Modern Fundraising Requires Modern Technology
When The Lutheran Home Association (TLHA) changed their approach to fundraising, they needed a modern nonprofit CRM that was designed for nonprofits to build better relationships. Their existing software was outdated and couldn’t give them the flexibility or insight they needed.
Mark Hayes, President of Ministry, explains: “We used to do a lot more events, and golf outings, and galas, and things like that. We were constantly looking at the ROI on those events, and sometimes you’re lucky to break even,” he says. “We now prefer a much more direct donor relational approach with our fund development officers, and that’s been a lot more successful. “
TLHA’s previous CRM was not built for this kind of fundraising. It depended on logging into a remote server, hosted by the provider. “Not only did you have to log into a remote server, but they had to generate the reports,” Mark explains. “For any report that we wanted, we had to call them and have them develop it for us. Then, if it wasn’t getting the information we needed, we had to interact with them again to try to get it sorted out. So it was just an unnecessary step.”
Data visibility was an issue within the old system as well. “There weren’t any tools for looking at a quick snapshot of specific things that we wanted to see,” says Mark. “We could go in and get specific donor reports. We could go in and take queries that were developed and get a list of everybody who had given in the last year and things like that, but it wasn’t easy to do. We wanted something simpler.”
The old system didn’t show signs of improving. “It wasn’t working. It was an outdated system that the provider had no plans of doing anything with. So when I would ask about features and what the future is, and what potential upgrades were…they were very happy where they were,” Mark explains. The provider was not responsive to their needs, or suited to the fundraising future TLHA envisioned. In order to fully pursue the fundraising approach they knew they needed to take, TLHA decided to make a change.
Mark and his team chose Virtuous to support their relational fundraising strategy. “Virtuous really fit with the changes we’ve made. We did a complete overhaul of how we run our fundraising. Switching to Virtuous was an important piece of that puzzle.”