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R.E.S.P.E.C.T. Your Data


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What is the most important asset to a non-profit organizations?

DATA! Data = Your Donors = Revenue = Ability to Support Your Programs

The top issue for nonprofits today is prioritizing their data needs: customizing, integrating, cleaning, and management. In order to develop a strong fundraising plan, leadership needs to first take an analysis of your current database structures - from within.

~How are your donors being tracked?
~What is being tracked?
~What is being stored?
~How is it being managed?
~Is your data handled manually or automated?
~Is it helping you raise money?

We'll discuss the different ways to analyze and manage your data to ensure your fundraising team has the insight needed to construct targeted, insightful, and successful fundraising campaigns. Although your database is technology-based the output is fundraising-based.

Published in: Business
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R.E.S.P.E.C.T. Your Data

  1. 1. R.E.S.P.E.C.T. Your Data Margaux Pagan October 16, 2012A Service Of: Sponsored by:
  2. 2. Protecting and Preserving the Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.comA Service Of: Sponsored by:
  3. 3. www.mission.doA Service Of: Sponsored by:
  4. 4. Today’s Speakers Margaux Pagan Director of Strategic Fundraising DonorFuseAssisting with chat questions: Hosting:Jamie Maloney, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.A Service Of: Sponsored by:
  5. 5. RESPECTYour Data Presented by: Margaux Pagán Director of Strategic Fundraising at DonorFuse
  6. 6. R edefine data functionsE xcel only makes spreadsheetsS tay calm and report onP aint a landscape of your donorsE xercise good data hygieneC ount your blessings (aka donors)T rain staff on data-handling SOPs
  7. 7. Data Functions 101 Recording Reporting Communicating Tracking Profiling Integrating Segmenting
  8. 8. Basics of Spreadsheets Pros ConsSimple access Huge security implicationsLow Cost Increased chance for human errorEasy to manipulate data Little to no data validation Mostly time consuming manual process
  9. 9. Data is a Base Pros ConsSecuring sensitive data Higher costsAbility for multiple users Maintaining data integrityTrack donor interactionsIntegrate database with multiplesystems
  10. 10. Reporting…AccuratelyDirty data in…dirty data out • Staff training • Query writing • Key metricsWhat is Your Report Attemptingto Answer? • Giving Trends? • Campaign Success(es)? • Program Analysis?
  11. 11. Knowledge is Power
  12. 12. Appends Scrubs EntryKeep[ing] it Clean
  13. 13. Donor AnalysisFAQs• Who are our donors?• What is the average gift of new donors versus existing donors?• What is the lifetime value of a donor?• When do donors begin to drop-off the file as “active”?• Where do our donors reside?• Why do our donors give?• How many donors versus non-donors do we have on the file?
  14. 14. Staff Know-How  Security  Staff Access  Data Integrity  Integrations  Key Metrics  Data Data Entry  Segmentations Parenting Distribution Database Functions Fundraising Functions Expert Hands Basic -On
  15. 15. Helpful Tips•••
  16. 16. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by: