3 Ways a Fundraising Plan Can Aid in a Data Conversion

When you convert from another donor database you will have a lot of questions: How long is the process? Who will I be working with? How can I clean up my data? Will I be trained? Can I apply filters?

The most common question asked during a conversion is “what do other organizations do?” in regards to filtering, data clean up, customizations, etc.

Good data conversion teams will answer all of these questions at the onset, but there is one more question that should be at the top of your list: “What can we do to make our database match our fundraising plans?”