Mastering Data Planning & Management in Your Donor CRM


Whether you are a first-time database user or a constituent relation management (CRM) guru, we will discuss strategies for administering donor databases and implementing long-term data management plans. This session is designed for fundraisers wanting to master donor database administration or simply looking for better strategies for cleaning and managing their fundraising data.

Not all data is equal, and this session will help fundraisers to identify, clean, and manage important—and sometimes unimportant—donor or donation data for their organization’s stakeholders.

Participants will walk away from this session with a checklist for how to better clean and organize their donor data, and tactics that can be implemented with their staff to better manage new incoming data. The event outline includes finding your users (identify stakeholders, define user stories); understanding data (from database structures to identifying what’s good vs. bad data); and data management and clean up tools (whether in your CRM or in Microsoft Excel).

The presentation will last 60 minutes, followed by a 30-minute Q&A. Light snacks and refreshments will be provided courtesy of NeonCRM.

About the speaker

Adam Stevenson is a Business Analyst and Custom Development Project Manager at NeonCRM, a maker of cloud-based donor management software built exclusively for nonprofits. As an implementation consultant, he has helped hundreds of nonprofits to prepare and manage their data during the transition to new fundraising databases. He also specializes in developing internal workflows for nonprofits to get the most out of their software solutions. With a professional background in nonprofit communications and marketing, Adam discovered his love for Excel and data through many hours of segmenting spreadsheets for email lists at nonprofits big and small.

April 04, 2018 at 6:30pm - 8pm
1801 W Warner Ave
Chicago, IL 60613
United States
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$12.00 General
$10.00 Member
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