Organize your Donor Database5 Concrete Steps For Data Sanity and Hygiene

Make Data-Rich DecisionsA clean, organized donor database is important to nonprofit success! The following tips and tricks offer suggestions for organizing your DB and making it WORK for you!

1. IMPORT2. DEDUPE3. LYBUNT &

SYBUNT4. BOARD

GIVING5. STEWARD

DONORS

Import○ Inventory all the places

data is kept: newsletter lists, PayPal, social media, event RSVPSyour email contacts, and more

○ Export all into CSV files○ Each import needs to be done separately,

with all fields matched to your database○ Consider outsourcing data import

Dedupe○ Use your database’s

internal deduping tool – don’t do this manually!

○ Dedupe at least 2x per year

LYBUNT and SYBUNT○ LYBUNTs are donors who gave

Last Year But Unfortunately Not This year

○ SYBUNTs are donors who gave Some Year But Unfortunately Not This year

Board Giving○ Do you have a board

giving policy? ○ Use Pledges to record

and billboard gifts ○ Build a board-giving report and discuss with

Board Chair○ Issue regular statements to remind board

members of their commitment

Steward Donors○ Put notes with your DB, not with email!○ Some systems allow fwd emails to your

DB – explore this!○ Record ‘next actions’ for top donors.○ Construct a series of ‘moves’ or steps,

for each major donor○ A stewardship report is a to-do list

Clean It Up!An organized and clean DB will bring huge relief from everyday stress and free your time to focus on your mission!

Isaac Shalevisaac@sage70.com(917) 859-0151Need more help?Get an hour of tech consulting, on us.