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Donor Management Systems: Demos and Tips

Online Event

About this event


Tuesdays & Thursdays, May 9 – June 6
10:00 a.m. – 11:00 a.m. (Pacific Time)


$345 NAO Members
$395 Nonmembers

NAO Members get a discount on this webinar series by using the discount code on the Members Only Page. You must be logged in to view this page.

Produced in Partnership with Idealware

This webinar is produced in partnership with Idealware. Registration is through the Idealware website. For questions, contact [email protected].

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About the Series

Registration includes an invitation to join the live broadcast of each webinar, and a recorded version with downloadable PowerPoint slides that participants can view at their convenience.

For most nonprofits, their donor management system is the glue that holds their organization together. Having one means being able to track donors, learn about how they interact with your organization, and take steps to strengthen those relationships. Unfortunately, many organizations struggle to find the right system. Whether you’re actively shopping for a new donor management system or considering whether it’s time to change, this course can help you learn about your options and narrow your list to a handful of systems that offer the features and functionality you need within a budget you can afford.

During this course you will:

  • Learn what to consider when evaluating donor management systems.
  • Think through your organization's needs and the data you want to track.
  • Take a closer look at up to 11 highly-rated systems that we reviewed in our comprehensive A Consumers Guide to Low-Cost Donor Management Systems.
  • Ask your questions about the specific systems you’re interested in.
  • Avoid the usual sales pitches and sales tactics.
  • Review how to evaluate a system so that all your questions get answered.
  • Learn the steps of a successful implementation process.

Learn more.


May 9: Thinking Through Your Donor Management Needs
We’ll kick off by walking you through the ins and outs of donor management systems. We’ll discuss the common features of systems, key considerations for choosing one that’s right for your organization, and how to compare different systems. We’ll help you evaluate what you actually need from a system and ask the all-important question, “Do you really need a new system at all?”

Demos: May 11 – June 1, 10am to 11pm and 12pm to 1pm

For three weeks, every Tuesday and Thursday we’ll host and moderate hour-long, vendor-led demos that will allow you to get an up close look at a particular donor management system under consideration—without the sales pitch. Our moderator will focus on common use cases and will make sure that all of the vendors answer the same questions so that you can make an apples-to-apples comparison. You’ll also have time to ask your own questions to address your organization’s unique needs. We will facilitate up to 11 demos. You can choose to attend as many as you’d like and each demo will be recorded. Vendors include:

  • Bloomerang
  • DonorPerfect
  • eTapestry
  • Fundly CRM
  • Sumac
  • Salsa
  • Little Green Light
  • Neon CRM
  • Exceed Beyond
  • CiviCRM
  • Salesforce


June 6: Best Practices for Implementing and Using Your Database
Now that you have an idea of what system you need, how do you make the transition? This session will walk you through the process of implementing your new database. We’ll explore configuration considerations, the data migration process, management best practices, and user adoption.