Archive for the Tag 'Best Practices'

An Eleven Step Program to Cure Shiny Object Syndrome

NTEN just published of mine called “An Eleven Step Program to Cure Shiny Object Syndrome” (technically, they reprinted an article that AFP will publish this summer). My co-conspirators were Dahna Goldstein, Marc Baizman, and Tracy Kronzak. The four of us, plus Vered Meir, will be leading a workshop on the topic of shiny object avoidance at […]

Filed in Best Practices,IT Management,Nonprofit Management,Nonprofit Technology,NTEN No Responses yet

New book: “Advancement Services: Enhancing Fundraising Success”

CASE has just published the third edition of its guide to Advancement Services. The title of this edition is ”Advancement Services: Enhancing Fundraising Success.” The book was a labor of love for over 2 years by 25 of advancement services professionals, led and edited by the esteemed John Taylor. I’m honored to have written two chapters. You […]

Filed in Advancement Services,Best Practices,Donor Databases,IT Management,Nonprofit Management,Nonprofit Technology,Prospect Research No Responses yet

Robert on the (Internet) radio

This Friday, October 16 at 1 pm Eastern time, Nonprofit Radio will be broadcasting a discussion with me, Tracy Kronzak of Bright Step Partners; Marc Baizman of the Salesforce Foundation; and Dahna Goldstein of Altum. We’ll be talking about how people and processes can be the real culprits behind technology problems. Links to listen live […]

Filed in Best Practices,IT Management,Nonprofit Management,Nonprofit Technology No Responses yet

What to Do When Technology Isn’t Your Problem

Copyright P. S. Mueller http://www.psmueller.com/ Does it feel like you never find the right combination of technologies to just make things work? Do you lie awake at night and wonder how everything is going to get done, or why a new project was just dumped on your plate? If you technology decisions at your organization are […]

Filed in Best Practices,IT Management,Nonprofit Management,Nonprofit Technology 3 Comments so far

Discussion of Donor Data Retention

A few months ago I wrote a post on the topic of whether nonprofits should delete old donor records. The same topic came up recently on the APRA’s listserve, PRSPCT-L. The original question: My organization is working on a data retention policy and wondering if others have insights to share. There seems to be a […]

Filed in Advancement Services,Best Practices,Donor Databases,Fundraising,Prospect Research One Response so far

Should You Delete Donor Records?

I was recently contacted by the vendor behind a new cloud-based donor management system with this question: We have noticed that our clients have become much more conscious about archiving/deleting old donor/prospect records because our pricing model is based on the number of records.  After talking with some clients, it seems opinions vary wildly regarding […]

Filed in Advancement Services,Best Practices,Databases,Donor Databases,Fundraising 5 Comments so far

Reigning in shadow databases

The following story, posted with permission, was sent to the FUNDSVCS list in response to a question about how to reign in schools and departments at a university that keep their own shadow databases of contacts. The response hit the nail on the head: We started working on folding shadow databases into (Raiser’s Edge, our […]

Filed in Advancement Services,Best Practices,Databases,Donor Databases No Responses yet

Training on your new database

A question was posted to a listserve for nonprofit techies looking for tips on training staff on a new database.  I discussed training at a high level on page 13 of this chapter from CASE’s Handbook of Institutional Advancement.  Here are some more detailed rules of thumb: 90% of training is forgotten within the first […]

Filed in Advancement Services,Best Practices,Databases,Donor Databases,IT Management,Nonprofit Management,Nonprofit Technology 2 Comments so far

Best Practices for Managing a Database

“After people, data is your most important asset.” — John Kenyon Left unattended, databases will turn into piles of mush. Therefore, develop data entry policies and procedures, and train everyone who enters data. Excel is not a database, and is one of the leading causes of dirty data. It is difficult to enforce data entry […]

Filed in Advancement Services,Best Practices,Databases,Donor Databases 5 Comments so far

Switch to our mobile site