Category: Let’s Get Organized
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A High Value Donor and Accountability
What a High Value Donor Thinks Part II Batsch Group (BG) sat down today with a High Value Donor (HVD), who has played many different roles in our community and in Canada. Some of those roles included CEO of a Melcor Developments, Chancellor of the University of Alberta from 2012 – 2016, a Board member,…
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Risky Business
RISK to a charity resides at the top. It is found in the attitudes expressed by Boards and senior management. Information and knowledge are the drivers behind successful businesses today. This includes the charitable sector. When information and skills are given short shrift by those who should ensure a well-run organization, you have RISK. Board…
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Charities Cause Fund Development to Fail!
It’s not what an organization does to succeed but rather what it doesn’t do that places it at risk. No charity intentionally follows a formula for failure or works towards mediocrity when it comes to developing funds. How then does failure or mediocrity happen? There have been many articles alluding to problems facing the non-profit…
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High Performance: Moving From Chaos to Control
How important is the information your charity uses to sustain itself? The information we refer to is found in donor gifts and interactions, funding research and grants, sponsorships and planned gifts. This information is an asset. We can add to this asset by including all the tools that an organization builds to perform its fundraising…
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Treating your Donors like Customers
Fundraising has become very much a business and if it hasn’t become a business at your site, it may be time to reconsider. A charity is a business that offers a product or service that a customer can purchase. Ultimately, what when I am a customer I take home the sense that I have made…
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Data Collection: Dropping the Ball on Future Opportunities
Donor Master Records The donor data is in good form; it’s clean, standardized and duplicates have been removed. The next step is to examine what has been collected. This would qualify as relationship building content and management / decision making data. Without going into unique requirements too deeply, let’s look at some of the basic…
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Spring Cleaning: Preparing the Database
Goldfish in a Buddhist Lake To begin any job, you need the right work environment. For this project, cleansing the address information in the database was a focal point that would set the stage for all future work. The Task: There are two levels of cleansing related to donor address records. First, using the…
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Order: How to Save your Sanity in a Fund Development Department
Order is valued in a working environment. It empowers those who work in it. Lack of order creates chaos and wastes resources. The resources we speak of are human, financial and time. There is a cost to the lack of order. Things which are difficult to find, jobs that should be easy but take vast…
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The Perfect Storm
Nothing seems more mundane than discussing a donor database. It is, however, a discussion that more clients are having as they realize the value of quality data in their search for funding. Really, what is the purpose of a donor database? It keeps track of your donors and what they have donated. It provides a…
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