Attention: You are using an outdated browser, device or you do not have the latest version of JavaScript downloaded and so this website may not work as expected. Please download the latest software or switch device to avoid further issues.

Articles > Top Tips > 5 processes to save time in your development office

5 processes to save time in your development office

Many development offices are returning with fewer resources and even less time on their hands: use these processes to improve efficiency and make your data work for you.
1 Sep 2020
Top Tips
Many development offices currently have even fewer resources than the usually small teams they are used to, so saving time wherever possible is imperative. Here are five simple data processes to set up to save time in your development office:

1) Consider which data to capture
Instead of collecting all the information possible, and then wondering how to use it effectively, identify your fundraising strategy and then work out what data you need to execute your strategy.

2) Streamline your data through categories and tags
When entering new records, ensure you use tags and defined fields so you can easily sort your data. Using pick lists for fields that are often poorly captured such as industry professions will make it much easier to run filters in the future.

3) Ensure consistency across your database
Use the same terminology and naming conventions across your database to avoid mistakes and work effectively as a team.

4) Check that you store one record for each person, not a couple or family!
Storing all information for one person on one record ensures you can link consent preferences, payments and submit gift aid declarations to a specific person, making it easier to comply with GDPR, avoid duplicates and run filters.

5) Use a pipeline to track your projects
Setting up a pipeline will enable you to visually track progress on fundraising goals, and establish how many new or regular donors you are delivering. This can be useful to strategically advance your relationships with prospects, and close more donations.

For more advice on streamlining your data processes, check out our full guide.

Find more top tips on fundraising, engagement and data on our blog.

Similar stories

2023 IDPE Annual Conference

Key lessons and valuable insights from three different sessions at the 2023 IDPE Annual Conference. More...

5 practical ways to add value to your membership community

Check out these five practical ways to add value to your members to help build and maintain a thriving membership commun… More...

Creating a jobs board your members will love

Top tips for creating a vibrant jobs board your membership community will love. More...

The power of the pledge

Find out why pledges are the secret ingredient for capital campaign success More...

Show me the all-in-one system

Let us know how you're hoping to use ToucanTech and we'll match you with a product expert

Most read

Running a clean database

Having a database full of dirty data can be a CRM nightmare. Read ToucanTech's tips to find out how you can declutter your database to ensure your ana… More...


Request a demo

Contact Support:

Contact Sales:

Give us a call: 
UK: +44 (0) 203 189 1774 
AUS: +61 (0) 7 3186 8774
US: +1 (831) 226 8774  

Follow us on social:

This website is powered by