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susanherre's avatar
susanherre
Copper Contributor
Jan 29, 2023

Database for non-profits

I need advice on setting up a database, and am wondering if Access would be good.  We would like to include in the database: 

1) contacts with name, address, phone - general contacts, volunteers, individual and family members, organizational members, donors, sponsors, vendors

2) when people become volunteers, members, donors, sponsors, vendors, and each time they participate in events, or donate, or sponsor, or work with us

3) for members, donors, sponsors, each time they contribute and how much $; for vendors, how much they pay, or we pay them

4) there may be more things

11 Replies

  • strive4peace's avatar
    strive4peace
    Copper Contributor

    thanks for the recommendation, George!
    Susan, I sent you a PM. Best would be to email me though, and not use up the PMs here!

    there is contact information on my website
    https://msAccessGurus.com 

    • George_Hepworth's avatar
      George_Hepworth
      Silver Contributor
      That's very interesting and unexpectedly cool. It was intended to be a web database, which would have run on SharePoint with Linked SharePoint lists. That approach was deprecated with the 2013 version, which replaced them with Access Web Apps, which used SQL Azure tables.

      However, it still functions with the tables as local tables. You can't edit tables or forms in this web database in the same way you would a normal accdb. You have to edit forms in layout view and tables in datasheet view. I would be interested to know, Arnel, if you've published it to SharePoint yourself lately?
  • susanherre's avatar
    susanherre
    Copper Contributor
    Also, include all the various levels for members, donors, sponsors, vendors. Also, our events. Thanks for your input. I would like one database that covers all of these things.
    • George_Hepworth's avatar
      George_Hepworth
      Silver Contributor

      susanherre 

      As a matter of fact, this is a great fit for Access. You might get started with a template that includes the contact information aspect of what you want. That would be the "Contacts" template.

       

      Then you can add the specific elements needed for tracking donations, etc. In fact, there is also a template called "Charitable Contributions" that might even be closer to what you require.

       

      In both cases, of course, the templates are starting points for applications you will need to modify for your purposes.

      • susanherre's avatar
        susanherre
        Copper Contributor
        Also, I want to include all the various levels for members, donors, sponsors, vendors. Also, our events. -- One database that covers all of these things. Can you recommend a database developer in Bay Area or Sacramento who would charge a reduced rate for an environmental non-profit?

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