Robert Weiner

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Should You Delete Donor Records?

Robert Weiner

I was recently contacted by the vendor behind a new cloud-based donor management system with this question: We have noticed that our clients have become much more conscious about archiving/deleting old donor/prospect records because our pricing model is based on the number of records. But don’t delete them. What do you think?

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Discussion of Donor Data Retention

Robert Weiner

A few months ago I wrote a post on the topic of whether nonprofits should delete old donor records. The original question: My organization is working on a data retention policy and wondering if others have insights to share. so removing records is a sure way to lose individuals who could be a donor in the future.

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ROI for a donor database

Robert Weiner

So how do we justify that system to management (and perhaps our donors)? Stewarding current donors. Identifying future donors. If fundraisers (preferably senior or at least influential ones) don’t think there’s a problem, the organization is going to have a very hard time justifying a new system. Time-management.

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Chosing a donor database

Robert Weiner

I get a lot of emails like the following from small nonprofits: We desperately need to get a new donor database and most of them are totally unaffordable!! I'd need to spend time learning about your organization to make any kind of informed recommendation. Or you might have some reports that are mandatory, like a lapsed donor report.

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Donor Tracking vs. Business Intelligence

Robert Weiner

The Nonprofit Times recently published an article called Is It Donor Management Software Or Business Intelligence. " This vision of donor management software is nothing new. This lack of analytic tools often drives nonprofits to look for new donor management software.

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Tales of faux donors scamming charities

Robert Weiner

The following is a compilation of online discussions of faux donors trying to scam colleges, schools, and nonprofits. The donor promised his patent would completely fund the university, wipe out the national debt, and make America the happiest place on Earth. BTW beware potential donors who only correspond using cap lock.

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On the value of donor database ratings

Robert Weiner

I've redacted the message to anonymize the vendor: Dear _, I thought you might be interested in a recent analysis of low cost fundraising software, conducted jointly by independent organizations Idealware and N-TEN. They have published numerous reports and whitepapers on technology for nonprofit organizations.

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