Let’s Work Together
1. The process starts with a 30-minute complementary discussion on how the nonprofit manages donations, both financial and in-kind.
We will discuss:
your current donation process;
what systems you are using, and who is involved;
the pain points you are experiencing with your current system, processes, and resources to support the donations process.
how you envision the new database and process to work most efficiently.
2. The database will be designed "on paper" using templates I will provide and guide you through.
I will do a thorough analysis of your current donation process which we will use as a checklist for the project.
Then we will set up the new database. I can help prepare your excel files for an easy upload. I will coach you through every step of the process to get your database set up and ready to use.
The online, web-based database we will use is Little Green Light. It is very affordable (see pricing), user-friendly, and customizable to the needs of the organization. You can watch an overview video on their website. Little Green Light provides a 30-day trial so you can test drive the system.
3. Let’s make your development operations easy to manage.
Together, we will design a step-by-step donation management process.
Donation management involves many details, having an organized approach will support your nonprofit’s growth and ultimately bring in more supporting funds!