Knowledge Center
 

Donor Database Management

Useful resources for effectively managing your donor database.

Short Reviews of Donor Managament Systems (DMS)
A handful of reviews for donor management systems.
8 Tips for Finding and Reconnecting with Camp Alumni
Tips for managing your camp's donor database.
Are you still tracking constituents and gifts with Excel?
Presentation from DonorPerfectOnline, a fundraising /donor management software.
Are You Wasting Your Donor Database? Make a Switch Today.
Make an investment in your donor database and reap the benefits.
Checklist: DPO/AP Functionality (PDF)
Checklist of High-level Functionality offered by DonorPerfect Online and the JCamp 180 Alumni Portal. All Donor management systems should be able to offer comparable functionality.
How to use your data base to track Legacy Gifts (PDF)
Step-by-step instructions for optimizing your database to track Legacy gifts.
Technology Recommendations to Track Legacy Pledges
Kevin Martone from JCamp 180 shows you how to utilize donor management sustems to more effectively manage legacy fundraiaing efforts.
Step-by-step instruction on mail merge (for Word 2003) (PDF)
How to complete a mail merge in Microsoft Office Word 2003.
Step-by-step instruction on mail merge (for Word 2007) (PDF)
How to complete a mail merge in Microsoft Office Word 2007.
Cleaning up Zip Codes for Mailings (PDF)
How to clean up zip codes for mailings.
Keeping Your Donor Data Secure … but Accessible
4 quick tips to keep your donor information but still accessible from JCamp 180 Mentor Laurie Herrick.
Keeping Your Constituent Data Secure (PDF)
Keeping your constituent data secure Q&A
Case Study: Using Donor Management System for Phone-a-thons (PDF)
How you can utilize your donor management system for phone-a-thon.
Track Data Now for Future Benefit (PDF)
Learn why you should keep in touch with your alumni.
Data Backup Options - Q&A (PDF)
What options do you have for backing up your donor database? Read this PDF to find out.
Database set-up: Family or Individual records? (PDF)
The pros and cons of using the donor management system DonorPerfect Online.
Case Study: Using Filters in DPO (PDF)
Understanding the importance of setting up filters within your donor mangement system.
Processing Pledge Reminders in DPO (PDF)
How to use the Pledge Process feature and custom reporting tool in DonorPerfect Online. 
Using Technology for Stewardship
Technology can help your non-profit run more effectively and efficiently.
Leveraging Your Donor Database for Legacy Gifts…and More
How to leverage your DMS (donor management system) to track and report your prospects, pledges, and gifts.
A Fundraiser's One Week Spring Challenge!
Is your donor database working for you? With just a little work, your database can make your life easier.
Track and Segment Your Data for Annual Giving Campaigns
Understanding the importance of tracking and managing your annual campaigns.