Byte Me
About Cathy & Mack
Agenda
• Groundbreaking Best Practices
• Case Studies
• Big Data
• Obstacles
GroundbreakingBest Practices
Groundbreaking Best
Practice #1Collect Data
Best Practices• Collect
• Areas of collection
• Challenge of Events
• Relationship Manager Info
• Form design
• Store
• Knowing Your System
• Accuracy/Consistency (turnover)
• Good P&P
• What not to collect
• List dumping - plan to use
• Knowing the Output Plan
• Maintain
• NCOA
• Deceased records
• Duplicate
• Role of the Gift Officer
• Use
• Wealth screenings
• Segmentation (Dear Friend)
• The Informed Ask
Case Studies
• Resource Center Wealth Screening
• Collected, Not Stored, but Used
• PC&S Bereavement List
• Collected, Stored & Not Used
• Jonathan’s Place Newsletter
Big Data• You are not an individual, you are a data
cluster.
• Using data that is available to you.
• Facebook advertising
• Not necessarily fundraising, but program support
• Google ads
Obstacles • Cost
• ROI
• Data management
• wealth screenings
• technology
• Staffing Bandwidth
• Excel
Recap
• Your database will never be perfect. It can be good
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