If you are looking for a software program that is one of the best donor management software programs available today, there are several features it should include.
Find a program that includes the following, and you should be very happy with using it in any non-profit you manage.
Individual donations — A good donor management software program should be able to incorporate every detail of every donation (from all over the world) given to the organization . This means everything from information on their donor to the amount donated.
It should also include whether it is a one-time or a recurring donation, if the donation was already given or if it is a pledge, and if the donation was in cash or another form of payment.
You should also be able to allocate each donation to a specific event or fundraising drive, and then be able to pull detailed reports.
Hundreds of filters when running reports — Once you start looking closely at donations, you may be surprised at how many filters can be needed if you want the full picture of how well the non-profit is doing financially.
Make sure any donor management software program you use has hundreds of filters that allow you to run thousands of different reports. These should include the amount, the event it was donated it, where the money will be allocated, if there is a company match to be made and if there is any dedication information.
Pledge management — Most non-profits also run pledge programs, and these will need to be tracked.
Make sure the software you are considering is able to provide you with full details about pledges, and that they can be automated so you can contact donors to remind them payment still needs to be made.
Online donations via a website — A good donor management software program should also be able to track donations coming directly via your non-profit’s website.
It should also be able to evaluate which of the online landing pages people donate through are the most effective, and which may need to be rewritten or deleted.