Tracking donations is essential for any nonprofit organization. It helps you measure your impact, report to your donors, and plan your budget. But how can you do it effectively without spending too much time and money? Here are some tips and tools to help you manage your donations.
The first step is to choose a system that suits your needs and goals. You can use a spreadsheet, a software, or a platform to track your donations. Each option has its pros and cons, depending on your size, budget, and preferences. A spreadsheet is simple and cheap, but it can be prone to errors and hard to update. A software is more reliable and customizable, but it can be expensive and complex. A platform is more user-friendly and integrated, but it can have limitations and fees.
Am besten integriert man die Verwaltung in das bestehende Buchhaltungsprogramm. Das gibt wenig Datenverluste und ist effizient.
The system one uses would be what most suits the User at the point of time when the product is being procured. A non-profit would necessarily have to first identify its data requirements. What exactly is the data requirement. How will data be used and therefore how will the data be analysed. The tool that meets all requirements-current and anticipated for the near future should be the choice.
The second step is to record the data that matters to you and your donors. You should include basic information, such as the donor's name, contact, amount, date, and method. You should also include specific information, such as the campaign, the purpose, the acknowledgment, and the feedback. You should use consistent and clear categories, labels, and formats to make your data easy to read and analyze.
Die Aufzeichnungen müssen sich an den jeweiligen gesetzlichen Gegebenheiten anpassen. Am besten besorgt man sich die Vordrucke der jeweiligen Finanzverwaltung und bespricht das Thema offen mit der Finanzverwaltung.
The third step is to organize the data in a way that helps you understand and communicate your results. You should sort, filter, and group your data by relevant criteria, such as the donor type, the donation frequency, the donation size, and the donation source. You should also create charts, graphs, and tables to visualize your data and highlight your trends and patterns.
The fourth step is to secure the data from unauthorized access, loss, or damage. You should protect your data with passwords, encryption, and backups. You should also follow the best practices and regulations for data privacy and security, such as the GDPR and the PCI DSS. You should respect your donors' rights and preferences, such as the opt-in and opt-out options, the consent and disclosure policies, and the data deletion and correction requests.
The fifth step is to update the data regularly and accurately. You should check your data for errors, duplicates, and inconsistencies. You should also add, edit, or delete your data as needed, based on your donors' actions and feedback. You should keep your data current and relevant, so that you can track your progress and performance over time.
The sixth step is to use the data to improve your nonprofit's fundraising and operations. You should use your data to evaluate your strengths and weaknesses, identify your opportunities and threats, and set your goals and strategies. You should also use your data to engage your donors and stakeholders, such as by sending personalized thank-you notes, sharing impact stories, and asking for feedback and referrals.
Ganz wichtig ist die Kommunikation mit den Spendern. Jeder Spender sollte zumindest eine Reaktion auf seine Spende bekommen, egal ob per E-Mail oder Brief. Für gr??ere Spender sollten spezielle Aktionen gestartet werden.
Tracking donations is essential to the success of your non-profit. You ensure your donors and board know all donations by adequately monitoring contributions. The first step to consider is selecting a tracking system; there are many automated and manual tracking software. Free and of the cost, it depends on the budget of your non-profit to determine which one works best for you. For example, monday.com is effective but has a high premium. Excel is an option to track for a low cost of a Microsoft package or even for free on Google Sheets. Once your system is selected, be consistent and provide quarterly updates.