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

Connect With Us

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

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  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