Whether you’ve been in your database for a few weeks or several years, the list of projects within it can be a bit overwhelming. Watch this on demand webinar as Eleo and consultant, Jaime Van Essen, Strategist, Kennari Consulting. take a look at five things you can start on now to take your fundraising up a notch and make your data work smarter, not harder!
Tips:
1. Integrations (constant contact, QuickBooks)
2. Set up a maintenance schedule (acknowledgement letters, review email opportunities)
3. TASKS! (anyone using your database now or 10 years from now should know exactly what steps and interactions were made with any of your donors)
4. Gift Structure for Campaigns, Funds, Appeals (Funds & appeals are pretty structured, but campaigns can be org-dependent)
5. Lapsed Donors (lowest hanging fruit to always make sure are included in segments)
