2. Identify
and Document All Business Rules - One of the first ways that system integrity is compromised is when everyone is
not aware of all of the business rules. Keeping this information in the forefront will provide the infrastructure needed
to be successful.
3. Stewardship!!!
- Track all of your information on stewardship on your database. This is one of the areas with the most potential for
growth in our industry and your database provides the tools for moving this area forward. Track donor naming details
including plaque location, message, specifics about the naming opportunity, status information, etc. Donor stewardship
has been mentioned often as one of the key areas that non-profits fail. Track everything! Make your stewardship
area shines!
4. Track
Scholarships and Endowments on Your Fundraising System - Make sure that scholarship data is detailed, including the
thank you letters, recipients, donors, endowed market value, etc. All endowment data should be easily accessible
for reporting from your database.