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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

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4 Tips For Maintaining Your Nonprofit’s Databases

TechImpact

Database are extremely useful in simplifying business operations, communication, and workflow for both the for-profit sector and nonprofit sector. Nonprofits and charities use databases to manage donor, volunteer, and B2B profiles and aggregate data. But of course, a good database can go down-hill if it is not properly maintained.

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Supercharge Your Intern Program: 18 Proven Assignment Ideas Across Marketing, Data, & More

Whole Whale

Data hygiene projects This can range from cleaning and completing Salesforce, spreadsheet, CRM or other databases for stakeholders. Make sure to create a dev copy and avoid letting interns edit live databases. Social media analytics report Have your intern review the past year of posts and data from your major platforms.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Consider the level of database training the user has. Blackbaud Grantmaking user?

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2009 eCampaigning Review Released

Amy Sample Ward

Most all of the actions reviewed in the report that even those that did link to background information, those pages didn’t link back to the action! 50% of organizations had databases that included 40% or more of inactive supporters. It doesn’t help your cause to have people in your database that aren’t really there.

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The Ultimate Guide to Accounting Software for Nonprofits

Nonprofit Tech for Good

To efficiently provide this information, nonprofits need detailed financial records and real-time data to help gauge their progress towards their financial goals on both a monthly and annual basis and meet reporting guidelines. You should provide samples of your documentation as appropriate to accompany these requirements.

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A Roadmap to Salesforce for Nonprofits Implementation

DNL OmniMedia

It’s a comprehensive, cloud-based solution designed to help nonprofits manage their operations more effectively and advance their mission-driven work. After up to three rounds of review, feedback, and revisions, it’s time to move your organization’s data over to its new home.