Clean Fundraising Data

Keeping your fundraising data clean can help streamline your fundraising initiatives. Clean and organized data will also help you maximize your investment in your nonprofit CRM. Messy data can interfere with your outputs from the system and lead to opportunity loss.

There are several steps you can take to keep your fundraising data clean and organized. Below are just a few.

1. Invest in a nonprofit CRM.
2. Merge duplicate records
3. Decide goals for database.
4. Run quarterly NCOA updates.
5. Build consistent naming conventions.
6. Train your team on the basics of using the database.
7. Create a policy and procedures manual for your database.
8. Determine which data you need to track to reach your fundraising goals.

Following these steps, folding in your own, and creating an overall game plan with your entire fundraising team will ensure that your fundraising data provides value and supports your mission far into the future.