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Nonprofit Adviser

A weekly newsletter for Chronicle subscribers that features expert advice, tools, case studies, and trends to help nonprofit professionals raise money, communicate, and lead. Delivered every Monday. (Subscribers only.)

July 17, 2023
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From: Margie Fleming Glennon

Subject: Tips on Managing Donor Data

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Shield With Keyhole icon on circuit board, data. (Getty Images)
Getty Images

The Chronicle’s fundraising editor Rasheeda Childress and senior fundraising reporter Emily Haynes, delved into data for our July cover story. Part of their reporting includes some targeted guidance on how to ensure data is relevant, current, and secure.

Rodney Grabowski, senior vice president for advancement and partnerships at the University of Central Florida, told Emily, “Organizations need to outline a clear vision for how they want to use data and then make it an organizationwide priority so everyone knows their part.” Think carefully about which data to track, writes Emily, and make sure the information’s being collected properly. For more guidance read, Not Sure What Donor Data to Collect? Think About Why People Care About Your Nonprofit.

Sarah Wilber, a vice president at the John F. Kennedy Center for the Performing Arts, told Rasheeda that the Center is reviewing how it takes in data and how and where it’s stored in the database. “That way, we can really educate and train people about how to keep it clean and empower them to say, When you find a duplicate record, merge it yourself.” Empowering and educating people to properly update records is vital for a never-ending task like maintaining database records. Learn more in Tips for Keeping Data Up-to-Date to Avoid Fundraising Pitfalls.

“Data security must be top of mind for every fundraiser,” says Michal Heiplik, president of the Contributor Development Partnership, which analyzes donor data for public-media organizations. One nonprofit, Emily writes, formed a data-governance committee on its board to communicate new data-security guidelines from the top down. “That changed drastically the way that organization used and thought about data at every level,” T. Clay Buck, a fundraising consultant, told Emily. Learn more in Why Fundraisers Need to Double Down on Data Security.

To supplement these stories, I offer one more from our archives, A Practical Guide for Harnessing the Power of Data, which helps nonprofits use data to make smarter decisions, gain insights, and accelerate progress.

Here’s to a data-driven week,
Margie Fleming Glennon
Senior Director, Product Strategy

Webinars

  • 072023_webinar.png

    Today: Take Your Grant Proposal Writing to the Next Level

    Learn from the founder of a firm that has raised more than $300 million in public and private grants for nonprofits nationwide and from a fundraising executive who has attracted more than $130 million in institutional giving. You’ll get detailed advice on how to convey impact, tell your story in compelling ways, and make a persuasive case for support. Sharpen your next proposal and position your organization competitively: Join us today, July 20, at 2 p.m. Eastern, or watch on demand. Register now.

New Resources

  • Illustration of a single arrow hitting the bullseye of a target.
    Advice for 2024

    Unrealistic Fundraising Expectations Are Causing Stress. Here’s How to Set More Practical Goals.

    By Rasheeda Childress May 30, 2023
    It’s crucial to consider past fundraising, collaborate in goal setting, remember that fundraising is a long-term project, and — especially important right now — factor in the economy.
  • Two women in white dresses pose on a swing with artificial flowers at a "light tunnel" photo booth experience that Canadian retailer Holt Renfrew created for the SickKids Foundation's annual gala.
    Corporate Support

    Savvy Ways to Land Corporate Support for a Fundraising Event — and Build Deeper Ties

    By Lisa Schohl June 19, 2023
    Seasoned fundraisers and event-planning consultants share ways to stand out from the crowd and successfully navigate corporate support for events in 2023.
  • Personal information concept. (Getty Images)
    Technology

    How Nonprofits Can Avoid A.I. Ethical and Legal Pitfalls

    By Rasheeda Childress June 8, 2023
    One big risk: feeding private information about donors into A.I. tools. If fundraisers want to write a thank-you note using A.I., experts advise stripping all identifying information from the samples they provide.
  • Chatbot Chat with AI, Artificial Intelligence. man using technology smart robot AI, artificial intelligence by enter command prompt for generates something, Futuristic technology transformation. (Getty Images)
    Advice

    How Some Fundraisers Are Using ChatGPT Technology to Do Their Jobs Better

    By Emily Haynes May 3, 2023
    The chatbot can automate mundane, time-consuming tasks like writing social-media posts, drafting thank-you notes to donors, and completing grant applications.
  • Shield With Keyhole icon on circuit board, data. (Getty Images)
    Data and Fundraising

    Why Fundraisers Need to Double Down on Data Security

    By Emily Haynes July 11, 2023
    The data nonprofits collect about donors is valuable. Securing and protecting it is essential to maintain a good relationship with supporters.
  • Young woman flexing muscles in front of large superhero shadow on pink background
    Data and Fundraising

    Not Sure What Data to Collect? Think About Why Donors Care About Your Nonprofit

    By Emily Haynes and Rasheeda Childress July 11, 2023
    Everyone on staff should understand what data is important to collect — such as events donors attend, whether they volunteer, and other ways they connect with the organization — and understand the goals.
  • Young female character cleaning up the desktop folders. Digital hygiene. Computer files. Mess. Conceptual vector illustration, clip art
    Data and Fundraising

    Tips for Keeping Data Up-to-Date to Avoid Fundraising Pitfalls

    By Rasheeda Childress July 11, 2023
    Simple steps nonprofits can take to ensure their data is accurate and up to date, such as understanding how information is entered and what it takes to change a record.

Tip of the Week

There’s no one-size-fits-all solution to attracting and retaining fundraising talent, says Tracy Weeks, managing director at Nonprofit HR. However, managers and leaders should avoid “making assumptions on what our employees want or need” and try to solicit that information from them. It’s also important to keep employees informed. Let them know what you can and can’t offer monetarily and maintain an open dialogue about bonuses, perks, and opportunities that matter most to them.

New Grant Opportunities

Your Chronicle subscription includes free access to GrantStation’s database of grant opportunities.

Gambling. The National Council on Problem Gambling supports nonprofit gambling-prevention programs designed to minimize harm among those who have not yet gambled or among those who have limited gambling experience. The goal is to fill in gaps for areas that currently have no such services, as well as bolster promising efforts in existing programs. Priority is given to projects reaching high school and college athletes, marginalized communities (especially communities of color), and middle school students. Grants range from $20,000 to $40,000. The application deadline is August 22.

Economics education. The Calvin K. Kazanjian Economics Foundation supports economic education, including solutions to reach and serve more of the population, behavioral economics with a focus on environmental issues, economic education efforts to underserved communities, and much more. The foundation expects to be one of several funders of a project and looks most favorably at programs that match grants with funds from other groups. Grants average $10,000 to $25,000. The next application deadline is September 10.

Margie Fleming Glennon
Margie oversees the Nonprofit Intelligence team, which produces the Chronicle of Philanthropy’s online forums and professional-development webinars; editorial reports that help leaders work smarter; and service journalism on philanthropy.com, including the podcast, Nonprofits Now: Leading Today.
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