The Importance of Donor Data Jan McGowan Nonprofit Consulting - PowerPoint PPT Presentation

Aug 24, 2022 •227 likes •366 views

Jan McGowan Nonprofit Consulting The Importance of Donor Data Jan McGowan Nonprofit Consulting Burning Questions Jan McGowan Nonprofit Consulting Why track Donor Data? Cultivation as Friendship Strategic Contact System for

Jan McGowan Nonprofit Consulting The Importance of Donor Data
Jan McGowan Nonprofit Consulting Burning Questions
Jan McGowan Nonprofit Consulting Why track Donor Data? • Cultivation as Friendship • Strategic Contact • System for Hundreds or Thousands • Moves Management • Institutional Memory
Jan McGowan Nonprofit Consulting Prospective Donors • Come to Know You or Be Involved • Donors of the Future
Jan McGowan Nonprofit Consulting Types of Systems • Out of the Box • Configurable • Custom-built
Jan McGowan Nonprofit Consulting Types of Systems • Installed • Hosted
Jan McGowan Nonprofit Consulting System Tracking Functions • Donor information • Gifts • Pledges • Events and Activities
Jan McGowan Nonprofit Consulting System Contact Functions • Mailing Labels • Mail Merge • General or Customized Letters • Emailing
Jan McGowan Nonprofit Consulting Contact Tracking • Automatically • By batch • Individually - notes
Jan McGowan Nonprofit Consulting Reconciliation • Automatically, e.g. connect to QuickBooks • Control vs. Convenience • By batch
Jan McGowan Nonprofit Consulting Ease of Use • Queries • Reports • Customization
Jan McGowan Nonprofit Consulting Track the Whole Picture • Volunteers • Events
Jan McGowan Nonprofit Consulting Training • Non-technical staff • Guesswork, work-around, opt out

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