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.

Transitioning from FundRaiser Basic to Spark: Donor Codes

60_basic-to-spark-codes

FundRaiser Basic offers three codes for donor records: a category code, a source code, and newsletter preferences. These three codes provide an excellent foundation for transitioning into FundRaiser Spark or even Select or Professional. Let’s look at each of the codes.

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My Experience: Moving from FundRaiser Basic to Spark

BasicSpark

After 5 years of using FundRaiser Basic, the organization I volunteer for decided to move to FundRaiser Spark. The 5 years we've been using Basic have been good to us, and Basic has played a significant role in that. The organization has stabilized donations at the level needed for our operations, and increased fundraising to create 'a little extra' each year. In a kind of feedback loop between success with fundraising and growing confidence, we've also been willing to try new things and expand our impact. Although quite happy with what we've been able to do with Basic, the time seemed right to give ourselves more power in our donor management software and to explore having a greater impact in our community. 

The move from Basic to Spark has been enjoyable and interesting. I've learned two basic things--

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Importing from Spreadsheets to FundRaiser

Many non-profits began their data management using spreadsheets.  Yours may still use them, but there are many reasons to move away from them and into donor management software, as you may be aware.  In fact, here are a couple of articles that some folks have referenced in telling us why they no longer want to use spreadsheets:  
 
One of the big stumbling blocks to converting to a better system is the old argument: “We would have to re-enter all the information, and no one has time to do that!”  Well, in FundRaiser (even in FundRaiser Basic) there is a file option that allows you to import from other file formats.  Here are some tips and tricks on how to do set up your spreadsheet for optimal importing:  
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4 ways to evaluate how easily your data will move from one donor management program to a new one

How easily will your data move from one donor management program to another?

Part 2 How easy will moving my data be? In part 1 last week, we talked about the reasons you might need to move your data. Now, you probably want to know how easy that move might be. The answer may decide whether you do the work yourself, or decide to go with professional data conversion.

Moving data from one program to another may be amazingly simple or extremely complex. If you are considering such a move, the answers to the following 4 questions will reveal to you just what the case will be for your organization and data situation:

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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 process
Part 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:

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When your spreadsheets aren't enough: import options in FundRaiser donor management software

Many non-profits began their data management using spreadsheets.  Yours may still use them, but there are many reasons to move away from them and into donor management software, as you may be aware.  If you're having trouble convincing others of this, you may want to use one or the other of these linked articles as good examples.

Why NOT convert?

One of the big stumbling blocks to converting to a better system seems to be the old argument of "we would have to re-enter all that information, and no one has time to do that!".  Well, in FundRaiser there is a file menu option that allows you to import from other file formats.  Here are some quick tips and tricks on how to do that efficiently and successfully:

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What does a data converter do?

Joe Salrin at his desk in the FundRaiser office

Working mostly from his corner desk by the windows, Joe Salrin quietly fields many data emergencies for both FundRaiser customers and staff. His primary job is data conversion – moving data out of other brands of software and into FundRaiser for new customers. He is also the ‘go-to’ person for difficult, quirky, or just plain obstinate problems that involve technology and data at our office.

I asked him to tell me what he does in a normal day, and he laughed. “There is no normal day,” he answered. “Normal is whatever happens.

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

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