Is your organization looking to improve record-keeping?

Are you looking to convert your current system to something new? Not using animal shelter software and have no idea how or where to even start? We’ve got just the thing for you!

The EWDC has worked hard to develop these educational tools to help your organization learn more about your record-keeping options.

Why does record-keeping matter?

Easy to manage and accurate record-keeping is a critical component of not only our data collection initiative but also for managing any equine welfare program. We want to help you identify the best way to manage and track at-risk equines and all the different facets of assisting them.

Better record-keeping is critical for us all to help at-risk equines to the best of our ability. Even better, it can allow you to connect with your donors, volunteers, adopters, staff, and community on a deeper level.

Where should I start?

We’ve identified three main categories of software that may be helpful to equine welfare organizations. This includes Custodial Record-Keeping options, Non-Custodial Record-Keeping options, and Volunteer and Donor Management options. Each category has a recorded webinar, the webinar slides, and links to tables that list out each of the software systems that were reviewed. Explore each category, watch the webinars, and feel free to reach out with any questions you have, we’re happy to help!

You can also check out our glossary of terms here: https://airtable.com/shrwLnjdWqEiben4D/tblmJzn9jeRDowap4

Options for organizations who take custody:

Review of software geared to organizations that provide shelter/rescue support or sanctuary/retirement services. We have evaluated a number of software options designed to keep detailed track of the equines in your care and the services you provide to them. Many of these products also include other features, including volunteer management, fundraising, and technical assistance. However, the primary features we’ll be discussing are related to equine custody and care. 

Watch the webinar:

Video link

View the Powerpoint Slides:

Link to Powerpoint slides

Data on possible software candidates:

Airtable Overview

Airtable Details

Data on rejected software candidates:

Airtable Overview

Airtable Details

Options for organizations who provide Direct Service (i.e., are non-custodial):

Review of software geared to organizations that provide primarily safety net and direct placement services. These products are designed to keep track of the services your organization provides to other organizations and individuals, without keeping detailed track of the individual equines involved.  Many of these products do also include other features as well, but the focus is on tracking services delivered.

Watch the webinar:

Video link

View the Powerpoint Slides:

Link to Powerpoint slides

Data on possible software candidates:

Airtable Overview

Airtable Details

Data on rejected software candidates:

Airtable Overview

Airtable Details

Donor and Volunteer Management:

Fundraising and volunteer management. Depending on your organization’s fundraising and volunteer management needs, you may find that the equine and service tracking software platforms do not provide extensive enough functionality. We will review some affordable options for these functions as well and explain how they can be used in conjunction with other systems, such as email marketing tools like Constant Contact and Mail Chimp.

Software Options: Donor Management

Tech Impact Report (FREE!):

https://guides.techimpact.org/donor-management-systems/

Little Green Light:

www.littlegreenlight.com

Free weekly webinar

Sign up for a free trial on the website, and enter in W4SIGHT for a discount ($75.00)

Keela:

www.keela.co (note: not .com!)

Contact Alex Gladley – alex.gladley@keela.com (yes, .com)

https://www.keela.co/consultant/w4sight ($75 off first year)

Software Options: Volunteer Management

MEET THE SPEAKERS!

Debbie McCann

Debbie co-founded W4Sight in 2009. She is an expert in software selection and implementation and ensures that the tools are scaled to the needs of the organization. She is the proud mom of a 15-year-old equestrian who rides at the Double J Riding Club in Countryside, IL, and leases a palomino named Simon.

Karen Diener

Karen joined W4Sight in 2019, coming from the nonprofit world of fundraising and data management. She believes strongly that educating and training users to use software efficiently is vital to an organization’s success. Karen volunteers at Historic Wagner Farm in Glenview, IL where she works with a team of Percherons. She is also the proud mom of a 17-year-old equestrian who owns a Paint horse named Milo.