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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