The soft(ware) side of fundraising effectiveness.Are you a good fundraiser? Is your shop performing well? Where can resources be directed so the organization can be more efficient? These are some of the questions that promote self-reflection self-re·flec·tion n. Self-examination; introspection. self  -re·flec from fundraisers
and that demand answers from executives and board members. While the
questions are simple and direct, the answers are complicated.
[ILLUSTRATION OMITTED] Money raised is the ultimate answer, but dollars alone don't don't 1. Contraction of do not. 2. Nonstandard Contraction of does not. n. A statement of what should not be done: a list of the dos and don'ts. reflect the long-term Long-term Three or more years. In the context of accounting, more than 1 year. long-term 1. Of or relating to a gain or loss in the value of a security that has been held over a specific length of time. Compare short-term. viability of a fundraising
The Association of Fundraising Professionals (AFP (1) (AppleTalk Filing Protocol) The file sharing protocol used in an AppleTalk network. In order for non-Apple networks to access data in an AppleShare server, their protocols must translate into the AFP language. See file sharing protocol. ) in Alexandria Alexandria, city, Egypt Alexandria, Arabic Al Iskandariyah, city (1996 pop. 3,328,196), N Egypt, on the Mediterranean Sea. It is at the western extremity of the Nile River delta, situated on a narrow isthmus between the sea and Lake Mareotis (Maryut). , Va., this past November November: see month. unveiled its pilot Fundraising Effectiveness Project (FEP See front end processor. ) aimed at establishing organizational, geographic geographic /geo·graph·ic/ (je?o-graf´ik) in pathology, of or referring to a pattern that is well demarcated, resembling outlines on a map. geographic pertaining to geography. and sector benchmarks for sustainable development Sustainable development is a socio-ecological process characterized by the fulfilment of human needs while maintaining the quality of the natural environment indefinitely. The linkage between environment and development was globally recognized in 1980, when the International Union programs. When fully developed, the project can help an animal welfare organization in Georgia Georgia, country, Asia Georgia (jôr`jə), Georgian Sakartvelo, Rus. Gruziya, officially Republic of Georgia, republic (2005 est. pop. 4,677,000), c.26,900 sq mi (69,700 sq km), in W Transcaucasia. , for example, evaluate changes in its fundraising performance from year-to-year. Similarly, it can compare its efforts against similar organizations around the country or against other Georgia nonprofits. 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. executives and board members can make realistic assessments of fundraising staff performance in a much larger context. Decisions about hiring more staff and where to focus efforts can be made against a consistent set of metrics metrics Managed care A popular term for standards by which the quality of a product, service, or outcome of a particular form of Pt management is evaluated. See TQM. that can be tracked year-to-year. DEFINING EFFECTIVENESS Bill Levis, senior associate at the Center on Nonprofits and Philanthropy philanthropy, the spirit of active goodwill toward others as demonstrated in efforts to promote their welfare. The term is often used interchangeably with charity. at the Urban Institute in Washington Washington, town, England Washington, town (1991 pop. 48,856), Sunderland metropolitan district, NE England. Washington was designated one of the new towns in 1964 to alleviate overpopulation in the Tyneside-Wearside area. , D.C., has been the primary driver behind the project. He conducted the first National Society of Fundraising Executives, now called AFP, study on fundraising costs in 1979. He also directed the project that created the National Center for Charitable Statistics and helped to revise the federal Form 990 to be consistent with generally accepted accounting principles The standard accounting rules, regulations, and procedures used by companies in maintaining their financial records. Generally accepted accounting principles (GAAP) provide companies and accountants with a consistent set of guidelines that cover both broad accounting (GAAP GAAP See: Generally Accepted Accounting Principles GAAP See generally accepted accounting principles (GAAP). ) in 1981. Levis and AFP Vice President of Research Cathy Williams For the first African-American female to serve in the U.S. Army, see, see . Cathy Williams (b. Trinidad, West Indies) was a popular British writer of over 50 romance novels in Mills & Boon since 1990. began working together in 2005 to explore new opportunities to define and measure fundraising efforts. Their discussions and a survey of AFP members led to general ideas of what constitutes effectiveness in fundraising, what kind of data are available, who potential partners could be, and how organizations might use the data to do better fundraising. Fundraising costs, the amount spent to raise a dollar, was a major area of interest. However, while organizations are required to report fundraising costs on the Form 990, the standards for reporting are often inconsistently in·con·sis·tent adj. 1. Displaying or marked by a lack of consistency, especially: a. Not regular or predictable; erratic: inconsistent behavior. b. applied. Many allocations are judgment calls and without close examination of the development program the true fundraising costs can't be known in a systematic way. Nevertheless, fundraising costs made the list and survey participants can enter that data from their Form 990s. The process kept getting back to indicators of effectiveness and ways to collect that information. Levis, with a systems background, began to look at technological solutions. Williams mentioned the project to AFP Education Committee member and Donor The party conferring a power. One who makes a gift. One who creates a trust. donor n. a person or entity making a gift or donation. DONOR. He who makes a gift. (q.v.) 2 Software Senior Consultant John Joslin. Once Levis and Joslin connected they collaborated on the idea of extracting existing data from Donor2 and other fundraising software programs. According to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. Joslin, "Bill asked if I could help get to the software community and I connected them to Blackbaud For the supplier of e-learning software, see . Blackbaud Inc. is a supplier of software specifically designed for charities, schools, universities, and other not-for-profit organizations. and eTapestry and the others. We met in Washington in August and developed a preliminary survey and refined it in September September: see month. ." The charter software firms participating in the project were Blackbaud (The Raiser's Edge), Donor2/Campus Management Corporation, DonorPerfect Fundraising Software, eTapestry, FundTrack Software, Heritage Designs, Mission Research, Sage Software, and Telosa Software (Exceed!). Publishers joining the project later included 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. , PledgeMaker (SofTrek), and ROI (Return On Investment) The monetary benefits derived from having spent money on developing or revising a system. In the IT world, there are more ways to compute ROI than Carter has liver pills (and for those of you who never heard of that expression, it means a lot). Solutions. Levis observed ob·serve v. ob·served, ob·serv·ing, ob·serves v.tr. 1. To be or become aware of, especially through careful and directed attention; notice. 2. , "This is a technology project. It's it's 1. Contraction of it is. 2. Contraction of it has. See Usage Note at its. it's it is or it has it's be ~have a way for the software community to engage in a collegial col·le·gi·al adj. 1. a. Characterized by or having power and authority vested equally among colleagues: "He . . . effort to increase giving at a faster pace. They've they've Contraction of they have. they've have never worked together before and were a little apprehensive, but now they're they're Contraction of they are. they're be working together like a church benefit committee." SIMPLE MEASUREMENTS OF EFFECTIVENESS Measurement requires data, and data come from the fundraising database. Dollars raised and numbers of donors were agreed upon Adj. 1. agreed upon - constituted or contracted by stipulation or agreement; "stipulatory obligations" stipulatory noncontroversial, uncontroversial - not likely to arouse controversy as important. The idea of gains and losses also survived from the earliest discussions. "Every donation donation n. gift. If made to a qualified non-profit charitable, religious, educational or public service organization, it may be deductible as a contribution in calculating income tax. DONATION, contracts. has a donor, date, and gift," said Levis. Working with the software industry to automate To turn a set of manual steps into an operation that goes by itself. See automation. the collection of that data excited the whole group. One way that organizations can participate in the project is to manually enter the data into a Web survey, which AFP makes available by going to http://www.afpnet.org/fepsurvey.html. Users of participating vendor's products can automatically submit donor information. "We have a Web survey that people can use, but that's costly and takes time and reduces accuracy. However, when you use a program provided by your fundraising software vendor designed specifically to go through your donor database and extract To decompress. WinZip and other decompression utilities use the term to mean "pulling out" the original files from the compressed archive. See WinZip and data compression. the gain/loss data, you can't make any mistakes, unless you entered the wrong date or amount in gift transactions in your database. The nonprofit just clicks and submits," explained Levis. Fundraisers have long used LYBUNT LYBUNT Last Year But Unfortunately Not This (fundraising donors) LYBUNT Last Year But Not This (Last Year But Unfortunately Not This) and SYBUNT (Some Year But Unfortunately Not This) reports as ways to track and solicit lapsed LEGACY, LAPSED. A legacy is said to be lapsed or extinguished, when the legatee dies before the testator, or before the condition upon which the legacy is given has been performed, or before the time at which it is directed to vest in interest has arrived. Bac. Ab. Legacy, E; Com. Dig. donors. Annual or sustaining donors are considered to be the core of fundraising. It tends to cost less to raise money from an existing donor than to acquire a new one. The number of sustaining donors can also be an indicator Indicator Anything used to predict future financial or economic trends. Notes: In the context of technical analysis, an indicator is a mathematical calculation based on a securities price and/or volume. The result is used to predict future prices. of an organization's credibility Believability. The major legal application of the term credibility relates to the testimony of a witness or party during a trial. Testimony must be both competent and credible if it is to be accepted by the trier of fact as proof of an issue being litigated. and importance to the community, and existing donors are better candidates for major gifts. The Fundraising Effectiveness Project used the idea of retention as the core of its effectiveness measure. The study looks at both dollars and donors. If a donor gave $100 one year there is an expectation for a gift of $100 in the next. If this happens, there is no net gain and the donor is classified as "same." If the donor gives more, that is considered an upgraded gift and if the gift amount is less it is a downgraded gift. A new donor is one who made a gift in the current year but not previously. Lapsed repeat donors are individuals who made gifts last year and previously but not this year. Lapsed new donors made their first gift last year but did not make a contribution this year. For the FEP survey, success is measured as the net gain or loss in each category. According to the survey report, "The Fundraising Effectiveness Survey measures fundraising performance not only in terms of overall percent increase or decrease in gift dollars and donors, but drills down to assess the impact of new donor recruitment recruitment /re·cruit·ment/ (re-krldbomact´ment) 1. the gradual increase to a maximum in a reflex when a stimulus of unaltered intensity is prolonged. 2. , recaptures and upgrades as well as the individual effect of downgraded and lapsed donors." Gain/Loss Ratio (percent) in a particular area is simply the survey-year gains or losses in each category divided by the prior year total results. Respondents In the context of marketing research, a representative sample drawn from a larger population of people from whom information is collected and used to develop or confirm marketing strategy. to the survey received $325,929,686 in total gifts for 2004 and $203,919,888 in total gains in giving in a falling inwards; a collapse. See also: Giving 2005 from new, recaptured, or upgraded donors for a 62.6 percent total gain ratio. Of that gain, 20.9 percent came from new donors, 14.9 percent from recaptured, and 26.8 percent from donors upgrading their gifts. A 62.6 percent gain in contributions is pretty impressive until losses are subtracted. In 2005, survey participants received $60,129,125 from donors who had given $136,754,761 in 2004, creating a shortfall Shortfall The amount by which the capital required to fulfill a financial obligation exceeds available capital. Notes: Shortfall risk is often combated with an efficient hedging strategy created by a fund, group, institution, or individual. of $76,625,636 compared to a 100 percent renewal rate. While no experienced fundraiser would anticipate a 100-percent renewal rate for same size or upgraded gifts, knowing the precise variance The discrepancy between what a party to a lawsuit alleges will be proved in pleadings and what the party actually proves at trial. In Zoning law, an official permit to use property in a manner that departs from the way in which other property in the same locality from that ideal is an important planning and goal setting value. While the shortfall is more hypothetical Hypothetical is an adjective, meaning of or pertaining to a hypothesis. See:
Subtracting the 51.9-percent decrease from the 62.6 percent in gains yields a net increase in giving of 10.6 percent. According to the survey report, "While a 10.6-percent overall increase is certainly a positive showing, the FEP survey results illustrate how donor attrition Attrition The reduction in staff and employees in a company through normal means, such as retirement and resignation. This is natural in any business and industry. Notes: can affect nonprofits' bottom-line bot·tom-line adj. 1. Concerned exclusively with costs and profits: bottom-line issues. 2. Ruthlessly realistic; pragmatic: a bottom-line political strategy. net gain nearly as much or more than successful recruitment of new donors. In fact, we see that in 2005 for every $6 gained in gifts, the average survey respondent In Equity practice, the party who answers a bill or other proceeding in equity. The party against whom an appeal or motion, an application for a court order, is instituted and who is required to answer in order to protect his or her interests. lost $ 5, for a net gain of $1." The report also makes the case that a relatively small, 10-percent decrease in the loss ratio to 46.7 percent would increase the net growth from 10.6 percent to 15 percent and double gift income every 5 years. OTHER INITIATIVES The Council for Aid to Education (CAE (1) (Computer-Aided Engineering) Software that analyzes designs which have been created in the computer or that have been created elsewhere and entered into the computer. ) has conducted an annual survey of giving to higher education higher education Study beyond the level of secondary education. Institutions of higher education include not only colleges and universities but also professional schools in such fields as law, theology, medicine, business, music, and art. for the past 40 years. Called the Voluntary Support of Education Survey (VSE See DOS/VSE. VSE - Virtual Storage Extended ), the survey is co-sponsored by the Council for Advancement and Support of Education The Council for Advancement and Support of Education (CASE) is a nonprofit association of educational institutions. It serves professionals in the field of educational advancement. (CASE). The VSE concentrates on the distribution of dollars raised and numbers of donors solicited and giving. Approximately ap·prox·i·mate adj. 1. Almost exact or correct: the approximate time of the accident. 2. 1,250 institutions participate each year. While the survey is quite detailed, it does not examine gain and loss ratios. Giving USA is published by Giving USA Foundation from research by the Center on Philanthropy at Indiana University Indiana University, main campus at Bloomington; state supported; coeducational; chartered 1820 as a seminary, opened 1824. It became a college in 1828 and a university in 1838. The medical center (run jointly with Purdue Univ. . Utilizing government data and independent research, the Giving USA report is considered the definitive overview of how much and where Americans give. In addition to the AFP and the Center on Nonprofits and Philanthropy at the Urban Institute, CASE, Council for Resource Development (CRD CRD See Central Registration Depository (CRD). ), the Center on Philanthropy at Indiana University, the National Committee on 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. (NCPG NCPG National Committee on Planned Giving NCPG National Council on Problem Gambling, Inc. (Washington, DC) NCPG Nevada Council on Problem Gambling (Las Vegas, Nevada) ), and the Association of Donor Relations Professionals (ADRP adRP Autosomal Dominant Retinitis Pigmentosa ADRP Alternative Dispute Resolution Program ADRP Army DISN Router Program ADRP Airdrop ADRP Automated Data Reduction Program ADRP Automated Data Retriever and Processor ADRP Adaptive Distributed Reuse Partitioning ) are sponsors of FEE Levis and Williams don't see FEP as a replacement or competitor to other initiatives. While the FEP survey does produce sector-wide data, its primary purpose is to help nonprofits focus on the stability of the donor base rather than on simply increasing the net. "Retention is about reducing losses or attrition. Giving USA looks only at net gain; we look at the gains and losses, and, in light of the results of the pilot FEP 2004-05 survey data, we emphasize reducing attrition," said Levis. Added Williams, "The potential FEP has to help nonprofits analyze an·a·lyze v. 1. To examine methodically by separating into parts and studying their interrelations. 2. To separate a chemical substance into its constituent elements to determine their nature or proportions. 3. their fundraising results is significant--not only can they compare their own performance year to year, but against similar organizations." SOFTWARE'S ROLE IN FUNDRAISING CHANGING Whether it should be viewed as a leading or trailing indicator, the Fundraising Effectiveness Project demonstrates that technology is playing an increasingly important role in fundraising. Kevin KEVIN Keepers of the Eternal Vigilance of the Islamic Nation (fictional, from White Teeth by Zadie Smith) Kreamer, product manager for the Raiser's Edge at Blackbaud observed, "Organizations are starting to look at the analytical analytical, analytic pertaining to or emanating from analysis. analytical control control of confounding by analysis of the results of a trial or test. data that they can get out of their system. The use of software is definitely def·i·nite adj. 1. Having distinct limits: definite restrictions on the sale of alcohol. 2. Indisputable; certain: a definite victory. 3. moving away from just holding names and addresses. There are now expectations that software solutions will also produce trend analysis. Organizations 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. this type of reporting and the FEP project gives them a litmus test litmus test n. A test for chemical acidity or basicity using litmus paper. against the rest of the sector." That publishers of fundraising software would collaborate on a common set of reporting tools is another indicator of the industry's maturity. According to Donor2/Campus Management's Joslin, "It's remarkable that we could work together even though we're we're Contraction of we are. we're we are all competitors COMPETITORS, French law. Persons who compete or aspire to the same office, rank or employment. As an English word in common use, it has a much wider application. Ferriere, Dict. de Dr. h.t. . We all set together to develop one instrument that our clients could use. It's like a Bar Association trying to make the profession better." Mark Gerber Gerber may refer to:
sales manager n → directeur commercial sales manager sale n → , sees the project as a way for fundraisers to get more out of their data. "Technology is underutilized. A lot of people are trying to save money, and they're satisfied with a result that's less than it could be. They don't see the advantage of investing additional dollars to raise more money." Knowing where the gifts are coming from helps fundraisers focus on the right area--acquisition or retention. As a result of software vendors' collaboration Working together on a project. See collaborative software. , FEP provides an easy to use and software-independent way for a development office to analyze results year-to-year. The integrated data collection and reporting makes it very simple to participate. The user says "yes" and existing donor, amount, and date information is processed and combined with user-supplied information about fundraising costs, number of staff, region, and type of organization. Information about individual organizations is made generic Generic Describes the characteristics and/or experience of the total universe of a coupon of MBS sector type; that is, in contrast to a specific pool or collateral group, as in a specific CMO issue. to protect privacy and added to the larger data set. Participants get their own gain/loss ratios immediately and at the conclusion of the data collection they receive access to the aggregated data. Using the full survey data, nonprofits can compare their results against others of similar type, region, or size. Over time, these measures can be used as benchmarks for high performing and sustainable development efforts. Plans for FEP include collecting information about deferred gifts, method of gift (such as direct mail, events, online); type of gift (stock, cash), and purpose (capital, restricted).To be able to report on this diverse data, fundraisers will have to work harder to consolidate Consolidate To combine the assets, liabilities, and other financial items of two or more entities into one. Notes: This term is generally used in the context of consolidated financial statements. information from often independent systems into their fundraising software. A more immediate goal for the project is teaching organizations how to interpret To run a program one line at a time. Each line of source language is translated into machine language and then executed. their ratios and strategies for improving and measuring performance. Levis's goal is to change the perspective on what it means to be a good fundraiser. "Google (Google, Mountain View, CA, www.google.com) The largest search engine on the Web, founded by Larry Page and Sergey Brin, two Stanford University students. In 1996, they developed their "BackRub" search engine, named after its unique page ranking method (explained below). 'fundraising ratio' today and it will all be about costs and efficiency. In six months we want the term 'fundraising ratio' to be about effectiveness and growth." Oaktree Systems, Inc. Asterisk (1) See Asterisk PBX. (2) In programming, the asterisk or "star" symbol (*) means multiplication. For example, 10 * 7 means 10 multiplied by 7. The * is also a key on computer keypads for entering expressions using multiplication. 1: Not based upon number of users; increases by number of services and size of database. Fixed monthly price determined by number of users, file size, special modules (if any), other services (e.g., caging lockbox Lockbox A collection and processing service provided to firms by banks, which collect payments from a dedicated postal box to which the firm directs its customers to send payment to. , data entry) Softrek Corporation Asterisk 2: $125/user installed option licensing (not including support); $150/user for SaaS option licensing (includes software and support) Asterisk 3: $125/user installed option licensing (not including support); $150/user for SaaS option licensing for first first 5 users, 6 or more $125/user (includes software and support) Tim Mills-Groninger is associate executive director at Lumity in Chicago Chicago, city, United States Chicago (shĭkä`gō, shĭkô`gō), city (1990 pop. 2,783,726), seat of Cook co., NE Ill., on Lake Michigan; inc. 1837. . He is also a long-time contributing editor A contributing editor is a magazine job title that varies in responsibilities. Most often, a contributing editor is a freelancer who has proven ability and readership draw. of The NonProfit Times.
DONOR MANAGEMENT SOFTWARE
Company Name Access Advanced Amergent
International Solutions
International
Product Name Enterprise iMIS Portfolio
Fundraising
and CRM System
Price, Single $5,000 $2,500 $2,000/month *
User
Price, Multi- $6,500 $4,500 $2,000/month *
User
In-House or Both Both Both
ASP?
Windows 2000 Yes Yes Yes
Windows ME No No No
Windows XP Yes Yes Yes
Vista Yes Yes Yes
Mac 9.x No No No
Mac 10.x No No Yes
UNIX No No No
Linux No No No
Runs on Yes Yes Yes
Network?
Max Number Unlimited Unlimited Unlimited
of Records That
Can Be Entered
Recommended Pentium III or 1 GB RAM; 2 As a hosted
Hardware greater; GB CPU; 60 solution, any
256 MB RAM GB hard-drive; hardware with
(Minimum: Pentium 1024x768 an Internet
II (400 MHz) resolution browser can
or greater, 128 access the
MB RAM) system.
Address 432 Columbia 901 N. Pitt 9 Centennial
Street Suite B-5 Street Drive
Cambridge, Mass. Suite 200 Peabody,
02141 Alexandria, Mass. 01960
Va. 22314
Telephone 617-218-5123 800-727-8682 978-278-1920
Web Address www.accessint.com www.advsol.com www.amergent.com
* Includes
hardware,
software,
implementation
& support
Company Name Blackbaud Blackbaud Blackbaud
Product Name The Raiser's The Financial The Patron Edge
Edge Edge
Price, Single $6,500 * $2,000 $8,700 *
User
Price, Multi- $9,000 * $2,000 $11,700 *
User
In-House or Both Both In-House
ASP?
Windows 2000 Yes Yes Yes
Windows ME No No No
Windows XP Yes Yes Yes
Vista Yes Yes Coming Soon
Mac 9.x Yes No No
Mac 10.x Yes No No
UNIX Yes No No
Linux No No No
Runs on Yes Yes Yes
Network?
Max Number Unlimited Unlimited Unlimited
of Records That
Can Be Entered
Recommended Pentium IV Pentium N Pentium
Hardware (2 GHz) or (1.7 GHz) IV-class
higher; 2 GB or higher (2 GHz)
RAM (more or higher
memory may be
required for
databases
larger than 1
GB)
Address 2000 Daniel 2000 Daniel 2000 Daniel
Island Drive Island Drive Island Drive
Charleston, Charleston, Charleston,
S.C. 29492 S.C. 29492 S.C. 29492
Telephone 800-443-9441 800-443-9441 800-443-9441
Web Address www.black- www.black- www.black-
baud.com baud.com baud.com
* Includes * Software only
software,
training &
1-year,
unlimited
support
Company Name Blackbaud Cascade Data Compass
Solutions Technology
Product Name Blackbaud Net Donation Compass CRM
Community Director for Fundraisers
Price, Single $25,000 $1,599 $2,900 *
User
Price, Multi- $25,000 $1,999 $5,800 *
User
In-House or Both In-House In-House now;
ASP? ASP 2008
Windows 2000 No Yes No
Windows ME No Yes No
Windows XP Yes Yes Yes
Vista No Yes Yes
Mac 9.x No No No
Mac 10.x No No No
UNIX No No No
Linux No No No
Runs on Yes Yes Yes
Network?
Max Number Unlimited Unlimited Unlimited
of Records That
Can Be Entered
Recommended Pentium Intel Core 2 Varies based
Hardware IV-class Duo Processor; on the number
(2 GHz) or 2 GB RAM of users and
higher; database size
1 GB RAM
Address 2000 Daniel P.0. Box 2677 505 Independence
Island Drive Albany, Ore. Prkwy. Chesapeake,
Charleston, 97321 Va. 23320
S.C. 29492
Telephone 800-443-9441 800-280-2090 888-239-8515
Web Address www.black- www.donation- www.compass.net
baud.com director.com
* Prices vary
based on number
of users, size
of database, &
number of modules
ordered
Company Name Convio Donor 2 Donor 2
Fundraising Fundraising
Software Software
Solutions Solutions
Product Name Convio Donor 2 Campus
Cornerstone
(for higher
ed)
Price, Single $500/month $10,500 $10,500
User per site
Price, Multi- $500/month $15,000 $15,000
User per site
In-House or SaaS Both Both
ASP?
Windows 2000 Yes Yes Yes
Windows ME Yes No No
Windows XP Yes Yes Yes
Vista Yes Yes Yes
Mac 9.x Yes No No
Mac 10.x Yes No No
UNIX Yes No No
Linux Yes No No
Runs on Yes Yes Yes
Network?
Max Number Unlimited Unlimited Unlimited
of Records That
Can Be Entered
Recommended Any hardware Pentium IV Pentium N
Hardware that runs (2 GHz) or (2 GHz) or
Internet higher; 2 GB higher; 2 GB
Explorer 6.0 or higher or higher
or greater
Address 11400 Burnet 5550 77 5550 77
Road Bldg 5, Center Drive Center Drive
Suite 200 Suite 160 Suite 160
Austin, Texas Charlotte, Charlotte,
78758 N.C. 28217 N.C. 28217
Telephone 512-652-2600 800-548-6708 800-548-6708
Web Address www.convio.com www.donor2.com www.donor2.com
Company Name Donor Strategies Easy-Ware eTapestry
Corporation
Product Name MissionAssist Total Info eTapestry
Price, Single $1,495 $665 $0-$200+/month
User
Price, Multi- $2,495 $1,330 $0-$200+/month
User
In-House or In-House In-House ASP or SaaS
ASP?
Windows 2000 Yes Yes Yes
Windows ME No Yes Yes
Windows XP Yes Yes Yes
Vista Yes Yes Yes
Mac 9.x No No Yes
Mac 10.x No No Yes
UNIX No No Yes
Linux No No Yes
Runs on Yes Yes Yes
Network?
Max Number 100,000 Varies Unlimited
of Records That
Can Be Entered
Recommended IBM-compatible, Pentium IV Internet
Hardware Pentium III or (2 GHz); 512 connection
higher; 256 MB MB; 20 GB required
RAM (512 MB on hard-drive
Windows XP
or Windows 2000
Address 8807 Montgomery 2052 N. Lincoln 6107 W.
Avenue Chevy Park West Airport Blvd.
Chase, MD 20815 Suite 614 Greenfield, Ind.
Chicago, Ill. 46140
60614
Telephone 888-722-2033 866-379-5813 888-739-3827
Web Address www.donor- www.easy- www.eta-
strategies.com ware.com pestry.com
Company Name Executive Data Executive Data Heritage
Systems Software Systems Software Designs
Product Name Donor Records/ Donor Records MatchMaker
Non-profit FundRaising
Starter Kit Software
Enterprise
Price, Single $500 $1,500 $2,290
User
Price, Multi- $800 $2,300 $4,995
User
In-House or In-House In-House In-House
ASP?
Windows 2000 Yes Yes Yes
Windows ME No No No
Windows XP Yes Yes Yes
Vista No No Yes
Mac 9.x No No No
Mac 10.x No No No
UNIX No -No No
Linux No No No
Runs on Yes Yes Yes
Network?
Max Number 9,999 999,999 Unlimited
of Records That
Can Be Entered
Recommended Any hardware Any hardware Pentium
Hardware that runs that runs IV (2 GHz);
Windows 2000 Windows 2000 1 GB RAM;
or XP or XP 1 GB hard-drive
Address 1640 Powers 1640 Powers 5225 North
Ferry Road Ferry Road Central Avenue
Bldg 27, Bldg 27, Suite 208
Suite 100 Suite 100 Phoenix,
Marietta, Marietta, Ariz. 85012
Ga. 30067 Ga. 30067
Telephone 800-272-3374 800-272-3374 800-752-3100
Web Address www.execdata.com www.execdata.com www.match-
makerfrs.com
Company Name Heritage Kintera Metafile
Designs
Product Name MatchMaker Kintera Sphere resultsplus!
FundRaising CRM-Donor
Software
Standard
Price, Single $1,790 $540/year for $995
User 5 users *
Price, Multi- $3,995 $540/year for $3,995
User 5 users **
In-House or In-House ASP Both
ASP?
Windows 2000 Yes No Yes
Windows ME No No Yes
Windows XP Yes Yes Yes
Vista No Yes Yes
Mac 9.x No No No
Mac 10.x No No No
UNIX No No Yes
Linux No No Yes
Runs on Yes Yes Yes
Network?
Max Number 100,000 Unlimited Unlimited
of Records That
Can Be Entered
Recommended Pentium IV, Any hardware Any hardware
Hardware III, or that runs that runs
Celeron (1 Internet Windows 2000
GHz); 512 MB Explorer 7.0 Windows XP
RAM; 128 or Windows
MB harddrive Vista; 128
MB RAM; 800
x 600 res.
Address 5225 North 9605 Scranton 2900 43rd
Central Avenue Road St. N.W.
Suite 208 Suite 200 Rochester,
Phoenix, San Diego, Minn. 55901
Ariz. 85012 Calif. 92121
Telephone 800-752-3100 858-795-3000 800-638-2445
Web Address www.match- www.kintera.com/ www.resultsplus-
makerfrs.com donor software.com
* Capability to
accept online
donations
** Based on
users, records
& includes
capability to
accept online
donations
Company Name Mission Oaktree Systems Sage Software
Research
Product Name GiftWorks CommunitEbuilder Sage Fund-
raising 50
Price, Single $299 $1,500/month $5,000
User
Price, Multi- $299 $1,500/month * $5,000+ *
User
In-House or In-House ASP In-House
ASP?
Windows 2000 Yes Yes ** Yes
Windows ME No Yes ** No
Windows XP Yes Yes ** Yes
Vista Yes Yes ** No
Mac 9.x No Yes ** No
Mac 10.x No Yes ** No
UNIX No Yes ** No
Linux No Yes ** No
Runs on Yes Yes ** Yes
Network?
Max Number Unlimited 15,000,000 Unlimited
of Records That
Can Be Entered
Recommended Internet Pentium IV-class Pentium-level
Hardware Explorer 6.0 processor processor
or 7.0; 256 MB (500 MHz)
RAM; 40 MB or higher
hard-drive
Address P.O. Box 8075 4062 Grumman Blvd. 12301 Research
Lancaster, Bldg 80B Blvd. Bldg IV,
Penn. 17602 Calverton, N.Y. Suite 350
11933 Austin, Texas
78759
Telephone 888-323-8766 800-726-8163 x2895 800-647-3863
Web Address www.mission- www.oaktreesys.com www.sagenon-
research.com profit.com
* See asterisk 1 * Based on
on page 26 number of users
** Browser based,
requires Internet
Explorer 6.0
or 7.0
Company Name Sage Software Sage Software Sage Software
Product Name Sage Sage Millennium
Fundraising 100 Fundraising
100-Rainbow
Edition
Price, Single $9,000 (first $2,000 $31,000 for
User 4 users) 10 users
Price, Multi- $9,000 * $2,000 * $31,000+
User (based on
users)
In-House or In-House In-House ASP
ASP?
Windows 2000 Yes Yes Yes
Windows ME No No No
Windows XP Yes Yes Yes
Vista No No No
Mac 9.x No No No
Mac 10.x No No No
UNIX No No No
Linux No No No
Runs on Yes Yes Yes
Network?
Max Number Unlimited Unlimited Unlimited
of Records That
Can Be Entered
Recommended Pentium, Pentium, Pentium
Hardware Celeron or Celeron or processor
AMD K2 AMD K2 (2 GHz)
processor processor or higher
(833 MHz) (833 MHz)
or higher or higher
Address 12301 Research 12301 Research 12301 Research
Blvd. Bldg IV, Blvd. Bldg IV, Blvd.
Suite 350 Suite 350 Bldg IV,
Austin, Texas Austin, Texas Suite 350
78759 78759 Austin, Texas
78759
Telephone 800-647-3863 800-647-3863 800-647-3863
Web Address www.sagenon- www.sagenon- www.sagenon-
profit.com profit.com profit.com
* Plus $1,500 * Plus $1,500
for each for each
additional additional
license user
Company Name Serenic SofterWare SofterWare Inc.
Corporation Inc.
Product Name Serenic DonorPerfect DonorPerfect
DonorVision (PC Version) Online
Price, Single $8,000 $2,995 $54/month *
User
Price, Multi- $8,000 $4,695 $100/month **
User
In-House or In-House In-House ASP
ASP?
Windows 2000 Yes Yes Yes
Windows ME Yes Yes Yes
Windows XP Yes Yes Yes
Vista Yes Yes Yes
Mac 9.x No No Yes
Mac 10.x No No Yes
UNIX No No Yes
Linux No No Yes
Runs on Yes Yes Yes
Network?
Max Number Unlimited 1,000,000 Unlimited
of Records That
Can Be Entered
Recommended Any hardware Processor Any hardware
Hardware that runs with 600 MHz with Broadband
Windows XP, or higher; Internet
Windows 128 MB RAM; connection
2003, or SVGA (800x600)
Windows Vista; monitor
250 MB RAM resolution
Address 7175 W. 132 Welsh Road 132 Welsh Road
Jefferson Suite 140 Suite 140
Avenue Horsham, Horsham,
Suite 2500 Penn. 19044 Penn. 19044
Lakewood,
Colo. 80235
Telephone 877-737-3642 800-220-8111 800-220-8111
Web Address www.sere- www.donor- www.donor-
nic.com perfect.com perfect.com
* Based on
number of
records
** Based on
number of
records & users
Company Name SofTrek Straight Target
Coporation Forward Software Inc.
Software
Product Name PledgeMaker LifeLine Team Approach
Nonprofit
Management
System
Price, Single $125 or $595 $8,500/month *
User $150/user *
Price, Multi- $125 or $845 $8,500/month *
User $150/user **
In-House or Installed In-House Both
ASP? or (SaaS)
Windows 2000 Yes Yes Yes
Windows ME No Yes Yes
Windows XP Yes Yes Yes
Vista No Yes No
Mac 9.x No No Yes
Mac 10.x No No Yes
UNIX Yes No Yes
Linux Yes No Yes
Runs on Yes Yes Yes
Network?
Max Number Unlimited 1,000,000 Unlimited
of Records That
Can Be Entered
Recommended Pentium III or Pentium Pentium IV
Hardware higher (minimum: processor and (2 GHz) or
200 MHz); 256 MB Windows 98 higher; l GB
RAM (min: 64 MB or higher RAM; Windows
RAM);175 MB XP
hard-drive
Address 30 Bryant P0. Box 65317 1030 Massa-
Woods North Burlington, chusetts Ave.
Amherst, Vermont 5406 Cambridge,
N.Y. 14228 Mass. 02138
Telephone 800-442-9211 802-865-0480 888-876-2275
Web Address www.softrek.com www.straight- www.target-
forward site.com
softwareinc.com
* See asterisk * Subject to
2 on page 26 custom
specifications
** See asterisk
3 on page 26
Company Name Telosa Software Telosa Software TowerCare
Technologies
Product Name Exceed! Basic Exceed! Premier DonorPro
Price, Single $499 $3,059 $1,500 *
User
Price, Multi- $599 $3,595 $1,500 *
User
In-House or In-House Both Both
ASP?
Windows 2000 Yes Yes Yes
Windows ME No No Yes
Windows XP Yes Yes Yes
Vista Yes Yes Yes
Mac 9.x No No Yes
Mac 10.x No No Yes
UNIX No No Yes
Linux No No Yes
Runs on Yes Yes Yes
Network?
Max Number Unlimited Unlimited Unlimited
of Records That
Can Be Entered
Recommended Pentium III Pentium III Pentium III
Hardware (500 MHz); (500 MHz); (500 MHz)
128 MB RAM; 128 MB RAM; or higher;
Windows Windows 256 MB RAM;
2000 or XP; 2000 or XP; SVGA
SVGA (800x SVGA (800x (1024x768)
600) monitor 600) monitor monitor
resolution resolution resolution
Address 610 Cowper 610 Cowper 8500 Brooktree
Street Palo Street Palo Road Suite
Alto, Calif. Alto, Calif. 230 Wexford,
94301 94301 Penn. 15090
Telephone 800-676-5831 800-676-5831 866-935-8281
Web Address www.telosa.com www.telosa.com www.donor-
pro.com
* Unlimited
users
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