Business intelligence: donor management software changing the way nonprofits coordinate efforts.
You would think that if someone adopts a dog or cat at a shelter that the organization would immediately know if that person was also a donor. But that wasn't the case for an organization in the Midwest.
The organization changed its software and now coordinates information between departments. "For the first time they will know when a donor adopts a dog because their donors, adopters, volunteers, service providers and the people who drop off stray Stray
(1) Not a member of the participating party in the trade at hand; (2) not a meaningful indication of a customer's desire to take a sizable position or be involved in a stock. animals all reside in the same system," said Keith Heller, principal at Heller Consulting which is implementing Common Ground for the animal welfare organization. Heller has operations in Berkeley, Chicago and New York New York, state, United States
New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of .
The systems used to be called donor management software. Now, it's a business intelligence solution. It sounds complicated, but it's really just the same software, with upgrades and new delivery methods.
"This echoes what's going on What's Going On is a record by American soul singer Marvin Gaye. Released on May 21, 1971 (see 1971 in music), What's Going On reflected the beginning of a new trend in soul music. in the business world, with a movement from merely tracking data to an emphasis on using it strategically to make business decisions," said Lauta Quinn, executive director at technology nonprofit A corporation or an association that conducts business for the benefit of the general public without shareholders and without a profit motive.
Nonprofits are also called not-for-profit corporations. Nonprofit corporations are created according to state law. Idealware in Portland, Maine Portland is the largest city in the U.S. state of Maine, with a 2004 population of 63,882. Portland is Maine's cultural, social and economic capital. Tourists are drawn to Portland's historic Old Port district along Portland Harbor, which is at the mouth of the Fore River and part . "It's a useful mentality for organizations to have--to ensure that they're tracking and then actually using the data that will help them decide how to fundraise fund·raise or fund-raise also fund raise
intr.v. fund·raised, fund·rais·ing, fund·rais·es
To engage in fundraising.
Verb 1. most effectively."
But, the phrasing can be misleading. "I don't know Don't know (DK, DKed)
"Don't know the trade." A Street expression used whenever one party lacks knowledge of a trade or receives conflicting instructions from the other party. that the vendors who talk about 'business intelligence' actually provide a lot more features to help with this, though. Rather, they're trying to position donor management--correctly, I think--as a strategic tool, that organizations should invest in," she said.
Sharon Burns, chief information officer at the John D. and Catherine T. MacArthur Foundation John D. and Catherine T. MacArthur Foundation, philanthropic institution founded 1978 by John D. MacArthur (1897–1978), owner of a prominent insurance company and other businesses, and his wife Catherine T. in Chicago, spends her day making software talk interdepartmentally. She believes that successful technology initiatives solve business problems. The challenge is providing what everyone in an organization needs to know.
"It is difficult to implement good technology solutions without knowing the goals of the organization. Cost containment cost containment,
n the features of a dental benefits program or of the administration of the program designed to reduce or eliminate certain charges to the plan. goals are fundamentally different from the desire to be perceived as the leader in a field. While both goals are not mutually exclusive Adj. 1. mutually exclusive - unable to be both true at the same time
incompatible - not compatible; "incompatible personalities"; "incompatible colors" , it is important for the technology group to know the organizational goals to design successful technology projects," said Burns.
"Because of its unique status as a private foundation, the MacArthur Foundation MacArthur Foundation: see John D. and Catherine T. MacArthur Foundation. does not engage in fundraising. We do, however, use donor management software to track our outreach activities. Direct marketing has been using business intelligence software for years to track the success of various online market initiatives and to identify new segments for additional revenue generation," she said.
With adequate investment in people and software, nonprofits can learn from the success direct marketers have realized by implementing business intelligence software, said Burns. "Where traditional donor management software provides tracking for simple donations, pledges, memberships, memorial and annual donations; donor management software with business intelligence functionality can help identify new strategic opportunities for fundraising," she said.
Where traditional donor management systems provide for passive measurement of donations, donor management systems, with a business intelligence component, can provide tools for analysis of donations to identify segments of donors where donations might be falling or increasing, depending on the donation messages being delivered, Burns said.
This is going to take more than money. "The new business intelligence software tools for donor management require a new skill set and strategic focus by the group tasked using them to generate increased donations," she said.
LOOK, UP IN THE SKY
Delivery and use of donor management systems is also dramatically changing with the advent of cloud computing (1) Running applications in or from network servers. Computing "in the cloud" may refer to a company's own network, but often refers to the Internet and the use of Web browser-based or rich client applications. , open-source software, and the software-as-a-service (SaaS) model where the software resides at the vendor.
According to according to
1. As stated or indicated by; on the authority of: according to historians.
2. In keeping with: according to instructions.
3. Idealware's Quinn, "There certainly is a growing trend towards SaaS solutions. It's a low maintenance option that can work really well for nonprofits especially those without a big IT infrastructure. Bur there will always be organizations that prefer to have their system installed in-house--perhaps because they want to integrate it in complex ways with other systems, or they have special concerns around the privacy of data. And installed systems are often cheaper in the long run if you have the IT infrastructure to support it. Installed systems aren't going away anytime soon."
Burns said that the issue is not the cost of software but cost of system upgrades to handle new bells and whistles A slang English term for exceptional features in some product. In the computer field, it typically refers to functions in software that may be greatly appreciated by some users, even though they may not be necessary most of the time. , as well as IT staff costs. "As I look at controlling costs and the size of the IT support staff, I have relied on cloud service providers to provide high-quality software to our staff, and control my software maintenance costs. In evaluating software products, application service providers (SaaS and cloud) is always our first choice because I'm able to provide the service and not add to my internal software support FTE FTE Full-Time Equivalent
FTE Full-Time Employee
FTE Full-Time Equivalency
FTE Full Time Employment
FTE Foundation for Teaching Economics
FTE Full Time Enrollment
FTE For the Enterprise (SQL)
FTE Fund for Theological Education cost," said Burns. "We choose off-the-shelf software second and only develop custom applications when our business needs dictate a custom solution."
Despite the fact that the software resides elsewhere and that vendors are updating the interfaces so that users find them easier, the software is not yet idiot-proof. "I don't think you'll ever be able to make a donor management system idiot-proof. Fundamentally, they can help you manage a fundraising process, but they can't replace the need to establish sensible procedures and then to actually follow them," said Quinn. "There will always be opportunities to enter terrible data, categorize cat·e·go·rize
tr.v. cat·e·go·rized, cat·e·go·riz·ing, cat·e·go·riz·es
To put into a category or categories; classify.
cat data ineffectively, or run misleading reports."
The leading software providers have spent millions of dollars on product upgrades. Here are some of the highlights:
Access International within the past few weeks has released version released version - release 7.6 of its Enterprise product. Ir also rolled out two new modules, DonorLink and WebServices.
DonorLink allows donors to view their account, gift and payout pay·out
1. The act or an instance of paying out.
2. A percentage of corporate earnings that is paid as dividends to shareholders. information online. Users can send emails to donors, including acknowledgements. WebServices allows sites to integrate third-party or in-house applications with Enterprise. Users can query, updata and delete To remove an item of data from a file or to remove a file from the disk. See file wipe, trash and undelete.
1. (operating system) delete - (Or "erase") To make a file inaccessible. Enterprise data through the system.
There have also been updates to the Enterprise CRM (Customer Relationship Management) An integrated information system that is used to plan, schedule and control the presales and postsales activities in an organization. module, which unites the features and functionality of two applications, Enterprise and Microsoft Dynamics CRM Microsoft Dynamics CRM is a Customer Relationship Management software package developed by Microsoft. It is a part of the Microsoft Dynamics family of business tools.
The current version of Dynamics is 3.0, released on December, 2005. . Users can now update in real time the Enterprise application running in conjunction on the backend.
Advanced Solutions International (ASI ASI,
n See Anxiety Sensitivity Index. ) unveiled a toolkit for its iMIS 15.1 product. Calied iCreate, it's a suite of tools for tailoring and extending iMIS without affecting the product upgrade path. The toolkit allows iMIS users to fix and match the functionality of iMIS and blend it with custom html or external Web applications, such as RSS feeds Summaries of Web site content that are published in the RSS format for download. See RSS. , blogs, and widgets, to create a unique Web experience for donors, staff, and other users.
"The cool thing about iCreate is that it uses the same functionality as our Web Content Management system which means you can create custom iMIS screens that are Web pages just like you would create a custom Web page using a typical CMS (1) See content management system and color management system.
(2) (Conversational Monitor System) Software that provides interactive communications for IBM's VM operating system. ," said Edward Wendling, director of marketing at ASI.
"The pages can be donor/customer or staff facing. So you can really take iMIS functionality and mix it in with Web content display it for different audiences," he said.
Amergent has added several bells and whistles to its newest version of Portfolio. Portfolio V5 is a complete re-write of the software "from the foundation up," said Mark Connors Mark Connors (born 17 May, 1971 in Brisbane) is an Australian rugby union footballer. He is currently the Queensland Reds most capped player ever, playing 134 games for the side. He has played for Australia 20 times, including their victory in the 1999 Rugby World Cup. , vice president at Amergent.
Portfolio is offered as both a Web-based SaaS product or as an in-house installation. It has a new user-friendly interface and a multi-level, role-based security system. User dashboards summarize sum·ma·rize
intr. & tr.v. sum·ma·rized, sum·ma·riz·ing, sum·ma·riz·es
To make a summary or make a summary of.
sum data and the campaign management tools support multi-channel efforts (mail, email, phone and Web).
Among Portfolio's contact management functions are calendaring, tickler file Noun 1. tickler file - a file of memoranda or notices that remind of things to be done
data file, file - a set of related records (either written or electronic) kept together and pre-defined cultivation cultivation, tilling or manipulation of the soil, done primarily to eliminate weeds that compete with crops for water and nutrients. Cultivation may be used in crusted soils to increase soil aeration and infiltration of water; it may also be used to move soil to or tracks. There is also document and file attachment See e-mail attachment. at multiple levels of the donor record.
The program has an automated au·to·mate
v. au·to·mat·ed, au·to·mat·ing, au·to·mates
1. To convert to automatic operation: automate a factory.
2. caging import function to support data import from remittance Money sent from one individual to another in the form of cash, check, or some other manner.
Financial statements sent by a creditor to a debtor frequently refer to the process of submitting a monthly remittance.
REMITTANCE, comm. law. processing equipment and/or third-party caging companies. There is also fulfillment ful·fill also ful·fil
tr.v. ful·filled, ful·fill·ing, ful·fills also ful·fils
1. To bring into actuality; effect: fulfilled their promises.
2. functionality for premium fulfillment.
Blackbaud during the past few mouths has announced several updates to its numerous product offerings. Blackbaud and PayPal launched BlackbaudNow, a point-and-click Web site builder with secure donation processing and the ability to send emails and record donors' giving histories.
"More than 100,000 nonprofits already use PayPal for payment processing," said Glenn Lim, general manager of alliances and non-retail payments for PayPal.
This past June, Blackbaud unveiled ResearchPoint by Target Analytics, which is designed to help identify, target, and cultivate cul·ti·vate
tr.v. cul·ti·vat·ed, cul·ti·vat·ing, cul·ti·vates
a. To improve and prepare (land), as by plowing or fertilizing, for raising crops; till.
b. potential major and planned giving Planned Giving is an area of fundraising that refers to several specific gift types that can be funded with cash or property. These gift vehicles are based on United States tax law. donors. Delivered through a SaaS model, ResearchPoint combines public data with constituent information from a nonprofit's database, building a complete view of prospects. Target Analytics is a division of Blackbaud based in Massachusetts.
Blackbaud NetCommunity Grow is a new quick-deploy SaaS offering that includes nonprofit Internet strategy planning services and ongoing support. It is targeted at nonprofits that are ready to use richer online marketing and communications, but may not have the resources or expertise in place to make such a Web site come to life.
The company also made upgrades to the Sphere program it acquired when it bought its online competitor Kintera. The solution now provides national nonprofits the flexibility to mirror their operations, whether centralized cen·tral·ize
v. cen·tral·ized, cen·tral·iz·ing, cen·tral·iz·es
1. To draw into or toward a center; consolidate.
2. or decentralized de·cen·tral·ize
v. de·cen·tral·ized, de·cen·tral·iz·ing, de·cen·tral·iz·es
1. To distribute the administrative functions or powers of (a central authority) among several local authorities. , in a way that supports business operations Business operations are those activities involved in the running of a business for the purpose of producing value for the stakeholders. Compare business processes. The outcome of business operations is the harvesting of value from assets , said Rich LaBarbera, senior vice president of Blackbaud Internet Solutions.
According to LaBarbera, the enhanced multi-chapter management structure enables all local account configurations to be administered from a single national login Signing in and gaining access to a network server, Web server or other computer system. The process (the noun) is a "login" or "logon," while the act of doing it (the verb) is to "log in" or to "log on. , helps to better manage the creation and control of duplicate records created from online forms and programs, utilizes a single account to optimize organization-wide reporting, including financial reports and fund allocation across entities, and leverages a single account to promote more efficient national e-marketing campaigns.
Click & Pledge's Trio program now includes three modular online fundraising Online fundraising is the use of Internet-based technology, marketing and communication techniques by non-profit organizations to bring in revenue, frequently as donations. applications: a payment system, a choice of donor management systems, and a Web site/social networking component. An open application programming interface (API (Application Programming Interface) A language and message format used by an application program to communicate with the operating system or some other control program such as a database management system (DBMS) or communications protocol. ) allows for integration of the three modules and the ability to integrate it with other programs.
The payment system is the core of the program. It accepts major credit cards and can hold unlimited custom payment pages, an online store, membership registrations, IRS An abbreviation for the Internal Revenue Service, a federal agency charged with the responsibility of administering and enforcing internal revenue laws. receipts, create tickets/name badges, direct deposits, database/reporting, foreign currencies and multiple languages.
Users of the donor management system can choose SalesForce.com, SugarCRM or CMCRM to manage donor information/contributions, target prospects, share information and create reports. Third-party integration includes SalesForce.com, Twitter A Web site and service that lets users send short text messages from their cellphones to a group of friends. Launched in 2006, Twitter (www.twitter.com) was designed for people to broadcast their current activities and thoughts. , Constant Contact, Mail Chimps, widgets, forms, tickets, receipts, name badges, currencies, languages, tax deductable calculation, database/reporting, discounting and creation of viable applications.
Convio's online marketing suite now has "multicenter" which allows multi-affiliate organizations to manage relationships and communications at the local, regional and national level so supporters don't get inundated in·un·date
tr.v. in·un·dat·ed, in·un·dat·ing, in·un·dates
1. To cover with water, especially floodwaters.
2. because the multiple chapters or affiliates aren't sharing data.
Participant center is also improved, allowing the donor/fundraiser to more easily manage the relationship with the organization, empowering them to update information so that the organization does not have the administrative burden. Convio's online marketing suite is integrated with Common Ground CRM to manage all relationships.
"Our focus has been to work with nonprofits to build a system that allows them to develop meaningful relationships with all types of constituents, not just donors," said Tom Krackeler, vice president, Common Ground. The product allows users to access, share and derive value from their constituent information, regardless of how each constituent chooses to show their support. "Fully integrated volunteer management capability is a key ingredient for a comprehensive nonprofit database," he said.
Built and delivered natively on Salesforce.com's Force.com platform, it leverages cloud computing to deliver a SaaS product that easily integrates with other open systems, including Convio's fundraising applications.
ebase.org has updated two of its nonprofit software offerings. The first is a partial rewrite re·write
v. re·wrote , re·writ·ten , re·writ·ing, re·writes
1. To write again, especially in a different or improved form; revise.
2. of ebasePro 2.20, to be used with current versions of FileMaker Pro.
ebasePro is built on FileMakerPro. It can cross-platform into a mixed environment (Macs or PCs). It can be used as a standalone stand·a·lone
Self-contained and usually independently operating: a standalone computer terminal. database or in a server-client environment with multiple users. Versions of ebasePro 2.80 are expected to be available as a free download.
ebaseClassic 1.03 is being updated to run in currently available versions of FileMakerPro. A refresh (1) To continuously charge a device that cannot hold its content. CRTs must be refreshed, because the phosphors hold their glow for only a few milliseconds. Dynamic RAM chips require refreshing to maintain their charged bit patterns. See vertical scan frequency and redraw. of Classic's appearance has been implemented to make it more contemporary.
eTapestry, a division of Blackbaud Inc., launched two new fundraising modules, eTapestry Cart for online retail and eTapestry Personal Fundraising, a viral tool empowering constituents to raise funds on a nonprofit's behalf. Both tools are part of the eTapestry on-demand fundraising program.
"Our Personal Fundraising and Cart modules bring the sophisticated Internet fundraising tools larger organizations have found success with, to nonprofit organizations Nonprofit Organization
An association that is given tax-free status. Donations to a non-profit organization are often tax deductible as well.
Examples of non-profit organizations are charities, hospitals and schools. of all sizes in a simple to set up, simple to use format," said Jay Love, eTapestry's chief executive officer.
eTapestry Cart allows organizations to sell products with shopping cart functionality, separating donations from purchases. eTapestry Personal Fundraising is a viral fundraising module that uses the Internet and email to encourage constituents to raise funds for a nonprofit organization, leveraging their networks of contacts with personal fundraising Web pages.
Both modules tie directly into the existing eTapestry database so all the transactions are secure and recorded on the constituent record within a nonprofit's database. The process can help organizations continue to grow their fundraising revenue while recording accurate and real-time data Real-time data denotes information that is delivered immediately after collection. There is no delay in the timeliness of the information provided.
Some uses of this term confuse it with the term dynamic data. on each donor they have, said Love.
The modules are added to eTapestry's BlackbaudNow product that allows groups to publish their own Web site and accept donations and is tied in to online processing provider PayPal.
Fund E-Z E-Z Engdahl-Zigangirov (bound) has launched a donor management program that sits on top of its popular fund accounting program. Groups can track individuals and organizations, households and their members and employer/employee relationships by entering unlimited addresses, telephone numbers, and emails for each donor, with user-defined mailing defaults.
Demographics The attributes of people in a particular geographic area. Used for marketing purposes, population, ethnic origins, religion, spoken language, income and age range are examples of demographic data. such as gender, marital status marital status,
n the legal standing of a person in regard to his or her marriage state. , birth date, anniversary date, number of children, household role, solicitor, attributes can be tracked. It's fully integrated with real-time updating to FUND E-Z accounting without any extra steps.
Heritage Designs has joined the online battle with release of its third product "MatchMaker Matchmaker - A language for specifying and automating the generation of multi-lingual interprocess communication interfaces. MIG is an implementation of a subset of Matchmaker. FundRaising Software Online, which is accessed through the Internet without the expense of extra hardware. It is added to Heritage's PC-based products" MatchMaker FundRaising Software Standard and MatchMaker FundRaising Software Enterprise.
MatchMaker FundRaising Software Online can be accessed from anywhere, has unlimited access and storage of data at a fixed monthly price, and includes campaign, special event and volunteer management at no additional cost. All upgrades, maintenance, backups and data security are managed and monitored as part of the monthly fee, according to Diana Hoyt, president of Heritage Designs.
Orange Leap, formerly MPower, provides the base software for free and helps charities customize it. According to Randy McCabe, president at Orange Leap, it can be customized "in plain English Plain English (sometimes known, more broadly, as plain language) is a communication style that focuses on considering the audience's needs when writing. It recommends avoiding unnecessary words and avoiding jargon, technical terms, and long and ambiguous sentences. ."
"Systems should actively recognize and classify clas·si·fy
tr.v. clas·si·fied, clas·si·fy·ing, clas·si·fies
1. To arrange or organize according to class or category.
2. To designate (a document, for example) as confidential, secret, or top secret. constituents using the same language and rules as your organization," he said. For example, if you consider a major donor someone who gives $5,000 in a calendar year and group the person as part of the "Founders Club," you should not have to run queries, hack custom fields and create complex codes to translate that into your software.
"The software should automatically recognize them as such the moment they give that third gift that puts them over $5,000 for the calendar year. And the systems should share information in real-time," he said.
Orange Leap is fully adaptable a·dapt·a·ble
Capable of adapting or of being adapted.
a·dapta·bil . Any organization can choose the name of every field and define every relationship between those fields, even how the data is displayed. Users can do it at no additional cost with Orange Leap's service consultants, known as "adaptors."
Orange Leap allows users to modify the appearance of end users' screens and manage the data fields that the nonprofit needs or doesn't need. The control resides with the clients' administrators, not with the host. Orange Leap maintains all customizations and modifications through all upgrades.
Sage Software has numerous updates to its Millennium and strategies fundraising technology platform. Releasing later this year, Millennium v7.8 has a new user-interface and usability enhancements. New functionality includes two-way Outlook integration including contacts, circles (one-to-many relationships), and audit trails. Compliance and user-requested enhancements included this time are in the areas of prospect management, HIPPA Hip´pa
n. 1. (Zool.) A genus of marine decapod crustaceans, which burrow rapidly in the sand by pushing themselves backward; - called also bait bug ltname>. See Illust. under Anomura. , and data imports from third-party providers. Additionally, Millennium v7.8 integrates with Prospect Link from Wealth Engine, according to Heather Burton, senior product marketing manager, nonprofit solutions, at Sage Business Solutions.
"We are seeing more adoption of our business intelligence module, Visual Analyzer analyzer /ana·ly·zer/ (an´ah-li?zer)
1. a Nicol prism attached to a polarizing apparatus which extinguishes the ray of light polarized by the polarizer.
2. . As nonprofits' budgets tighten, they are looking for Looking for
In the context of general equities, this describing a buy interest in which a dealer is asked to offer stock, often involving a capital commitment. Antithesis of in touch with. ways to identify new opportunities and increase campaign returns," said Burton.
For Sage Fundraising 50, remote access continues to be a hot topic. The software is used as if it was installed on your local machine--no changes in functionality or features between the applications.
Sage also launched fully managed hosting services for its Sage Fundraising 50. With no need to deploy or maintain a server, hosted Sage Fundraising 50 is intended to minimize an organization's information technology (IT) costs and resources. Sage Fundraising 50 will continue to be available as a licensed software product, but users will now have more choice about how they deploy their fundraising system.
Salesforce.com released its Nonprofit Starter Pack A starter pack (or starter deck) is a sealed package of cards or figurines, designed to serve as the beginning of a collection, in collectible card games and collectible miniature wargames.
Starter packs usually contain a fairly large number of items. . Nonprofits can receive up to 10 free licenses and an 80 percent discount on additional licenses. A flexible business application platform, the Nonprofit Starter Pack's customization tends to make it work for medium-sized nonprofits, said Steven Anderson Steven James Stuart Anderson (born December 19, 1985 in Edinburgh) is a Scottish professional footballer, currently playing for St. Johnstone. Anderson, a right back, joined the Perth club from Tayside rivals Dundee United in the summer of 2004. , solutions architect at Saleforce.com
SofterWare, developer of DonorPerfect fundraising software, released SmartActions automated business rules as part of its Web-based DonorPerfect Online constituent relationship management (CRM) product. SmartActions allows users to set up workflow procedures that their DonorPerfect Online system will carry out automatically when certain predefined conditions are met.
Utilizing a step-by-step wizard setup, nonprofits can create pop-up alerts and reminders, send emails, enter data into fields, and launch Web sites without programming. All is done automatically, according to Jon Biedermann, vice president of SofterWare. "There is no longer a need for nonprofits to spend thousands of dollars configuring and customizing a fundraising system. With SmartActions, they'll save time by automating fundraising tasks based on their exact specifications. For example, if a gift of $500 or more is entered into DonorPerfect, an email notification can be sent automatically to the development director, and a follow-up call can be set up in the DonorPerfect Online Contact Manager," he said. SmartActions is free to users of the DonorPerfect Online system.
Softrek has redesigned the user interface of its popular PledgeMaker program, which it is now calling ClearView for PledgeMaker. The ClearView technology allows users to personalize per·son·al·ize
tr.v. per·son·al·ized, per·son·al·iz·ing, per·son·al·iz·es
1. To take (a general remark or characterization) in a personal manner.
2. To attribute human or personal qualities to; personify. desktop dashboards so that each user can customize the program to what they use most. It's a new Web technology that allows users to access donor information in PledgeMaker in an easier and more familiar way.
ClearView Technology features include calendar views with actions and reminders, the ability to export lists into Microsoft Excel (tool) Microsoft Excel - A spreadsheet program from Microsoft, part of their Microsoft Office suite of productivity tools for Microsoft Windows and Macintosh. Excel is probably the most widely used spreadsheet in the world.
Latest version: Excel 97, as of 1997-01-14. and an intuitive user interface users can organize using drag and drop A graphical user interface (GUI) capability that lets you perform operations by moving the icon of an object with the mouse into another window or onto another icon. For example, files can be copied or moved by dragging them from one folder to another. capabilities. One helpful feature is the single-field search that helps to locate donor records despite limited information.
ClearView is fully integrated with PledgeMaker and a variety of programs including calendars, Microsoft Office Microsoft's primary desktop applications for Windows and Mac. Depending on the package, it includes some combination of Word, Excel, PowerPoint, Access and Outlook along with various Internet and other utilities. , Google Maps Google Maps (for a time named Google Local) is a free web mapping service application and technology provided by Google that powers many map-based services including the Google Maps website, Google Ride Finder and embedded maps on third-party websites via the Google Maps , PG Calc WealthEngine and Business Objects.
There is a robust library of information panels for inclusion in the workspace and overview page that allows users to select the information and display it in the way users want to see it.
The program includes wizards that walk the user through the process of merging or deleting prospect and donor records. Users can stay on top of the world around them via and RSS (Really Simple Syndication) A syndication format that was developed by Netscape in 1999 and became very popular for aggregating updates to blogs and the news sites. RSS has also stood for "Rich Site Summary" and "RDF Site Summary. Reader panel that brings in news that's important to the user.
StraightForward Software's LifeLine life·line
a. An anchored line thrown as a support to someone falling or drowning.
b. A line shot to a ship in distress.
c. A line used to raise and lower deep-sea divers.
2. 8 added more features and reports. New fields were added to the constituent record. For example, during the entry of a new individual constituent record, Label Line 1 and 2 are automatically filled in with the name of Person 1 as Label Line 1 and the name of Person 2 (if entered) as Label Line 2. During the entry of a new organization constituent record, Label Line 1 is filled in with the contact name and Label Line 2 is filled in with the organization name. If either of the Label Line fields is filled in, the content of each will be used to form the first two lines of the mailing labels.
Tackle Marketing Group updated its TMG TMG - TransMoGrifier.
An early language for writing recursive descent compilers. It was macroed from the IBM 1604 to the IBM 709 to the IBM 7094 to the GE-635, where it was used by McIlroy and Morris to write the EPL compiler for Multics. Profile software. The upgrades allow development staff responsible for creating promotions, i.e., direct mail, emarketing, and Web, to use a new Promotion Export module, which provides users with a wider set of values for query and selection. Also, segments can be defined once and are reusable re·use
tr.v. re·used, re·us·ing, re·us·es
To use again, especially after salvaging or special treatment or processing.
re·us if desired. Prior promotional appeals can be an include/exclude with multiple filters.
TMG Profile's ask amount functionality has been enhanced to assign multiple strings within segments. The regency, frequency and amount historical and current giving pattern by segment provides additional performance data for future pulls.
The updates also include auto populating city, stats and ZIP codes zip code
System of postal-zone codes (zip stands for “zone improvement plan”) introduced in the U.S. in 1963 to improve mail delivery and exploit electronic reading and sorting capabilities. . The firm is also testing new pledge, inventory and membership functions.
Telosa Software has a new campaign module for its Exceed! Premier 7.0 program. "Every nonprofit, regardless of size, does some sort of campaign (annual, endowment, capital). This module will be packaged with Premier which means there will be no additional charge for current clients or any new nonprofit purchasing Premier," Ann E. Troussieux, vice president of national sales for Telosa Software.
Telosa also created an interface with Vertical Response, an email marketing and direct response tool. "We felt they had better customer service and more templates for nonprofits. They also have more comprehensive processes for helping your mailing avoid being labeled as spam E-mail that is not requested. Also known as "unsolicited commercial e-mail" (UCE), "unsolicited bulk e-mail" (UBE), "gray mail" and just plain "junk mail," the term is both a noun (the e-mail message) and a verb (to send it). . They will offer a nonprofit up to 10,000 emails a month free which seems to really hit home with most folks," said Troussieux.
TheDataBank has made some changes to its Fundraising Module during the past year. A new pledge search feature allows users to select doors based on their pledges. It's on the search menu.
The software's download tool has been expanded to include pledges and relationships as linked tables to allow exporting pledge data for reminder letters or creating custom reports.
The updates also include donor recognition reporting, pledge cash flow projection A Cash Flow Projection is an attempt to forecast the cash flows that will be generated by an asset, often a company, over a specified time frame. Methodology
Projections can be made with varying levels of detail, but any cash flow projection for a business entails reporting and a new pledge editing form. The form gives users the option of auto-renewing pledges for a year at a time by setting a renewal date and checking a box "auto-renew." There is also a check box for "auto-pay."
TS Marketing this past June released updates to its DonorExpress Enterprise 5.5 version. Its main menu now is able to show the organization name for groups that are running more than one database in the software.
For those who need color differentiation, the delete button has been renamed Delete Donor and is now in red. The automatic Internal Revenue Service statement has been removed from the bottom of statements but can be manually added.
If a donor has an active pledge, the Donation for Pledge label will be displayed. The updates include numerous reports and links to donor recognition actions. The software also has a standard version and a hospice hospice, program of humane and supportive care for the terminally ill and their families; the term also applies to a professional facility that provides care to dying patients who can no longer be cared for at home. version.
TOP DONOR MANAGEMENT PRODUCTS
Enterprise Fundraising and CRM System
Single user, starting at $5,000
Multi user See multiuser. , starting at $6,500
Single user, starting at $3,000
Multi user, starting at $5,000
Additional modules vary
Multi user, starting at $15,000 (5 users)
Multi user, starting at $2,000/month
FastFund Raising Standard
Single user, starting at $299
Multi user, starting at $794
FastFund Raising Premium
Single user, starting at $595
Multi user, starting at $1,090
Blackbaud Net Community
Software license only, starting at
Blackbaud Net Community Grow
Starting at $18,000/year
Blackbaud Sphere eMarketing
Subscription, starting at $2,240/year
Blackbaud Sphere Events
Transaction-based pricing, no software fee
The Raiser's Edge
Software license, starting at $7,000
Single user, starting at $5,500/year
Multi user, starting at $8,000/year
Modules starting at $1,295
For up to two users, starting
CLICK AND PLEDGE
Starts at $150 per component for set up. There is a fee for payment processing transactions of 4.5% plus 35 cents per transaction.
Single/Multi user, starting at $100/month/user (for the first 10 users)
Convio Online Marketing and Fundraising
Single/Multi user, staring at
$500/month per site
DONOR2/SYSTEMS SUPPORT SERVICES support services Psychology Non-health care-related ancillary services–eg, transportation, financial aid, support groups, homemaker services, respite services, and other services
Single user, starting at $8,000
Multi user, starting at $10,000
Single user, starting at $150/month
Multi user, staring at $250/month
Single user, starting at $150
Additional user, starting at $150
Standard and Hospice
Single user, starting at $650
Additional user, starting at $245
Unlimited site license, starting at $1,800
Single user, starting at $950
Additional user, starting at $350
Unlimited site license, starting at $2,700
Single user, starting at $1,495
Mutti user, starting at $2,495
DYNAMIC DATA CONCEPTS
Single user, starting at $3,500
Multi user, starting at $4,250
Single user, starting at $795
Multi user, starting at $1,595
Single user, open source ("runtime"
version of Filemaker necessary)
Multi user, open source (requires Filemaker server and client licenses)
Single user, starting at $0-$236/month, depending on record size
Multi user, starting at $24-$286/month, depending on record size, per additional user
EXECUTIVE DATA SYSTEMS
Single user, starting at $1,500
Multi user, starting at $2,300
Donor Records/Nonprofit Starter Kit
Single user, starting at $500
Multi user, starting at $800
Fund E-Z Fund Raising
Single user, starting at $995
Multi user, starting at $1,490
Single user, starting at $149
Single user, starting at $1,200
Multi user, starting at $1,700
Single user, starting at $3,500
Multi user, starting at $4,500
Starting at $250/month
Single user, starting at $1,990
Multi user starting at $4,245
Single user, starting at $2,790
Multi user, starting at $5,495
METAFILE A file that contains other files. It generally refers to graphics files that can hold vector drawings and bitmaps. For example, Windows Metafiles (WMFs) and Enhanced Metafiles (EMFs) can store pictures in vector graphics and bitmap formats as well as text. INFORMATION SYSTEMS
Single user, starting at $1,000
Multi user, starting at $4,000
Gift Works Standard
Single/Multi user, starting at $399
Gift Works Premium
Single/Multi user, starting at $699
Orange Leap On Demand
No license fees, support starts at $99 per user per month with price breaks over 20 users.
MPX MPX - Multiplexor Channel
No license fees, support starts at $99 per user per month with price breaks over 20 users.
No license fees, support starts at $750 per data source per year.
Single user, up to 5,000 records, $100/per month
Multi user, 10 users, 100,000 records, $1,000/month
Sage Fundraising 50
Single user, starting at $3,400
Multi user, starting at $4,650 (based on the number of users)
Sage Fundraising 100
Single user, starting at $9,000 (first 4 users)
Multi user, starting at $9,000 ($1,500 for each additional license)
Sage Fundraising 100-Rainbow Edition
Single user, starting at $9,000 (first 4 users)
Multi user, starting at $9,000 ($1,500 for each additional license)
Single user, starting at $38,500 (10 users)
Multi user, starting at $38,500 (based on number of users)
Salesforce Nonprofit Edition
Eligible nonprofits receive 10 donated licenses and 80 percent discount on additional licenses and services
Single user, starting at $8,000
Multi user, starting at $10,000
DonorPerfect Fundraising Software
Single user, starting at $3,070
Multi user, starting at $4,995
Single user, starting at $31/month
Multi user, starting at $81/month
Single user, starting at $350/month
Multi user, starting at $300/month; plus $50/user/month
Multi user, starting at $8,225
STRAIGHT FORWARD SOFTWARE
Lifeline Nonprofit Management System
Single user, starting at $595
Multi user, starting at $845
TACKLE MARKETING GROUP
Single/Multi user, starting at $500/per month
Number of users unlimited
Single user, starting at $499
Multi user, call for quote
Single user, starting at $3,095
Multi user, call for a quote
Single/Multi user, starting at $199/month (unlimited users)
Single/Multi user, starting at $1,500 (unlimited users)