Bloomerang has partnered with TrueGivers to offer you nightly NCOA (National Change of Address) updates as part of your Bloomerang subscription! In this class, learn more about data stewardship and how it can help you maximize donor retention. We’ll also look at how this data is seamlessly integrated with your database, understand the data stewardship dashboard, and more!

1. Data Stewardship
with the
TrueGivers
Integration

2. What is data stewardship?
Data stewardship is the management and oversight of an organization's
data assets to help provide business users with high-quality data that is
easily accessible in a consistent manner. - TechTarget

3. What makes up data stewardship?
•Metadata
•Standards & Compliance
•Coverage
•Quality
•Usage
•Transparency

4. Metadata
•Data (entities, attributes, and
relationships) that defines the
data we store or interact with
•What attributes are part of what
we call a:
• Donor
• Gift
• Event
• Organization

5. Standards & Compliance
Of the data we store, what standards and compliances are required?
• Mailing addresses
• Do we have all the fields to store address
data
• Start Date
• End Date
• Validity
• Status
• If we're mailing to these, are we in
compliance with the USPS?
• Email address
• Opt-outs?
• What policies do we publish ourselves?

6. Coverage
•Do we have contact data on
everyone?
•What goal have we set?
•What does it cost us when we
don't have the right contact data?
•What does each missing point of
contact save or cost our
organization?

7. Quality
•Do we have high quality data?
Just because we have data on file
doesn't mean it is correct.
•Is our data standardized?
Validated? Verified?

8. Usage
•Are we sending too many
communications to the same
people?
•How many communications do
our contacts receive in one month,
year, and lifetime?

9. Transparency
•Can we easily audit changes to our
data? Do our vendors help us do
this?
•Do we have rules about the types
and level of detail of each data
attribute that determine what we
share and with whom?

10. Why does data
stewardship matter?

11. Example: Missing or Incomplete Address
Does not meet USPS standards
Address Harold Washington Library
City Chicago
State IL
ZIP Code 60605
Does not meet USPS standards
Address 400 State St
City Chicago
State IL
ZIP Code 60605

12. Maximize Retention & Revenue
Only send mail to mailable addresses

13. Save Time & Resources
Be proactive. When you put good data in, you get good data out.

14. More Strategy, Less Data Entry
When data is routinely updated, it’s always ready to be put to work.

15. TrueGivers Demonstration

16. TrueGivers Automates Data Stewardship
•CASS/DPV
•National Change of Address (NCOA)
•Residential Delivery Indicator (RDI)
•Vacancy Services
•Deceased Append
•Individual & Household Enhancement

17. What’s at stake?

18. ● Truegivers NCOA Basics
● Report on NCOA Updates
NCOA Processing is free with Standard
Bloomerang subscriptions. Interested to upgrade?
Contact customer.accounts@bloomerang.com
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