Your data entry process documentation is one of your most important data hygiene tools. Good documentation helps ensure that information is entered accurately, thoroughly and consistently. It’s a buffer against staff turnover, and the first step toward process improvement.
You’ve implemented your fundraising metrics. How do you make sure they are working? Check out these six questions to identify what’s working, what needs adjustment and some things to consider when making tweaks to your metrics. And if you don’t have metrics yet, read through to identify some pitfalls to avoid during your design phase.
Cleaning up your data will not only yield better database screening results, but it’ll also help with overall donor relations and reporting. So get ready, we’ve got some sure-fire best practices coming your way!
Increasingly, there are tons of specialized software tools that nonprofits use in addition to their primary donor database, like auction, email or volunteer management software. Are you trying to decide whether to adopt a third-party tool and get it to play nicely with your donor database? Read on for some tips to make your software play nicely.
Do you get a lot of mail returned when you send out a solicitation or cultivation mailing? If you aren’t doing regular NCOA (National Change of Address) screening, then you’re missing an important and inexpensive data hygiene tool. NCOA helps you to update addresses for people who have moved so you can keep in touch with your donors.
Do you feel like you are reinventing the wheel every time you analyze your fundraising performance or pull a solicitation list? Are you concerned that you are getting inconsistent results? Then you need a standard list of go-to reports to keep you on track and make your operations easier.
A great database manager can be the difference between amazing data processes and analytics that make your fundraising easier, and a nightmare of bad data, inaccurate reports, and inconsistent processes. When you are looking for someone to manage your organization’s donor data, here are five attributes you should seek.
Paying attention to the “biographic” data you track about companies can help you step up your corporate fundraising game. This is data that lives in the biographic section of your database, along with names, addresses, communication preferences, and the like – but instead of being related to an individual, it’s related to a company.
I decided to make a positive example out of an embarrassing business mistake by writing about standard operating procedures, or SOPs. Though not glamorous, SOPs are critical for awesome data management. Documenting how you accomplish your business processes reduces errors and inconsistencies and saves time.
Have you ever sent two pieces of mail to one household? It’s frustrating! Not only have you wasted paper and postage, but you also missed a chance to recognize the relationship between your donors. This is one of the reasons that setting up your donor database to handle households correctly is so important.
If you’ve had your donor database for any length of time, you’ve probably got some funky, dirty, broken or missing data. You’ve also probably got some new processes and tools you’d like to implement. And you probably have far more data projects on your hand than you have time. When you are deciding what to tackle first, how do you prioritize?
The last Fundraising Nerd blog post was about collecting email addresses using incentives, a.k.a. content marketing. Let’s talk about the nuts and bolts of setting this up in your fundraising shop. With readily-available technology, it’s fairly easy to set up a system that will automatically collect email addresses and deliver content to people who are interested in your organization.
It's that special time of year where the gift date you record can make a big difference for your donors. For donors seeking a tax deduction in 2017, gifts must be out of their hands before midnight on December 31.
Here’s an easy project you can use to identify a short list of your best donors so you can send them a little extra bit of holiday cheer, like a special holiday card signed by your program participants or your board.
Or, you might use this method to identify donors you want to get in touch with to share your organization’s plans for 2018. Not coincidentally, this project will help you uncover some of your best major giving prospects.
Today is the last day to participate in Fundraising Nerd's Your Donor Database and You Survey. The survey takes about 5 minutes, and you'll be entered in a drawing to win my new book, Donor Database Fundamentals, due out this spring.
#GivingTuesday is right around the corner. Are you set up to know what worked for you?
A lot of #GivingTuesday action happens online. What’s great about this is you have the opportunity to test out your messaging. What’s most successful at bringing people to your website? What’s most successful at not only bringing people to your website, but bringing people who give?