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Free resources for those supporting fundraising. Samples, white papers, best practices, job board and more. Sustained by your enthusiasm, expertise and contributions of content. |
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Data
Integrity Plan Sample data integrity plan. University of Michigan. Data Integrity Schedule Best times to schedule data integrity procedures. Karen Latora. Data Management - Overarching An encompassing approach to data management is critical to fundraising success. Effective data management gives us a strategic advantage and if we don’t have our “ducks in order and in a row and appropriately updated” we lose our competitive edge. Brian Dowling. Data to Information - Part 1 Part 1 of presentation done at APRA International Conference on strategies for changing your data to information. Part 1 looks at data challenges and opportunities, inventorying and then measuring your data to determine how effective your data management is. Brian Dowling. Data to Information - Part 2 Part 2 of presentation done at APRA International Conference on strategies for changing your data to information. Part 2 looks at creative data acquisition strategies and some of the newer tools for managing data. Brian Dowling. Deceased Individuals Locating information on deceased individuals. ECM Many organizations are doing electronic imaging, but fewer have implemented electronic content management software (ECM). This should be a consideration in the next stage of your imaging strategy. Brian Dowling. ECM Lessons Learned Implementing enterprise content management systems. Gayemarie Brown. Enforcing Data Entry Ways to help improve your data entry procedures. Amy Phillips. ![]() Organize your advancement files. Susanna Gajic. Mary Ellen Caskenette. Finding Lost Alumni Tips for helping to find and locate your lost alumni. Finding Lost Alums Putting together the Puzzle. John Ley. Impact of Data Integrity Worksheet showing the estimated impact of data integrity on fundraising efforts. |
Information Acquisition Strategies
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Privacy and confidentiality ... |
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Peeking Allowed Privacy and Information Protection Policies. John Taylor. Privacy Architecture An information systems structure to manage privacy of information. Privacy Audit Questionnaire Auditing privacy aspects of your information. Mary Ellen Caskenette & Ursula Shail. |
![]() Use to draft your own policy statement. Mary Prodanovic. Privacy Principles To assist you in all aspects of privacy. Association Xpertise Inc. Privacy Recommendations Recommendations for advancement. Mary Ellen Caskenette & Ursula Shail. |
![]() Sample policy for releasing alumni information. Carrie Stephens. Security Survey Questions to consider when evaluating your IT or records security.
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Data integrity ... |
Coding and
Decoding Coding and Decoding the Database Puzzle: Keeping Constituent Information Current and Accurate. Do Not Contact Postcard to send to "Do Not Contacts." Andrea Shirey. It's All About the Data The ABCs of building and maintaining robust databases. John Taylor and Brian Dowling. Managing Records Records Production Statistics Template. Records Statistics Template. Candace Hamblin. One per Household Eliminate duplicate magazine mailings. University of Toronto. Address and other lookups: ![]() ![]() ![]() Administration |
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and other lookups (Cont.)![]() ![]() Jay Computer Services. International links: ![]() ![]() ![]() Phone numbers: ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() Postal: ![]() ![]() |
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More records resources @ |
ARMA International Members include records and information managers. DAMA Data Management Association. For data professionals. Resources, conferences ... |
ICRM Institute of Certified Records Managers. Newsletters with archives, jobs, more ... Int. Records Management Trust Set up in to help develop new strategies for managing public sector records. |
NARA U.S. National Archives and Records Administration. Records Management Programs Links to college and university records management programs. |
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