Archive for the ‘Business Advice Requests’ Category

DONATION companion products questions

Tuesday, November 15th, 2011

Hello again DONATION advisors.  (For those of you who are also beta testers, my apologies for two posts in one day!)

I have found four products or services that I feel could be useful to at least some of my users, or someone else within your organizations, and am working towards an email to all users in the USA to recommend these products. (I’m restricting it to users in the USA, at this point, because two of the services only work there.)

The products and services are:

  • CauseVox, at www.causevox.com, an affordable online fundraising platform with social-network-like features available. (USA only for now.)
  • PerfectTablePlan, at www.perfecttableplan.com, a simple and affordable Windows program for doing table planning for any form of seated event with tables, such as formal fundraising dinners.
  • PayrollCentral USA, at http://www.payrollcentralusa.com, an affordable and very easy to use online payroll processing system. (USA only.)
  • NetMinistry, www.netministry.com, a relatively inexpensive service for designing and hosting an attractive website, with a content management system that you can use to maintain the site yourself, for churches or other organizations.

The last three of these are already listed on the Links page on the Software4Nonprofits website.

I would appreciate your comments, about the products themselves, and about the appropriateness of doing something like this. I would not intend to email users about companion products in this way more than once a year.

One final question relates to the fact that in all of the cases, I will be receiving some form of commission for sales that come from my users. This forms another revenue stream for my business. However, I would not be recommending any of these products and services if I had not checked them out thoroughly, including checking references, and did not feel they would be of good use to at least some of my users. At least two of the products/services will also be offered with some discount to my users. (N.B. I am still waiting to receive and check references for NetMinistry, and I know the author of PerfectTablePlan so do not feel a need for references.)

One very specific question I have though, is an ethical one. I’m not clear whether or not I should mention in the email to my users that offers these products that I will be receiving commissions on the sales made to my users. I sort of think I should, but am not 100% clear on this point. Any opinions?

As always, thank you in advance for any comments you post, or email replies.

New DONATION slogan?

Saturday, November 5th, 2011

Hello DONATION advisors. I’m becoming uncomfortable with the DONATION / Software4Nonprofits slogan (also called a “tagline”), which is “Simple. Powerful. All you need.”

The first two parts of it are true, in my opinion.

The last part, “All you need”, is only really true if you add the phrase “for tracking your donors and donations and issuing receipts”. But the more reasonable interpretation is that I’m trying to say it’s all the software a church or charity’s Treasurer needs. Which is certainly not true – they also need an accounting program.

I do realize that DONATION is used by many other types of volunteer and staff person, like Financial Secretaries, Envelope Secretaries, etc., who may or may not also be the person who uses the accounting program. So for some of them, DONATION may be all they need (other than software virtually everyone has, like Word etc.). But the phrase “All you need” could also be taken to apply to software needs of the charity or church as a whole, in which case again, it’s clearly untrue.

I’m having trouble thinking up something to replace the slogan with though. I rather like the format of three words or short phrases, and wouldn’t mind keeping the first two. But I’m not sure what to replace the third with.

Any bright ideas? I’m also of course open to completely different ideas, like just one sentence or phrase for the slogan. And also open to other opinions / reactions to my current slogan.

As usual, if you post your thoughts as a Comment to this blog post, that will be good because others can then also comment on it. But direct email replies are fine too!

Many thanks.

Membership Plus conversion to DONATION done

Wednesday, May 18th, 2011

Further to my earlier post at http://www.software4nonprofits.com/blog/2011/04/membership-plus-database/, I want to let you know that I have completed coding the conversion of data from Membership Plus (versions 5 through 12) into DONATION. (Actually, only about 5 of those versions have been tested, but the missing ones can be added as needed.)

The current release of DONATION, 3.37b, includes the conversion routines. When you start DONATION for the first time, if Membership Plus is installed, you will be prompted to convert your data from it. Or, you can convert later with the Database -> Import -> From Membership Plus menu option. I haven’t made a general announcement to all existing DONATION users of this new version, because it is more of interest to new users than existing ones.

As well as converting the basic organization info, it converts the Membership Plus members to donors, funds to donation categories, and contributions to donations. The last two years of contributions are converted.

PAR imports; Wincrafters purchase

Friday, April 15th, 2011

Hello DONATION beta testers and advisors. I’m writing about two things: a beta-test version that includes importing data files from the United Church of Canada’s PAR (Pre-Authorized Remittance) service, and the purchase of the business of a smaller competitor (Wincrafters).

If anyone is using the PAR service, you may already be receiving with your monthly information about the donations they are processing for you, a text file containing details of those donations. (This is as opposed to a readable report on them.) If you aren’t receiving the text file, you can request it from them. If you have that file, you can now import it directly into DONATION, as long as all of the donors have envelope numbers that PAR knows about.

If you want to try this, it is in the beta-test version 3.36b Beta1 available at www.software4nonprofits.com/pretest.htm. As usual, if you do test this, please let me know how it goes!

The other interesting news is that I have recently completed what is basically a purchase of the business of a smaller competitor – another one-man church software business, but he is 71 years old and ready to retire. The software is The Church Assistant from Wincrafters.

The way the deal works is that he has written to all of his about 300 users, informing them of his retirement, that he will be stopping selling The Church Assistant immediately, and stopping supporting it in 6 months, and encouraging them to switch to DONATION (which has been enhanced to convert much of their data after installation). I’m offering them DONATION at a 50% discount for the first 6 months, to make this a less painful switch. And I also get his mailing list, so I can follow up further with those who haven’t switched. If course, there’s a cost to me - in essense, he gets a 50% commission on all sales to his former users, for the first year. Hopefully this will be profitable for both of us, and in addition, it stops his users from being left without support, on an orphaned product, after his retirement.

There is a special website for Wincrafters The Church Assistant users considering switching/upgrading to DONATION, at http://wincrafters.software4nonprofits.com.

If you have any comments, as usual please just Reply to this blog, or email me if you don’t want your reply to be seen by others. Thank you!

DONATION Bug in 3.33b Beta Fixed

Wednesday, December 22nd, 2010

For those of you who downloaded the beta version of DONATION 3.33b in response to an earlier post, I have to tell you that a slightly nasty bug was just caught in it. If you try to use the Email/Print button on a statement report or receipt, you get an error message at the end.

This bug has been fixed by version 3.33c, which I uploaded to the regular web site (not just as a beta version) yesterday. You can upgrade to it with Help -> Check for Updates.

Because of the impending holiday season, I’m not planning on sending an email out to all users about this version until early in January. For those of you for whom this time of year is special, best wishes for the Christmas season!

DONATION Beta 3.33b; Draft new Website

Wednesday, December 15th, 2010

Hello DONATION beta testers and advisors.

First of all, I’m working on a significant revision to the web site. It’s not all done, but you can see the progress at www.software4nonprofits.com/new. The significant changes are a new introductory splash page, replacing the top bar and side bar menus with a top-bar drop-down menu on the rest of the pages, and a new quick links section at the bottom of each page.

Any comments?

Next, I’ve added a few cool features since version 3.33 that I last wrote to you about, and released a beta version as 3.33b Beta3. As always, you can download and try it out from www.software4nonprofits.com/pretest.htm. Here’s what’s in it:

  • You can now double-click on backup files (e.g. DONATION4.DB.GBK) or emailed backup files (e.g. DONATION4.DB.S4B), and if DONATION isn’t open, DONATION will start and you will be prompted to restore that backup.
  • Completely replaced the features of the Save As button on the report-viewing window. It now brings up a new window with clearer choices, and some new options like displaying your saved file in an appropriate program (such as Excel) after saving it, and sending it by email to someone.
  • Made a small improvement in the installation programs, when you are upgrading an existing installation. Previously, if you had manually updated your desktop icon for DONATION to have a shortcut key to start it, whenever you upgraded that shortcut key would get lost. Now it is retained.
  • Added information in the Network Versions of DONATION help page, explaining how they can also be used over the Internet (e.g. with the Network Server version of DONATION on a computer in your office, and the Network Client version at home).
  • Added a new help page on Multiple User Options for DONATION, listing three options: multiple Standalone or Lite installs (copying the database around), Network Versions, or remote access.

If you have any comments on those changes, or testing results (positive or negative) I’d love hear them too. I’m especially pleased about the first two points above.

Thanks.

New logo options

Monday, October 18th, 2010

Hi DONATION advisors. I’m having my logo redesigned by a graphic designer, and have a bunch of options to choose from. If you could take a quick look at those options on the page http://stiao.com/s4np/fullpage.html and let me know which are your favourites, I’d very much appreciate it. You can see the current logo (which I’ve been told is “old fashioned”, at least in Internet years) at www.software4nonprofits.com, of course.

If you’re referring to the new options by number (the are labelled “Logo Set 1” through “Logo Set 17”), please be aware that those labels are above each image. Each image has a colour version and a black & white version, but I’m only really concerned about the colour version.

Thanks!

Signing PDF Receipts

Tuesday, December 8th, 2009

If you read the Help page “Emailing Receipts” in recent versions of DONATION, there’s a section at the bottom, headed “Concerns for Canadian Users”, about the Canada Revenue Agency’s requirements for electronically-transmitted (e.g. emailed) receipts. The concerns there don’t seem to apply to US receipts, which have much looser requirements. However, US readers of this blog may still have an opinion about the following, because it concerns a feature I plan to introduce into the program that they could use too.

The one CRA requirement for emailed receipts that DONATION does not currently fully satisfy is “the document should be encrypted and signed with an electronic signature”. The emailed receipts (which are PDF files) are indeed encrypted, to prevent modification, but they are not signed with an electronic signature, which guarantees that they have not been modified. N.B. This is not the same as a bitmap signature, which DONATION can already include, but rather refers to a digital signature.

Up until now, the software I use to create the PDF files in DONATION, novaPDF, has not supported the use of digital signatures. They have just released a version that does, but I have realized that there’s an issue. You can get digital signatures in two ways: either purchase them, from a recognized Certificate Authority (CA) like Verisign, or create what is called a self-signed certificate, which is free but does not come from a CA.

I cannot imagine many of my users wanting to go to the bother and expense of purchasing a digital certificate from a CA, just in order to satisfy this small CRA requirement. So creating self-signed certificates, which is fairly easy via the novaPDF software, is probably all they would do. But, if you attach a self-signed certificate to a PDF file, and then open that PDF in the regular Adobe Reader, its tool for checking a signature’s validity will say “Signature validity is unknown”, because it’s not connected to a recognized CA.

My question for you is this. Would users of DONATION not want to attach self-signed certificates to their emailed PDF receipts, because they would be afraid that their donors would see that message about the signature validity being unknown, and then think there might be something wrong with the receipt, or questionable about the charity or church issuing that receipt? Because if a lot of DOATION users would worry about this, I probably shouldn’t even include this feature into DONATION, despite the fact that the CRA officially requires it.

Thank you in advance for your thoughts on this, which as usual would best be sent to me by posting a Reply on the blog, so we can all see each other’s comments.

DONATION Beta 3.21 w/ Lite version, pricing changes

Monday, November 30th, 2009

Hello all. I have just released version 3.21 Beta2 to the www.software4nonprofits.com/pretest.htm page, from where you can download it and (hopefully) test it and let me know what you think.

I’m planning to announce to all users tomorrow (December 1st) the pricing changes/simplifications discussed in prevous blog postings, namely:

  • Only one price for the normal (local database) version, for unlimited donors: Full License $80, Annual Renewal for support and upgrades $40. Also, additional organizations/databases on the same computer will now be free, not $20/year as they were in the past.
  • Only one price for the network version, for unlimited simultaneous users: Full License $150, Annual Renewal $75.
  • Availability of the completely free limited-feature Lite version (read the previous blog posting on this at http://www.software4nonprofits.com/blog/?p=115, or the Help topic on Lite Version Limitations in the new version 3.21 Beta2, for details). This will only have free support for the first month, though; after that, $20/year for support. (Since the Lite version is free, obviously upgrades to it will also be free.)
  • Elimination of the current free license criteria (under 50 donors, under $5K total annual income for the organization etc.), in favour of the Lite version. Existing free licenses I have issued will of course be honoured until the end of the one-year period they were issued for.
  • The new pricing will be effective immediately, but for anyone that was already in the process of cutting a cheque, or feels strongly about having the current cheaper prices for under 200 donors, I will accept the old prices through the rest of December.

If some of you could please test the Lite version, that would be great. From the pretest.htm page, you download and install doninstLite.exe to switch to the Lite version. You can then easily switch back to your paid (or free) version by downloading and installing doninst.exe. 

And of course, testing of the other fixes and changes in the program will be greatly appreciated. Although I plan to announce these changes to all users tomorrow, I will probably wait a couple of further days before actually releasing the new version, in case any of you who are reading this blog posting find any bugs in the changes!

And I will also very much welcome any further comments you have on these pricing changes! I do realize that I’m taking a risk with the Lite version, that it will steal away too many of my current paid users, but I’m hoping that when they see the list of the features that are excluded from the Lite version, not too many of them will switch. Hopefully, it will serve as something of a loss leader.

Thanks, all.

Interested in Web-Based DONATION?

Monday, November 2nd, 2009

I’m wondering whether any of you would be interested in switching to a web-based version of DONATION, running on my own servers (so you don’t have to maintain a web application on your servers), if I developed one. To be clear, I have not yet decided to do so!

I would definitely also keep offering the current way of installing and using DONATION on your own computers (not web-based).

Advantages of using a web-based version include being able to access it from any computer with an appropriate web browser (it might require Internet Explorer 7 or 8), and having multiple people access the same data, without needing a network install in your organization. Also, you would never have to worry about installing upgrades again!

Disadvantages would probably include that it would work a bit more slowly, because web applications always work more slowly than installed applications. But I wouldn’t release such an application if it didn’t work fast enough to be very usable.

Charging for a web-based version would probably be based on a monthly fee per user/login, which would probably be a bit more expensive than my current base rates. That’s both because of the advantages of the web-based system, and because it would cost me more to run it. My guess would be it might be about $10/month, per user, but really at this point I have no idea.

Please let me know what you think, preferably by adding a Reply to this blog posting. Thank you!