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

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