Do any of these names ring a bell for you? 

• Church Management System (ChMS)
• Customer Relationship Management (CRM)
• Member Database 
• Donor Management Software

There are a plethora of names for the technology non-profit organizations and churches use to manage their records of membership or donors. 

No matter what you call it, this system (database) is the very heart of your operation which pumps blood (i.e. information) to all other areas of your organization. If this vital organ is showing signs of disease or aging, less blood will flow to the other important organs of the body and eventually the heart will fail. 

Now, internal medicine is not our specialty. But you get the idea! Without a database that has the latest tools and features, your staff will be unnecessarily overworked and frustrated while your communication with members/donors will be sporadic and uninspiring. 

How do you know when you need a new database? If your system checks any one of the boxes below, your database is no longer meeting the needs of your organization:
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​During the COVID pandemic, we learned how important it was to be able to access important files and tools while at home rather than in the office. Three years later, we still see organizations limit their efficiencies by using a database software solution that is only installed on a computer or two in the physical office. 

Database tools should be available to your staff wherever they are working on whichever device they choose, either through a secure web browser or a mobile app. Giving your staff the tools they need, when they need them, creates a much more efficient process and ensures data integrity. 

If your team has to wait until they are “in the office” to update records or find member/donor contact information, you can imagine what may accidentally get missed or how much longer tasks will take. 

We have even seen staff have confidential information of donors/members insecurely stored on their personal laptops because they haven’t had the chance to get to the office yet. 

Your organization must securely store and handle the confidential and personally identifiable information of those who support your mission. 

Ask your current provider if they have a web-based or cloud-based option. If not, it is time for a new system.
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When managing a non-profit or church, so many systems and processes are essential to your mission—giving and donor management, new visitor tracking, event registration, reporting, email lists, etc. 

Yet, we rarely find that these systems “talk to each other”. Therefore, your staff is spending a significant amount of time updating individual systems, pulling reports from multiple sources, or following up to collect payments for registrations received months ago. 

Imagine how the scenarios below could have an impact on your organization, your supporters, and your staff:

• A visitor comes to a community event you are hosting, has a great conversation with one of your staff, and ends up volunteering for your next food drive project. Your team lead for the food drive immediately receives a notification email that a person new to your system has signed up to volunteer for the event. Your team lead reaches out a few days afterward and welcomes them to the team and shares what to expect in their role! 
  
  
• You send out an email newsletter providing an update to all previous donors about your recent campaign. You only need $1,000 left to reach your goal of providing 100 filled backpacks for students to start the school year. A supporter who hasn’t given in the last two years is inspired to make an online gift for the final $1,000. You immediately receive a notification and pick up the phone to thank them for their gift. 

These scenarios can only be accomplished effectively with an integrated system of tools that shares information back and forth while providing simple processes and notifications for staff.
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Pulling a list of members or donors is an important task so that your leadership can be informed and analyze trends. Unfortunately, we have found this simple task can take hours for staff to run database queries to provide accurate results on outdated systems. 

Specific reports, such as a list of households with children 0–5 years old or a list of donors who have given more than $100 in the last 12 months, should be easily accessible to best serve your mission 

These reports tell an important story about your organization. Yet, if it takes considerable time to find the data and write the story, then leaders and staff cannot make informed decisions or communicate proactively. This is devastating for an organization’s growth when information is a prevalent and powerful tool. 
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​Having the financial resources to live out your mission is crucial, which means fundraising is essential to your daily operations. 

Fundraising technology has adapted substantially in the last 15 years with the global adoption of online giving, digital payment systems, online banking, etc. 

This new technology requires updated security measures so it is a great time to evaluate the fundraising and payment tools you offer for donors. 

Many systems now offer online giving which directly connects to member profiles in the database (with secured access for only admin users) as well as pledge and campaign management tools. 

20 years ago, all of your website content needed to be “above the fold” because people would not scroll below what they could first see on the screen due to slow loading times.

However, user behavior has changed (thanks to the invention of smartphones and social media). There is no longer an apprehension to scroll down web pages which means you no longer need as many pages on your site.

If your menu looks like the example below, you are overwhelming users with too many options and making it hard for them to find the information they need in one place.

Condense multiple pages of content into one page and ultimately, simplify your menu to a handful of pages (shoot for 10–15 pages depending on your organization).
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I know, I know....many of your just made it through Holy week and you are in need of a break. Please, take some sabbath time! But also, pass this fundraising resource on to your treasurer, director of development or finance team to get their wheels turning. 

We have put together a Generosity Campaign Communications Plan tool which outlines the many steps it takes to pull off a successful stewardship or fundraising campaign.

There is no way to put this lightly - it is a LOT of steps/tasks if you want to be successful and have clear communication with your donors.

We have seen many hiccups happen when:

• expectations aren't clear
• one person is tasked with managing everything themselves 
• various staff are not included in the planning at all or only at the last minute 
• goals of the campaign are not clear or keep changing 
  
  

Which is why it is so important to use a plan/tool like this so it is easier for your team to feel empowered and equipped to do this important fundraising work. 

And for you spreadsheet lovers - this can easily be copied and pasted into Excel. 

​Check it out and let us know what you think!