Junk In, Junk Out: Maximizing Efficiencies within Your Donor Data Management

08/18/2022 10:00 AM - 11:00 AM ET




Junk In, Junk Out: Maximizing Efficiencies within Your Donor Data Management
Thursday, August 18 | 10:00 AM – 11:00 AM | Webinar

Presented by: Stephanie Cory, Principal, Stephanie Cory Consulting

Offered in Partnership with: Stephanie Cory Consulting

Whether you’re starting from the beginning with choosing a new donor database or you inherited a mess, you can ensure your recordkeeping is clean, accurate, and ethical. Learn what information is important to track for donors in preparation for selecting a new database, organizing your multitude of different solutions, or tackling a deep clean of your existing system. Gain the tools you need to create policies and procedures to ensure your reporting and list generation is consistent and accurate. Tips for funding new technology needs will also be discussed.


This webinar is ideal for anyone who has fundraising responsibilities, uses a donor database, or will use a donor database.


Through this webinar, participants will be able to:

  • Identify considerations to take into account when selecting fundraising technology
  • Implement policies and procedures to ensure data integrity
  • Make the case to management and external funders to financially support improved systems



Single Login Cost:
$30 per person for PANO Members | $66 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).


Group Screening Cost (4-10 individuals):
$100 per group for PANO Members | $222 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 9 other individuals to add to your group ticket.


This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.


Materials & Login/Call-In Instructions:

Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.


Can’t attend? All webinar registrants will receive a recording of the webinar following the live session!

About the Facilitator:


Stephanie Cory, Stephanie Cory Consulting

Stephanie has dedicated her career to the nonprofit sector since 2003. She has served as an executive director for a health advocacy organization as well as held development and program management roles for organizations serving seniors and people with disabilities. In these roles she expanded programming, strengthened infrastructure, and grew fundraising revenue. Since 2008, Stephanie has consulted for a variety of additional organizations helping them ensure sustainability through effective planning, governance, talent management, and fundraising. She has worked with organizations of all sizes—from grassroots with no paid staff to multi-campus health care providers with nearly $60 million in annual revenue. Stephanie is an adjunct faculty member for Villanova University’s College of Professional Studies where she teaches a variety of nonprofit topics.

Demonstrating her commitment to helping organizations employ model practices, Stephanie is a Certified Governance Consultant through BoardSource and a Licensed Consultant through the Standards for Excellence® Institute. Recognized for her skills in teaching, she was designated a Master Trainer by the Association of Fundraising Professionals (AFP) in 2010. She earned a BS in accounting and MS in gerontology from the University of Southern California as well as an MEd in adult and organizational development from Temple University.


Stephanie understands nonprofit management through lens of a manager and consultant as well as a volunteer herself. She has more than 30 years’ cumulative experience as a board member and officer for organizations ranging from grassroots with no staff to a multi-million dollar international association. Learn more about Stephanie here.






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