FundRaiser Blog

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

How your nonprofit can plan a successful data migration from one donor management program to another

Thinking ahead to the need for moving data can create a smooth conversion processPart 1  Why move data?

In a survey of FundRaiser users, 50 percent of respondents have moved data from one donor-management software program to another. Of that 50 percent, most have moved data more than once.

The most common reasons for moving data are:

  • you need a more powerful donor management program than the one you are currently using
  • you aren't able to update or get support for your current program
  • you want to share your donor data with another organization or branch of your organization that uses different database software
  • you need to move data to another program with different features altogether so that you can work with the data in a different way (for instance moving it into an accounting program)

 

Yet while data migration may be common, navigating the process can be complicated and overwhelming. In a series of articles over the next few weeks, we'll show you what data conversion entails, how to prepare for a data move, and weigh the pros and cons of various data migration techniques. Thinking these things through will help insure that when you need to move data, you will be able to do it as smoothly as possible

For people working with FundRaiser software programs, the FundRaiser growth path  makes moving donor data simple. Built in import/export tools and highly compatible systems mean that you can easily step from one level to another or move from an offline to an online program easily.

To learn more about the FundRaiser growth path see:

The 3 program steps in the FundRaiser growth path

 

 

Conversion Conversations Begin with Education
Case study: 3 ways to make your professional data ...

Related Posts

Wait a minute, while we are rendering the calendar
Resiliency GoFundMe project Excel donor attrition follow up operational costs major donors publicity materials product news LYBUNTS Reporting to IRS FundRaiser Basic annual maintenance plan government grants case study user interface appeal letters ticket sales user spotlights relationship tracking National Change of Address brick campaign donor loyalty donor source community broadcasting new leadership FundRaiser Spark understanding giving trends general tribute gifts membership benefits building donor relationships passwords features segmenting donors fundraising customer portal foundations advanced tab increasing giving amounts New Year motivation code merge fields ticketsales customer service upgrading donors tech tip overview accounting software Personalizing End of Year Letters support Importing Data correspondance disaster relief board members email moves management word processor donor engagement spreadsheets planning custom page mode code anonymous donors appeal donor advised funds motivation campaign management Volunteer module fundraising letters on site training planned giving Network for Good social media technical support SYBUNTS online donations donor contact information corporate sponsors prospects banquet password protection Facebook campaign premiums data entry happiness Alternative Addresses Thanksgiving donor retention rate in honor of donations importing csv updates communications gift notes field add ons correspondence flash sales thank you letters memorial giving giving levels donation history PayPal animal rescue security #GivingTuesday campaign adding personal notes to letters small donations donor recognition welcome packet transparency Cloud Donor Portal solicitors Crowdfunding Campaign FundRaiser Hosted auction the Ask entering auction gifts pledges online donations data analysis tax summary letters NCOA processing budget membersip benefits monthly giving raffle donor preferences reports backing up data holiday giving grants Thank You look and feel mailing salutation merge notes Congratulations gift entry nonprofit fundraising mission driven letter templates how-to videos lapsed donor ROI gift acceptance policy new donors Snow Birds community arts nonprofits alumni role of nonprofits letter change of address updating Task List office In-Kind gifts donor retention training tip vacation giving history donor attrition rate holiday letters Constant Contact donor prospects Reminders how to handle auction gifts volunteering data conversion event management Company culture capital campaign operating systems donor targeting targeted mailings pictures major gift prospects development director charity golf tournaments donor GivingTuesday Facebook training holiday community supported gardens repeat donors volunteers arts spare fields large donations Groupings announcements phoning donors donor profile texting donors recurring gifts annual campaign endowment campaign new features upgrade Tickles personalizing letters legacy giving direct mail Codes new nonprofit donor slip grassroots campaign new version membership programs donor relations

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password