How Clean Donor Data Drives Impact
Your donor list is one of your nonprofit’s most valuable assets. Yet many organizations struggle with messy spreadsheets filled with duplicate records, inconsistent fields and incomplete information. Cleaning and standardizing your data not only saves time—it enables better fundraising.
Why Clean Data Matters
Messy spreadsheets make it hard to segment donors, identify trends or even send thank‑you notes. CanadaHelps recommends exporting your data to one file, standardizing columns and removing duplicates as the foundation for good data hygiene. When your data is clean, you can personalize communications and build stronger relationships.
Steps to Clean Your Donor Data
- Export all data. Consolidate donor information from different spreadsheets and systems into one master sheet.
- Standardize columns. Create consistent headers (e.g., first name, last name, email, address) and formats for dates and phone numbers.
- Remove duplicates and invalid entries. Use built‑in spreadsheet tools or scripts to identify duplicate contacts and fix or remove them.
- Fill in missing data. Check for blank fields and gather missing contact information where possible.
- Segment donors. Group donors into categories such as recurring, lapsed or major donors so you can tailor your outreach.
Once your list is clean, create a template for future imports to keep it that way. Regular maintenance will ensure your donor database remains a powerful tool for fundraising.
Cleaning data can be tedious, but the payoff is huge. Consider the Donor Data Tune‑Up quick win from TTS if you’d like expert help in creating a clean, segmented donor database.
Related Resources
- Protect donor data with cybersecurity – implement MFA and backup strategies.
- Automate data entry and reporting – streamline your processes to reduce errors.
- Selecting a managed IT provider – find the right partner to support your systems.