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

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