Donation Management

No fundraising system would be effective without the ability to easily enter and manage donations, but the systems we looked at vary a lot in terms of capabilities in this area. Most offer several ways to enter a donation: from an individual or organization contact record; from a donation or gift menu; using a quick entry form; or importing a spreadsheet of gifts into the database. When you enter a gift, most systems allow you to search for the donor in the system to prevent duplicate records. But will the system provide suggestions based on a partial match of a name? Does it offer a Soundex search that will bring in results that sound similar or a fuzzy search that brings in non-exact matches? As you consider the ease of adding gifts, also consider your own process—especially when it comes to reconciling gifts with your accounting system. Some systems require that all gifts be entered as part of a batch (a grouping of gifts for a particular time frame that can be transferred as a single entity to your accounting system). Other systems offer little support for batches, which can be a problem if you’re used to reconciling that way.…