Merging & managing non-profit donor data?
I am a volunteer at a small museum that has been around for 50+ years. I am trying to streamline our systems to more effectively manage our donor information. I’m pretty tech savvy, but haven’t done hard-core Excel jockeying since 2001!
We have a software system called Past Perfect that contains donor and membership data for the past 25 years or so. We can export into excel, but with a database this old, it’s probably pretty messy.
We have a new software called Givebutter that we are using for ticket sales, auctions, donations, and we can likely add membership to it. This is very clean, but doesn’t have the history of the other document. Can also export to excel.
I want an easy (free!) way to combine both sets of information for two purposes: 1) To easily mine current and historic data for analysis 2) to generate clean reports 3) to upload to Constant Contact & send out targeted emails etc.
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is this a job for Access or SQL? We have MS Office and Google Workspace.
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Is there a way to utilize AI to help with data mapping?
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Who could I hire to help us with this project? College student? Freelancer? What kind of company could I approach for pro-bono work? What sort of expertise am I seeking?
Is there anything else I should know? Thank you!
Posted Apr 8, 2025, 9:16 PM UTC