Get creative!

Focus on

donors

Key #1 Good

Database

Key #2 Clean Data

Direct Mail Incomplete/Inaccurate addresses

Electronic Mail No email/inaccurate email addresses

Major Gifts Lack of contact details

Bequests No birthdate

Grant Seeking Incorrect deadlines; lack of contact details

Corporate Partnerships No contact name

Key #3 Defined

Processes

Key #4 Trained

Staff

Your database is your key to building a relationship with your donors

Successful not for profits are data-driven

You can use your data to create actionable insights

Your data will tell you what’s working and what’s not

You can use your database to track ROI

Enables sophisticated segmentation

You can create workflows, simplify administration and automate some tasks

slowell@giving-insight.org