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1. Leland, Eric; Quinn, Laura S.; Bernard, Chris. Detailed reviews of low cost donor management systems. Idealware. 2009. 85 p.
Abstract: This companion report to the Consumers Guide to Low Cost Donor Management Systems examines 12 systems in detail: Common Ground CRM; Donation Director; DonorPerfect online and installed; DonorPro; eTapestry; Giftworks; Mission Assist; Neon; Orange Leap MPX; Sage Fundraising 50; and Total Info.
Subject/descriptor: Fundraising--computer aided; Computer technology
Location: Internet
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2. Quinn, Laura S. Consumers guide to grants management systems. Idealware. 2008. 87 p.
Abstract: Discusses features and pricing for software that grantmakers and foundations use to manage the grant application process. Includes system reviews and a comparison chart.
Subject/descriptor: Foundations--grantmaking; Computer technology
Location: Internet
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3. CompuMentor. How technology can help you manage your foundation. Washington, DC: Association of Small Foundations. 2005. 38 p.
Abstract: Reviews technology options for small foundations. Chapters cover computing best practices, security measures, backup, technical support, networking, grants-tracking software, Web sites, virtual services, and office setup.
Call Number: 510 ASF HOW TEC
Subject/descriptor: Foundations--management; Computer technology; Internet
Location: New York
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4. Literature review : technology and nonprofit organizations. San Francisco, CA: University of San Francisco. Institute for Nonprofit Organization Management. 2004. 11 p.
Subject File Number: 675
Subject/descriptor: Computer technology
Location: DC
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5. Mathias, Robin. "Fundraising software reviews". Grassroots Fundraising Journal vol. 22 (January-February 2003) p. 11-3.
Abstract: Review of two products: DonorPerfect and DonorQuest.
Subject/descriptor: Fundraising--computer aided; Computer technology
Location: New York; DC; Cleveland; San Francisco; Atlanta
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6. Needle, Sheldon P. Selecting software for nonprofit organizations and trade associations. Rockville, MD: Computer Training Services. 2001. xiv, 279 p.
Abstract: Includes information and software package descriptions to allow nonprofit organizations to review and select appropriate accounting and management information systems. Types of software described include fund accounting, membership management, fundraising, conference and meeting management, and software specifically designed for schools, universities, and religious organizations. Also discusses common myths and pitfalls in selecting software, software selection considerations, and key features. Tables show software packages by functional area, size of organization, type of organization, and platform.
Call Number: 675 NEE SEL
Subject/descriptor: Computer technology; Fundraising--computer aided
Location: New York; DC; Cleveland; San Francisco
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7. Grobman, Gary M.; Grant, Gary B.; Stoller, Steve. The Wilder nonprofit guide to fundraising on the Internet : how to use the Internet to raise funds and sharpen your fundraising skills. St. Paul, MN: Amherst H. Wilder Foundation. 1999. [v], 52 p.
Abstract: Handbook lists Web sites and Internet tools that assist in fundraising efforts. Instructions on how to join listservs, access journals, conduct prospect research, use e-mail to solicit support, and create a Web site are included. Subsequent chapters list and review useful foundation and charity sites.
Call Number: 676 GRO WIL
Subject/descriptor: Fundraising--computer aided; Internet
Location: New York; DC
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8. Hoffman, Leslie; Frenza, JP. "Choosing an HTML editor : software reviews from the experts". Nonprofit World vol. 16 (July-August 1998) p. 22-4.
Subject/descriptor: Internet; Computer technology
Location: New York; DC; Cleveland; San Francisco; Atlanta
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9. Lee, Hugh K.; Dea, Donald D. "Unleashing the power of your Web site". Association Management vol. 49 (December 1997) p. 39-47.
Abstract: Reviews three association Web sites that have demonstrated successful application of the Internet. Includes a list of technology resources.
Subject File Number: 676
Subject/descriptor: Computer technology; Internet
Location: New York; DC
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10. Osmond, Maryann. "Looking at fundraising software programs". Grassroots Fundraising Journal vol. 16 (April 1997) p. 3-6.
Abstract: A detailed review of four popular software programs: DonorPerfect, Donor Works, Giftmaker Pro, and FundRaiser Basic, as well as a chart listing nine other representative systems.
Subject/descriptor: Fundraising--computer aided; Computer technology
Location: New York; DC; Cleveland; San Francisco
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11. Messina, William J. "Selecting the best prospects". Fund Raising Management vol. 26 (March 1995) p. 34-5.
Abstract: Describes the computer-assisted program called C.D.R. (commercial demographic review), provided by some fundraising consulting firms to identify the best prospects for major gifts. Cites the University of Georgia and Spring Hill College as users of C.D.R.
Subject/descriptor: Prospect research; Fundraising--computer aided
Location: New York; DC; Cleveland; San Francisco; Atlanta
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12. Mathis, Teri. "State-of-the-art phonathons : the possible and the practical in new phonathon technology". Currents vol. 17 (March 1991) p. 19-26.
Abstract: Describes how computer technology is improving the efficiency of phonathons. An integrated computer backup for the University of Washington's telemarketing program has produced nearly twice as many contacts per caller, reduced caller turnover (from 100 percent to 44 percent each quarter), enhanced caller satisfaction and professionalism, and helped achieve 70 percent overall database saturation. Overall, pledges increased 97 percent, and dollars raised increased 93 percent--to $1,072,145--for the last fiscal year. Callers making use of computer technology can: directly input data, review and manipulate a large amount of data on each prospect, increase their accuracy and efficiency, produce personalized pledge reminders easily, and generally reduce paperwork. Examines the values of caller-controlled and computer-controlled dialing and the advantages of database systems (i.e., direct and immediate updating of records, monitoring caller efficiency and providing ongoing training, and compiling complete call results), and discusses how to calculate costs and how to secure institutional commitment for the acquisition of relevant computer technology.
Subject File Number: 1
Subject/descriptor: Fundraising--telemarketing; Fundraising--computer aided; Fundraising--techniques; Fundraising--higher education
Location: New York; DC
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13. Watt, Charles V. "Growth by bits and bytes : computerization of the development department". NSFRE Journal vol. 16 (Spring 1991) p. 48-51.
Abstract: Step-by-step guide to purchasing a new computer system. Identifying a software package to meet the fundraising staff's precise needs will determine the specific hardware requirements. A needs analysis is imperative, and should involve everyone who will make use of the system. This assessment should include: writing down what is needed; preparing a written time-table of goals; reviewing the information kept by each department on donors, fundraising efforts, special events, etc.; collecting a sample of each file and report currently in use and examining the flow of paper throughout the organization; determining existing problems in the paper system; considering the growth of the development department over the next five years; determining what material and information the computer should be able to produce (for example, appeal letters, contribution acknowledgments, mailing labels, reports); deciding which data elements must be maintained (for example, name of donor's spouse, home and business address, home and business phone number, former addresses, estimated salary, political affiliation, pledge and payment records, date of last gift, areas of specific interest, volunteer participation); considering what query ability the system has (for example, the ability to ask for all donors who have contributed over $5,000); and determining how the system handles duplication of file names. When you have a list of your needs, compare available software. Check for on-going support, examine the history of the vendor, and contact current users. Ask about special programming, whether updates are regularly offered, how current users rate the documentation and training materials provided by the vendor. Suggests splitting payment between the contract signing, delivery, and satisfactory installation and training. Advises obtaining the source code at the time of purchase. Concludes with a "don't" list.
Subject File Number: 4
Subject/descriptor: Fundraising--administration; Fundraising--computer aided; Computer technology
Location: New York; DC
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14. Headley, Charles A. "Securities information : gold mine for prospecting". Fund Raising Management vol. 21 (March 1990) p. 58, 60, 62.
Abstract: Examining a prospective donor's investment portfolio is an important element in the evaluation of his or her giving capability. All public company "insiders" must meet filing requirements established by the Securities Act of 1934, making information on their holdings publicly available. According to the Securities and Exchange Commission (SEC), an "insider" is anyone who holds the office of director, CEO or president in a public company. Many vice presidents are also judged to be "insiders," as well as those major shareholders who own ten percent or more of the securities of a company. The filings indicate two major categories of stock ownership: direct and indirect. Indirect ownership--indicating holdings which are claimed by the insider, but are held by another entity--should not be overlooked when evaluating a prospect's giving ability. Invest/Net, a private company in North Miami, Florida, manages all of the data entry, verification and enhancement activities for the SEC's transaction database. Invest/Net markets this information to others, including fundraisers. The company offers a dial-up service which allows registered users to search its database by a prospect's personal name and review six years of transaction history. Fundraisers will be most interested in transactions tagged "Disposed of by Gift." Other services include file matching and the "tracking" of key prospects' financial positions.
Subject File Number: 3
Subject/descriptor: Fundraising--administration; Fundraising--techniques; Fundraising--computer aided
Location: New York
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15. Hansler, Daniel F.; Riggin, Don L. "Geo-demographics : targeting the market". Fund Raising Management vol. 20 (December 1989) p. 35-6, 38, 40, 43.
Abstract: Discusses the use of geo-demographics to segment Americans and target certain groups. A number of systems are available--PRIZM by Claritas, ACORN by CACI and VISION by National Decision Systems. The article reviews segmentation and targeting before explaining the concept of geo-demographics. Using the lowest level of census geography (containing an average of 361 households), the geo-demographic segmentation system can build a composite view of a neighborhood by adding demographic and census data, buying habits, and responses to surveys. Geo-demographic neighborhoods have a high degree of homogeneity; they are also replicated all across the country. The Arthritis Foundation employed the VISION system as part of its strategic market planning process. The Foundation wanted to discover demographic, psychographic and socioeconomic characteristics of its current donors, consumers and volunteers. VISION uses more than 100 variables in its computer classification system to divide every household in the U.S. into one of forty-eight market segments. The article provides several figures showing how VISION helped the Foundation analyze its donor/consumer markets, identifying which segments have the highest propensity to participate in self-help programs; which segments respond well to the Arthritis Foundation's direct-mail appeals; and the Foundation's primary fundraising markets for local levels of geography.
Subject File Number: 3
Subject/descriptor: Fundraising--administration; Fundraising--techniques; Fundraising--computer aided; Neighborhoods
Location: New York
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16. Johnson, Steve; Sherman, Tom. "Going on line helps nonprofits discover new worlds". NonProfit Times vol. 3 (August 1989) p. 23, 25-7, 36.
Abstract: Discusses the advantages of on-line computer communications for nonprofit organizations. Includes a review of thirteen national electronic services of particular interest to nonprofits.
Subject File Number: 3
Subject/descriptor: Computer technology; Nonprofit organizations--management; Technical assistance
Location: New York
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17. Love, Jay B. "Evaluating fund-raising software". Fund Raising Management vol. 19 (October 1988) p. 46, 48, 50.
Abstract: Offers practical advice on choosing a fundraising software package. Most important is maintaining control by developing a complete and reasonable set of objectives; this establishes the course you will want to take when dealing with vendors. A set of guidelines should be prepared to use when reviewing vendor presentations, proposals, or promotional material, including a checklist to enquire as to what fields of information are necessary to fulfill your objectives, what information about each function or transaction performed is kept and for how long, how information is entered and checked, what type of help and prompting is available, and what interfaces to other systems or departments are needed. These preparations should all be done before entering into demonstrations with vendors so that control will be maintained. Points to consider after the demonstration: the vendor's support and training policy, the handling of software updates, the type of user's manual provided, and the specific pricing and equipment configurations.
Subject File Number: 1
Subject/descriptor: Fundraising--computer aided; Fundraising--administration; Computer technology
Location: New York
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18. Negovetic, Neal. "Non-profit software package review : Part 4". Fund Raising Management vol. 17 (July 1986) p. 22-7.
Subject File Number: 1
Subject/descriptor: Computer technology; Fundraising--administration
Location: New York
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19. "Fund-raising software package review". Fund Raising Management vol. 16 (May 1985) p. 49-52.
Subject File Number: 2
Subject/descriptor: Fundraising--administration; Fundraising--computer aided
Location: New York
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20. "Proposed tax change would send high tech product donations soaring". Corporate Philanthropy Report vol. 1 (July 1985) p. 3-6.
Abstract: Enthusiastic report of the 1985 proposed change to the corporate tax code concerning product donation. Article reviews developments since the provision originally appeared in 1981, and predicts three indirect consequences applying to the next wave of giving: 1) a "spillover" effect benefiting non-science and non-educational nonprofits, 2) encouragement of voluntarism by technical employees to assist nonprofits with donated computers, and 3) increased gifts of cash to the same nonprofits receiving products. Includes useful information on how to get a donated high-tech product.
Subject File Number: 3
Subject/descriptor: Computer technology; Tax reform; In-kind contributions
Location: New York
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