Colorado Nonprofit Fund Accounting Software & Fundraising Donor Management Software Consultants

Expert Help Every Step of the Way

Committed to the success of the Nonprofit Community

Supporting Members of Colorado Nonprofit Association & Center for Nonprofit Excellence

Nonprofit Fundraising / Donor Management Requirements Analysis

Just take a few minutes to complete the On Line Requirements Analysis and we can send you a system recommendation along with pricing information tailored to your needs. We may need to contact you via phone or email if we have questions.

Most are simple Yes/No Questions. * Indicates Required Field

About you and your organization

* Name		* Title
* Organization		* Address
		* City, State, Zip
* Work Phone		FAX
* E-mail		Web Site

* Tell us about your organization and it's mission or purpose

* How is your organization funded?

* How many Constituents do you have?

Current Software

* Current Fundraising Software Used

* Number of Concurrent Users

* Why are you considering a change in Fundraising Software?

* What are your biggest challenges with your current software that you hope to solve with a new system?

Constituent / Donor Management

* Are your constituents coded to identify demographics or other important factors?
* Do you do many mailings?
* Do you track email addresses?
* Do you currently send out a newsletter?

Please add any important constituent / donor related comments.

Grants

* Do you obtain funding from Grants?
* Do you need to manage timelines and reporting for Grants?

Please add any important Grant comments.

Gifts

* Do you have pledges?
* Do you provide premiums?
* Do you have a recurring gift program?
* Does your gift program include drafting donor's bank accounts or accepting credit cards?
* Do you have honorarium and memorial designations in your giving?
* Do you have any matching gift opportunities with corporations or foundations in your area?
* Are your gifts often restricted?
* Any requirements needed for splitting incoming gifts?
* Do you receive or solicit in-kind gifts? How many?
* Do you send out thank you and gift acknowledgement letters now?

Please add any important gift related comments.

Events

* Do you have events? (Galas, Golf Tournaments, Dinners, etc.)
* Do you need to have seating, meals or other donor preferences for an event?

Please add events related comments.

Volunteers

* Do you have volunteers?
* Do you need to have track in-kind gifts?

Please add events volunteers comments.

Data Management

* Does your current system have a large number of duplicates?
* Do you current use a National Change of Address tool?

Please add any important comments about your Data Management issues.

Integrations

Does your fundraising / donor management system need to exchange data with any other system? If so, please detail below.

What is your current accounting software?

Software Evaluation

* Do you have funds budgeted for this project?
* Does a purchase need to go to the board?
* When would you like to be live on a new system?

Who are the personnel involved in selection of a new system? Please list name and title

Please add any important comments about your evaluation process.

Thank you for completing this form, we will prepare a detailed information package for you.

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Whitepapers, Case Studies and Product Literature

We make every effort to ensure the accuracy of information contained in this document. We have relied on software publisher’s materials in the preparation of this document, we can not be held responsible for errors contained in publisher’s materials

Colorado Nonprofit Fund Accounting Software & Fundraising Donor Management Software Consultants

Denver - Colorado Springs