Spring spruce-up – time to update your donor database!

  1. Home
  2. Best Practices, Donor Management

Spring spruce-up – time to update your donor database!

It’s Spring, at least according to the calendar (we celebrated the spring equinox on Sunday, March 20th). Now’s the time to start sprucing up your donor database to ensure it is up-to-date and accurate for your upcoming events, campaigns, appeals and communications. Here are some things to scrub for during this important housekeeping effort. GiveCentral can provide the “elbow grease” to help you get these done:

Expunge expired cards and failed payments.

For donors who have set up automated credit and debit card payments, you need to stay ahead of card expiration dates so you don’t lose income.

Discard duplicates.

Scan your system to ensure you don’t have donors in the system more than once (and merge the data into one file if you do). It frustrates donors to receive duplicates of your communications and sends the (wrong) message that you’re not organized and on top of things.

Bail on bounce-back emails.

Although you should be handling these as they occur, time often gets away and they pile up. Take the time to remove defunct emails from your list (it just slows down your auto distribution). But don’t stop there, if you have the donor’s phone number (and hopefully you do), give them a call to get an updated address so you don’t lose the opportunity to keep in touch via email.

Update expiring gifts.

If your online donation system allows donors to chose an end date for recurring gifts, you need to ensure you are encouraging donors to update their profile before their gift is set to expire.

Ditch the defunct event and campaign profiles.

If you are no longer fundraising against a particular event or campaign, be sure to remove it from the list of options from which donors select. Any cleaning professional will tell you the right tools make all the difference. Let GiveCentral do the scrubbing for you. Our system is designed to be the “muscle” that keeps your donor data files current so you can raise more money.We’re here to roll up our sleeves and put our system to work for you. Our system features make it easy to check these chores off your to do list. Feel free to reach out to to learn more. Happy Spring!

Add your first comment to this post