The Quick-Start Guide to Donor Management
Ditch spreadsheets and leverage the power of a donor database
Tracking donors via a mess of spreadsheets, email chains, and sticky notes is a pain. What you really need is a donor management system. Also known as a constituent relationship management, or CRM, a donor management system is a robust online database that tracks your contacts’ key actions—such as giving history, event participation, email opens, and even social media activity—in a way that’s easy to search, analyze, and utilize with dashboards, reports, reminders, and mobile accessibility. Think of it as your virtual fundraising command center—a central hub for anything and everything you’ll ever need to know about your donors.
This free guide includes: