Office Hours – Selecting a Donor Management System (DMS)
Friday, October 1st: 1-hour virtual session
Cost: $25 NPC Members/$45 Not-yet-members
Register by emailing elizabeth@npcberkshires.org to coordinate your 1-hour appointment time.
Does your current fundraising database fit your needs? Are you considering upgrading or migrating to a new system? Berkshire Net Results will help you assess your current and future needs and guide you through a step-by-step process of review, evaluation, analysis, budgetary considerations, and finally to selection and implementation. We’ll look at the timeline, team, training, and tracking of results.
Sample agenda:
- Evaluate your needs – current and future
- Managing your database usage – # users, ease of use, training new users, data tracked, ease of reporting, integrations and expansions
- Cost/Budgeting
- Researching software choices
- Demos and sandbox
- Implementation & training the team
Amy Chin, Founder and Principal of Berkshire Net Results, is a database expert with more than 30 years of experience in database design, analysis, and reporting. She is a recognized expert in the region, assisting nonprofits to make better use of their fundraising software and helping clients to find the right donor management system for their organization. In addition, she has been a software instructor on both college campuses and corporate offices for 20 years. An active volunteer for Berkshire nonprofits, Amy earned her MBA from Isenberg School of Management to help organizations fulfill their goals.