Confidential Survey on Monthly Giving Processing

Thank you for your participation in this Agitator Survey.

If you wish to comment further or confidentially share additional information offline please contact Roger@theagitator.net.

Question Title

* 1. Does your organization have monthly donors?

Yes

Not yet, but I'm planning on starting a program in the next year

Not yet, and we don't want any monthly donors

Question Title

* 2. If "Yes" to Q1, please answer the following:
Our monthly donor records and credit card information are stored and maintained as follows.

As part of our Constituent Relationship Management (CRM) system. [For example, Raisers Edge, Bloomerang, DonorPerfect, Little Green Light, Neon, ROI Solutions, Luminate, Team Approach or similar systems ]

On a separate system maintained by a company that processes our credit cards for monthly giving. [ For example, payment processors like Blackbaud Merchant Services, Fairway/Sage, Paya, Payment Solutions Inc, Pay Pal, Vantiv/Worldpay, Authorize.net, First Data, Caring Habits, EFT Corp or similar companies. ]

On its own system-- separate from either the CRM or a payment processing company

Question Title

* 3. Does your organization's contract with the CRM or Payment
Processor specifically permit you to transfer/move your records to another system(s) at any time you choose to do so?

Yes

I have never read the agreement with my CRM

I have never read the agreement with my payment processor

My CRM company clearly explained how this worked when we signed up as a client

My payment processor clearly explained how we could transfer data if we ever changed processors.

I don't deal with this issue.

Not Sure

Please identify the person/ position in your organization responsible for understanding and dealing with this issue.

Question Title

* 4. Have you ever tried to move your credit card and monthly giving records and were met with resistance from either your old CRM or old payments processor?

Yes

Not Sure

What excuse/explanation did they give you?

Question Title

* 5. If you were met with vendor resistance, how did you solve the problem?

We did NOT solve it.

We solved it by persistently badgering the vendor.

We solved it by hiring lawyers.

We solved it by changing vendors and then individually contacting each donor to ask for their credit card or EFT information. We then placed them on a new system.

Other (please specify how you solved the problem)

Question Title

* 6. What do you think is the annualized value of your monthly donors?

Less than $10,000 a year

Between $10,000 and $100,000 a year

Between $100,000 and $500,000 a year

More than $500,000 a year

Question Title

* 7. NOT including Monthly Donors how many donors in your database?

Fewer than 5,000

Between 5,000 and 10,000

Between 10,000 to 20,000

Between 20,000 and 50,000

More than 50,000

Question Title

* 1. Does your organization have monthly donors?

Question Title

* 2. If "Yes" to Q1, please answer the following: Our monthly donor records and credit card information are stored and maintained as follows.

Question Title

* 3. Does your organization's contract with the CRM or PaymentProcessor specifically permit you to transfer/move your records to another system(s) at any time you choose to do so?

Question Title

* 4. Have you ever tried to move your credit card and monthly giving records and were met with resistance from either your old CRM or old payments processor?

Question Title

* 5. If you were met with vendor resistance, how did you solve the problem?

Question Title

* 6. What do you think is the annualized value of your monthly donors?

Question Title

* 7. NOT including Monthly Donors how many donors in your database?

* 2. If "Yes" to Q1, please answer the following:
Our monthly donor records and credit card information are stored and maintained as follows.

* 3. Does your organization's contract with the CRM or Payment
Processor specifically permit you to transfer/move your records to another system(s) at any time you choose to do so?