Everything but the Kitchen ... Sync!
We set out to answer that very complicated question, beginning with our collaboration when we (the authors — Karin and Jeff) worked together at Defenders of Wildlife to establish a functioning data sync, among other things. From there, we asked several organizations — large and small — who was doing it right (and how) and who was doing it not-so-right (and why). We asked organizations with large and complex fundraising programs — such as the ASPCA and the Human Rights Campaign — and we talked to smaller operations like the Center for Reproductive Rights. We also chatted with experts at our respective firms. From those conversations, we came up with a formula for success, as well as a checklist of sorts to help ensure you have a seamless and cohesive data-integration process that allows for streamlined donor communication and engagement, and an integrated fundraising program that serves your mission.