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Database management for nonprofits

fusionSpan

And whether you have a few people entering and maintaining data or a large team with their own areas of speciality, locking in the best practices for database management is key to making sure your database works for you, not against you. Contents : Why should an organization have a database?

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A Helpful (Unofficial) Digital Training Guide for New AmeriCorps Members

Whole Whale

AmeriCorps offer amazing training for new members before they embark on their service journeys, their online course catalog covers an amazing breadth of content. Whole Whale has over a decade of experience as a nonprofit-focused digital marketing agency and has developed a robust digital training program through WholeWhale.com/university.

professionals

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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. Donor Database Management Essentials. Getting Started. Is a pledge paid over a period of time acceptable?

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Fundraising Event Committee Roles and Responsibilities

Greater Giving

A comprehensive list of every different Fundraising Event Committee you’ll need for your gala- their roles and job descriptions. After having to postpone events for several years, many organizations are having to transition new people into committee roles. Entering donations and item donors into an event software or database.

Roles 40
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Nonprofit Volunteer Management: Three Tips to Increase and Maintain Engagement

Nonprofit Tech for Good

Onboard and Train Volunteers. Keep all of this important personal information organized and in a secure database. Onboard and Train Volunteers: The next step is onboarding volunteers, which usually includes training and meeting other volunteers and nonprofit staff. Process Volunteers. Communicate with Volunteers.

Volunteer 269
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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
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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