R.E.S.P.E.C.T. Your Data
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Transcript of R.E.S.P.E.C.T. Your Data
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R.E.S.P.E.C.T. Your Data
Margaux Pagan
October 16, 2012
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Protecting and Preserving the
Institutional Memories of
Nonprofits Since 1993
www.cjwconsulting.com
(866) 598-0430
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www.mission.do
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Today’s Speakers
Margaux Pagan Director of Strategic Fundraising
DonorFuse
Hosting:
Cheri J Weissman, CJW Consulting & Services, Inc. Assisting with chat questions: Jamie Maloney, Nonprofit Webinars
RESPECT Your Data
Presented by:
Margaux Pagán
Director of Strategic Fundraising at DonorFuse
R edefine data functions
E xcel only makes spreadsheets
S tay calm and report on
P aint a landscape of your donors
E xercise good data hygiene
C ount your blessings (aka donors)
T rain staff on data-handling SOPs
Data Functions 101
Reporting
Tracking
Integrating
Segmenting
Profiling
Communicating
Recording
Basics of
Spreadsheets
Pros
Simple access
Low Cost
Easy to manipulate data
Cons
Huge security implications
Increased chance for human error
Little to no data validation
Mostly time consuming manual process
Data is a Base
Pros
Securing sensitive data
Ability for multiple users
Track donor interactions
Integrate database with multiple systems
Cons
Higher costs
Maintaining data integrity
Reporting…Accurately
Dirty data in…dirty data out
• Staff training
• Query writing
• Key metrics
What is Your Report Attempting to Answer?
• Giving Trends?
• Campaign Success(es)?
• Program Analysis?
Knowledge is Power
Keep[ing] it Clean
Entry
Scrubs
Appends
Donor Analysis
FAQs • Who are our donors?
• What is the average gift of new donors versus existing donors?
• What is the lifetime value of a donor?
• When do donors begin to drop-off the file as “active”?
• Where do our donors reside?
• Why do our donors give?
• How many donors versus non-donors do we have on the file?
Staff Know-How
Basic Hands-On
Expert
Data Entry
Distribution
Database Functions
Fundraising
Functions
Data Integrity
Key Metrics
Segmentations
Security
Staff Access
Integrations
Data
Parenting
Helpful Tips
• http://www.techsoup.org/learningcenter/databases/index.cfm
• www.npower.org
• http://www.nten.org/learn
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