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Campaign Fundraising Software Checklist

When you are looking for campaign fundraising software, also known as political fundraising software or campaign finance software, it makes sense to make sure that it has some general and specific attributes.  I’ve taken the time to compile some of these below:

General Attributes

Simple and Easy to Use – If you are running a state or local campaign, you don’t have time for expensive training.  Also, it’s unlikely you will have a full-time finance consultant to sit in front of campaign fundraising application all day.  Your users will likely be the candidate, his or her spouse, family members, and maybe a key volunteer or two – and on occasion a paid staff member.  For this reason, your campaign fundraising software needs to be simple, intuitive, and easy.

Affordable – State and local campaigns need to spend the lion’s share of their campaign fundraising dollars on voter contact, not on overhead.  Many software applications start out  at over $300 per month, and many more ask for thousands in up front licensing fees – not to mention ongoing support.  Make sure your campaign fundraising software selection falls within your campaign’s budget.

Specific Attributes

Your campaign fundraising software application will need to be able to do the following:

  • Import and Export Excel Data
  • Create Donors and Vendors
  • Log Expenses and Contributions
  • Allow for Grouping By Issue
  • Keep Up With Contribution Source Codes
  • Check for Duplicates
  • Print Candidate Call Sheets
  • Log Notes to Vendors and Donors
  • Add Tasks Vendors and Donors
  • Track Pledges
  • Note Election Periods
  • Export Easy to Manage Disclosure Information

These are just a few of the bare essentials you will need in order to make certain your campaign fundraising software application will meet your needs.  If you’re running for state or local office and need an easy, affordable, yet powerful solution, I suggest checking out www.MyCampaignTreasurer.com

Brandon Lewis

Brandon Lewis has worked as a political fundraising consultant and staff member for U.S. Senate, U.S. Congress, State Senate, State Representative, and local political campaigns. Lewis has also worked in the non-profit arena on projects ranging from capital campaigns to grassroots fundraising. Founder of www.MyCampaignTreasuer.com, Lewis’ web-based fundraising application allows candidates to raise more money for their federal, state, and local campaigns through a simplified, focused approach.

Lewis is also author of How to Raise Money for Political Office; The Original Guide to Winning Elections Through Aggressive, Organized Fundraising.  It offers a comprehensive, practical approach on how campaigns can raise more money for their campaigns in an efficient and effective manner.

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