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Poll
Diana Otero
Diana Otero is a Product Marketing Manager
at Bloomerang. She served on the board of
the Nantahala Hiking Club, one of the 31 trail
maintaining clubs of the Appalachian Trail
Conservancy, a nonprofit driven and
powered by volunteers. She is currently an
active volunteer and auxiliary member of
VFW Post 7119 in Indianapolis, IN.
Manager, Product Marketing
Database Management
Agenda
1.
2.
3.
4.
Why does clean data matter?
Q&A
Establishing Data Policies and Procedures
Recurring Database Management
5.
Recurring Reports
What is database management?
Database management is the process of
gathering, cleansing, enhancing, and using data
to help serve your nonprofit’s mission and goals.
Why does data
management
matter?
● Effectively and efficiently segment
and target constituents
● Ensure you have a single
constituent view
● Avoid compliance issues
● Increase your overall ROI
● Reduce wasted budget spending
Data Policies & Procedures
● Data is complete and accurate
● Data is entered consistently
● Avoid duplicates
● Acknowledgements and communications
● Reporting
Free Downloadable: Data Policies and Procedures Template
Establishing Data Policies & Procedures
● Who is a part of the discussion?
● Who has access to your database?
● What training is required for different levels of access?
● Are there codes or attributes that are way more expansive
than they need to be?
● Are fields not required that should be? Are fields required that
shouldn’t be? Are people plugging junk into those fields as a
result of having to put something there?
● Does your campaign, fund, and appeal structure work for your
organization?
Free Downloadable: Data Policies and Procedures Template
Data Policies & Procedures
Free Downloadable: Data Policies and Procedures Template
Settings
Settings
Click Settings > View All Settings > My Organization
Update your organization information
-Add your website and any social media information!
-Set your Fiscal Year Start Date*
-Set your NTEE Code
Set two-factor authentication for logins
-Every user should have their own login ID/Password
-You can have as many as you need!
Turn On NCOA (free!)
Link your accounting software (if applicable)
Campaigns
Financial Goal
Date Range
Examples:
Annual Campaign
Capital Campaign
LARGE Events
Campaigns are
specific,
overarching
fundraising efforts
Fund, Campaign, and Appeal Basics
Funds
Money is going to that specific
bucket
Examples:
Unrestricted
Program
Scholarships
Funds are buckets
of money
Fund, Campaign, and Appeal Basics
*Funds are the only
required gift field of the
three in Bloomerang.
Appeals
Examples:
Spring Appeal
Major Gift Ask
Personal Solicitation
Event Sponsorships
Appeals are a
specific request for
funds
Fund, Campaign, and Appeal Basics
*An appeal by any other
name is still an appeal:
Motivation, Effort,
Solicitation, etc.
Funds,
Campaigns,
and Appeals
are not
mutually
exclusive!
Typically, transactions only have one Fund, Campaign, or
Appeal associated with them.
If a donation goes toward different Funds, e.g. $500 to
Unrestricted and $500 to Programs, use Split Payments.
Custom Fields
Examples:
Constituent codes
Volunteer info
Membership info
Select from five data types:
Text
Date mm/dd/yyyy
Date (Year Only)
Number
Currency
Customize your
database to
capture what is
most important to
your organization.
Custom Field Basics
Groups
Groups are subsets
of constituents who
share a common
trait.
Groups
To strengthen donor relationships,
communicate with groups in ways that feel
personal and relevant to group members.
Examples:
● Call new donors and send a welcome kit.
● Invite prospective donors to free events.
● Encourage volunteers to volunteer again
and to become donors.
● Invite supporters who live in your area to
an in-person event; invite others to watch
the live stream.
Let’s go into the
database!
Regular
Maintenance
Free eBook:
Data That Changes The World
Recurring
Reports
Free eBook:
Data That Changes The World
Weekly
First Time Donor List
Unacknowledged Gifts from Last Week
Financial Report
Monthly
Financial Reports
Campaigns Progress Report
Funds Progress Report
Appeals Progress Report
Tasks
Recurring
Reports
Free eBook:
Data That Changes The World
Semi-Annually or Semi-Fiscal Year
Financial Reports
LYBUNT Report
SYBUNT Report
Custom Field Reports
Annually
Annually - A full database audit!
Annual Financials
Annual Campaigns, Funds, and Appeals
Reports; update plan
Total Constituents Report
No Activity Report
Audit Meeting & Report
Let’s go into the
database!
Succession Planning
What if you win the lottery?
What happens if there is a reason you need to take FMLA/an extended leave?
What happens if your living knowledge retires or you hit a period of high turnover?
Add institutional knowledge to your database
Create database policies and procedures
Each role should have a day-to-day How-To guide for their job
Know who your backup is, and shadow!
Data Policies and Procedures (Free Template)
Beware of Data
Hoarding Don’t be afraid to remove custom
fields and data from your database.
Does this help you fundraise?
Is this relevant to your
organization and your mission?
You can always export the data first
as a backup.
Resources
Data Policies and Procedures (Free Template)
Knowledgebase
Fund, Campaign, & Appeal Basics
Custom Field Basics
Edit Categories, Custom Fields, and Values
Groups
Free Articles, eBooks, Templates
Data Policies and Procedures Template
Data That Changes the World
Is It Okay to Delete Inactive Donors From Your
Database to Keep Costs Down?
4 Tips: When to Remove a Lapsed Donor from Your
Database
Bloomerang Academy
Database Setup Basics
Clean Up Your Data to Improve Your Fundraising
Bloomerang Coaching Services
Bloomerang Consulting Services
Database Health Check
Customized Consulting
Resources
Bloomerang Knowledgebase and Support Portal
Live Chat has a new look and a
new location!
Don’t let inconsistent or unreliable data stop
your nonprofit from reaching your donors.
Prepare for 2024 Fundraising with a
Database Health Check
Request a Database Health Check by clicking here!
Poll
Thank you for attending!
Visit our website to see more upcoming
Bloomerang Academy webinars!

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Database Management.pdf

  • 1. Welcome to Bloomerang Academy Thank you for joining us! Please tell us where you are joining us from and what the weather is like where you are….drop it in the CHAT!
  • 3. Housekeeping We will share the slides and recording of this session with you via email later today. Dial in number: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to support@bloomerang.com. Our support team is amazing!
  • 5. Diana Otero Diana Otero is a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit driven and powered by volunteers. She is currently an active volunteer and auxiliary member of VFW Post 7119 in Indianapolis, IN. Manager, Product Marketing
  • 7. Agenda 1. 2. 3. 4. Why does clean data matter? Q&A Establishing Data Policies and Procedures Recurring Database Management 5. Recurring Reports
  • 8. What is database management? Database management is the process of gathering, cleansing, enhancing, and using data to help serve your nonprofit’s mission and goals.
  • 9. Why does data management matter? ● Effectively and efficiently segment and target constituents ● Ensure you have a single constituent view ● Avoid compliance issues ● Increase your overall ROI ● Reduce wasted budget spending
  • 10. Data Policies & Procedures ● Data is complete and accurate ● Data is entered consistently ● Avoid duplicates ● Acknowledgements and communications ● Reporting Free Downloadable: Data Policies and Procedures Template
  • 11. Establishing Data Policies & Procedures ● Who is a part of the discussion? ● Who has access to your database? ● What training is required for different levels of access? ● Are there codes or attributes that are way more expansive than they need to be? ● Are fields not required that should be? Are fields required that shouldn’t be? Are people plugging junk into those fields as a result of having to put something there? ● Does your campaign, fund, and appeal structure work for your organization? Free Downloadable: Data Policies and Procedures Template
  • 12. Data Policies & Procedures Free Downloadable: Data Policies and Procedures Template
  • 14. Settings Click Settings > View All Settings > My Organization Update your organization information -Add your website and any social media information! -Set your Fiscal Year Start Date* -Set your NTEE Code Set two-factor authentication for logins -Every user should have their own login ID/Password -You can have as many as you need! Turn On NCOA (free!) Link your accounting software (if applicable)
  • 15. Campaigns Financial Goal Date Range Examples: Annual Campaign Capital Campaign LARGE Events Campaigns are specific, overarching fundraising efforts Fund, Campaign, and Appeal Basics
  • 16. Funds Money is going to that specific bucket Examples: Unrestricted Program Scholarships Funds are buckets of money Fund, Campaign, and Appeal Basics *Funds are the only required gift field of the three in Bloomerang.
  • 17. Appeals Examples: Spring Appeal Major Gift Ask Personal Solicitation Event Sponsorships Appeals are a specific request for funds Fund, Campaign, and Appeal Basics *An appeal by any other name is still an appeal: Motivation, Effort, Solicitation, etc.
  • 18. Funds, Campaigns, and Appeals are not mutually exclusive! Typically, transactions only have one Fund, Campaign, or Appeal associated with them. If a donation goes toward different Funds, e.g. $500 to Unrestricted and $500 to Programs, use Split Payments.
  • 19. Custom Fields Examples: Constituent codes Volunteer info Membership info Select from five data types: Text Date mm/dd/yyyy Date (Year Only) Number Currency Customize your database to capture what is most important to your organization. Custom Field Basics
  • 20. Groups Groups are subsets of constituents who share a common trait. Groups To strengthen donor relationships, communicate with groups in ways that feel personal and relevant to group members. Examples: ● Call new donors and send a welcome kit. ● Invite prospective donors to free events. ● Encourage volunteers to volunteer again and to become donors. ● Invite supporters who live in your area to an in-person event; invite others to watch the live stream.
  • 21. Let’s go into the database!
  • 23. Recurring Reports Free eBook: Data That Changes The World Weekly First Time Donor List Unacknowledged Gifts from Last Week Financial Report Monthly Financial Reports Campaigns Progress Report Funds Progress Report Appeals Progress Report Tasks
  • 24. Recurring Reports Free eBook: Data That Changes The World Semi-Annually or Semi-Fiscal Year Financial Reports LYBUNT Report SYBUNT Report Custom Field Reports Annually Annually - A full database audit! Annual Financials Annual Campaigns, Funds, and Appeals Reports; update plan Total Constituents Report No Activity Report Audit Meeting & Report
  • 25. Let’s go into the database!
  • 27. What if you win the lottery? What happens if there is a reason you need to take FMLA/an extended leave? What happens if your living knowledge retires or you hit a period of high turnover? Add institutional knowledge to your database Create database policies and procedures Each role should have a day-to-day How-To guide for their job Know who your backup is, and shadow! Data Policies and Procedures (Free Template)
  • 28. Beware of Data Hoarding Don’t be afraid to remove custom fields and data from your database. Does this help you fundraise? Is this relevant to your organization and your mission? You can always export the data first as a backup.
  • 29. Resources Data Policies and Procedures (Free Template) Knowledgebase Fund, Campaign, & Appeal Basics Custom Field Basics Edit Categories, Custom Fields, and Values Groups Free Articles, eBooks, Templates Data Policies and Procedures Template Data That Changes the World Is It Okay to Delete Inactive Donors From Your Database to Keep Costs Down? 4 Tips: When to Remove a Lapsed Donor from Your Database Bloomerang Academy Database Setup Basics Clean Up Your Data to Improve Your Fundraising Bloomerang Coaching Services Bloomerang Consulting Services Database Health Check Customized Consulting
  • 31. Live Chat has a new look and a new location!
  • 32. Don’t let inconsistent or unreliable data stop your nonprofit from reaching your donors. Prepare for 2024 Fundraising with a Database Health Check Request a Database Health Check by clicking here!
  • 33. Poll
  • 34. Thank you for attending! Visit our website to see more upcoming Bloomerang Academy webinars!