Every donor database starts with the people and organizations in it. Learn how to handle common challenges in managing biographical data.
Join us in Baltimore to review core gift processing and records management concepts—legal framework, quality control, gift counting guidelines and workflow management.
No matter which database system you use, creating useful reports can be difficult. This session will give you some tips that will make it easier for you to get the data you want out of your donor database.
We’ll talk about a variety of strategies you can use to clean up your database and keep it clean. From database standards and documentation to audits, appends, and cleanses, you have many options.
Smart fundraising metrics help you stay on track to meet your fundraising goals. We’ll cover metrics development including design, data collection, data analysis, and putting your results into action.
Learn a few techniques to identify your top prospects. You’ll walk away ready to do a couple of hands-on easy projects right away.
How we choose to manage donor data directly impacts how we relate with our donors. As transgender people have become more culturally visible, many organizations are making changes to their data management practices to be more inclusive of diverse gender identities. Hosted by DonorSearch.