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Choose the Right Donor Management Software Through TechSoup

Trying to decide which donor management software at TechSoup might work best for your organization? Check out the table below to compare all the donor management tools we offer.

Most of the offers available through TechSoup are for smaller organizations that have less than 1,000 records. Almost all of them are online or cloud-based software that you access by logging in via the Internet, though a few you can install locally on your organization's systems.

Additional resources from TechSoup and Idealware can also help your decision-making:


Bloomerang Community Enterprise DonorPerfect Online eTapestry Exceed! Basic NonProfitEasy

PROGRAM AND ELIGIBILITY INFORMATION

Donation program on TechSoup

Bloomerang

CitySoft

DonorPerfect

Blackbaud

Telosa

NonProfitEasy

Product website

http://bloomerang.co

http://www.citysoft.com/

http://www.donorperfect.com/

https://www.blackbaud.com/fundraising-crm/etapestry-donor-management

http://www.telosa.com/software-non-profits/exceed-basi/

http://www.nonprofiteasy.com/

Idealware recommendations

(Released too recently to be included in Idealware comparison guide)

· "You want to track all your constituents in one system"

· "You need to integrate the system tightly with email and your website"

· "You're a tiny but growing organization, and price is critical"

· "Fundraising events are a critical part of your process"

· "You want to track all your constituents in one system"

· "You need to integrate the system tightly with email and your website"

· "You need something highly configurable"

· "You need access on the go"

· "You're a tiny but growing organization, and price is critical"

· "You need to integrate the system tightly with email and your website"

· "You need something highly configurable"

· "You need access on the go"

·"You just need for the basics"

· "You're a tiny but growing organization, and price is critical"

· "You're a tiny but growing organization, and price is critical"

· "You need something easy to set up and use"

· "You need to integrate the system tightly with email and your website"

· "You need access on the go"

Offer available to all TechSoup 501(c)(3) org types and libraries?

Yes

Yes

Yes

Yes

Yes

Yes

Offer available to organizations with maximum annual budget of

$250,000 or less

$500,000 or less

$100,000 or less (larger orgs with budgets up to $1 million may contact DonorPerfect directly for a 10% discount)

Budgets of any size

$50,000 or less for donated offer

$50,001 to $500,000 for discounted offer

$100,000 or less for donated offers

$100,001 to $1.5 million for discounted offers

Offer available to current or former customers?

No

Yes

No

No (unless the original subscription was obtained through TechSoup between 4/1/2012 and 4/4/2013)

No (users with a previous version who wish to upgrade can contact Telosa directly)

No


Bloomerang Community Enterprise DonorPerfect Online eTapestry Exceed! Basic NonProfitEasy

OFFER DETAILS

Product name

Bloomerang 1-year subscription

Community Enterprise Full License

DonorPerfect Online for Growing Organizations 1-year subscription

eTapestry Starter Package 1-year subscription

Exceed! Basic Single-User License

NonProfitEasy
Lite or Easy Start Plan 1-year subscriptions (donated)

NonProfitEasy Easy Start, Easy Grow, Easy Go, or Easy Pro Plan 1-year subscriptions (discounted)

Online (cloud-based) or on-premises software

Online

On-premises or hosted online by CitySoft for additional fee (recommended by CitySoft)

Online

Online

On-premises

Online

Service contract

One year

None for software; hosting services are month-to-month

One year

One year

None for software

One year

Number of records

Up to 1,000

Unlimited

Up to 1,000

Up to 1,000

Unlimited

Up to 1,000 or up to 5,000 for donated offers

Up to 50,000 for discounted offers

User licenses

Unlimited

Unlimited

One (can obtain more for additional fee)

Unlimited

One (can obtain more for additional fee)

One (Lite) or two (Easy Start) for donations

Discounts vary from four to unlimited

Support and training included?

New user orientation session, online knowledge base with videos, and email and online chat support, included; phone support available for a fee

Online client support portal and forums, but no live support; phone support available for a fee from CitySoft or consultants

Online knowledge base and on-demand training videos included, but no live support; additional online training courses and phone support contracts available for a fee

Online knowledge base, on-demand training videos, chat support, and online case management included; additional online training courses and phone support contracts available for a fee

No, but online training courses and phone support contracts available for a fee

Email, online chat support, and free webinars


Bloomerang Community Enterprise DonorPerfect Online eTapestry Exceed! Basic NonProfitEasy

COSTS

Initial cost (admin fee) for first year of service

$71

$99

$60

$99

$45 (donated) or $299 (discounted)

Lite Plan (1,000 records):
$25

Start Plan (5,000 records): $60

Discounted offers: $540 to $2,490 for 5,000 to 50,000 records

Fees after first year

10% discount off retail price ($99 per month) paid directly to Bloomerang

None for software itself if hosted on-site (server required)

$60 per year for first five years (renew through TechSoup); standard retail pricing of $59 per month after five years

10% off retail price ($119 per month) paid directly to eTapestry

None for software itself

Annual fees same as initial admin fee (renew through TechSoup)

Other services available for a fee

$1 per month for every 25 additional records over 1,000 (orgs needing between 1,000 and 50,000 records should not request the offer; they can receive a 10% discount directly from Bloomerang instead)

CitySoft hosting services: $75 per month with a one-time $100 setup fee (recommended by CitySoft)

Additional user licenses ($50 per month); 500 additional records for $25 per month

Telephone support ($99 per month); 5,000 additional records for $100 per month

Tech support contracts ($149-$449 annually); additional user licenses ($100 per license, one-time fee)

Telephone support ($40 per month); additional user licenses ($30 per user per month).

TRACKING DONORS, GIFTS, AND PLEDGES

System tracks donations and donors

Yes

Yes

Yes

Yes

Yes

Yes

System tracks pledges

Yes

Yes

Yes

Yes

Yes

Yes

System tracks recurring gifts and pledges

Yes

Yes

Yes

Yes

Yes

Yes

Pledge reminders

Yes

No

Yes

Yes

Yes

Yes


Bloomerang Community Enterprise DonorPerfect Online eTapestry Exceed! Basic NonProfitEasy

MAILINGS

Mail merge features

Yes

No

Yes

Yes

Yes

Thank-yous only

EMAILING

System supports sending scheduled emails

No

Yes

Requires Constant Contact subscription for additional fee

Yes

Yes (via free VerticalResponse integration)

Yes

Batch emailing limits

Send up to five times as many emails as you have records (e.g., 5,000 if you have 1,000 records)

Unlimited

Requires Constant Contact subscription for additional fee

Send up to 10,000 annually

Send up to 10,000 per month (via free VerticalResponse integration)

Send up to 10,000 or up to 30,000 annually for donated offers; up to 100,000 annually for discounted offers

System generates email reports

Yes

Yes

Requires Constant Contact subscription for additional fee

Yes

Yes (via free VerticalResponse integration)

Yes

QUERIES AND REPORTS

User can create custom queries based on fields user selects

Yes

Yes

Yes

Yes

Yes

Yes

System has a built-in report writer/custom report generator

Yes

Yes

Yes

Yes

No

Yes

System links to external report writer (e.g. Crystal Reports or Access)

No

No

Yes

No

Yes

No

System has "canned reports"

Yes

Yes

50+

40+

45

Yes


Bloomerang Community Enterprise DonorPerfect Online eTapestry Exceed! Basic NonProfitEasy

DATA IMPORT/EXPORT

System has tool for data import

Yes

Yes

Yes

Yes

Yes

Yes

Online integrated data cleaning

Yes, additional fee

No

Yes

Yes

No

No

Data conversion or migration services available

Yes, additional one-time fee

CitySoft provides recommendations for consultants to perform conversion

Yes, additional one-time fee

Yes, additional one-time fee

Yes, additional one-time fee

Yes, additional one-time fee

Data can be exported to a spreadsheet or text file

Yes

Yes

Yes

Yes

Yes

Yes

VOLUNTEER MANAGEMENT FUNCTIONS

System has tools for managing volunteers

No, but can create and track volunteer "tasks"

Yes

Yes

Yes

No

Yes

EVENTS MANAGEMENT FUNCTIONS

System has tools for managing events

No, but can create and track event "tasks"

Yes

Yes

Yes

No

Yes


Bloomerang Community Enterprise DonorPerfect Online eTapestry Exceed! Basic NonProfitEasy

PAYMENT PROCESSING

Accept payments through a website?

Yes (via widget)

Yes

Yes

Yes

No

Yes (free API or additional fees for other options)

Integrated payment processing

Yes (gateway/merchant account fees apply)

Yes (gateway/merchant account fees apply)

Yes (gateway/merchant account fees apply)

Yes (gateway/merchant account fees apply)

No

Requires "Pages" module (additional monthly fee; gateway/merchant account fees also apply)

Recurring gifts or online payments

Yes (gateway/merchant account fees apply)

Yes (gateway/merchant account fees apply)

Yes (gateway/merchant account fees apply)

Yes (gateway/merchant account fees apply)

No

Requires "Pages" module (additional monthly fee; gateway/merchant account fees also apply)

CONTENT MANAGEMENT

Support for creating a website or donor portal

No

Yes

No

Yes

No

Requires additional monthly fee for "Pages" module

MOBILE

Mobile access to constituent records

Not optimized

No

Yes

Yes

No

Not optimized

Dedicated mobile app for admins

No

No

Yes

No

No

No

Mobile giving support (mobile giving site or text message donations)

No

No

No

Yes

No

Requires additional monthly fee for "Pages" module