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

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

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

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

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Tips from the Trade Useful Advice for Effective Donor Relations Kathleen Diemer, CFRE Executive

Leveraging Planned Giving to Maximize Donor Support Judy Sager Director of Gift Planning

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