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

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