You have a donor management system, but how do you get the most out of it while maintaining it for optimal efficiency? It’s important to keep your data useful and clean, but how do you do that—and how do you take advantage of all the hidden gems that are in there to make your data truly work for you?

Join us to learn about donor management software best practices, including customizing your system to your organization’s needs, cleaning data, defining data standards and coding, and the importance of training staff to enter and extract data efficiently. 

About the Presenter

Jonathan Poisner, Strategic Consulting

Jonathan helps organizations thrive. He works with a wide variety of nonprofits to assist them with their long-range planning, fundraising, and other organizational development challenges.

About Our Sponsor


DonorPerfect is a complete fundraising solution, with everything nonprofits need to grow. Dashboard analytics and reporting provide insight into what drives donations, and helps manage information about donors, prospects, volunteers, staff and other constituents. With integrated tools built for online fundraising and crowdfunding, Constant Contact email, QuickBooks integration, event and auction management tools, and much more, DonorPerfect helps development professionals nurture and grow their most valuable relationships. Learn more at

About Idealware

Idealware is a program of the nonprofit Tech Impact. We are the authoritative source for independent, thoroughly-researched technology resources for the social sector. Our publications, assessments, and training can save you time and money by providing impartial guidance that gives you the knowledge and confidence you need to decide what’s best for your organization. Browse our archives, sign up for our mailing list, or learn more at  

Register Now


We were at a point in our organization's growth when the data tracking systems we had in place were not keeping pace with the amount of data that we needed to gather, track, and analyze on a regular basis to be successful. Tech Impact helped us create a flexible system that meets every one of our complex needs in tracking student attendance, session progress, training evaluations, outcome assessments and many other types of data, all in one centralized location. We are now completely on top of how our projects are going in real time as we serve tens of thousands of youth across multiple countries...
Kate Sachs Leventhal // CorStone