Donor Management Program recommendations for small nonprofit (K-12 School)?

Sandra Levy

We are looking for a new Donor Management Program with payment processing to manage our fundraising. Any recommendations? Thanks so much, Sandra

Erin Horiuchi Green

Hello @Sandra Levy .

Go ahead and send me an invite.

I have MS Teams and Zoom access via erin.horiuchi@syneoshealth.com.

I have Google Meet access via erin.m.horiuchi@gmail.com.

In the meantime, I will have some quickly drafted Smartsheet Assets for inspiration to get you started.

Erin Horiuchi Green

@Sandra Levy I have experience utilizing different Smartsheet Assets as a Project Manager for software, support, New Hire onboarding/integration, etc.

I am happy to schedule time with you if your interested.

Minimum Smartsheet Assets
1) New Request Form (unique ID assignment) w/ Sheet Summary Metrics
2) Change Request Form (submitter selects unique ID) w/ Sheet Summary Metrics
3) Donor Allocation Request Form (unique ID) w/ Sheet Summary Metrics & Approval Workflow
4) Archive Form (New + Change + Allocation) for auditing purposes
5) Reports collates the New Request, Change Requests and Donor Allocations behaviors
6) Dashboard is the collection of Reports in different widget formats (e.g., Metric, Chart, Report, Web Content)
7) Workspace is the collection of Dashboards (multiple platform perspectives) with dynamic access
8) Group Admin provides the ability to manage dynamic access and assign by Dashboard in Workspace

There are other great features such as Proofs, DataShuttle and DataMesh.

Erin Horiuchi Green
IC Process Manager

Please like my comment I have provided any value towards your success.

Sandra Levy

Hi Erin

Yes, thanks, we would like to schedule time to review the above. What is your availability? I am open on Wed, 9/25 and Thurs, 1/26 between 10:30 AM-12:00PM and Friday pretty open anytime between 10:00 AM-2:00 PM. Appreciate your time.

Sandra

Erin Horiuchi Green

Hello @Sandra Levy .

Below is my availability. We may require follow up meetings and that is just fine because I absolutely love Smartsheets. I am literally leading a System Migration UAT which is about 90% - 95% fully automated post setup. Lost of upfront setup, but, the benefit is very low touch for Go Live.

Wed Sep 25th 2:00 - 3:00 pm EST
Fri Sep 27th 1:00 - 2:00 pm EST

Erin Horiuchi Green
IC Process Manager

Please like my comment if I have provided any value towards your success.

Sandra Levy

Hi Erin,

Wed Sep 25th 2:00 - 3:00 pm EST works for me. Can I send you a meeting invite or how should we connect?

Sandra

Erin Horiuchi Green

Hello @Sandra Levy .

Go ahead and send me an invite.

I have MS Teams and Zoom access via erin.horiuchi@syneoshealth.com.

I have Google Meet access via erin.m.horiuchi@gmail.com.

In the meantime, I will have some quickly drafted Smartsheet Assets for inspiration to get you started.

Sandra Levy

Thank you so much for your time, Erin. Super helpful! Our team will be exploring DataShuttle to see it we can make it work on our end.

sandra