Donor Relationship Management

 Donor Relationship ManagementDonor Relationship Management Has Something for Everyone

Welcome to DRM land, where possibilities abound

 

Your nonprofit is unique. And that’s especially important to remember when choosing donor relationship management (aka customer relationship management) software.

There are plenty of systems to choose from, so whether you’re switching from spreadsheets to CRM or you’re starting fresh, the place to start is assessing your needs and your wants, your must-haves, and your deal makers and breakers.

In short, do your internal homework before even starting the search. Get your team together to suss out their needs and ensure they’re all in, or at least somewhat in, to the idea of using a CRM.

For more information about CRMs or, if you prefer, DRMs, check out our totally free and pressure-free (read: non-salesy, seriously) demos from our partners at Bloomerang, Kindful, and others.

Not all CRMs (or DRMs Donor Relationship Management) are made the same.

While there are some pretty standard features, additional features vary from system to system. Here are some the features you can expect to find in most donor relationship management systems, though it’s not by any means representative of everything you can accomplish with a CRM/DRM:

 

  • Fundraising: A CRM can help you quickly and easily create fundraising campaigns, integrate them across your communications, track their success and give you insight on how your donors are interacting with them.
  • Donor communications: Most CRMs allow you to automate receipts and thank-you notes for donations, as well as coordinating direct mail, email and social media communications.
  • Donor management: CRMs make it easy to keep track of donor giving, and spot both day-to-day and big-picture giving trends.
  • Reporting: CRMs make easy work of building, saving and scheduling reports gleaned from donor information to make tracking — and acting on — trends more efficient.

 

There are a myriad other considerations to think about when comparing donor relationship management systems, as well, such as pricing, of course, along with the capability to integrate with tools you’re already using like payment processing, email providers, accounting software, etc.

There’s a world of features waiting for you out there in Donor Relationship Management land. Get to know your organization’s needs before starting down the path, then step out and see what’s possible.

 

Thanks for reading!

– Your friends at NonprofitLibrary

 

P.S. Save the date for our upcoming webinar with Ronald Pruitt from 4aGoodCause on February 3rd to learn more about how implementing a CRM can also ensure you keep more of what you raise!

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