In a perfect world, a fundraising database would be, well, perfect.  Imagine for a moment your CRM system with every name spelled correctly, all addresses and emails updated, every gift entered accurately – it’s a beautiful thought, isn’t it?

It is, however, extremely rare to find a “perfect” database.  There are always issues, anomalies and mistakes.  And, of course, donors and prospects don’t always give us their full information or don’t alert the organizations they support when they move or change information.  Indeed, we can always expect some level of data degradation year...Read more

Did you know that on average, charities receive 40% of their annual donations at year-end?  And for many charities, the percentage is much higher – 50%, 60% or even 70%!  So if you are like most charities, you are already thinking about the critical time between Halloween and New Year’s. There are some things you can do right now to make sure you are ready to make the most of year-end, when both generosity and tax deductions loom large in the minds of donors.Read more

Over the past several years, Big Data, Data Analytics and Data Visualization have become some of the noisiest buzzwords in the nonprofit lexicon.   Data, analytics, and reporting together form the basis of business intelligence, and while many nonprofits are developing core competencies in one or the other of these key functions, it takes a true organization-wide commitment and approach to achieve the benefits of BI and data-driven decision making.  Read more

So, your organization has finally decided to move to a new database. This is great news! You’re ready to have a fresh start with new software. Before you can start using this updated software, you have to import, or map, your data into the new system, which can be a big task. Here are some tips on data conversion that Heller Consulting’s Susie Saxten has learned over her years of consulting that your organization should consider before you move any data into a new system. These tips will help you get the conversion process started off right.Read more

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