What is the most important asset to a non-profit organizations? DATA! Data = Your Donors = Revenue = Ability to Support Your Programs The top issue for nonprofits today is prioritizing their data needs: customizing, integrating, cleaning, and management. In order to develop a strong fundraising plan, leadership needs to first take an analysis of your current database structures - from within. ~How are your donors being tracked? ~What is being tracked? ~What is being stored? ~How is it being managed? ~Is your data handled manually or automated? ~Is it helping you raise money? We'll discuss the different ways to analyze and manage your data to ensure your fundraising team has the insight needed to construct targeted, insightful, and successful fundraising campaigns. Although your database is technology-based the output is fundraising-based.

1. R.E.S.P.E.C.T. Your Data
Margaux Pagan
October 16, 2012
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2. Protecting and Preserving the www.cjwconsulting.com
Institutional Memories of
Nonprofits Since 1993 (866) 598-0430
info@cjwconsulting.com
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3. www.mission.do
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4. Today’s Speakers
Margaux Pagan
Director of Strategic Fundraising
DonorFuse
Assisting with chat questions: Hosting:
Jamie Maloney, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.
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5. RESPECT
Your Data
Presented by:
Margaux Pagán
Director of Strategic Fundraising at DonorFuse

7. R edefine data functions
E xcel only makes spreadsheets
S tay calm and report on
P aint a landscape of your donors
E xercise good data hygiene
C ount your blessings (aka donors)
T rain staff on data-handling SOPs

8. Data Functions 101
Recording Reporting
Communicating Tracking
Profiling Integrating
Segmenting

9. Basics of
Spreadsheets
Pros Cons
Simple access Huge security implications
Low Cost Increased chance for human error
Easy to manipulate data Little to no data validation
Mostly time consuming manual
process

10. Data is a Base
Pros Cons
Securing sensitive data Higher costs
Ability for multiple users Maintaining data integrity
Track donor interactions
Integrate database with multiple
systems

11. Reporting…Accurately
Dirty data in…dirty data out
• Staff training
• Query writing
• Key metrics
What is Your Report Attempting
to Answer?
• Giving Trends?
• Campaign Success(es)?
• Program Analysis?

12. Knowledge is Power

13. Appends
Scrubs
Entry
Keep[ing] it Clean

14. Donor Analysis
FAQs
• Who are our donors?
• What is the average gift of new donors versus
existing donors?
• What is the lifetime value of a donor?
• When do donors begin to drop-off the file as
“active”?
• Where do our donors reside?
• Why do our donors give?
• How many donors versus non-donors do we
have on the file?

15. Staff Know-How
 Security
 Staff Access
 Data Integrity  Integrations
 Key Metrics  Data
 Data Entry
 Segmentations Parenting
 Distribution
 Database Functions
 Fundraising
Functions
Expert
Hands
Basic -On

16. Helpful Tips
• http://www.techsoup.org/learningcenter/databases/index.cfm
• www.npower.org
• http://www.nten.org/learn

17. Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
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