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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


  1. Jan McGowan Nonprofit Consulting The Importance of Donor Data

  2. Jan McGowan Nonprofit Consulting Burning Questions

  3. Jan McGowan Nonprofit Consulting Why track Donor Data? • Cultivation as Friendship • Strategic Contact • System for Hundreds or Thousands • Moves Management • Institutional Memory

  4. Jan McGowan Nonprofit Consulting Prospective Donors • Come to Know You or Be Involved • Donors of the Future

  5. Jan McGowan Nonprofit Consulting Types of Systems • Out of the Box • Configurable • Custom-built

  6. Jan McGowan Nonprofit Consulting Types of Systems • Installed • Hosted

  7. Jan McGowan Nonprofit Consulting System Tracking Functions • Donor information • Gifts • Pledges • Events and Activities

  8. Jan McGowan Nonprofit Consulting System Contact Functions • Mailing Labels • Mail Merge • General or Customized Letters • Emailing

  9. Jan McGowan Nonprofit Consulting Contact Tracking • Automatically • By batch • Individually - notes

  10. Jan McGowan Nonprofit Consulting Reconciliation • Automatically, e.g. connect to QuickBooks • Control vs. Convenience • By batch

  11. Jan McGowan Nonprofit Consulting Ease of Use • Queries • Reports • Customization

  12. Jan McGowan Nonprofit Consulting Track the Whole Picture • Volunteers • Events

  13. Jan McGowan Nonprofit Consulting Training • Non-technical staff • Guesswork, work-around, opt out

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