Manage Your Prospect Data

Managing your prospect data is not an easy task. There are several programs available to help you in this effort, including Blackbaud's Target Analytics ResearchPoint.

Things to consider when shopping for a data management tool:

The ability to create a dedicated donor database in accordance with your organization's privacy policies
The power to code prospects based on inclination, affiliation, relationships, and special programs. You also want to track events, mailings, gift history, wealth ratings, and financial data.
The database should allow you to store pertinent biographical information and research and have the ability to produce reports
The central files should store clippings, correspondence (although electronic copies of correspondence such as acknowledgment letters should all be stored electronically) and any other hard copy material that is relevant to the donor’s relationship with your organization