​Content:

 

1.  Qualify your corporate donor records:

 

a.  By business type.

b.  By service club type

c.  Government

d.  Foundations

 

2.  Review addressing issues to conform with the Canadian and US Postal Services.

 

a.  Export addresses for correction and import updates

 

3.  Review naming standards for businesses and identify duplicates.

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a.  Merge duplicate records

b. Introduce the use of Alternate Addresses for contacts

 

4.  Review Contacts by business type

 

a.  Who are they and how are they identified?

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i.   Sponsorships

ii.  Grants

iii.  Special Events

iv.  Other

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b.  For existing contacts, is the information correct and complete?

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i.This is an area where volunteers or board members can assist.

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5.  Who are the most active donors by numbers and by frequency?

 

6.  Reporting

 

7.  The use of Dickens and the Communications Tab to secure information and touch points.

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Presentation: 

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Delivery will be online, with each session lasting approximately 2 hours, depending on the amount of data the charity has collected.

 

Session I: We would like to see points 1 and 2 completed.

 

Session II: We would like to complete points 3 and 4.

 

Session III: We would like to finish with points 5,6 and 7.

 

The fee for each session would be $150.00, and we will actively participate to provide our expertise. There is no limitation on participation.

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We have provided the original Four Days from which this modification is derived.

 

Executive directors participated alongside administrative staff. The reviews were positive, and there was a sudden greater understanding of the value of a data-driven development program.

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