Summary

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Thank you for taking the time to view this tutorial on Data Management. These tools streamline the data management process by integrating all the necessary information and steps into an efficient process for you and your staff. Work with your staff and take the time to research which tool is best for you so you can build a strong donor database and grow your organization.

These online tools are useful for managing your donors and their donations.

Thank you for taking the time to watch this tutorial. All of the tools reviewed were selected because they are low-cost or even free for 501(c)(3) organizations, web-based, require little or no programming and advanced technical skill, and fit the needs of many organizations.

Here’s a summary of the tools reviewed.

Remember, you can use the comparison and report card spreadsheets for an at-a-glance look at the features, benefits, and drawbacks of each tool. The comparison and report card spreadsheets are available in the Overview tab. In summary:

SalesForce: Free for 501(c)(3) organizations, but might require some additional advanced skill for setup.

QuickBase: Can easily import and export Microsoft Excel spreadsheets and create custom online forms. It has more than 250 standardized reports to help you get started quickly.

eTapestry: Has high security and is very easy to set up, but is not as flexible as the other tools to meet custom needs.