Short Reviews of Donor Managament Systems (DMS)
A handful of reviews for donor management systems. |
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. |