Constituent Management

You can’t have gifts without donors—and you can’t have a useful fundraising system without the ability to easily see and maintain up-to-date donor information. Just logging donor names and addresses isn’t enough to make the most of these relationships. These systems tend to track a lot of information about each donor. How they manage and summarize that information can be an important differentiator that makes or breaks a system’s usefulness to your organization. Can you store all the phone numbers, email addresses, and postal addresses you need, including seasonal addresses (so mailings follow them to summer or winter homes)? Can you clearly mark when someone should not be contacted at all? What if your donors are on Facebook, Twitter, or other social media—can you store their social media handles? Can you see what they are posting online? Systems vary in how they handle “householding”—tracking multiple people who live together. Some systems make it easy to track information about individuals in a household separately but allow you to store a preferred salutation for letters and send them combined mailings. Others group all the people in a household into a single record and manage them all together, or let you define relationships…