How to Implement and Use a Donor Management Platform: Donor Management 100

Nonprofits rely on donors to continue their mission, so it’s important to keep track of your donor information to retain your current donors and potentially gain more. Donor management software helps streamline the process and allows you to devote more time to your goals. Learn more about donor management software and how it can benefit your organization.

What is donor management?

If you run a nonprofit organization, your donors are the foundation of your work, and it’s essential to create meaningful relationships with them to ensure you remain in good standing. Donor management refers to compiling and organizing your donors’ information, building your relationship, and recording each interaction between your organization and donors. 

A successful nonprofit relies on understanding your donors’ expectations and meeting their needs to improve their experience as they work with your organization. Donor management can help you sustain long-term support for your vision and goals.

How donor management software can help

Using donor management software streamlines the process and creates a simple solution for keeping track of your donors’ information and your existing relationships. Benefits of donor relationship management software include: 

• Saving time with automation: Without donor management software, you may lose valuable time you could spend developing projects and achieving your goals. Donor management software performs many tasks automatically, including scheduling and reporting. This software can also remind you to reach out to donors to keep them engaged with your organization. You can focus on achieving your vision with the time you save from automated software.
• Gaining a deeper understanding of your donors: With all of your data in one place, it’s easy to keep track of your donors and their involvement in your organization. Understanding your donors better allows you to optimize your relationship and find opportunities for engagement, improving donor retention and making it easier to target new donors.
• Streamlining access to your data: Integration tools allow you to keep your data in an easy place to access. You can connect with your donors online and integrate all the tools you need to run your nonprofit, such as accounting, marketing, and fundraising. You’ll also have access to your information whenever you need it since it’s stored on the cloud and mobile-friendly.
• Making donating easy: Donor management software often includes tools that allow donors to contribute with a few simple steps. They’ll also have access to their records and history with your organization. 

Various types of donor management software programs are available, each with its own unique features. The software you choose should benefit your organization and provide the most solutions. A few standard tools that you might find across all donor management software include: 

• Donor segmentation tools 
• Tracking and reporting tools for essential data 
• Tracking and management tools for fundraising and donations 
• Apps and integration tools to streamline management 
• Tracking tools for donor communications 

Donor management software helps eliminate the need to track your donor information manually. If you’re a nonprofit with many donors, this software can save you time and help improve your relationships with new and existing donors.  

Get to know GiveSmart Donor CRM today. From easy-to-use retention rate tracking and AI powered search to donor scoring and wealth management insights, we’re the donor management solution to best support your organization.