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The Importance of Donor Data

Jan McGowan Nonprofit Consulting. 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

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The Importance of Donor Data

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  1. Jan McGowan Nonprofit Consulting The Importance of Donor Data

  2. Jan McGowan Nonprofit Consulting Burning Questions

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

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

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

  6. Jan McGowan Nonprofit Consulting Types of Systems Installed Hosted

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

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

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

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

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

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

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

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