Robert Weiner

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Discussion of Donor Data Retention

Robert Weiner

The same topic came up recently on the APRA''s listserve, PRSPCT-L. 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.

Retention 100
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Advice for Consultants - Part 3

Robert Weiner

develop templates for proposals and contracts (Nolo Press is a great resource for contracts). Sign up for CharityChannel’s CONSULTANTS listserve: [link]. Deal with legal and administrative stuff, such as: get a business license. publish your business name in the paper. get a Federal Tax ID.

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Advice for Consultants - Part 2

Robert Weiner

3) Find resources to build your skills, and give them time every week: webinars, listservs, online classes, books, etc. Nolo Press has some good boilerplate contracts. build in time for billing, organizing files, reading the trade press, watching webinars, etc. Attend conferences. Build this into your time and budget plans.