The Donor Management System (DMS) is a key component of your fundraising and development strategy. It’s more than just a database to contain your historical record of donations; today’s CRMS (Constituent Relationship Management Systems) are designed to keep track of every contact you make with your constituents (donors and prospects) whether by phone, email, letter, eblast, blog, newsletter, event, or in person. DMS contain multiple modules from gifts and grants management, to event and volunteer management, to analysis and reporting. This workshop gives an overview of some of the software, compares features and helps nonprofits understand what to look for in a DMS/CRMS based upon their organization’s needs, size & growth plan, and budget.

About the Speaker:

Amy Chin has 30 years experience in database analysis, design and reporting and for the past 15 years has been training/teaching software, databases and social media at both corporations and the local community college.

In addition, for more than 16 years Amy has been consulting and designing database applications for nonprofit and for profit organizations and businesses.

Ms Chin has been living and serving in the Berkshires for 26 years, volunteering in multiple nonprofit organizations including: United Way, Partners in Education, Western Mass Labor Action, Habitat for Humanity, and the Berkshire Athenaeum.

She has served in leadership roles on boards and committees for many of these organizations

Amy earned her MBA from Isenberg School of Management and went into this business because of a strong desire to help people and organizations fulfill their goals, succeed and grow.