How to Buy Fundraising SoftwareFind your path to growth.Print a copy of this checklist for each system you’re evaluating. As you review each software product, tally the amount of features included within the subscription package that meets your budget.

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Evaluating Fundraising Software’s Core CapabilitiesContract

Month-to-month flexibility

Merchant services account with no monthly fees

Data Management

Donor management

Custom fields

Membership tracking

Volunteer scheduling

Alumni and student lists

Import capabilities for donor and gift data

Implementation, Training, and Support

Implementation Coordinator

Data migration

Training by role

Training by experience level

Phone support

Chat support

Email support

Fundraising

Email and direct mail segmentation

Constant Contact email marketing integration

Mail merge

Grant tracking

Contact management

Moves management

Special events

Prospect research

Peer-to-peer fundraising

Marketing and communications

Gift Processing

Recurring/monthly gifts

Mobile giving

In-person gifts

Gifts via phone

Seamless integration

Online donation forms

Split gifts, soft credits, and tributes

Matching gifts

QuickBooks integration

Automated alerts

Reporting and Analysis

Giving analysis

Campaign and solicitation effectiveness

General ledger summaries

Donation summaries

Pledge tracking

Capital campaign analysis

Major donor analysis

Constituent reporting

Custom reports

Scheduled reports

Graphic dashboards

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Evaluating Goal-Based Growth InitiativesThink about the outcomes you want to achieve, then add capabilities to your core system as you choose to pursue specific goals.

Gain insight into donor data Find out who’s supporting you and why.

Data Enrichment + Integrated Data Collection Forms + Wealth Screening + Report Center + Prospect Research + NCOA

Improve online fundraising Expand your network and boost revenue.Online & Mobile Donation Forms + Integrated Payment Processing + Email Marketing + Text-to-Give + Matching Gifts + Peer-to-Peer + Custom Website Creation

Engage and develop donors Get the word out with multi-channel communications.

Email Marketing + Peer-to-Peer Fundraising + Online Registration Forms + Mobile Giving + Text-to-Give + Advocacy + Volunteer Management

Boost revenue from fundraising events Make giving a main attraction.

Email Marketing + Online & Mobile Registration Forms + Mobile Gift Processing + Text-to-Give + Custom Website Creation + Auction Software + Ticketing Solutions

Improve donor retention Turn one-time donors into lifetime supporters.

Fundraising Reporting & Analytics + Email Marketing + Integrated Monthly Gift Processing + Volunteer Management

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