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Your constituent codes are a way to identify large groups of people. If you have constituent codes in your system and less than 100 constituents qualify for that code, delete it. Personally, I like to keep 10 broad constituency codes and never more than 20. #crm #fundraising

Just like a clean space lends itself to a relaxed mind, an organized CRM database leads to less confusion and more harmonious fundraising processes. Contact us today if you’re ready to get cleaning! ow.ly/yLkf50DK85b #fundraising #nonprofit #crm

If you are the only team member with super user rights to your database, fix that! At least two people should have access. #crm #fundraising #nonprofits #donors #mgo

Your #database should be filled with records of current and prospective #donors. It shouldn’t just be a phone book. Review your system and see how many records are lacking gifts and not being pursued by a gift officer. If it’s more than 3%, work with your team to scale that back.

Written standards aid with several operations: biographical & record keeping, gift entry & batching, adjustments & write-offs, solicitors & relationships, coding anonymous gifts & donors, communication preferences, quality contacts, and soft credits & matching gifts. #crm #data

It’s important to measure the health of your data as a nonprofit organization. For one, less than 3% of all records should be duplicative. Run a report, cut down your duplicates by merging records, and create gift entry standards. #crm #nonprofits #fundraising

When your organization creates database standards, you make agreed-upon, written guidelines, a shared understanding among your development team, and can onboard new staff quickly. #fundraising #nonprofit #crm

There’s a sweet spot for tracking without keeping Major Gift Officers tied to their desks. Our six KPIs are going to be a game-changer for you! data.getdatabasey.com/kpis-for-mgos #nonprofit #majorgift #mgo #kpi #fundraising #donors

I’m Mary, the founder of Databasey! I have 15 years of fundraising experience and came to realize the value of healthy data and the impact of data-driven decisions. If you would like to learn more about Databasey’s offerings, visit our website: ow.ly/i2ZS50DK31B

Have you inherited a database that makes no sense? This happens far too often. Your organization needs a shared set of best practices specifically for your database and how to use it to its full potential! Contact us for help. #fundraising #nonprofit #crm

If you have prepared thoroughly for year-end success, the process of executing your plan should be busy but relatively stress-free. Don’t forget about the after-action review. In the calm of early January, take the time to step back and assess how your year-end efforts went.

The foundation of any efficient and effective development team is strong data. Unfortunately, the "dirty data" situation is all too common. Every #NPO #fundraising database has its fair share of issues and we can help you fix them: ow.ly/iHuG50DK7CX

For your NPO’s #fundraising year-end success, you need to consider the number and sequence of contacts you will make, the channels to use, the balance of asks and stewardship touches, messages and storytelling, and timing. #nonprofit #donors #crm

To ensure year-end success, start well in advance, in summer/early fall. Preparations should include: your database, your acknowledgement process, your reporting plan, your stewardship approach, your supplies, your staff, and your partners. #nonprofit #fundraising #donations

Is your database the trusted destination for your development department? If not, we have resources that will help you diagnose your database, clean it up, and keep it clean. ow.ly/cAa650DK7C1 #nonprofit #fundraising #crm

For anyone who’s spent any length of time in development, the final 6-8 weeks of the calendar year have special significance. You have to prepare for this time of year, and I would argue that most #fundraising departments don’t prepare sufficiently and effectively. #nonprofit

The advantages of becoming a more data-driven fundraising operation are compelling and the challenges of doing so are entirely manageable. Your NPO has to prioritize data hygiene, set goals, and assign responsibility within your team. #nonprofit #database #fundraising #mgo

Why does #data deserve your attention? There are many reasons, but three lead the list. Effectively applying insights from data analysis can help #fundraisers with:

As Aimee Sheridan, Executive Director at Auction of Washington Wines, stated after working with us, “You can’t create strategies and manage what you don’t know. My team and I are now in a place to proactively shift focus, improve donor stewardship, and increase revenue.”

Free? Yes, that’s right! Databasey has a ton of free resources for your fundraising team to use. Visit our free resources here: ow.ly/gQPG50EmKra #fundraising #resources #database #nonprofit