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People and Organizations: Managing Biographical Data

Fundraising Nerd webinar


Every donor database starts with the people and organizations in it. Learn how to handle common challenges in managing biographical data.

·         Setting name standards

·         Managing contact data (addresses, email, phone numbers)

·         Other biographical data to consider tracking, and how to track it

·         Setting up your database to be inclusive of diverse gender identities

·         Managing relationships between records: households, family and other interpersonal relationships, and relationships between people and organizations

·         Donor life events (marriage, divorce, death)

·         Organization tracking (organization type, associated contacts, subsidiaries, foundation data)

·         Basic data hygiene

Later Event: March 13
Gifts: From Basics to Complex