Appendix A: Research Methodology

Tech Impact Idealware has developed a rigorous methodology governing the research for all of the reports in our Consumer Guide series. The following is an overview of the process. The research for this report followed a five-step process: Identify Inclusion Criteria We began the process by reaching out to Subject Matter Experts (SMEs) who assist nonprofits with the selection of donor management software to solicit input on the criteria we use to select the systems for inclusion in this report. Based on their feedback, we developed the following criteria that a system must meet in order to be included in this edition of the Consumers Guide: The system offers a cloud-based subscription option. The system is intended for use by small organizations as their only database to manage online and offline fundraising activities, donors, and supporters. An organization with three users and 1,000 constituent records could purchase it for less than $10,000 in the first year, including yearly subscription costs, implementation costs, and data migration costs. More than 100 North American-based nonprofit organizations are current active users of the system. The system allows nonprofits to: Easily view and update contact information and all interactions on a constituent record. Create a…