A Consumers Guide to Low-Cost Donor Management Systems

[Pages:156]A Consumers Guide to Low-Cost Donor Management Systems

February 2017

How Was This Report Funded?

This report is the result of a partnership between Idealware and NTEN, the Nonprofit Technology Network. Idealware was responsible for all of the research and editorial content of this report, which was created without the review of those who funded it. The vendors of systems included in this report do not pay for inclusion, nor does Idealware accept any funding from vendors at any time. Neither the funder nor the vendors had any input over the editorial content of this report. Funding for this report came from two sources: sponsors DonorPerfect, NeonCRM, and Blackbaud; and the paid listings in the Resource Directory. All ad sales and directory listings were facilitated and managed by NTEN while Idealware conducted the research. To protect the impartiality of the research NTEN did not share information about which vendors or consultants purchased ads with Idealware. About the Sponsors ? "Blackbaud is the world's leading Cloud software company powering social good. Blackbaud connects and

empowers organizations to increase their impact through software, services, expertise, and data intelligence." ? "Thousands of organizations use Neon's nonprofit CRM software to manage their fundraising, membership,

events, and websites." ? "DonorPerfect is a fundraising growth platform that enables nonprofits to raise more money and cultivate

donor relationships by effectively automating administrative tasks and organizing constituent data."

Reprinting and Quoting

For information about reprinting, quoting, or repurposing this report, please read Idealware's policy online at .

PAGE 2 A Consumers Guide to Low-Cost Donor Management Systems ? Feb 2017

FOREWORD

The 2017 Consumers Guide to Low-Cost Donor Management Systems is here. On behalf of NTEN: The Nonprofit Technology Network, I am pleased to share this updated report with you. NTEN aspires to a world where all nonprofit organizations use technology skillfully and confidently to meet community needs and fulfill their missions. We are the membership organization of nonprofit technology professionals and we believe that technology allows nonprofits to work with greater social impact. We enable our members to strategically use technology to make the world a better, just, and equitable place. NTEN hosts the annual Nonprofit Technology Conference, manages the Nonprofit Technology Professional Certificate, and connects nonprofit professionals with resources, professional development, and their peers. NTEN members represent organizations of all sizes with the shared knowledge that technology can help us be more effective and efficient. This is the third time NTEN: The Nonprofit Technology Network and Idealware have partnered to give you an apples-to-apples comparison that you can use to make an informed decision about what's best for your organization. I'm pleased to share the report with you and hope it serves you and your team in selecting the tools that are right for your organization.

Sincerely,

Amy Sample Ward C.E.O. NTEN: The Nonprofit Technology Network | @NTENorg Direct: 503-272-8747

PAGE 3 A Consumers Guide to Low-Cost Donor Management Systems ? Feb 2017

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TABLE OF CONTENTS

Consumers Guide to Low-Cost Donor Management Systems.................................................................. 9 Introduction.........................................................................................................................................................10 What Has Changed in This Report?................................................................................................................ 11 What Types of Systems Are Available?......................................................................................................... 12 What Do These Systems Do?...........................................................................................................................14 Recommendations by Use Case.................................................................................................................... 23 Chart: Recommendations by Use Case..................................................................................................26 The Best Value Shortlist.................................................................................................................................. 27 Chart: How the Systems Compare...........................................................................................................28 Chart: Pricing Comparison........................................................................................................................29 How to Choose...................................................................................................................................................30

Index of Low-Cost Donor Management Systems........................................................................................ 32 @EASE Fund Development Software, by Batsch Group Inc.................................................................... 33 Abila Fundraising 50, by Abila....................................................................................................................... 33 Akubo CRM, by Akubo Software, Inc............................................................................................................34 BasicFunder Premier, by Jellyware Corporation.......................................................................................34 Bloomerang, by Bloomerang..........................................................................................................................35 Causeview, by Breakeven, Inc.........................................................................................................................35 CiviCRM, by CiviCRM LLC................................................................................................................................36 DONATION, by Software4Nonprofits............................................................................................................36 Donor Tools, by Higher Pixels........................................................................................................................ 37 DonorCommunity, by DonorCommunity...................................................................................................... 37 DonorPerfect, by SofterWare.........................................................................................................................38 DonorSnap, by DonorSnap.............................................................................................................................38 eTapestry, by Blackbaud..................................................................................................................................38 Exceed Beyond, by Telosa Software.............................................................................................................39 Exceed! Premier, by Telosa Software............................................................................................................39 FastFund Raising Online, by Araize.............................................................................................................. 40 Fundly CRM, by NonProfitEasy..................................................................................................................... 40 FundRaiser Select, by FundRaiser Software................................................................................................41 Little Green Light, by Little Green Light, LLC.............................................................................................41 MatchMaker FundRaising Software Enterprise Edition, by Heritage Designs, LLC...........................42 NeonCRM, by Z2 Systems...............................................................................................................................42 Nonprofit Manager, by Trail Blazer...............................................................................................................43 Nonprofit Success Pack, by Salesforce Foundation..................................................................................43 NPOconnect, by YourCause (formerly Orange Leap)...............................................................................43 The Raiser's Edge NXT, by Blackbaud......................................................................................................... 44

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ResultsPlus, by Metafile...................................................................................................................................45 Salsa CRM, by Salsa Labs............................................................................................................................... 46 Sumac, by Sumac............................................................................................................................................. 46 Sustain Fundraising Management Software, by Sustain, LLC................................................................47 Talisma Fundraising Online, a Campus Management Solution...............................................................47 Total Community Manager, by Unger & Associates, LLC........................................................................ 48 Total Info, by Easy-Ware.................................................................................................................................. 48 Reviews of the Best Value Shortlist Donor Management Systems.....................................................49 Bloomerang, by Bloomerang......................................................................................................................... 50 CiviCRM, by Social Source Foundation........................................................................................................58 DonorPerfect Online, by SofterWare............................................................................................................66 eTapestry, by Blackbaud.................................................................................................................................. 74 Exceed Beyond, by Telosa Software.............................................................................................................82 Fundly CRM, by NonProfitEasy..................................................................................................................... 90 Little Green LIght............................................................................................................................................. 98 NeonCRM, by Z2 Systems............................................................................................................................. 106 Nonprofit Success Pack, by Salesforce Foundation................................................................................. 114 Salsa CRM, by Salsa Labs...............................................................................................................................122 Sumac, by Sumac............................................................................................................................................ 130 Appendices............................................................................................................................................................ 138 Appendix A: Methodology..............................................................................................................................139 Appendix B: How We Evaluated the Systems.............................................................................................141 Appendix C: Authors and Contributors...................................................................................................... 148 Appendix D: About This Report................................................................................................................... 149

About Idealware......................................................................................................................................... 149 About NTEN: The Nonprofit Technology Network............................................................................. 149 Resource Directory............................................................................................................................................. 150

PAGE 8 A Consumers Guide to Low-Cost Donor Management Systems ? Feb 2017

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