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I am the secretary-treasurer for a small (around 100-member) non-profit organization. I've been in this position for three years. I inherited a useless Access database (which was basically just a series of unconnected tables) and an incomprehensible Excel finance spreadsheet. I've managed to clean both up so that they both work for what I need at the moment. I'll be rotating out of this position in the next year or so, however, and I have no idea if the next person will have the knowledge/skills/time to figure out how to use Access and Excel sufficiently; or if they'll even have Access available to them. So I'm looking for something that I can move the organization's data into for future secretary-treasurers. These are the things I'm currently doing with each program: Access * Membership management - contact information, tracking membership payments and renewals, sending out reminders and other bulk emails, and building an annual directory to put on our website. * Donation management - tracking donations to our two primary funds, including putting a portion of each dues payment toward one fund. Excel * Basic financial spreadsheet - tabs for checking and savings activity as well as a tab for PayPal activity; includes a full summary tab and a tab for calculating periodic financial summaries that I use to build my bi-annual treasurer's reports. * I also use this to track donations, annual meeting expenses and income, and any other organizational expenses. The Excel file is fine, because I have it set up pretty much to run itself. I think I could create an instruction manual for it for future secretary-treasurers. But the Access database, while miles better than it was, is still pretty finicky. Plus, again, I don't know if they'll have access to either software. Does anyone have any suggestions? I've been thinking of either some sort of easy to use database program or a full membership management software. Something free/open source would be great, but I think I can talk the organization into paying for something if in return we have an easy to use system that will be reasonably future-secretary-treasurer-proof. If it integrates with PayPal, that would be even better. Thanks!
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Apr 27, 2016 14:33
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| # ? Apr 23, 2024 15:23 |
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