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TECHNOLOGY SOLUTIONS FOR OHIO NONPROFITS

OCTOBER 2007


The Electronic Newsletter of Project Connect

 330-315-1335
800-780-8299

www.PCLiveHelp.org

In this issue:

NEWS FOR NONPROFITS          TRAINING NEWS          TECHNICAL SUPPORT NEWS

Fundraising Software Survey

Grantwriting for Technology Workshop

Register for Upcoming Classes

How online training works

PC Tip

Answers for sale!!

Are you getting the best deals for your technology dollar?

How can Project Connect help you?

 

 

 

 

 

Survey Spotlights Satisfaction with Fundraising Software

To add your resposes to this survey, visit http://www.surveymonkey.com/s.aspx?sm=t22HUb2FsHgWiuxjsVLWlQ_3d_3d

To view the responses of the survey, visit http://www.surveymonkey.com/sr.aspx?sm=7Iqe_2bBk6bXn65vkfbVFXb2c5iQkvqplNMIYIrd3CeMo_3d

Late last month, Project Connect issued a survey to area nonprofits requesting what software they were using to track their fundraising efforts, how satisfied they were with it, and what technical support options were available. 37 people responded to the survey, but we will keep it open until the end of October if you wish to participate.

Key Findings:

  • Although 2/3 of the respondents are satisfied, or somewhat satisfied, with their current system, over 30% are unable to do what they need.

  • Training and affordable technical support increase the user's satisfaction level.

  • The majority of respondents were unsure of how much they spent for implementation or for ongoing maintenance. It is critical to understand the total cost of ownership in order to justify the return on investment.

What do they use?

Hyperlinks refer to the home page of the software ...

 

Users

Very
Satisfied

Somewhat
Satisfied

Not
Satisfied

Raiser's Edge*

12

3

8

 

GiftMaker Pro**

3

 

1

2

eTapestry **

1

 

 

1

Our own Access database

5

 

2

3

Our own Excel spreadsheets

11

 

5

5

A whole bunch of files

1

 

1

 

Exeed! Basic

1

1

 

 

SalesForce.com

1

 

1

 

Microsoft Dynamics CRM

1

 

1

 

Peachtree

1

1

 

 

FileMaker Pro

1

 

 

1

Gifttrak

1

 

 

1

FIMS

1

1

 

 

Access Enterprise

1

 

1

 

 

41

15%

49%

32%

* 3 of the Raiser's Edge users supplement their tracking with Excel spreadsheets and a whole bunch of files.

** Both GiftMaker Pro and eTapestry were just purchased by Blackbaud, the makers of Raiser's Edge.

 

How do they use it?

 

Users

Monetary

In-Kind Gifts

Event Participation

Volunteer Activities

Client Services

Other

Raiser's Edge

12

12

 

8

5

 

 

GiftMaker Pro

3

3

2

1

 

 

 

eTapestry

1

1

1

1

 

 

 

Our own Access database

5

4

2

3

2

 

1

Our own Excel spreadsheets

11

10

3

5

4

4

 

A whole bunch of files

1

1

1

1

1

 

 

Exeed Basic

1

1

1

1

1

 

 

SalesForce.com

1

 

 

1

1

1

1

Microsoft Dynamics CRM

1

1

1

 

 

 

 

Peachtree

1

1

1

 

 

 

1

FileMaker Pro

1

1

 

 

 

 

 

Gifttrak

1

1

 

1

 

 

 

FIMS

1

1

1

 

 

 

1

Access Enterprise

1

1

 

 

1

 

 

 

41

93%

59%

54%

37%

20%

12%

How do they rate the technical support?

Just because technical support is available does not mean its affordable or useful. And sometimes ANY technical support is better than no technical support!!

  Responses Currently use Available Affordable Useful Would like to have
Formal classes 37 8 14 3 5 7
Technical support from an expert via phone or email 44 15 10 3 11 5
One-on-one consulting from from an expert 33 9 12 2 4 6
An email-based listserv where I can ask questions of other users 25 5 8 1 4 7
A local monthly meeting of other users where I can ask questions and get ideas 14 0 6 0 3 5
A really good manual 26 6 5 1 5 9
A really stupid manual 6 1 3 0 0 2
Tech support? What's tech support? 9 2 3 0 1 3

What support do they find most useful?

Nonprofit staff like email support vs. monthly user meetings.

TechSoup has a forum specific to Technology for Fundraising (http://www.techsoup.org/fb/index.cfm?fuseaction=forums.showSingleForum&forum=2022&cid=117) and some other excellent research tools (http://www.techsoup.org/search/index.cfm?query=fundraising%20software).

Yahoo Groups (http://yahoogroups.com) and Google Groups (http://googlegroups.com) have some great forums for users of (although the Google Groups seem to be unmoderated and full of unrelated postings).

If anyone wishes to host a local users group, mornings and lunch-times on Tuesdays and Fridays seem to be the most convenient. If you want to start a group, let me know and I'll announce the meeting information on this listserv.

What should I consider if I am looking for a system?

Consider your "lost opportunity costs" -- how much time are you spending on data tracking and analysis vs. effective fundraising? What potential funding are you losing because you can't do what you need to do, or because you spend significant amounts of time on tedious data entry instead of fundraising efforts? How long will it take for your "found opportunity costs" to cover your return on investment?

  1. What do you need to track? Start a checklist of features you need and use this checklist to evaluate the different software packages.

  2. What is the TOTAL COST OF OWNERSHIP? Add to your checklist the first-year set-up costs, training, and technical support. Add another item detailing ongoing maintenance costs, training, and technical support for ongoing years. If you are a classroom learner, be sure to include travel costs to where trainings are held.

  3. What training and technical support are available after implementation, and how much should be budgeted? If you don't have ready training and technical support, you will not use the software efficiently. Do not let anyone talk you out of budgeting for this on an ongoing basis. It can diminish (20 hours the first year, 10 hours the second, 2 hours the third), but it should always be available to you when you need it.

  4. How long will it take to realize a RETURN ON INVESTMENT? How many months/years of using this system will it take to recoup the total cost of ownership? What is acceptable for you? your boss? your board of directors? It could be 2-3 years ... can you organization absorb that cost for that long?

  5. Will the system be able to grow as your fundraising grows? Will you be able to add additional modules? How much will this growth cost you?

What should I do if I want to create my own system?

Sometimes, it is more cost-effective to build your own database to track the unique needs of your organization. The key is pre-planning: meeting with all key constituents to determine what should be tracked and how it should be reported. Project Connect's database developers series can help you integrate that into a comprehensive system. For more information, visit https://infolineinc.org/connect/updates/2007/tb%2007-25-07.htm#The%20Database%20Developers%20Series.

IMPORTANT: Be wary of "free" offers from volunteers/board members… they always end up costing more than you can afford and take much longer than you have scheduled!! If you are going to implement a system, implement a system developed by a skilled, experienced professional!!

If you need assistance in any stage of this process, please contact me at 330-315-1335 or .

Happy tracking!!

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Grantseeking Strategy & Proposal Writing for Technology
Presented by Marc Osten, Summit Collaborative

October 25, 1:00 - 4:00 PM
Octobe
r 26, 9:00 AM - 4:00 PM

Click here to register: https://infolineinc.org/connect/registerevent.htm

Project Connect's Technology Management Series continues with "Grantseeking Strategy & Proposal Writing for Technology." It will be presented by Marc Osten the afternoon of October 25th and all day October 26th. Attendance is limited to the first 30 registrations.

The workshop will be presented in three parts:

  • Funding your Information Communication Technology Needs
    Thursday, October 25th, 1:00 – 4:00
     
    • Identifying Information Communication Technology needs/priorities
    • Identifying the total cost & budget of Information Communication Technology ownership
    • Developing your case statement
  • Grantwriting Skills and Strategy for Information Communication Technology
    Friday, October 26th, 9:00 – Noon
     
    • Mapping a funding strategy
    • Preparation of the grant
    • The pitch

We will provide box lunches for all attendees for the break at noon.

  • Individual mini-consults with attendees while others observe
    Friday, October 26th, 1:00 – 4:00
     

Marc is founder of the Summit Collaborative in Amherst, MA, an organization that provides research, program development, and management support to foundations, nonprofit networks and associations. He began his career in the nonprofit sector in the early 1980s as a peace and environmental activist. He was part of the first wave of nonprofit activists to use the Internet in the 1980's while he was at Greenpeace and the national organization of the Public Interest Research Groups (PIRGs). In the 1990s he attained his masters in education and worked as an educator and teacher trainer. Since then, he focused on building Summit Collaborative and spending most of his time working as an organizational development strategist, builder of learning communities and collaborations, author, and provocateur. He recently launched a successful Internet publishing venture, Dot Org Media and developed an innovative change management program for nonprofits and executives, Strategic Technology. He is a member of the Nonprofit Technology Enterprise Network (N-TEN) and serves in various other leadership positions in nonprofit organizations and networks.

The cost for this entire workshop is $150. Attendees must agree to attend all three sessions to avoid needless repetition of content for others. It will be held at Info Line (703 S Main St #211, Akron OH; directions). Click here to register: https://infolineinc.org/connect/registerevent.htm.

 

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