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

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