There is data that is clean, right where it is supposed to be and meaningful to all who view it.  There is also data that is dirty, maybe a prospects State is misspelled, or perhaps a list of potential communication preferences has multiple values that mean the same thing.  And then there is data that is just plain in the wrong place, and therefore meaningless. I work on implementations, helping non-profits move from their old CRM to our platform, StratusLIVE 365 CRM.

There is so much data sitting right in front of your eyes.  If you work for a non-profit, you probably look at your donor database many times a day, or maybe not.  Maybe you have come to love your excel spreadsheet more and more because your database has let you down.

In April we did a Blog post about How to Measure and Reduce Donor Churn, that blog concentrated on how key it is to your non-profit to make sure you understand and reduce the number of donors that churn from year to year. In that post, we discussed different reports that can be run and extracted so that you can do an appeal. But did you know there was a simple way for you to use Marketing Lists in Dynamics 365 to get a churn list?

Thinking back to our blog post from a few weeks ago, “8 Key Fundraising Strategies Your Non-Profit Needs to Have in Place This Year,” a post on Donor Engagement Scoring seems aptly timed. When your organization puts together those smart fundraising goals and plans, it is vital to be able to keep track of their efficacy, which is why the Association of Fundraising Professionals (AFP) recommends measuring engagement to determine how your organization is doing with your donor base by measuring what can be measured, assessing the importance, and assigning points.

There’s no doubt about it… making asks can be one of the most intimidating tasks for any fundraiser.  The thought of sitting down across the table from someone and asking them to give your organization $5,000 or $50,000 is enough to make many people eschew the profession all together.

Support Call: Steps to requeue an employee record  ‘In Process’ status yourself.