Webinar: The Technical Toolkit
Key takeaways:
- Execute Data Hygiene and Maintenance: Use the January lull to “spring clean” by merging duplicate records, updating returned mail addresses, and closing out the previous year’s gift acknowledgments to ensure your database remains accurate and efficient.
- Optimize Fundraiser Portfolios: Roll forward the prospect module by marking old proposals as inactive and reassessing solicitor assignments; move non-responsive donors back to general mailing lists so gift officers can focus on active, high-potential leads for the new year.
- Standardize Processes and Automation: Strengthen the “source of truth” by regularly posting gifts to reconcile with finance and adopting automation tools like Power Automate or NXT workflows to handle repetitive tasks like welcome series or data-entry error alerts.
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