| Short Reviews of Donor Managament Systems (DMS) |
Article |
| Are you still tracking constituents and gifts with Excel? (LINK) |
Article |
| Are You Wasting Your Donor Database? Make a Switch Today. (LINK) |
Article |
| Checklist: DPO/AP Functionality (PDF) Checklist of High-level Functionality offered by DonorPerfect Online and the Grinspoon Institute Alumni Portal. All Donor management systems should be able to offer comparable functionality. |
Tool |
| How to use your data base to track Legacy Gifts (PDF) |
Article |
| Technology Recommendations to Track Legacy Pledges (LINK) |
Webinar |
| Step-by-step instruction on mail merge (for Word 2003) (PDF) |
Tool |
| Step-by-step instruction on mail merge (for Word 2007) (PDF) |
Tool |
| Cleaning up Zip Codes for Mailings (PDF) |
Article |
| Keeping Your Donor Data Secure … but Accessible (LINK) |
Article |
| Keeping Your Constituent Data Secure (PDF) |
Article |
| Case Study - Using Donor Management System for Phone-a-thons (PDF) |
Article |
| Track Data Now for Future Benefit (PDF) |
Article |
| Data Backup Options - Q&A (PDF) |
Article |
| Database set-up: Family or Individual records? (PDF) |
Article |
| Using Filters in DPO - Brief Case Study (PDF) |
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| Processing Pledge Reminders in DPO (PDF) |
Article |
| Using Technology for Stewardship (LINK) |
Article |
| Leveraging Your Donor Database for Legacy Gifts…and More (LINK) |
Article |
| A Fundraiser's One Week Spring Challenge! (LINK) |
Article |
| Track and Segment Your Data for Annual Giving Campaigns (LINK) |
Article |