Robert Weiner

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Controlling data entry

Robert Weiner

A member of the PRSPCT-L listserve (for prospect researchers) asked "What do other institutions do to regulate or “police” data entry work, specifically when you have multiple users with authority to make updates?". You don’t need a week of training to enter a contact report. It's a tough problem. You need clear data entry standards.

Data 195
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ROI for a donor database

Robert Weiner

My colleague Charlie Hunsaker posted the following question on the FUNDSVCS Advancement Services listserve: I have two clients who are looking for new systems and want a “cost justification” for their acquisition to share with their management. Probably an issue that we should all be looking at.

Database 181
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Discussion of Donor Data Retention

Robert Weiner

The same topic came up recently on the APRA''s listserve, PRSPCT-L. We''ve since tried to contact the alum and explain why he hadn''t heard from us in 30 years, but, no surprise, he''s been somewhat difficult to engage. deceased; does not want to be contacted; do not email; etc.). no contact or gifts in the last 7 years).

Retention 100
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Advice for Consultants - Part 3

Robert Weiner

networking with past employers, clients, colleagues, and other professional contacts. Sign up for CharityChannel’s CONSULTANTS listserve: [link]. Options include. writing articles. publishing a newsletter. public speaking. business cards. participation in online discussion groups. volunteer work. online and print advertising.

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Advice for Consultants - Part 2

Robert Weiner

3) Find resources to build your skills, and give them time every week: webinars, listservs, online classes, books, etc. push for a single point of contact with clients. If they can’t designate a single point of contact and commit to meetings with you, they may not be ready to work with you. Attend conferences.