The do’s and dont’s of integrating a new database into existing fundraising systems

Choosing a new fundraising database can be time consuming and overwhelming. Of course, the knowledge that long-term productivity will increase with more efficient systems in place can’t be overlooked.

Choosing a new fundraising database can be time consuming and overwhelming.

Of course, the knowledge that long-term productivity will increase with more efficient systems in place can’t be overlooked. But as anyone working in a busy fundraising office can attest, the potential downtime from learning a new system can fill anyone who has ever worked in a busy fundraising office with dread!

As donations roll in, programs continue to operate and donors continue to need stewarding. In an environment that never stops, the last thing you may want to do is take time out to learn a new system.

Always choose a system that offers a thorough free trial so you can test all the features, including those that won’t be used every day. The trial will give you a better understanding of how easy the system is to use and how existing systems can be integrated.

…make sure you have a dedicated account manager

…make sure the team is on board

DON’T…

…put it off

…only stick to the features you know

…continue to use separate systems

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