Donor Management Software Comparison & Conversion

We shepherd clients through the complexities of selection and deployment of new donor management software products.

  • Needs assessment: We will review your current business practices and near-future needs to identify the features and functional requirements most critical to your success.
  • Product research and recommendations: Based on your priorities and preferences, we will recommend three or four top products for your consideration.

We work closely with a number of top-rated constituent relationship management software companies, and regularly review market place ratings and independent, third-party reports, such as NTen/IdealWare donor management software reports, to ensure high-quality, supported and durable product options.

  • RFP development and review: Based on your business practices and needs, we will write an RFP for the final software candidates, design comparison points and rating systems, and participate in product demonstrations to support the selection team.
  • Mapping and conversion support: After a final selection has been made, our team is available to support the field mapping, conversion and documentation process.


Monthly Retainer fees range from $500-$1,500, three-month project duration is typical for this service package

Contact us for more information about our proprietary Donor Management Software Conversion service package.