Clear, concise data entry policies and procedures are critical to keeping your donor database clean and usable.

What's Inside: 

 by Bloomerang | All rights reserved | Copyright © 2019

About the Authors:

You can’t run a donor report by constituent type if the information isn't consistent. You can’t filter a report by a city or town if you’ve entered the full name of the city in one record and an abbreviated version in another. And if multiple staff members are entering data into the database, it's likely that the format of your data will be all over the map.

Documented and accessible data entry policies and procedures also protect you from staff turnover. Imagine if your database is managed by only one team member, and that team member were to suddenly leave the organization. Without a policy document, not only would you not know how things were done, but you can be sure that they would be done a different way by the next person.

That's why we teamed up with our friend Robin L. Cabral, MA, CFRE to create this free Donor Management Software Data Policies and Procedures Template.

You can download this template and customize it for your organization's unique way of doing things. Once complete, make sure it's accessible to your whole team!

Why have data policies?
Profile management

Donor Management Software Data Policies & Procedures Template

Made with

Transaction management
Interaction management
Report management
Donor quality and maintenance reports
Transaction processing
Robin Cabral, MA, CFRE 
Before joining Bloomerang, Jenn worked at the University of Indianapolis as an Adjunct Professor of English, and Coordinator for Communications and Outreach – Financial aid. She was also a Researcher & Project Manager for Monon Capital LLC. Now as a Product Evangelist with Bloomerang, Jenn enjoys helping customer referral partners use Bloomerang to help their own clients increase their effectiveness and knowledge of fundraising best practices.
Transaction reconciliation processing
Jennifer Holcomb
Robin L. Cabral, MA, CFRE has over twenty years of experience and millions of dollars raised assisting non-profit organizations as a development professional overseeing all aspects of fund development from annual funds to capital campaigns and donor communications. Her impressive non-profit career includes positions of Director of Development and Marketing throughout the Northeast including as a regional and worldwide Director of Development.
Download The Template