DONOR DATABASE AUDIT <<ORGANIZATION NAME>> <<DATE>>

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1 Questions (i.e. Each of these questions should be answered and reviewed by donor database expert every 6-12 months and shared with all donor database users.) 1) When did organization start using current donor 2) Have you asked donor database vendor for discounts and savings on what you are currently paying them? 3) Who are the technical contacts for your donor 4) Who are the donor database primary contacts at your 5) What organization staff and volunteers should have access to your 6) What donor database user manuals are currently being used? 7) Are there any issues with accessing what is needed from your donor 8) Are you using the latest version of your donor 9) How many concurrent users can access your 10) Have you asked and reviewed the donor database needs of each DONOR DATABASE AUDIT <<ORGANIZATION NAME>> <<DATE>> Evaluation (i.e. Red = A Major Fix Needed ASAP, Yellow = A Minor Fix Is Needed, Green = This Is OK) Recommended Action (i.e. Best Practice and Specific Recommendations from donor database expert.)

2 of your donor database users? 11) Do all donor database users have a good knowledge of each field of the constituent record? 12) Please provide a brief description of your organization. (e.g. what your organization supports). 13) How many users login to your donor database on a daily basis? 14) How often are backups taken of your donor 15) How often is maintenance being completed on your donor database server? 16) How often are the donor database backups being tested? 17) Are you accessing your donor database data on your mobile device? 18) What other technologies are being used alongside your donor database (i.e. software, plug-ins, etc.)? 19) What are the key journeys constituents need to take within your donor database in terms of moving from one summary level relationship to the next? 20) What are the 10 best constituent records in your donor database in terms of being well populated with data and active with your 21) What are the 10 Queries

3 that organization uses most often in your donor 22) What are the 10 Reports that organization uses most often in your donor 23) What is highest priority report you would like to have but do not currently have? 24) What criteria does organization use to exclude constituents from major mailings? 25) Has organization completed Predictive Modeling/Analytics and how are they using the data? 26) How is organization recording Planned Gifts in 27) How is organization using social media to fundraise? 28) What is the mobile strategy for 29) What is the current gift receipting process for your 30) What is the current donor acknowledgement process for your 31) How do you currently integrate external data into your donor 32) How does organization currently prevent and clean-up duplicates in your 33) What is your current process for entering gifts/revenue into your

4 34) What software does organization currently use for your Finance General Ledger and how is it linked with your 35) What is the default Primary Addressee and Primary Salutation for constituents in your 36) What are the 10 most important Attributes used in organizations 37) Is the content of all letters sent to constituents within organizations donor 38) What are all the ways that a constituent can relate to 39) What types of constituents can solicit money on organizations behalf? 40) What data append services have been used in the past and where was this data added to 41) How is Address Standardization currently being done? 42) How is National Change of Address currently being done? 43) What Campaigns does organization plan to use over the next ) What Funds does organization plan to use over the next 6-12

5 45) What Appeals does organization plan to use over the next ) What Packages does organization plan to use over the next ) Is organization currently recording all touch points made with constituents in your 48) Is organization currently tracking all prospect gift opportunities in your 49) What was the last major event that organization tracked in donor database and is all detail within 50) What types of Volunteers does organization have? 51) What types of membership does organization track in 52) How does organization currently send broadcast s and what was the last major one sent? 53) How does organization currently raise money online and what type of pages does organization use? 54) How does organization currently manage website? 55) What donor database training has organization received in last 6 56) What donor database clean-ups has

6 organization completed in last 6 57) What are the highest priorities for organization over next 6 58) What are all set goals for this fiscal for 59) Is there anything else we should know about organization or their 60) Has the Data Health Benchmarking been completed? 61) Has the Code Table Report been created? 62) Has the Attribute Report been created? 63) Has the duplicate report been completed outside of 64) How many Supervisors and how many Non- Supervisor accounts exist in organizations 65) What tabs currently exist on constituent record in organizations donor 66) What are the donor database System Statistics? 67) How many constituents with no First Name? 68) How many constituents with no ConsID? 69) How many constituents with Solicit Code? 70) How many Inactive constituents? 71) How many Deceased constituents? 72) How many Anonymous constituents?

7 73) How many constituents with No Valid Address? 74) How many Solicitors? 75) How many constituents to receive Consolidated Receipt? 76) How many constituents do not have a Constituent Code? 77) How many constituents do not have a Date From on Constituent Code? 78) How many constituents missing address lines and NOT marked as having No Valid Address? 79) How many constituents have Info Source on Preferred Address? 80) How many constituents have Date From on current Preferred Address? 81) How many individuals are missing Primary Addressee or Primary Salutation? 82) How many individual relationships do not have a Date From? 83) How many organization relationships do not have a Date From? 84) How many constituents have a Constituent Note? 85) How many gifts are missing a Campaign that are not written off? 86) How many gifts are missing a Fund that are not written off? 87) How many gifts are missing an Appeal that is not written off? 88) How many gifts are

8 marked as Not Receipted? 89) How many gifts are marked as Not Acknowledged? 90) How many pledges have a balance greater than 0? 91) How many constituents have an Active Recurring Gift? 92) How many constituents have Media on their record? 93) How many constituents have Actions on their record? 94) How many constituents have an Active Proposal? 95) How many constituents with a Membership on record? 96) How many Events with Participants? 97) How many saved Queries exist? 98) How many Custom Reports exist? 99) How many Pivot Reports exist? 100) How many Letters are setup within Configuration? 101) How many Gift Batches were committed within the last 30 days?