Nonprofit organizations have a tough job managing the donations, along with the entire process of running campaigns, maintaining donors list, sending requests, all of which requires ongoing efforts and expert management. A decade back, all this was handled by one person or a team of people, but today, donor management software takes care of everything.
This new-age automated management system is tailored to turn the whole donation management process into a streamlined and smart operation that can regulate each aspect of donation efficiently. Also known as CRM (customer relationship management) for nonprofits, this software has emerged as a savior for voluntary organizations, NGOs, and the like.
In fact, the software is available in so many varieties that nonprofits have a tough time selecting a suitable version for themselves. There are cloud-based software systems, self-hosted systems, basic versions, premium versions, and many other types. Every software is a package carrying unique features, and while selecting a package, a nonprofit should take into account their budget and requirements, which are, again, unique for every institution.
Having accounted for the two, one should proceed to pick the software with most of the features fit to meet these unique requirements. To the delight of the nonprofits, they can easily find a suitable software to suit these requirements.
Here we have listed five top-rated software systems for donor management that will make donation management super convenient and effective in 2019.
1. Amergent
In 1996 Amergent launched its flagship CRM solution, Portfolio. Over the years, Amergent has helped non-profit agencies from different sectors raise millions of dollars through Portfolio's smart and efficient features. The software has truly come of age and offers to be a comprehensive and user-friendly toolset that supports all kinds of non-profits. Portfolio is mobile friendly, and provides non-profits with a complete solution, meeting all of your current needs and providing a platform designed to grow, expand, and adapt to new challenges and opportunities. What sets Amergent apart is their unparalleled customer service. They think of each of their clients as a partner; therefore, their client's success is Amergent's success.
The Portfolio software has been specifically designed for large non-profits and comes with support to manage all types of data such as contact information, demographics, interactions, relationships, activities, moves management, financial transactions, events, and more. The primary features of the software support multi-channel direct marketing. A non-profit can easily plan and execute multi-channel campaigns to support their fundraising activities. From start to finish, Portfolio can track progress to goals using planning tools and built-in analytics. The flexible reporting structure makes it a cakewalk to organize fundraising business intelligence so that it can be understood by all different departments such as finance, marketing, and senior management. An entire future campaign can be built in advance with inputs from past records to maximize the results and eliminate the mistakes.
Remittance and gift processing are part of every non-profit's operations and Portfolio has a caging/import and gift processing feature to support these activities... whether in-house or through 3rd party banking partners. The feature ensures precise data entry after double-checks for possible duplicates (i.e. new to digital channel but not new to organization), date, and coding validation, which promotes clean data and supports the proper recording of financial transactions so the information can be shared with your general ledger system.
Portfolio supports the relationship building and cultivation activities required to support Foundation, Major, and Planned Gift activities. The system can assign and manage contacts, store a detailed history of all correspondence, keep detailed notes, assign to-do's and ticklers, attach documents, link with wealth identification data, store in-depth asset and demographic profiles, send e-mails and record emails directly from within the system, and link directly from a donor/prospect record to a website.
Coming to volunteers and special events, this feature allows fast tracking of every type of volunteer information such as their availability, skills, recognition, etc. It also facilitates schedule creation, filling of volunteer openings, and events management. Events can be set up with all the planning for venues, activities, and other elements. The real-time, flexible system access allows on-site staff, remote users, and third-party vendors to use the dashboard without compromising the security in any way. Lastly, the alerts and messages help to improve relations with donors as notifications about their birthdays, special days, and lifetime giving milestones pop up so that nothing is missed.
With Amergent's Portfolio donor management features, a non-profit institution can look forward to making the most of the opportunities that come their way while being sure to overcome the challenges that pervade this challenging sector. It promises to improve donor retention, success rate of fundraising campaigns, and interest of potential donors.
Totally comfortable with customization, the team at Amergent helps to tweak the software to tune in with the client's terms. Secure, smart, and sturdy, Portfolio is the answer to all the issues and concerns faced by organizations looking to make a difference to humanity through technology.
So, if an affordable, user-friendly solution is needed - a non-profit organization can bank on Portfolio for better donor stewardship, and the Amergent client services team is very experienced and client friendly.
2. DonorPerfect
The foundation stone of DonorPerfect was laid by Mary and Nathan Relles in 1981, when they started SofterWare. In 1995, DonorPerfect was born and became the first Windows-based fundraising solution. 2011 saw the mobile app of the fundraising software being launched, and today, it is trusted by more than 50,000 fundraisers across the globe for the management of their fundraising operations.
The software is prized for its ability to nurture long-lasting donor relationships and comes with a set of features fitting for the nonprofit fundraisers. It has a consolidated donor management suite with provisions for information management, payment, reporting, and analysis. Its personalized communication lets one send personalized mails, newsletters, automatic gift acknowledgments, and also tracks the communications for better impact. There is event management tool set for auctions, conferences, and outings, using which the clients can manage registration and event activities, ensuring everything runs smoothly. Most importantly, DonorPerfect is secure, courtesy PCI compliance, which means no donor information is stored.
The payment gateways are totally safe, and donors can use digital payment methods without any worry. The reporting feature offers over 100 report templates and attached report writer, which can create reports in four different formats, i.e., Microsoft Word, Excel, PDF, and HTML. So if one is looking to assign all the fundraising task management to an automated system, then DonorPerfect is the best choice. One can go for a free demo and check out everything before signing up. The software maker provides help at every stage. Thus, one would not face any problem while using the software.
3. DonorSnap
Founded by Dennis Mueller in 2007, DonorSnap was built to address the need for a good and easy-to-use donor management software that will suit the special needs of the nonprofits. Simplicity was the prime focus of the software, and today, it is valued for its user-friendliness by thousands of voluntary bodies for their donation management.
The software is loaded with useful features for donation management, contact management, reporting, and communication tools. The client gets to manage donation from a simple dashboard where they can create online forms for donation, keep track of donations, generate acknowledgment for gifts/donations, integrate donations with accounting software and more. They can manage communications with donors using tools such as email acknowledgment letters that automate thank-you letters and email integration that sends mass customized mails in just one click.
The reporting tools consolidate all the data at a single place, letting one analyze it from different angles. For example, the goals tool creates custom goals to track fundraising, volunteer, and event activity. As for safety, the software is super secure, as there is provision for additional backups, multiple data storage points, and safe hosting. The biggest benefit of signing up for DonorSnap is that it provides private training to the clients to get them on their feet. So if a nonprofit is looking for a simple, cost-effective, and comprehensive donor management solution to improve their funds collection, then DonorSnap is just clicks away. One can have a free tour drive of the software before saying yes, getting all their queries answered to ensure value for money.
Little Green Light, the dream project of brothers Chris Bicknell and Nick Bicknell, saw the light of the day in 2007. Having been a fundraising professional himself, Chris was well-acquainted with the issues and challenges nonprofits faced in managing their donations with the existing donor database systems. Using their experience and expertise, they built Little Green Light and infused it with all the features that the erstwhile software systems did not possess.
Today, Little Green Light stands tall as an intuitive and powerful software that allows clients to focus on field work and takes care of all else. It has a customized dashboard with quick access to information that one needs to administer fundraising programs. Using contact management, one can track communication with donors and manage calendar of tasks such as events, campaigns, etc. There is built-in and custom reporting feature through which quick reports can be generated in the way one requires.
The software has been built using next-gen technology and thus aligns with other software effortlessly. In fact, it can be customized to cater to the personal requirements of the nonprofit with few tweaks, and in case help is needed, it is always available. Little Green Light is dedicated to the cause of nonprofits and determined to make them succeed. It is suitable for starters, medium, as well as large nonprofit organizations. So no matter which level a client is operating at, they can opt for Little Green Light, and rest assured that it will aid them to perform better for the betterment of society.
5. Eleo
Eleo is the brainchild of Mark Grossman, who started his company Community Software Solutions in 1991 with the motive of helping nonprofits and government organizations help the needy. Eleo grew out of Grossman's vision to support the nonprofits do their best for humanity and offers to be a substantial solution for the entire gamut of donor management tasks. Its data management and monitoring technology has the right tools to supplement the fundraising efforts. One can make entries and access records with mere clicks, anywhere on any device using the intuitive dashboard.
The fast search tool, donation history, gift pledges, donor interest, donor group, dynamic contact list, and other features give complete control over the donations, ensuring optimum results in every endeavor. The gift entry, appeals, and acknowledgment section allows one to foster relations with the donors by providing them with timely acknowledgments. The tracking tool give insights about the donor behavior, helping one understand what works with them. The communication tool gives comprehensive control over the dialogue process, which leaves no room for non-engagement and neglect. The security feature is attuned with the best, namely, Microsoft's Azure cloud services, which are constantly upgraded to protect client's data from unauthorized access and corruption.
So if a nonprofit desires a full-fledged and feature-rich donor management solution for improved performance, then Eleo is the right choice. Result-driven and rocking, it will make everything a cakewalk and let one focus all the attention and efforts on the mission one has undertaken.
* This is a contributed article and this content does not necessarily represent the views of techtimes.com
