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The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

moving from endowment-funding to broad-based community support with the help of donor management software

Lisner Louise Dickson Hurt HomeMost nonprofits dream of the simplest form of fundraising-- an angel who walks in the door and freely offers money. For a few organizations this dream comes true... at a cost. Those organizations are very dependent on one or a few donors. What's more, staff fundraising skills languish.

In an effort to avoid this very situation, the Lisner-Louise-Dickson-Hurt Home began to take proactive steps to move from endowment-only funding to individual donor support. Support from a broad base of individual donors creates a solid base  for organizations. Donor management software helps keep details organized for development aimed at individual donors.

“I want to make sure that the Home is here in the future,” says Ward Orem, CEO of LLDL Home. “Up until 5 years ago, we didn’t have an aggressive development program. Our work was supported by an endowment but not a huge one. Whatever modest development efforts we made were scribbled on notes and kept in a binder.”

“However, we could see that at the rate at which we were dipping into the endowment, we would eventually spend ourselves out of business. It was sort of a draconian doomsday projection but it was crystal clear we couldn’t keep withdrawing money from the endowment if we were going to sustain ourselves into perpetuity. The economic downturn drove the point home, but we already knew we needed to do things differently.”

“As development folk, we recognized that the bulk of support comes from individuals,” says Ward. He knew he needed a solid infrastructure for donor gifts.

“I’ve seen technology implementation go terribly wrong. I’ve learned you can mess things up so badly with poorly used technology that people turn way from your mission, even though it is valuable. I worked on the board for another nonprofit where I watched this happen. Their technology was all there, but it wasn’t being used properly. Donors were getting the wrong tax information in letters, among other serious reporting problems. Donors started to say, ‘We love you but you are fouling this up so badly we’re taking our dollars elsewhere.’ I wanted to avoid that happening to the Home.”

Getting some help to choose the right software

First, they hired a consultant to help choose the right donor management software for their needs. “The consultant we hired had a guru who was familiar with many donor management programs. They did a “down and dirty” review for us, and we went through the programs with a fine-tooth comb. We studied and analyzed them, and FundRaiser came out on top. For our purposes, the most complex programs were overkill. We wouldn’t have been able to figure out how to use them. FundRaiser had the ability to get us started at an entry level and we could then upgrade as our needs increased. We started with Select, and then moved to Professional. Then we moved to Professional Online because we have an offsite employee. It has had everything we need. We haven’t even come close to tapping half of the features that Pro has to offer us.”

Onsite training in using FundRaiser

When they hired a new Development Coordinator, Debbie Lyle, Ward decided to get onsite training. “Debbie had to get her feet on the ground and start running immediately. Individualization was critical. Although we have benefited in the past from FundRaiser training webinars, we felt that it would be so much more beneficial to have a FundRaiser trainer sitting right next to us. It was well worth the investment,” says Ward.

Debbie was happy about his choice. “I learn best one-on-one and I was new in the position of Development Coordinator. I didn’t know anything about FundRaiser before the training.”

FundRaiser made all the arrangements for Larry Weaver, head of FundRaiser’s Training Department, to come onsite to the organization. Larry flew out and worked with Debbie and others at the organization for two days. “I am really surprised how quickly I picked up the technology,” says Debbie. “Larry did a great job of explaining things in a way that I would understand. He’s also been there for any questions I’ve had since then.”

Ward was happy too. “It was wonderful to have Larry visit us and train our team. He was absolutely remarkable and made the experience educational, practical, and enjoyable. We all walked away far more knowledgeable about the system and its many applications. It truly was a valuable two days.”

Since the onsite training, Debbie has continued to feel satisfied. “Larry helped me get familiar with the system initially, and has been good at following up.”

Ongoing support for using FundRaiser

An additional benefit to the onsite training, says Ward, is the comfort they still feel with Larry, their trainer. “The ongoing relationship is great,” says Ward. “We now feel comfortable in picking up the phone when we need Larry. You never feel like you’re bothering him or anyone else. I’ve experienced other tech support departments where you don’t feel like you are getting anywhere and you don’t feel like they are interested in really helping. At FundRaiser, I really feel they care.”

For his part, Larry enjoyed the experience, too. “I really enjoyed being able to be there and guide them through the steps to accomplish tasks that are unique to them. In a webinar, I point out how things work, but it can’t be geared as precisely to one individual or situation. It’s also really nice to be able to personally experience the organization and see what they do,” says Larry. “It is wonderful to see the direct benefit of what FundRaiser is giving them.”  

 “We cannot say enough good things about the training,” says Ward of the Home. “Larry is a stitch and we are a comical crowd. We like to laugh and at the same time he taught us so well.”

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