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

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