Remove CRM Remove Demographics Remove Ethics
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4 Tips to Optimize Your Donor Database to Boost Engagement

Ann Green's Nonprofit

A robust donor database or constituent relationship management (CRM) system is one of the best tools you have at your disposal to boost engagement at your nonprofit. Create Thorough Donor Profiles Donor profiles are essential relationship-building tools that are built into nearly every nonprofit CRM. Lets dive in!

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4 Tips for Uncovering Your Donors’ Giving Motivations

Ann Green's Nonprofit

Use ethical and organized data collection methods. However, you’ll need to consider the ethics of collecting this information. The three main ethics to keep in mind are consent, confidentiality, and communication. Don’t limit your analysis to basic data points like demographic information or average gift size.

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5 Steps to Strengthen Your Grantmaking Organization’s Data Governance

Blackbaud

For demographic data, standardize field inputs like titles, genders, and dates so users choose from a list or are prompted to use a specific format. For example, have your grant application automatically pull data into your CRM instead of having to manually enter or update contact records each grant cycle. If it doesn’t, delete it.

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The 12 Biggest Fundraising Mistakes and How to Avoid Them!

Qgiv

Solution: Invest in a dedicated donor management system or customer relationship management (CRM) software. Solution: Utilize your donor management system or CRM to segment your audience based on factors such as giving history, interests, demographics, and engagement levels.