The Importance of Donor Data Jan McGowan Nonprofit Consulting.

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Presentation transcript:

The Importance of Donor Data Jan McGowan Nonprofit Consulting

Burning Questions Jan McGowan Nonprofit Consulting

Why track Donor Data? Cultivation as Friendship Strategic Contact System for Hundreds or Thousands Moves Management Institutional Memory Jan McGowan Nonprofit Consulting

Prospective Donors Come to Know You or Be Involved Donors of the Future Jan McGowan Nonprofit Consulting

Types of Systems Out of the Box Configurable Custom-built Jan McGowan Nonprofit Consulting

Types of Systems Installed Hosted Jan McGowan Nonprofit Consulting

System Tracking Functions Donor information Gifts Pledges Events and Activities Jan McGowan Nonprofit Consulting

System Contact Functions Mailing Labels Mail Merge General or Customized Letters ing Jan McGowan Nonprofit Consulting

Contact Tracking Automatically By batch Individually - notes Jan McGowan Nonprofit Consulting

Reconciliation Automatically, e.g. connect to QuickBooks Control vs. Convenience By batch Jan McGowan Nonprofit Consulting

Ease of Use Queries Reports Customization Jan McGowan Nonprofit Consulting

Track the Whole Picture Volunteers Events Jan McGowan Nonprofit Consulting

Training Non-technical staff Guesswork, work-around, opt out Jan McGowan Nonprofit Consulting

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