Paper vs Electronic Donor Files

Hi

 

We are in the early stages of researching moving away from paper donor files to a completely electronic system. Has anyone done this? Did you move all the information into Tessitura or somewhere else? Did you look into this and decide to stick with paper?

 

I am still in the information gathering stage so any information is helpful.

 

Thanks

Jess Levy

San Francisco Opera

415-565-3283

Parents
  • At Cincinnati Symphony Orchestra we've also moved to electronic donor files. We've been using this system for a little less than a year, and it has cut down on the paper significantly. We also scan our batches and save the pdf using the batch number as the files name(Batch 12345), then save that to a shared folder that development and data services can access. We don't save files to Tessitura or the donor's record, but can easily cross reference them by getting the batch number and going to the appropriate folder on the shared drive. Development still keeps some paper files, but all the gift documentation is now saved electronically.

Reply
  • At Cincinnati Symphony Orchestra we've also moved to electronic donor files. We've been using this system for a little less than a year, and it has cut down on the paper significantly. We also scan our batches and save the pdf using the batch number as the files name(Batch 12345), then save that to a shared folder that development and data services can access. We don't save files to Tessitura or the donor's record, but can easily cross reference them by getting the batch number and going to the appropriate folder on the shared drive. Development still keeps some paper files, but all the gift documentation is now saved electronically.

Children
No Data