The following requirements are paraphrased/modified from a feature comparison of eBase, a free non-profit management database application that is written using FileMaker Pro . These strike me as a good start for determining what information needs to be managed when dealing with donors and volunteers. A couple of additional thoughts:
- The requirements are very broad, and to handle everything in one system is probably unusual. For example, a good event-management system is itself an ambitious stand-alone program.
- This set of requirements has nothing to do with service delivery. Depending on clients, activities, and reporting requirements to regulators and funders, you may have a separate system that handles that aspect of your business.
Contact Mangement
- Multiple locations with address, eMail and URL
- Links between contacts
- Action scheduling and assignment to staff
- Demographics
- Special roll, as board member, volunteer, donor, etc.
Donation management
- Date, amount, deductible
- Gift acknowledgement, batches and individual
- Association of gifts to campaigns, solicitations, or events
- Income summary by campaign, solicitation or event
- Online donation processing
Pledge management
- Current outstanding pledge balance
- Automatic and customized pledge payment scheduling
- Transactions related to a particular pledge
Membership management
- Find lapsed members
- Calculate member status: expired, grace, current
Volunteer and Activist management
- Volunteer interests, action and availability
- Association of actions to solications and events
Event management
- Create events or conferences
- Allow registration to events
- Manage seating and room assignments
- On-line registrations
- Printing of name tags
- Create event packages: single-day, multi-day, with or without meals/receptions
- Interface to hotel system
- Manage speakers, staff, VIPs
- Managing pricing, “early-bird” registrations
Data entry and import
- Keyboard shortcuts for common tasks
- Import basic gift and donor data from other systems
Mail and Email
- Personalize bulk eMail
- Automatically mange eMail and subscription lists
- Track eMail correspondance with database contacts
- Target mailings to subset of database
- Mail-merge letters and labels
- Analyze effectiveness of mailings
Reporting and search features
- A variety of standard reports
- Ability to create custom reports
- Export ability to Excel or data formats
- Store custom search criteria (queries)
- Store custom search results