Your donor database should be the hub of all your information and planning. Learn how to find the right tool, set it up correctly, keep it clean, connect it with other systems, and maximize its use.
Donor Software Needs List
If your donor software can’t do all of this, it’s time to consider a new tool.
Get data out of people’s heads and into the donor database!
Tributes, Soft Credits and Matching Gifts
Tracking complex gifts appropriately in the database helps avoid reporting issues down the road.