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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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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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Senior Full Stack Web Application Developer

Kindful

About Kindful Kindful was founded with a simple idea in mind: nonprofits should be able to spend less time focused on their database and more time focused on their mission. Responsibilities Full-stack development Work within all layers of our products, with an emphasis on backend components, API, and the database.

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A Roadmap to Salesforce for Nonprofits Implementation

DNL OmniMedia

After up to three rounds of review, feedback, and revisions, it’s time to move your organization’s data over to its new home. Analysis: Review the data that will be migrated, refine plans, and document next steps. Review: Check the quality of the migrated data and safely shut down the old system.

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The Ultimate Guide to Accounting Software for Nonprofits

Nonprofit Tech for Good

At a nonprofit, a donation must be tracked throughout the accounting process, and if the funds are restricted, supporting documentation is required to prove that the funds were only used for the stated purpose. You should provide samples of your documentation as appropriate to accompany these requirements.

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