The donor/prospect database sits at the heart of every nonprofit’s development operations. How you use it (or don’t!) directly impacts your daily work and, quite often, your overall fundraising success. Unfortunately, many of us find our database lacking. The good news is that the problem isn’t usually the software itself. The culprits are usually inefficient business practices and disorganized data – both especially common in the nonprofit sector. These are problems that can be solved! And it’s not rocket science, but you do need a plan. Luckily, we have one for you. The first step in getting more from any software is committing to the initial effort to improve it. Are you ready? Great! Where do you start? In this session, we’ll present a practical, actionable ten-step plan that will help you streamline your fundraising system and operations so they’ll more easily and accurately support your strategies.
Altus Dynamics 2016 - Is Your Dashboard a Picasso?Sparkrock
Presentation by Janice Taylor on February 5th, 2016.
Having too many KPI’s and/or a cluttered dashboard is worse than none at all. Join Janice Taylor from Jet Reports to review effective KPI’s and dashboards that cause action, not confusion.
Altus Alliance 2016 - Customize your communications using CRM DataSparkrock
In the digital age, your organization is responsible for large amounts of data from various sources. In this session, learn how to use this information to better serve your clients through custom communication.
The Role of Technology in Managing the Operations of a Nonprofit #17ntc Steve Heye
Leadership must change how they manage operations, which will require the right technology, and tech teams must change how they work with the organization to impact operations. This session will look at how to manage these shifts.
As nonprofits grow, spreadsheets and workarounds ease the growing pains, but at some point they just aren’t enough. The challenge only increases when a nonprofit waits too long to address the problem, building up an operations debt requiring massive changes. But not all hope is lost—it’s possible to plan for upcoming needs and implement systems before needing a major fix.
Nonprofits typically face these operational challenges one at time, implementing a solution for each problem. But this approach builds numerous disparate systems that create data silos, limiting access to information and forcing manual processes between teams. A more purposeful approach to policies, staff, systems, processes, and change management, as a collaboration between leadership, IT, and operations, is critical.
This session presents both the leadership and IT perspectives. Everyone can benefit from hearing how leadership sees these challenges versus how IT sees them. You will learn about initial steps you can take today to prepare for organizational growth tomorrow as a team effort.
Does your organization have individuals who solicit funds for your organization? Are you tracking the progress of those solicitors? Do you know which solicitor is the most or least successful? Take advantage of the solicitor tools in The Raiser’s Edge to gain insight into your organization’s solicitors by signing up today!
Altus Dynamics 2016 - Is Your Dashboard a Picasso?Sparkrock
Presentation by Janice Taylor on February 5th, 2016.
Having too many KPI’s and/or a cluttered dashboard is worse than none at all. Join Janice Taylor from Jet Reports to review effective KPI’s and dashboards that cause action, not confusion.
Altus Alliance 2016 - Customize your communications using CRM DataSparkrock
In the digital age, your organization is responsible for large amounts of data from various sources. In this session, learn how to use this information to better serve your clients through custom communication.
The Role of Technology in Managing the Operations of a Nonprofit #17ntc Steve Heye
Leadership must change how they manage operations, which will require the right technology, and tech teams must change how they work with the organization to impact operations. This session will look at how to manage these shifts.
As nonprofits grow, spreadsheets and workarounds ease the growing pains, but at some point they just aren’t enough. The challenge only increases when a nonprofit waits too long to address the problem, building up an operations debt requiring massive changes. But not all hope is lost—it’s possible to plan for upcoming needs and implement systems before needing a major fix.
Nonprofits typically face these operational challenges one at time, implementing a solution for each problem. But this approach builds numerous disparate systems that create data silos, limiting access to information and forcing manual processes between teams. A more purposeful approach to policies, staff, systems, processes, and change management, as a collaboration between leadership, IT, and operations, is critical.
This session presents both the leadership and IT perspectives. Everyone can benefit from hearing how leadership sees these challenges versus how IT sees them. You will learn about initial steps you can take today to prepare for organizational growth tomorrow as a team effort.
Does your organization have individuals who solicit funds for your organization? Are you tracking the progress of those solicitors? Do you know which solicitor is the most or least successful? Take advantage of the solicitor tools in The Raiser’s Edge to gain insight into your organization’s solicitors by signing up today!
PaperSave is a complete document management, electronic workflow and transaction automation solution, for Blackbaud.
PaperSave's unique integration provides one click access to documents related to the records within Blackbaud solutions like Raiser's Edge, Financial Edge, Educational Edge and Enterprise CRM.
A Disruption in the Nonprofit CRM ForceKyle Haines
For years, the market for nonprofit CRM and fundraising software has been both stagnant and confusing. Back office systems like Raiser’s Edge have provided solid functionality but a clunky interface and very little innovation. The Salesforce platform provided amazing accessibility and extensibility, but little in the way of true nonprofit functionality. Additionally, the proliferation of online tools for e-marketing, social engagement, fundraising, team-raising, and event management have left everyone confused as to which product does what and how to integrate them effectively.
Two recent announcements have excited the nonprofit community and left us hopeful that perhaps both innovation and clarity might come to us soon:
Blackbaud announced Raiser’s Edge NXT as its next generation of fundraising software and an eventual replacement of the current version of Raiser’s Edge.
The Salesforce Foundation announced the formation of NGO Connect, a collection of apps on the Salesforce platform targeted for nonprofits.
- See more at: http://www.communityit.com/resources/webinar-november-4-2014-disruption-nonprofit-crm-force/#sthash.KnVS2Yjd.dpuf
The New Model of Moves Management for Effective FundraisingOrankashaw
Moves management focuses on using targeted efforts to shift influential donors from passive, one-time contributors to active members participants in the organization.
Developed by David Dunlop of Cornell University, he describes Moves Management as, "changing people's attitudes so they want to give."
Learn more about how non-profit organizations and charities can nurture long-term relationships with their key influencers by viewing the slideshow or visiting http://fundraising.avectra.com/solutions/moves-management.php.
Major gift fundraising is more productive and predictable with a structured moves management process, yet common obstacles hold many nonprofits back. Learn how to get beyond “shoulda/coulda/woulda” & seize 2012 as the year you cultivate a new level of sustainable support. Plus: take away tools & templates that let you hit the ground running, ready to make your moves in a matter of just a few hours.
3 Steps to Automate your Cash Handling ProceduresMoney Point Ltd
The purpose of this slideshow is to help you understand how our product wizard tool can find the right cash handling systems for your procedures in three easy steps;
1. The type of cash you handle?
2. What are your cash handling procedures?
3. Where you need to handle the cash?
Description of four techniques for Data Cleaning:
1.DWCLEANER Framework
2.Data Mining Techniques include Association Rule and Functional Dependecies
,...
Best practice strategies to clean up and maintain your database with Hether G...Blackbaud Pacific
In this webinar Hether Ghelf, Blackbaud Pacific’s Senior Consultant & Project Manager, discusses a best practice approach to database cleaning and continued maintenance.
Cleansing your data can have an immediate impact on your business by increasing retention and response rates, decreasing the volume of mail returned from post, and ensuring mail is reaching your organisation’s constituents.
View the recording here: https://www.blackbaud.com.au/notforprofit-events/webinars/past
CRMready Webinar Series - Part 2 - Planning Ahead for CRM at Your NonprofitTheConnectedCause
In the CRMready Webinar Series, The Connected Cause takes a look at what CRM is, how to establish reachable goals, and what benefits a CRM implementation can bring to your nonprofit organization. In Part 2 they are joined by Heller Consulting and JDRF who gives a case study on how Heller was able to help them with their CRM implementation and what it meant to their organization and mission.
If there’s one thing that the current crisis has illuminated for most companies, it’s that in the modern workplace every department – from accounts payable, to human resources, to legal – needs to be able to communicate, collaborate, and do their best work from anywhere, not just the office. We know that there are a lot of different software vendors that offer solutions for automation this download will provide you with an RKLeSolutions Resource Review. The purpose is to give a quick overview of a variety of automated solutions, allowing you to decide which platforms to research more deeply and which of their webinars are worth attending.
PaperSave is a complete document management, electronic workflow and transaction automation solution, for Blackbaud.
PaperSave's unique integration provides one click access to documents related to the records within Blackbaud solutions like Raiser's Edge, Financial Edge, Educational Edge and Enterprise CRM.
A Disruption in the Nonprofit CRM ForceKyle Haines
For years, the market for nonprofit CRM and fundraising software has been both stagnant and confusing. Back office systems like Raiser’s Edge have provided solid functionality but a clunky interface and very little innovation. The Salesforce platform provided amazing accessibility and extensibility, but little in the way of true nonprofit functionality. Additionally, the proliferation of online tools for e-marketing, social engagement, fundraising, team-raising, and event management have left everyone confused as to which product does what and how to integrate them effectively.
Two recent announcements have excited the nonprofit community and left us hopeful that perhaps both innovation and clarity might come to us soon:
Blackbaud announced Raiser’s Edge NXT as its next generation of fundraising software and an eventual replacement of the current version of Raiser’s Edge.
The Salesforce Foundation announced the formation of NGO Connect, a collection of apps on the Salesforce platform targeted for nonprofits.
- See more at: http://www.communityit.com/resources/webinar-november-4-2014-disruption-nonprofit-crm-force/#sthash.KnVS2Yjd.dpuf
The New Model of Moves Management for Effective FundraisingOrankashaw
Moves management focuses on using targeted efforts to shift influential donors from passive, one-time contributors to active members participants in the organization.
Developed by David Dunlop of Cornell University, he describes Moves Management as, "changing people's attitudes so they want to give."
Learn more about how non-profit organizations and charities can nurture long-term relationships with their key influencers by viewing the slideshow or visiting http://fundraising.avectra.com/solutions/moves-management.php.
Major gift fundraising is more productive and predictable with a structured moves management process, yet common obstacles hold many nonprofits back. Learn how to get beyond “shoulda/coulda/woulda” & seize 2012 as the year you cultivate a new level of sustainable support. Plus: take away tools & templates that let you hit the ground running, ready to make your moves in a matter of just a few hours.
3 Steps to Automate your Cash Handling ProceduresMoney Point Ltd
The purpose of this slideshow is to help you understand how our product wizard tool can find the right cash handling systems for your procedures in three easy steps;
1. The type of cash you handle?
2. What are your cash handling procedures?
3. Where you need to handle the cash?
Description of four techniques for Data Cleaning:
1.DWCLEANER Framework
2.Data Mining Techniques include Association Rule and Functional Dependecies
,...
Best practice strategies to clean up and maintain your database with Hether G...Blackbaud Pacific
In this webinar Hether Ghelf, Blackbaud Pacific’s Senior Consultant & Project Manager, discusses a best practice approach to database cleaning and continued maintenance.
Cleansing your data can have an immediate impact on your business by increasing retention and response rates, decreasing the volume of mail returned from post, and ensuring mail is reaching your organisation’s constituents.
View the recording here: https://www.blackbaud.com.au/notforprofit-events/webinars/past
CRMready Webinar Series - Part 2 - Planning Ahead for CRM at Your NonprofitTheConnectedCause
In the CRMready Webinar Series, The Connected Cause takes a look at what CRM is, how to establish reachable goals, and what benefits a CRM implementation can bring to your nonprofit organization. In Part 2 they are joined by Heller Consulting and JDRF who gives a case study on how Heller was able to help them with their CRM implementation and what it meant to their organization and mission.
If there’s one thing that the current crisis has illuminated for most companies, it’s that in the modern workplace every department – from accounts payable, to human resources, to legal – needs to be able to communicate, collaborate, and do their best work from anywhere, not just the office. We know that there are a lot of different software vendors that offer solutions for automation this download will provide you with an RKLeSolutions Resource Review. The purpose is to give a quick overview of a variety of automated solutions, allowing you to decide which platforms to research more deeply and which of their webinars are worth attending.
What are we missing out in standard Analytics Practice? - By Novoniel DebNovoniel Deb
We believe in Analytics but why don't we get complete analytics? This article gives a simple overview on why and how of this.
View my other documents in my profile.
Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...Billhighway
Day 2 Agenda:
- Explore how to use benchmarking to create a dashboard about your chapter programs
- Share how your association can use a dashboard to monitor chapter health
View the workshop recording: https://youtu.be/sXj0oGXwhn4
Members seek face-to-face opportunities to connect, learn, volunteer, and socialize with their peers more than ever. CRPs are looking for ways to activate that member engagement at chapters. Around the country, they’re asking:
- Are associations changing how they manage and relate to their chapters?
- What support and services should we give our chapters?
- How should we evaluate our chapters?
- Are chapters still relevant?
Mariner Management and Billhighway conducted the third Chapter Benchmarking Study to explore these questions and more. We went out to CRPs, CEOs, and Chapter Leaders. The data analysis offers a resource for benchmarking, sharing innovations in chapter management, and starting conversations about the future of chapters. Join us as we unveil the 2022 Association Chapter Performance & Benchmarking Report, and more importantly, look at how you can use it to answer your questions and optimize your chapters! #leveragechapters #gotchapters
Webinar Series: 5 steps to transforming Office 365 into a Digital Workplace -...Darrell Trimble
This webinar focuses on step 2. Define your Communications (news, announcements, events...) strategy. See how to design your Intranet Home on SharePoint Online with a content management process working with department portals.
See the on demand webinar at:
https://www.spmarketplace.com/
Organizational Readiness for an Enterprise TaxonomyGary Carlson
Enterprise taxonomies cross organizational, system, and distribution boundaries. Crossing these boundaries presents real challenges to the taxonomist. Any omni-channel strategy or comprehensive portal project will need to address these challenges. Unfortunately, creating and managing the taxonomy itself is usually the least of the problems. Resourcing, organizational alignment, internal politics, and technology all impact the success of a taxonomy project. Identifying the risks and the organizational readiness for a taxonomy project can be a huge factor in the project success. Using real-world examples, this presentation highlights the types of problems that can torpedo a project and provides remedies that companies have used to make the taxonomy project (or more specifically, the omni-channel experience or intranet project) successful.
Similar to Ten Steps to Streamlining Your Fundraising System (20)
Philanthropy by the Numbers: The story behind the statsBlackbaud
In our latest edition of npEXPERTS, top thought leaders from across the industry share their perspective on the latest trends and what's next for the social good industry.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
5. What should fundraising software allow you to do? Store information Easy, intuitive Retrieve information Consistent, easy, reliable
6. What does your system need to support your needs? Clear Objectives Based on your vision Sound Coding Supports reporting and list generation Consistent Processes Efficient and documented Appropriate Staffing Clear roles and good training Collegial Relationships With other departments, particularly accounting Computing Resources Adequate computers and network, technical staff
7. 10 Step Plan Clarify Objectives Improve Knowledge and Skills Analyze Desired Outputs Determine a Code Structure Clean Up Codes and Fields Develop and Document Processes Maintain Data Integrity Build a Portfolio of Outputs Bring Your Colleagues into the Fold Put It All into Practice
8. Clarify Objectives What are your goals? What problems do you want to solve Which opportunities do you want tackle? How can you make fundraising Easier? More effective? What information do you need to get there?
9. Improve Knowledge and Skills Fundraising Software Training Fundraising Strategies Non Profit Accounting
11. Clarifying Outputs & Objectives Work with fundraisers and executives to determine their needs: What information do they want from the database? How often? In what format? To whom should it be distributed? Reports (internal, Board, public) Lists (LYBUNTS, Top Donors, Prospects, Solicitors, Mailings, Event Invitees) Prospect Cultivation Contact Management
13. Determine a Code Structure Good Coding – The Heart of A Great Database Donor / Prospect Codes Demographics On the Constituent Record Financial Codes On the Gifts
14. Clean Up Codes and Fields Record-by-Record Internal Tools Modifying Tables Queries / Selects & Global Changes External Tools ETL – Extract, Transform, Load Export, Modify, Import
15. Develop and Document Processes Developing Processes What are you doing now? (Flowchart!) What’s working / what’s not? Identify - Where can we improve? Prioritize - What should we improve first? How little / much pain? How easy/hard to solve?
16. Your Procedures Handbook Why? Clarity, Consistency Content Entering People, Organizations and Gifts. Getting info out! Audience Fundraisers and Executives, Front-line Staff / Data Processing Decisions Conversations to have / Decisions to make, Discussion process Format easy-to-understand + easy-to-use = better likelihood of adoption
17. Maintain Data Integrity Weekly / Monthly Gift Coding Audit Board Members Inactive/NVA Constituent Made Gift State is XX; ZIP is Wrong or Blank Preferred City (or State) is Blank Ind (Org) with Preferred Address Type not Home (Biz) Assigned Solicitor List (Active Relationship) Incomplete Actions This Year To Date Contacts w/ no Type OR w/ Constituent Record Quarterly Duplicate Report(s) Inactive Gift Codes Unused Queries / Lists
18. Build a Portfolio of Outputs Direct Mail Campaign ROI Analysis Segmentation / Package Testing Major Gifts / Planned Gifts Solicitor Performance Revenue Pipeline (New / Pledge Payments) Matrix Reporting Campaign Performance Comparison Campaign Giving by Week (or Month/Year) Data Entry Individual Donation Detail Batch Summary, Daily Deposits Acknowledgment Letters and Receipts
19. Training: Bring Your Colleagues into the Fold Role Specific “Need to Know” & “Just In Time” Topics: Overview –primer, tying it all together Constituents – Primary & Secondary Data Gifts – Entry & Viewing Fundraising Tactics Lists – Who am I looking at / working with? Reports – How are we doing?
20. Put It All into Practice(Wash, Rinse, Repeat) Initial Streamlining Project Road Map Adjustments – first 3 months Check-in / Next steps - 6-month mark Annual Review User Group Ongoing Training Learning More (Forums, Peers, Professionals)
21. Streamlining Projects – Meta-Issues Staff Buy-In & Management Support Streamlining / Implementation Team In-House / Outsourcing considerations Choosing the Right Time Financial Resources Computing Resources
22. Heller Consulting’s Free Resources Getting Started on Raiser's Edge 10 Steps to Implementing Raiser's Edge Evaluating Your System Evaluating Your Raiser's Edge System 10 Steps to Streamlining Your Fundraising System Getting to Know Your RE System Your RE DBA - Qualities & Considerations Organizing an RE User Group Organizing Your Data An Organized Donor Database Raiser's Edge Coding Best Practices Financial Goals and RE Codes Reconciling with Accounting Clarifying Communication between Development and Accounting Streamlining Business Processes Constituent Data Flowchart Gift Processing Steps Donation Flowchart How Many Gifts Can Someone Process in a week? New Rules for Automobile Donations Supporting Fundraising Top 10 Raiser's Edge Reports Managing Fundraising Mailings Creating Segmented Prospect Lists and our Segmentation Spreadsheet Major Gift Income Transmittal Top 10 Donor Recognition Questions to Answer Before Your Capital Campaign Begins The ideas and information presented here are the sole property of Heller Consulting - San Francisco, Chicago, New York - www.teamheller.com
The donor/prospect database sits at the heart of every nonprofit’s development operations. As a fundraiser, how you use (or don’t use) your database has a direct impact on your daily tasks and, quite often, your overall success. Unfortunately, many of us find our fundraising system lacking. The good news is that it’s often not software limitations that slow down development professionals, but rather how information is processed through the organization and stored in the fundraising system. If your donor data isn’t coded consistently, or stored in a way that supports the reporting functionality you need, reporting and accessing data will be problematic. The first step in getting more from any software is committing to the initial effort to improve it, and the ongoing process of maintaining it. Are you committed to making the changes? Great! Where do you start? The following ten-step plan will help you clean up your fundraising system so it will more easily and accurately support your strategies.
Clarify Objectives. Imagine a road trip. Deciding on a destination before you leave the house lets you plan a more comfortable and direct route. The same is true for your fundraising objectives. What are your goals? What current problems do you want to solve and which opportunities do you want to undertake? How can you make fundraising easier and more effective? What information do you need to get there?
Improve Knowledge and Skills. The more passengers that you bring along who can read maps, take turns driving and understand how a car works in case of a breakdown, the easier and more pleasant the trip will be. Before jumping into the project, invest in staff training on your fundraising software, on fundraising in general, and on nonprofit accounting. Focus on consistency and efficiency in your business processes.
Analyze Desired Outputs. Now it’s time to decide what you expect to do when you reach your destination; take your objectives and define them in terms of day-to-day deliverables. What specific prospect lists do you need to produce from your system? On what criteria will you be segmenting? What criteria will determine the acknowledgement letter that a donor receives? What reports will you need to demonstrate the efficacy of your fundraising strategies and to determine which to continue and which to retire? How frequently will you need these reports—daily, weekly, monthly, annually, for board meetings? Generating these outputs easily and accurately is the practical goal of your project. Clarity and specificity are critical. Vagueness at this phase or targets that keep moving can cause your project to flounder.
Determine a Code Structure. Are you equipped to reach your goal? Properly setting up the codes and fields in your software affects how easy or difficult it is to generate your desired outputs. All fundraising software programs include letter functions, query tools and dozens of “canned” reports. Each of these features can work wonders, but only if the information that you want to access is stored in the proper place for your software to find it. Don’t worry about how things are currently set up. Imagine that you have a blank slate.
Clean Up Codes and Fields. Time for a maintenance check! It’s likely that the ideal code structure that you have outlined differs from what you have in place now. You probably have a lot of table values you don’t use, even for historical purposes, or perhaps you don’t even know what they mean. Make a full back-up of your system (and test the restore process!), and then get rid of those values. It’s also likely that these values are not in the best fields based on the outputs that you want. It’s time to dive into your software’s more advanced features and move values around (again, after a backup!). Finally, add any new values that you need.
Develop and Document Processes. Now that you have everything cleaned up and running well, keep it that way. Determine the most efficient methods for inputting and maintaining your reorganized data. Establish clear responsibilities so everyone knows what fields they can change, and reinforce these guidelines with security settings if your software allows. Outline how certain types of information will flow through your department. For example, what path does a new prospect record follow? An address update? A new gift to be entered? Document the specific steps for inputting and updating information. An operations handbook will do wonders to promote accuracy and consistency.
Maintain Data Integrity. It is useful to audit your work after you have entered information before you generate lists and reports. A series of simple queries or reports can quickly uncover common errors that you can correct before they show up in your outputs. Each correction becomes an opportunity to refine your processes and documentation, or to provide incremental training to users. Raiser’s Edge® Audit Queries and Periodic DutiesYOUR ORGANIZATIONAQ Board MembersThis query checks the roster of constituents who are current board members. Run the query monthly and visually check the list against the current board. If any members have gone off the board in the last month, replace their constituent code with Individual. Do not simply add the Individual code below the Board Member code. Add the Type of Individual code Former Board Member. AQ Gift Coding AuditSort the output of this query of all the previous month’s gifts by Campaign and then by Appeal. Scroll through the output and make sure that the gift codes agree; that is, there may be certain codes that should only be applied in conjunction with other codes. Sort a second time by Gift Amount (descending order) and review again for accuracy of major gift coding. Discuss any questionable coding and make any changes before reconciliation reports are run. AQ Inactive/NVA Constituent Made GiftThis query checks for constituents marked Inactive or No Valid Address who gave a gift last month. Click into each record and evaluate the circumstances. You may need to go back to the gift documentation and look for an updated address. AQ Sounds Like <CITY 1>AQ Sounds Like <CITY 2>This is a series of queries that look for misspellings of cities in the Preferred Address in the YOUR ORGANIZATION area: <CITY 1>, <CITY 2>, etc. Go into each record and correct the spelling of the city. AQ State is CA; ZIP is Wrong or BlankThis query searches for preferred state of CA and the ZIP code is less than 90000, greater than 96200 or is blank. Go into each record and correct the address as needed. www.usps.com has a ZIP code finder. AQ Preferred City is BlankThis query looks for records that have something in the address lines but the Preferred City is blank. Does not include deceased or no valid address constituents. If the city cannot be defined, mark the address as bad and if necessary mark the constituent as having no valid addresses. AQ Preferred State is Blank This query looks for records that have either the City or ZIP Code populated but no state. Does not include deceased or no valid address constituents. If the state cannot be defined, mark the address as bad and if necessary mark the constituent as having no valid addresses. AQ Ind with Preferred Address Type not HomeThis query looks for individuals who were added last month with a Preferred Address Type that is not Home. Scroll through the results and look for any addresses that should have the Address Type of Home. Double-click into those records and make the change to the Preferred Address Type. AQ Org with Preferred Address Type not BusinessThis query looks for organizations that were added last month with a Preferred Address Type that is not Business. Scroll through the results and look for any addresses that should have the Address Type of Business. Double-click into those records and make the change to the Preferred Address Type. AQ Assigned Solicitor ListThis query pulls all records with an Assigned Solicitor relationship with a blank Date To (indicating a current relationship). Its purpose is to check that the solicitor’s portfolio is up-to-date. The query is sorted by assigned solicitor and then by constituent name. If any solicitors need to have their portfolio updated, double-click into the record, go to the Assigned Solicitor Relationship and put a Date To on the relationship (and a comment if needed). AQ Incomplete Actions This Year To DateThis query looks for actions this year to date that have not been marked completed. If any should be marked completed, this can be done one action at a time or via a global change if the volume is high enough. AQ Contacts with no TypeThis query checks for contacts of organizations that do not have a Contact Type. Double-click into each record to determine if the Contact should be an Executive or Key Staff. If the contact should not be considered a contact any more, uncheck the “Contact?” box. AQ Contacts with Constituent RecordThis query checks for contacts that have their own constituent record. Check to see if the contact really needs his or her own record. If not, break the link in the relationship (so that the contact relationship stays intact) and then delete the extraneous constituent record. Other Periodic Duties FrequencyTaskMonthlyUpdate date ranges in applicable STANDARD queries.QuarterlyRun two Duplicates Report using these criteria. Assign the list to one person to work on or assign smaller pieces to multiple staff members. This project will not be completed in one quarter but the list should get successively smaller.Individuals: Last Name 10, First Name 5 (targets duplicate individuals). Organizations: Org Name 10, Address 5Individuals: Last Name 10, Address 5 (targets duplicate members of the same household). Organizations: Org Name 10, Address 5SemiannuallyReview process documentation and reports portfolio. Update as needed.AnnuallyInactivate Campaigns, Funds and Appeals that have not been used for three full fiscal yearsAnnuallyDelete queries that have not been run in 15-18 months.AnnuallyAudit Type of Individual codes for Staff. Update records as needed with Former Staff and add new codes to new staff.
Build a Portfolio of Outputs. You are almost at your destination. You have good code structure, a clean database, and great business practices; now you can set up the lists, letters and reports you have been waiting to use. Start with the simple outputs, but don’t wait too long to go after the complex ones, even if you won’t need them immediately. If there is a glitch in how you have set things up, it is always better to know early when it’s easier to fix, rather than in a few months. Ideally, outputs should be set up so that many people can run them, not just the experts. This frees up the experts’ time to explore new and interesting areas of your software, and it allows everyone broader access to the software features. We call this democratizing the database.
Bring Your Colleagues into the Fold. Throughout this trip, you have likely asked colleagues to come along—to participate in decisions, test out features, and listen to your trials and triumphs. Now it’s time to share the rewards of all your hard work. You can train staff and management in a group format or one-on-one, but a combination of both usually works best. Use the operations handbook you have created to keep the training consistent. It introduces your documentation and establishes the habit of using it as the go-to reference.
Put It All into Practice. This is where the rubber meets the road. It’s time to implement, refine, repeat. As you start to roll out your revised software, tweaks and adjustments will be required along the way. You’ll discover that what worked in testing might need changes in your live environment. You may find even better ways to do things, and you’ll want to incorporate those into your documentation and ongoing training. Of course, over time, fundraising strategies will shift and those changes will require adaptation as well. It’s an exciting and engaging trip and you’re now well equipped to handle it all. Enjoy!