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

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