Hi Tracey,
There is no right or wrong here. The nirvana state of a database is when
all sources of data have been integrated into one System of Record.
However, for reasons such as those that you mention, the reality is
somewhere in-between. Each organization needs to decide what works for them.
I can understand her desire to have the wealth screening data combined with
donor/move management data within RE, since it will increase her efficiency
in her work. At the same time, if this is impacting other teams or the
budget due to the volume being synced, then you can employ some in-between
strategy. The methods such as manual import/export, or accessing the
research database, are workable but generally means more manual work on the
part of the development team, and therefore, from her perspective, not
ideal. Hope this helps.
*Medha Nanal*
*Strategic Data & CRM Consulting for Nonprofit Organizations*
(Fundraising, Programs, Operations, Communications)
650-600-9374
www.topcloudconsult.com
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On Mon, Jul 1, 2019 at 9:54 AM Tracey Mullane <
tmullane@pih.org> wrote:
> A question about how much data from wealth screenings people bring over
> from their research database into their main CRM? For reference, we use
> Blackbaud’s Raiser’s Edge and their ResearchPoint tool.
>
>
>
> Our Planned Giving Director wants to have most/all of several data points
> currently in our ResearchPoint system brought over into Raiser’s Edge,
> which will obviously make it easier for her to query and analyze from our
> main CRM. She does not currently have a login to ResearchPoint, though I
> have no reason to believe the prospect research team that manages that
> system wouldn’t allow her in. We do sync the two systems, but the data she
> is asking about isn’t part of the sync. I’m wondering what the best
> practices are regarding importing this info into one’s main CRM and the
> pros/cons of importing it vs. accessing it in the research database? We
> screen over 300k records each year so there is a LOT of data. One thought I
> had was to map and import it to our central data warehouse and report on it
> out of there, as the DW could combine RE and RP data, though this still
> means not working in RE directly.
>
>
>
> The Director has asked about having the following info imported into
> Raiser’s Edge:
>
>
>
> - $250k+ in possible appreciated assets
>
> - Planned gifts to other organizations,
>
> - Larkspur data on interest in estate/retirement/financial planning
>
>
>
> Thanks,
>
> -t
>
>
>
>
>
> *Tracey Mullane*
>
> Director, Development Operations | Partners In Health
>
> 800 Boylston St. Suite 300 | Boston, MA 02199-8190
>
> (857) 880-5729 |
tmullane@pih.org
>
> [image: cid:
image001.jpg@01D33132.DEED3610] <http://www.pih.org/>
>
>
>
>
>
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>