10 Ways to get the most from your Fundraising Management system

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10 RE Rules to live by

Ann Rosenfield, MBA, CFRE 201510 RE Rules to Live ByHumber 2015

Image source http://download.4-designer.com/files/20121216/Color-ruler-vector-material-30486.jpg1Lock Down Your Fields

(c) Ann Rosenfield, MBA, CFRE 2015Image source - https://postmediacanadadotcom.files.wordpress.com/2014/04/love-locks-are-fixed-on-the-pont-des-arts-wednesday-april-9-2014-in-paris-a-r.jpg-Lock Down Fields RE is a very flexible system. Flexibility is the enemy of data hygiene just use locked fields with drop-downs2DetailsAnn Rosenfield, MBA, CFRE 2015

-Source Mark Anderson via http://writerswrite.co.za/tag/Idioms-G-d is in the details train your data entry people to suck every piece of information out of the mail you get. When that donor moves, you will be glad you have their phone number to find them3If its not in RE, it didnt happenAnn Rosenfield, MBA, CFRE 2015

Source http://cdn1.sciencefiction.com/wp-content/uploads/2013/06/will-smith-as-agent-j-in-men-in-black-1997.jpeg-If its not in RE even if you have a great memory, you arent going to remember every detail. Or the charitys largest donor will call when you are on vacation and someone will need to follow-up. If they have full information, less chance a ball gets dropped4Excel Spreadsheets

Ann Rosenfield, MBA, CFRE 2015Source http://aspnet.4guysfromrolla.com/images/Nannette/Excel18.jpg5Excel SpreadsheetsGift Tables using Proposal

Ann Rosenfield, MBA, CFRE 2015Sample Gift Table entry using BC Childrens Hospital Model6Excel SpreadsheetsUse DashboardsAnn Rosenfield, MBA, CFRE 2015Will Slot in live dataSample Gift Table entry using BC Childrens Hospital Model7Analytics are a girls best friend

Ann Rosenfield, MBA, CFRE 2015Source - http://i.ytimg.com/vi/GTPdVK7OFDg/maxresdefault.jpg-Analytics are a girls best friend they help you ensure you ask the right person for the right amount-8Actions/Outlook1 + 1 = 3Ann Rosenfield, MBA, CFRE 20159Seek your data kindred spiritsAnn Rosenfield, MBA, CFRE 2015

Heather, Jason, Tierney & Jane (Tech Soup)10Data hygiene is undervalued by management but your Board metricsAnn Rosenfield, MBA, CFRE 2015-Analytics are a girls best friend they help you ensure you ask the right person for the right amount-Be a Guinea pig volunteering for new RE tests means early, free access to cool stuff + great supportData hygiene has value here is how to sell itMost importantly, your boss is likely wrong about how to use RE so persuade them to go to the right method11IGNORE your middle-aged boss Do what is right

Ann Rosenfield, MBA, CFRE 2015Most importantly, your boss is likely wrong about how to use RE so persuade them to go to the right method1210 RE Rules to live byLock down fieldsThe Devil is in the detailsIf its not in RE, it didnt happenBan spreadsheets use Gift proposalsBan Spreadsheets use Dashboards(c) Ann Rosenfield, MBA, CFRE 20151310 RE Rules to live byAnalytics are a girls best friendActions/OutlookSeek your data nerd brethrenData hygiene is undervalued by management [but your Board