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[ASK AN EXPERT] What Are The Rules For Using ‘Soft Credits’ In A Donor Database?

Bloomerang

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., — In a Crediting Dilemma Dear in a Crediting Dilemma, Let’s begin with your first question as to whether to credit a spouse when the donor doesn’t specifically make it clear it’s their intention to be listed jointly.

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Ask Maureen: Cleaning Up a Messy Fundraising Database

sgEngage

Dear Maureen, My organization’s fundraising database is a hot mess! There are no rules, and that means our database is almost useless. Here’s what I’d recommend: I’d like you to schedule a meeting with everyone who uses the database and facilitate a few fact-finding sessions. These aren’t about placing blame!

Database 115
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[ASK AN EXPERT] How To Enter And Credit Donor Advised Fund Gifts In Your Database

Bloomerang

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., Have a question for our Fundraising Coach? Please submit your question here. Remember, there are no stupid questions! CFRE, our very own Fundraising Coach , also known as Charity Clairity. And do I thank the donor or the administrator?

Database 117
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Reigning in shadow databases

Robert Weiner

The following story, posted with permission, was sent to the FUNDSVCS list in response to a question about how to reign in schools and departments at a university that keep their own shadow databases of contacts. I have a story that we have used quite often: A few years ago, we imported a shadow database into Raiser''s Edge.

Database 162
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Why Should You Add Additional Questions to Your Donation Form?

Donorbox

and safely stores it in your donor database. The post Why Should You Add Additional Questions to Your Donation Form? Your Donorbox donation form does not only offer a seamless donation checkout but can also help you collect information about your donors (as well as donations!) Every online donation form comes […].

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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. So with some background, I’ve got some questions. Stewarding current donors. Managing staff.

Database 181
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Training on your new database

Robert Weiner

A question was posted to a listserve for nonprofit techies looking for tips on training staff on a new database. The trainer needs to understand the database, present technical concepts clearly and without jargon, teach at the students' level, and be incredibly patient. Train end users on a sample database, not production data.

Database 166