Donor Management Intern

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Convert current donor management files to the new system, creating clean templates and logs for staff to use:

• Review the current tracking system
• Review Little Green Light system and features and current uses
• Create a system for uploading donor files and information
• Convert current donor list to Little Green Light, using new system parameters
• Research software’s ability to connect to other pieces of marketing and payment software, like Constant Contact and PayPal

Create a training system for staff use of the system to ensure that staff makes the most of the tool’s functionality and integration capabilities:

• Train staff on its use and create a training tool for future use

Create a systems manual for staff so that each donor and supporter is entered in the same way each time, and so that staff consistently document efforts:

• Create manual for systems use, including structures for uploading new donors, creating reports and mail merges

Deliverables:

• Fully functioning donor software system
• Manual and guidelines for the program’s use and how to track and upload donors, and report functions
• Training tool for future staff

Neighborhood HealthSource has a small group of supporters and donors and we currently track our efforts using an excel spreadsheet. As we grow as an organization and work to make our fundraising efforts more expansive and effective we need to use tools that will aid us in this effort. We recently vetted several donor management software systems and selected Little Green Light as the tool that will meet our needs. This effort coincides with the launch of our new website, and enhanced marketing efforts through a variety of channels. These tools will ensure that we have the continued support to reach patients with our mission of providing quality health care services that are affordable and accessible. We treat everyone who walks through the door regardless of their ability to pay and rely on grant funding and donor support to ensure that we can meet our mission.

We just "inherited" Little Green Light (LGL) donor management software when we merged with another organization. Aside from this software, we have been tracking donations in an excel spreadsheet. LGL has not been used to its full capacity and tracking in excel has been burdensome. The Grants Manager and the Fundraising Coordinator will work with a volunteer to help implement this project.

NOTE: The dates and times are approximate - you can set your schedule and do most of the work from home, with a few meetings at our workplace.