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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. And for a capital campaign, data-driven decisions depend on you and me, the unsung data nerds operating quietly in the background. Review reporting. of donors.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Consider the level of database training the user has.

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Supercharge Your Intern Program: 18 Proven Assignment Ideas Across Marketing, Data, & More

Whole Whale

Data hygiene projects This can range from cleaning and completing Salesforce, spreadsheet, CRM or other databases for stakeholders. Make sure to create a dev copy and avoid letting interns edit live databases. Social media analytics report Have your intern review the past year of posts and data from your major platforms.

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4 Tips For Maintaining Your Nonprofit’s Databases

TechImpact

Database are extremely useful in simplifying business operations, communication, and workflow for both the for-profit sector and nonprofit sector. Nonprofits and charities use databases to manage donor, volunteer, and B2B profiles and aggregate data. Duplicate files, profiles, and other data are common for every organization.

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[ASK AN EXPERT] How To Document Legacy Gift Intent

Bloomerang

Today’s question comes from a nonprofit employee who wants advice on how to talk to legacy givers as you document their legacy gift intent. . How do you go about asking for amounts and documenting it? For example, we want to document that he is a legacy giver, and we’d love to enter the amount as a pledge.

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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

Few things are as important to successful fundraising teams as clean data around your prospect portfolio and moves management. 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.

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Database 101: How to Improve Your Nonprofit Donor Database for Fundraising Success

Qgiv

Tricia Marsherall is the Founder & President of Marsherall Partners, LLC, a consulting firm specializing in nonprofit donor database management & operations support and virtual & traditional fundraising events. This makes it difficult to know where to start when you’d like to turn your database nightmare into a pleasant dream.