New developments in donor database, tracking and reporting Thatcher Drew - 501square A range of new and old donor database products offer different advantages and disadvantages. Some of the newer offerings may cut costs significantly and/or improve tracking, reporting and metrics. This session will review the major contenders, offer a cost comparison and discuss the process of transferring data. We will discuss specific case examples and encourage group discussion. Learning Objectives/Takeaways: Attendees will achieve an understanding of the donor database landscape, the critical requirements and the costs involved.

1. Evolution in Online Fundraising
how technology is changing the way we operate
with specific examples from
Little Green Light
Neon
Thatcher Drew | tdrew@501square.com | 917-710-1338

3. Managing the Machines

4. Managing the Machines

5. Managing the Machines

6. Method
Two Things I Study
Donor Databases
Web Content Marketing

7. What We’ll Cover
Donor Databases
Strategic Landscape
How on Earth Do I Budget This Stuff?
How on Earth Do I Buy This Stuff?
Donor Databases That Work

8. Landscape: Infrastructure

9. Landscape: Budgeting
Average Assumptions
33% of Revenue on Administration
10% of Revenue on Marketing
$160,000 Revenue per Employee
1 Technical Employee per 30 Employees

11. Landscape: Technology
Excel

12. Landscape: Technology
Excel is Linear & Computational
Built for Accounting
Sharing is impractical
Versions all over the place
Manual Reporting
Mistakes

13. Landscape: Technology
Access Database

14. Landscape: Technology

15. Landscape: Technology
Closet

16. Landscape: Technology
Cloud

17. Landscape: Technology
Sharing software
Accessible
Automatic updates
Much less expensive
Monthly billing
Ready now
No programmers

18. Landscape: Technology
Sharing software
Accessible
Automatic updates
Less expensive
Monthly billing
Ready now
No programmers

19. SHOPPING

20. SHOPPING
Basics
Members
Donors
Events
Reports
Communications

21. SHOPPING
Essentials
Setup
Training
Support
Accounting
Customization
Website Integration
Permissions

22. 22

23. 23
Landscape: Crowdsourcing

24. 24
Landscape: Crowdsourcing
In an ever changing web landscape
Can you ever find your bearings?
Can you ever be sure?

25. Research
Elephant in the Room
Raiser’s Edge by Blackbaud

26. Research
Contenders
1. Donor Perfect
2. Gift Works
3. Little Green Light
4. Neon CRM
5. Sales Force

27. Research
Contenders
1. Little Green Light 2007
2. Neon CRM 2004
3. Gift Works
2002
4. Donor Perfect 1985
5. Sales Force 1987
6. Raiser’s Edge (blackbaud) 1981

28. Research
Others
1. Donor Pro 2003
Designed for Hospice Industry
2. GiftWorks 2002
Acquired by Frontstream Payments
2. eTapestry 1997
Disabled version of Raiser’s Edge

29. Research
Research

30. Pricing
Pricing
What a Mess!

31. 31

32. 32

33. Pricing
More on Pricing
What a Mess!

34. Pricing
Neon CRM

35. Pricing
Little Green Light

36. Pricing
eTapestry

37. Pricing
eTapestry

38. Pricing

39. Pricing

40. Pricing
DonorPro

41. Method
Live Examples
Neon CRM

42. Method
Live Examples
Little Green Light

43. Registration

44. Reporting

45. Reporting

47. Evolution in Online Fundraising
how technology is changing the way we operate
with specific examples from
Little Green Light
Neon
Thatcher Drew | tdrew@501square.com | 917-710-1338