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7 Database Goals for Your Independent School’s Capital Campaign

sgEngage

When evaluating your school’s readiness for a capital campaign, database readiness might not be at the top of the list for your campaign consultants or administration. Identify major donor giving potential and help build the gift pyramid, a crucial step in the first two phases of a campaign. Add wealth screening services.

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Maybe It’s Not Your Database, It’s You

Robert Weiner

I'm working on an article with the title, "Maybe It's Not Your Database, It's You." The premise is that complaints about an organization's database may be misdirected: the problem is how the system is being managed (aka management problems disguised as technology problems). Have users been trained on those policies and procedures?

Database 156
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ROI for a donor database

Robert Weiner

As I share with my clients, a “system” is like a 3-legged stool; it has one leg of software, hardware and support, a second leg or infrastructure of resource budget, policies and procedures, management commitment, etc. And when you install a new system (software, hardware, policies & procedures, training, etc.) Time-management.

Database 181
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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. Donor Database Management Essentials. are clearly documented within the database. Step 3: Prepare Your Database. Getting Started.

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7 tips for preparing your nonprofit for a move to new software

EveryAction

Update your database policies. Update your database policies based on your new software platform (your new vendor or implementation partner should be able to provide some guidance here,) and set aside time for initial and ongoing training. Schedule a training session with them to go over policies and procedures.

Software 226
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How Tech is Helping to Combat Food Insecurity and Transform Healthcare

Saleforce Nonprofit

By: Kelsey Long, Project Policy Analyst for the Center for Vulnerable Populations in the Division of General and Internal Medicine at Zuckerberg San Francisco General Hospital. The V4V program helps participants afford healthy food and improves food security. Over $500 billion a year is spent in the U.S. About the Author. Kelsey Long.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 79