Is your organization considering bringing on a new donor database system or changing from the one you already have? In any software category there are dozens of options, and with so many features and pricing plans to sort through, how do you choose the right system for your organization? Choosing the wrong donor management system can be an expensive and frustrating mistake.
Join us to learn the fundamentals of selecting the right software for your organization in this engaging presentation by Jonathan Poisner, Expert Trainer with Idealware. He’ll highlight the ins and outs of donor management systems including:
- common features of systems,
- key considerations for choosing one that’s right for your organization, and
- how to compare different systems.
You’ll learn how to evaluate what you actually need from a system and ask the all-important question, “Do you really need a new system at all?” Referring to Idealware’s Consumers Guide to Donor Management Systems
, Posner will touch on the implementation process, including configuration considerations, the data migration process, management best practices, and user adoption.
Following the presentation and throughout the afternoon, there will be two software vendors - Bloomerang and Little Green Light, showcasing their products and answering your specific questions. Bring your team members and take as much time as you need to explore a variety of software options.
Jonathan Poisner has over 20 years of experience as a leader in the nonprofit sector. Since fall 2009, Poisner has worked as an independent organizational development consultant, with a focus on fundraising, communications, and strategic planning. He has worked with more than 60 clients ranging from all-volunteer groups struggling to raise their first $50,000 to larger institutions with $10,000,000+ budgets and 100+ staff.
Poisner is the author of Why Organizations Thrive: Lessons from the Front Lines for Nonprofit Executive Directors.
Jonathan holds dual degrees in Economics and Political Science from the University of Pennsylvania. He has a JD from Boalt Hall School of Law at UC Berkeley. Prior to serving at Executive Director at Oregon League of Conservation Voters, he practiced law as an associate attorney at the law firm of Arnold & Porter, served as Environmental Law Fellow at Lewis & Clark Law School, worked as an Adjunct Law Professor, and served on the regional staff of the Sierra Club.