Data Services
Quality data is essential to a nonprofit's ability to connect with donors and fundraise effectively. SofTrek's data services are tailored to help you improve and maintain the quality of your donor information. Our team facilitates each important step, from database conversion, to routine data imports and exports, to donor wealth screening in order to help you improve your fundraising results. Our data services help ensure that you can effectively build relationships with your donors, maximize your donor cultivation efforts, and reduce expenses related to your donor initiatives.
Conversions
Converting your existing data is a very technical but crucial step. To streamline the conversion process, our expert analysts work with your team to map your database to best fit the way your nonprofit works. Our team is highly skilled in extracting and converting data from a variety of systems so you can be sure that your data is converted accurately from its current files into your SofTrek database. We provide guidance for testing the accuracy of converted data to ensure a seamless transition.
Data Enhancement and Improvement
The most successful nonprofits are those that have the most accurate donor information. Our data enhancement and improvement services are designed to increase the quality and value of your donor information and by validating, correcting, and enhancing your available data. We help you: validate email addresses and phone numbers; format mailing addresses; eliminate duplicate records; incorporate census data and rating information; and add missing or incomplete information to your database for better targeting and greater responses. We also work with third party vendors who accept files from your database and provide enhanced data.
Data Import/Export
Complete data import and export capabilities are critical to your ability to fundraise successfully. We offer a range of data import and export capabilities that help you keep your donor and gift information current and easily accessible for use in all of your campaign initiatives and analysis. Our import and export functionality allows you to process standard functions including NCOA updates and CASS certification, donor mailing lists, and gifts from online contributions. Our team provides assistance in creating imports that enhance and ensure the integrity of your data and in creating exports that meet the needs of the recipient system. Your imports and exports can be scheduled to run on a one-time or recurring basis in order to meet your specific needs.
Data Vaulting
In order to be compliant with Payment Card Industry (PCI) Standard regulations, your nonprofit must follow specific security requirements for handling and storing credit card data. A breach of security resulting in the theft of donor credit card information could have devastating effects due both to steep penalties for non-compliance and the damage to your nonprofit's reputation. Our data vaulting solution eliminates the burden for your nonprofit to become PCI certified by safely removing all credit card information from your donor database. Credit card information is sent fully encrypted via the web to our PCI-compliant data center where it is securely stored.
NCOA (National Change of Address)
Millions of individuals, families, and businesses change addresses every year, so it is important that you are able to keep track of where your donors are. We help you maintain the most current address information on your donors and prospects based on the United States Postal Service (USPS) NCOA database. Updating your records ensures mail deliverability, reduces production and postage costs, and allows you to reach as many donors and prospects as possible. In addition, NCOA processing is mandatory in order to qualify for certain postal discounts. Wealth Screening
Wealth screening is extremely valuable to nonprofits because it provides insight into the giving potential of donors and prospects. Our wealth screening services grant you access to detailed wealth identification information that can help you qualify and cultivate your best donors and prospects. We work your preferred wealth screening vendor to screen a subset of donors, prospects, or your entire database and map the results directly into an individual record so you have information where it's most useful to you. Identify potential wealth in your database, cultivate your relationship with a donor or prospect, and ensure that you ask for the right amount, in the right form, at the right time.
Contact us to learn more about the data services that would benefit your nonprofit's ability to effectively manage your donors and successfully support your mission.