6 Ways to Ensure the Wellness of Your Donor Data

June 25, 2019/ Erin Fleischmann / Fundraising, Nonprofit Data / 1 comment

In many ways, your donor data is your most valuable asset. It drives your donor communications, powers your fundraising efforts, and feeds your reports. Shouldn’t it be complete, accurate, and clean as a whistle?

Here are six ideas for keeping your donor data in tip top shape:

1. Think about who needs what data and for what purpose. Various people in your organization have different needs for different information. Think through each role in your organization, and write down what information they need to see. This will help you understand which data items are important to collect and keep updated and easily accessible via reports.

   For example:

   • Board members – They are “numbers” people, and likely want to see that what they are investing their time and dollars in is generating results.
   • Development team – These folks need to be able to track the donors they are working with, stay up-to-date on donor interactions and stewardship, know when they have a new prospective donor, and be able to demonstrate that they are working toward fundraising goals.
   • Donors – These supporters want to be spoken with accurately, about topics they’re interested in, and in their preferred method of communication.
2. Decide how often to clean your data. It’s important to run data integrity queries (DIQs) frequently enough that they do not pile up and become overwhelming, but not so often that there are so few records that need updating that it’s not worth the time.

   How often you update your data will depend on your specific organization’s needs. Start by running DIQs each week, then move to every two weeks, then once per month, etc. until you find the right frequency for your organization.

   You may also want to run one-off DIQs. For example, if you have a large or important mailing going out, you may want to run a DIQ before pulling the mailing list to ensure you have the most current information possible.

3. Review your data tables, queries, reports, and exports. It’s important to periodically review data tables, queries, reports, and exports, etc. You should periodically review your data tables and inactivate any erroneous table entries. Then use a query to find and delete these table entries from constituent records so they can ultimately be deleted from the tables.

Periodically review your query file. Look for global changes that are more than 30 days old and notify the owner of the query file to remove the changes (or follow your company policy on this). You should also review queries to see if you have any that have not been run in the past 12 months and notify the owner; ask if the queries should be removed or maybe put in an archive folder. Repeat this exercise with reports and exports.

4. Update your database policies. Plan to review your policies and procedures at least once each year to make sure the information is accurate. Be sure that your policies and procedures include naming standards for campaigns, events, queries, exports, etc. to make searching and reporting easier and more accurate.

   Any time you change a policy or procedure, be sure to notify the entire organization. Let them know the details of what has been changed and why it has been changed so they can understand the importance of the change and its impact on the organization.

5. Keep staff members well trained. You may find that as you run DIQs, you see consistent data integrity issues. Those issues are a signal that you may need to re-train your database administration staff on policies and you may need to update your data entry procedures manual to ensure directions are clear and correct. 
6. Revisit your staff onboarding checklist. As staff members join your organization, it’s important to have a comprehensive checklist to ensure the security of your data and to make sure new staff members have the tools they need to do their jobs. A few items to consider for your checklist:
   • Determine what data permissions/access they will need to do their jobs and set them up in the system.
   • Provide them with user names and passwords for system and program access.
   • Schedule a training session with them to go over policies and procedures.

Maintaining a high level of donor data health and hygiene may seem overwhelming, but it’s critically important to multiple functions across your organization.

If you need more help managing your donor database and keeping your data clean and accurate, contact Cathexis Partners.

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by Erin Fleischmann, Strategic Consultant, Cathexis Partners
Erin has more than a decade of experience in nonprofit technology, including everything from system implementations and project management to strategy and leveraging technology. Prior to joining Cathexis Partners, Erin worked for several nonprofits.