EPISODE · Aug 7, 2026 · 8 MIN
Dirty Data? A Simple Approach to Clean It Up!
from Fridays 4 Fundraising · host Kelly McLaughlin
SummaryIn this episode of Fridays 4 Fundraising, Kelly talks about the importance of maintaining a clean and up-to-date donor CRM, and how to leverage slower months (like August) to prep it for busier times (like year end). Kelly shares practical steps for nonprofit organizations to streamline their donor data, prepare for major gift campaigns, and leverage CRM cleanup as a strategic tool for fundraising success.LinksCheck Out DonorboxRequest a Discovery CallRegister for Major Gifts for the Small Shop Workshop TakeawaysRegular CRM cleanup prevents duplicate donor accounts which avoids critical relationship management errors.Up-to-date donor profiles improve communication and engagement.Cleaning your CRM now saves time and effort later.A systematic approach to cleanup can be manageable and effective.CRM maintenance is crucial for long-term fundraising success.Keywordsnonprofit fundraising, donor CRM, data cleanup, major gifts, fundraising strategy, nonprofit tips, donor management, CRM best practices, fundraising success, nonprofit growth
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Dirty Data? A Simple Approach to Clean It Up!
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