7. Best Practices• Collect
• Areas of collection
• Challenge of Events
• Relationship Manager Info
• Form design
• Store
• Knowing Your System
• Accuracy/Consistency (turnover)
• Good P&P
• What not to collect
• List dumping - plan to use
• Knowing the Output Plan
• Maintain
• NCOA
• Deceased records
• Duplicate
• Email
• Role of the Gift Officer
• Use
• Wealth screenings
• Segmentation (Dear Friend)
• The Informed Ask
8. Case Studies
• Resource Center Wealth Screening
• Collected, Not Stored, but Used
• PC&S Bereavement List
• Collected, Stored & Not Used
• Jonathan’s Place Newsletter
9. Big Data
• You are not an individual, you are a data cluster.
• Using data that is available to you.
• Facebook advertising
• Not necessarily fundraising, but program
support
• Google ads
10. Obstacles
• Cost
• ROI
• Data management
• wealth screenings
• technology
• Staffing Bandwidth
• Excel