CRM

Toccata Data Solutions maximizes the value of nonprofit CRM and donor management systems by untangling data gone awry, connecting and syncing fundraising platforms and communications tools, organizing and segmenting constituents; and simplifying reports.

Our team already understands the ins and outs of your data systems. We’ll learn your organization’s unique goals and challenges so we can tailor solutions that truly fit, resulting in a strategic donor management system that powers your organization's mission.

Charityproud is a cloud-based CRM designed for nonprofits to manage fundraising, donors, volunteers, events, grants, mailings, memberships, and more all in one easy-to-learn system. 

Nonprofit IT Staff Training is a free 2021 webinar by the consulting group, Community IT Innovators, which gives tips on how to develop an IT training program specific to your nonprofit’s staff needs, whether that's better on-boarding, improving on-going training efforts, or re-training staff for a major system change. 

The presenters note ways to make this task approachable, such as:

Choose the Right Donor Management Software Through TechSoup - Most of the donor management offers available through TechSoup are for smaller organizations that have fewer than 1,000 records. Almost all of them are online or cloud-based software that you access by logging in via the Internet, though a few you can install locally on your organization's systems.

Cognizant's 2015 white paper "Selecting a Software Solution: 13 Best Practices for Media and Entertainment Companies" is relevant to organizations beyond the intended audience of the entertainment industry.

Use these resources as a starting place to shape your conversations with internal stakeholders and avoid the common pitfalls of adopting new software.

With so many vendors to choose from, it's difficult to know which option is truly best for your organization. Several guides are available to help you establish a custom framework for your organization that will determine which donor database it best for you and your fundraising strategy. 

Eight questions to consider when selecting a Donor Management System (Network for Good) and the recording of Tech Impact's Selecting a Donor Management System. (Recursos disponibles en español.)