10 ways to get the most from your fundraising management system

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Ann Rosenfield, MBA, CFRE © 2015 10 RE Rules to Live By Humber 2015

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Ann Rosenfield, MBA, CFRE © 2015

10 RE Rules to Live ByHumber 2015

Lock Down Your Fields

(c) Ann Rosenfield, MBA, CFRE ©2015

Details

Ann Rosenfield, MBA, CFRE © 2015

If it’s not in RE, it didn’t happen

Ann Rosenfield, MBA, CFRE © 2015

Excel Spreadsheets

Ann Rosenfield, MBA, CFRE © 2015

Excel SpreadsheetsGift Tables using Proposal

Ann Rosenfield, MBA, CFRE © 2015

Excel SpreadsheetsUse Dashboards

Ann Rosenfield, MBA, CFRE © 2015

Will Slot in live data

Analytics are a girl’s best friend

Ann Rosenfield, MBA, CFRE © 2015

Actions/Outlook

1 + 1 = 3

Ann Rosenfield, MBA, CFRE © 2015

Seek your data kindred spirits

Ann Rosenfield, MBA, CFRE © 2015

Data hygiene is …

undervalued by management

… but your Board metrics

Ann Rosenfield, MBA, CFRE © 2015

IGNORE your middle-aged boss Do what is right

Ann Rosenfield, MBA, CFRE © 2015

10 RE Rules to live by

1. Lock down fields

2. The Devil is in the details

3. If it’s not in RE, it didn’t happen

4. Ban spreadsheets – use Gift proposals

5. Ban Spreadsheets – use Dashboards

(c) Ann Rosenfield, MBA, CFRE 2015

10 RE Rules to live by

6. Analytics are a girl’s best friend

7. Actions/Outlook

8. Seek your data nerd brethren

9. Data hygiene is undervalued by management [but your Board <3 metrics]

10. IGNORE your middle-aged boss and do what is right

(c) Ann Rosenfield, MBA, CFRE 2015

Bonus tip

Listen to Jeff

(except about Home Repair)

(c) Ann Rosenfield, CFRE April 15, 2013

Thank youAnn Rosenfield, MBA, CFRE

Follow at

Charitably Speaking Philanthropy Blog -

linkedin.com/in/annrosenfieldcfre

@gratiacaritas

(c) Ann Rosenfield, CFRE April 15, 2013