1. The Importance of Donor Data Jan McGowan Nonprofit Consulting

2. Burning Questions Jan McGowan Nonprofit Consulting

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

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

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

6. Types of Systems Installed Hosted Jan McGowan Nonprofit Consulting

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

8. System Contact Functions Mailing Labels Mail Merge General or Customized Letters Emailing Jan McGowan Nonprofit Consulting

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

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

11. Ease of Use Queries Reports Customization Jan McGowan Nonprofit Consulting

12. Track the Whole Picture Volunteers Events Jan McGowan Nonprofit Consulting

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