Keeping It Clean and Simple

To ensure you’re building a solid, clean donor list, use business rules to determine what constitutes a valid donor record. For example, do you need to have a full name and complete address? Or is it sufficient just to have a last name, street address and ZIP code? You’ll also want to centralize who has access to make changes to a donor’s record to ensure the proper rules are being followed. Make sure you have your donor file NCOA’d at least annually so you have the most up-to-date addresses, and also perform database maintenance to merge duplicate records or duplicate names within a household based on business rules.