves in various other leadership positions in
nonprofit organizations and networks.
The cost for this
entire workshop is $150. Attendees must agree to attend all
three sessions to avoid needless repetition of content for
others. It will be held at Info Line (703 S Main St #211,
Akron OH;
directions). Click here to register:
http://www.infolineinc.org/connect/registerevent.htm.
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