We're dedicated to doing whatever we can to make sure your organisation meets its aims and objectives. That's why, from the moment you ask how donorflex can play a vital part in your future, we like to give you our full attention.

The following questions will help us focus on your fundraising strategy, as well as the technical side of your operation. Armed with these details, we can provide you with the best advice. First, though, let's make sure we have the basics correct.

Please ensure you provide information for all questions marked with an asterisk*

Standard details

Organisation *
Not-for-profit sector
Charity number *
Name of contact *
Job title *
Contact address *
Phone number *
E-mail *
Website

General questions

How many users do you anticipate will want to use donorflex at any one time? *
What is your budget (inc VAT) for purchase and implementation? *
Where did you find out about donorflex? *
Where relevant, please add information in support of your choice above. For instance, who provided the recommendation, where did you previously work, which edition of the publication in question, and so on.

Technical questions

It’s important for us to have a picture of your technical environment:

For PCs running donorflex, list all operating systems (for example, Windows XP) *
Please confirm your network operating system (for example, Windows Server 2003, Terminal Services) for the server hosting donorflex data. *
What is your MS Office version? *

Technical support

Who is responsible for IT support at your organisation?

Database questions

By what date do you want your new database implemented?
Number of current databases? *
List the types of databases you use (e.g. SQL Server 2000, Access, etc). *
Total number of people records to be migrated?
Total number of company records to be migrated?
Total number of financial records to be migrated?
Total number of event records to be migrated?
Total number of legacy records to be migrated?
Describe the way in which you record your current data now. Indicate your view of its quality. This helps us to start evaluating the volume and complexity of any data conversion that might be required.
By what percentage do you see your records growing in the next three years?
By what percentage do you see your income growing in the next three years?

What are the main criteria in your choice of database? *

Budget Ease of use
Functionality Integration with MS Office
Client support Value for money
To support development targets Other (describe below)

Other

Fundraising questions

What kind of fundraising do you currently undertake?

Collecting boxes Individual giving
Covenants Legacies
Events Memberships
Gift Aid Merchandise
Grants Regular giving

What kind of fundraising do you plan to undertake in the future?

Collecting boxes Individual giving
Covenants Legacies
Events Memberships
Gift Aid Merchandise
Grants Regular giving
What is your current annual fundraised income (£)?
What do you plan for your annual fundraised income to reach (£)?

Functionality

It will help us to know how you envisage donorflex as part of your charity’s day-to-day operations and development. Please indicate which you want to explore

Campaign management Your own organised events
Collecting boxes Third-party organised events
Covenants Merchandising
Communications management Legacy management
Communications reminders Regular giving management
Mail-merge management Tribute management
Recording batch donations Disbursements
Donations for multiple purposes Volunteer management
Gift Aid management Trust applications
Donated gift management Biographical profiling (below)
Information requests Remote users
Membership management Offline data-recording

In the ongoing management and biographical profiling of your individual ‘donor’ records, which of these do you expect will be important to you?

Personal interests and skills Alternative addresses
Social network contacts Geographical focus
Professional network contacts Celebrity status

Do you envisage using donorflex import facilities for these?

Direct debit Donors
Standing orders Data-cleansing
Payroll giving  

Strategic reporting

Donorflex comes as standard with a Power Search facility, which allows you to segment and evaluate data and rapidly analyse the success of events, initiatives and campaigns.

The Tracker is a wide-ranging suite of special reports and analyses that enables you to drill deep into your data and support strategic planning decisions.

Both Power Search and The Tracker add great support and flexibility to your day-to-day operations and help your organisation meet its aims and objectives.

You will use standard donorflex reports, but will you want to incorporate:

Self-build reports Custom donorflex reports

 

If yes to ‘self-build’, do you have experience in using third-party report generators? Please give details:

What next?

Click on the submit button and it will be emailed to donorflex automatically.

 

Thanks, you've been very helpful! We look forward to meeting you soon