Mariemont School Foundation didn’t really want to move from their Excel spreadsheets to a donor database, but their new development director said they needed to if they wanted to be more successful. “The people who were on the foundation board didn’t want to learn something new, but then they hired a development director who said in order to be a successful group, donor management software was something we needed to grow our organization. You start out as a grass roots organization and then you need someone to say, ‘to grow your organization this is something you need to do’.” says Ann Pardue, who is a Trustee on the Board of the Mariemont School Foundation.

According to Ann, Mariemont has been able to:

The environmental organization I volunteer for is important to me, so it followed that when I discovered they were using Excel spreadsheets to track the donors who help make it happen each year, I suggested that we use a FundRaiser Software program instead.

My co-volunteers were leery about moving from Excel to a donor database. They don't know me as any kind of expert on non-profit fundraising. They feared that using a donor database would simply complicate matters. Excel spreadsheets are free and everyone knew how to use them. Their questions led me to do some research so I could tell them more clearly why I was making my suggestion. Here's what I turned up:

Schools can significantly increase incoming donations by clarifying who their most generous constituent groups are and then focusing development efforts on those donor segments. Several FundRaiser users have done this, with excellent results.

The first step to locating your most generous donors is easy. “It’s a simple matter of entering your checks into FundRaiser. Then all that information is there,” says Ellen Bouye, Administrative Assistant of Oklahoma Christian Academy and a FundRaiser Select user.

“Donors share personal things in letters when they send donations. For instance they might say that they recently lost a loved one. I want to be able to use my software to respond to that person, to create ‘high touch’ communications, and even to become friend,” says Joe Emert of Life Radio Ministries.

Joe makes it part of his mission to interact with donors as people. He also knows that a good relationship to a donor can have a positive impact on giving. “I don’t just do things to help me get another donation and yet I know that if I meet the needs of a donor not just on the radio but also by responding appropriately to an inquiry or something that is said in a letter, that creates a better relationship.

Many FundRaiser users also work as the bookkeeper for their office or interface closely with their organization's bookkeeper. FundRaiser makes this as simple as possible with its integration features for QuickBooks and Peachtree accounting programs. Good people plus good software make an office run well. In our office, the people part of our bookkeeping equation is Mary Badiny and we all interface with her most happily.

She's worked as a bookkeeper all her life, starting during college as a way to support herself. “While I was going to school for a business degree, I got my first bookkeeping job. The woman who interviewed me for that first job said, 'I really need someone with experience, but I'm going to give you a chance.' She became a kind of mentor to me, and we were both happy with how it went. I've been a bookkeeper now for 41 years," says Mary. "You'd think I'd be burned out, but I found the perfect office de-stressor. It's my garden. Of course there is stress, like no rain for 3 months, but it’s a totally different kind and it gives me the right balance."

If you are working with FundRaiser software, you are spending some time in front of a computer, just like we are. I enjoy that similarity, and also, seeing the photos of you working at your computers. I’ve been sent a few of these during my time writing about the way organizations use our software. Usually they come with a slightly apologetic comment, like, ‘I know this isn’t a very exciting photo’… or something along those lines. I love them and I think they are beautiful. And I can relate, because that’s how I look when I am working, too. You might be surprised to know, also, that when I post them, they are our most popular photos because we can all relate.

All of us connected to FundRaiser have in common that we are spending time behind our computers. In many of the photos I receive, people are looking up, the way we often talk to people who come to our computers station. Or you may be looking directly across at the camera, the way we sit in an office across from each other. It’s also pretty common to see people turned to look over their shoulder, because we are all facing the screen in front of us, and not the world behind. This is the world we live in, at least for the length of time we are working in a database.

Working mostly from his corner desk by the windows, Joe Salrin quietly fields many data emergencies for both FundRaiser customers and staff. His primary job is data conversion – moving data out of other brands of software and into FundRaiser for new customers. He is also the ‘go-to’ person for difficult, quirky, or just plain obstinate problems that involve technology and data at our office.

I asked him to tell me what he does in a normal day, and he laughed. “There is no normal day,” he answered. “Normal is whatever happens.

You still have time to catch them... and it's easier to do it while they are still in sight, than later when they are totally gone. That's lapsed donors I'm talking about. One of the most important groups to send letters to are Lapsed Donors - those who have given in the past, but not in the most recent 9-24 months. It’s much easier, and less expensive, to win a donor back than to find a new one.

Lapsed donors have indicated that they are interested enough in your organization to donate at least once. This makes them highly qualified as potential future donors. For some reason they have not felt the incentive to donate again recently. That may be for reasons beyond your control, but it might also be because you haven't asked.

I am going to go out on a limb here--  I believe that in order to enjoy life you have to really get into it, and sometimes that includes taking risks. If you are like me,  you may like to take them slowly, a step at a time, with thoughtful pauses. Or you may just sprint ahead.

One way or another, you may find yourself out on the proverbial limb: even though it is holding you up at the moment, you aren't quite sure if it will continue to hold you, or where the next step is.

Talking to Sarah at MaineShare got me thinking about what exactly makes any particular person happy. I happen to agree with her about getting out in nature. That also makes me happy, so for Happiness Happens day that is where you will find me and my dog Lulu. I also wondered how the rest of the FundRaiser staff will be spending their Monday holiday.

James Ware, Sales Representative: We'll take the bulldogs down to the river. We have life jackets for them.

I contacted MaineShare to talk to them about how they celebrate Happiness Happens Day, which I posted about here in Happiness Happens Day at MaineShare. I wasn't expecting when I talked to them to learn about a unique way of fundraising, but that's also what happened. MaineShare is part of a national organization called Community Shares. Each Community Share organization, in this case MaineShare, acts on behalfof local nonprofits who belong to it as members in order to participate in workplace giving programs. his organizational model creates some unique tracking challenges, which MaineShare is meeting in outstanding fashion with some help from FundRaiser Professional. Here's how it works:

Acting on behalf of their member organizations, MaineShare raises funds for 43 local nonprofits groups. The structure created by the Community Shares model that they follow works well. It also creates the need for highly accurate tracking of many different and sometimes complicated fund pools. MaineShare relies on FundRaiser for help. With the skillful use of codes and reports, MaineShare keeps their records accurate and their funding distributions to member groups on-target.

Because MaineShare does most of its fundraising through workplace giving programs, they are acquainted with a wide variety of workplaces. Company culture is important to them. Their satisfaction with FundRaiser is based both on the software and on their experience of the company, as well.

“We love your holidays, for instance that you have the first day of spring off. We feel like you have a good workplace and we like working with other places like that. We feel your love,” says Sarah Fagg, Campaign Coordinator and the main user of FundRaiser at MaineShare.

While studying in Germany, I lived in the southern part of the country where lots of holidays were celebrated. It seemed like nearly every week there was some official reason to take a day off. I was often confused by exactly what was being celebrated, but I still thought the custom was great.

Many years later, when I began working at FundRaiser, I was happy to learn that part of the company policy was to give us all one three-day weekend every month. One of the most popular holidays we have at FundRaiser is Happiness Happens Day, which comes at the beginning of August. There is no doubt that having a non-traditional day-off does create happiness.

Sherry of FundRaiser tech support is breaking ground in her job, just like Lois Lane, Girl Reporter and hero of my younger days. "People find it interesting that I'm a woman doing tech support," says Sherry. "This is still definitely a male-dominated field. Despite the fact that I am the only girl here in FundRaiser tech, I don't find that a handicap at all. I don't know if that's the company or if it is that if you learn enough to do the job, then any company would be happy to have you. Here, I'm not the first woman to do tech support. FundRaiser has a history of hiring women for the job."

Because FundRaiser prides itself on its high-level of tech support, great care is put into finding the right people to do the job. "Right now, there are two of us dedicated full time to doing tech support, myself and Jonathan," says Sherry. "We have different focuses. He is more interested in the fine tech details. I am more interested in the Big Picture. I think that is typical of women. So together we make a good tech team. He will delve into the fine details on a case, while my focus is trying to get people to be able to do what they want in the shortest amount of time possible."

Does your organization depend on volunteers to get its work done? Are you satisfied with your volunteer retention? Do you have a few problem volunteers that may actually be more trouble than they are worth, but who just won't go away? In one of my favorite articles written about volunteer management, Michael McKee addresses these points, distilling years of experience into a short article. When I talked to him to get his permission to post the article on the FundRaiser website, I found him to be as engaging and direct in person as he was as a writer, brief and helpful.

by Michael McKee

The internet has developed so quickly over the past decade that it’s hard to remember how things looked even just a short while ago. With FundRaiser going live with a new website this week, I began to wonder what our earliest websites looked like. I talked to Gene Weinbeck, founder of FundRaiser, and he was happy to share some memories and a few images of earlier websites. When did FundRaiser first go online? Gene: Our earliest website went up about 1994. It looked like a DOS program. It was done in Times New Roman only, and for sophistication, it used bold and underlining. We don’t have any screenshot of that… no one thought to save it!

What made you go online at that time?

FundRaiser recently hired an expert in Social Media. This week, she’s starting work creating videos, educating staff about using Twitter, and creating a more lively presence on Facebook.  She’s been actively involved in social media for the last 4 years… since she was 12 years old. Yes, our newest staff member is just 16 and the daughter of Autumn Shirley, CEO of FundRaiser. Her name is Lily Brotherton and she is our social media intern.  

When I interviewed her this morning, our dialog took a slightly different direction than the usual interviews:

Are you using FundRaiser's Multi-User or Single-User license? FundRaiser is beginning a gradual phase-out of these licenses and a mandatory upgrade to a Client/Server license. The reason is that Client/Server is much faster and more reliable when accessing FundRaiser on your network.

Many of our users have already moved from multi-user to Client/Server. Here are the stories of a few of them, and why they like Client/Server:

Phase 1:

Announcement of the phase-out. This occurred in August 2012. We announced that we will be phasing-out our single and multi user licenses in favor of either the Client/Server license or FundRaiser Hosted. This was due to increasing limitations of the antiquated licenses; customers were reporting very slow speeds when accessing FundRaiser on their network, and our development team was reporting that these licenses were not functioning properly in certain networking environments or on new Operating Systems. This lead us to shift our customers to the Client/Server license or the Hosted platform, both of which are built on cutting-edge technology allowing for optimal performance.

Phase 2:

In this phase, we will discontinue program updates for single and multi user licenses. Beginning in September 2015 (three full years after we announced the mandatory upgrade), all FundRaiser updates and new features will require the Client/Server license or the Hosted platform. We will also phase-out the sale price of the Client/Server license on October 31st - our vendor has mandated this.

Phase 3 (current phase):

Finally, we will discontinue Support for single and multi user licenses. This phase will begin on August 1st, 2016. After August 2016, we will no longer support the single or multi user licenses for FundRaiser. All customers who wish to retain our Support services must upgrade by then.

How will upgrading to Client/Server benefit you?

FundRaiser will be FASTER.

In the Client/Server version, FundRaiser will still be installed locally, on your machine. What's different is the way you see and access your data from your workstations.

When a user runs the program, it does not open the files directly, as it does in the Multi-User platform. Instead, the server opens the files on behalf of the client (the user at the workstation) and provides whatever data from the files that they need. When the user makes changes, their program sends those changes back to the server, which inserts it into the data files for them. This results in significantly less network traffic, and substantial speed differences.

FundRaiser will be MORE SECURE.

Because the workstation is not actually running the entire program over your network, as it does with Multi-User, the Client/Server version results in significant risk reduction in terms of data corruption. Should you experience a server crash or power failure, for example, it has built-in failsafes that will automatically restore the data back to the last complete transaction. This is not true of the Multi-User version.

Additionally, added security measures can be taken on the server to protect the data against intrusion or theft.

FundRaiser can have automatic ONLINE DONATIONS

With the Client/Server license, you can use our Donor Portal for Online Donations to receive and record online donations automatically! The Donor Portal also gives your donors the option of creating an account so they can log-in in the future and donate again, see past giving history, print receipts, reports, etc. And, coming soon, they will also be able to set up and manage recurring donations!

FundRaiser can be accessed REMOTELY.

If you would like to be able to log-in to FundRaiser from home or while you're traveling, you'll need the Client/Server license. With Client/Server, you will be able to use a remote desktop service and a Virtual Private Network to access FundRaiser from anywhere.

Nine years ago, Center for Community Arts began a capital campaign and simultaneously got a grant for their first paid executive director. They planned carefully and hopes were high. Knowing that they would need to keep excellent records, they had done a careful search for the right database. At that time, I wrote a case study about why they chose FundRaiser. It was one of the first I ever wrote here for FundRaiser, and now I wondered how things had gone after all these years. I gave Judy Austermiller a call to find out. Judy is the development director and primary user of FundRaiser still.

When I reached her, Judy told a story that other organizations can likely relate to:  how the economy had hit them and their capital campaign hard, and how staff turn over had added an additional challenge to doing their work. She also talked of how, in spite of these difficulties, the Center had kept on serving the community, and how FundRaiser has helped them do it.