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  • 1.  Help with Best Practices for Address Standards

    Posted 08-14-2024 11:27 AM

    We are considering changing our addresses in the system to follow the NCOA Address Standards, such as using '1234 Tennessee Ln' instead of the more formal '1234 Tennessee Lane.' Could you all provide input on what the majority prefers?

    Thank you!



    ------------------------------
    Gwen Gentry
    University of the South
    gfgentry@sewanee.edu
    ------------------------------


  • 2.  RE: Help with Best Practices for Address Standards

    Posted 08-14-2024 11:47 AM
    NCOA standard, all the way. It's cheaper to mail and more efficient to process. It's also required for certain bulk mail classes. 


    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:






  • 3.  RE: Help with Best Practices for Address Standards

    Posted 08-14-2024 11:59 AM
    I completely agree with Isaac. You will want to use NCOA for all your standard appeals and mailings.

    However, there are times when a "fancier" address might be used, such as in formal invitations to galas-much like you receive for wedding invitations. Therefore, I'd save the "formal" address identified as such, but never as the default or preferred address.

    And do know that the USPS can sometimes be picky. So, when you need to use the formal address, at least follow the address requirements for placement, including one space between city and state and two between state and ZIP code.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987







  • 4.  RE: Help with Best Practices for Address Standards

    Posted 08-14-2024 05:09 PM

    First of all, the most important thing is to implement *some* consistent standard, to improve matching/duplicate detection, for example, as well as demonstrating the good data hygiene that you're practicing.  Sounds like you have that piece in hand!

     

    With respect to a specific standard, we're using the USPS standard, with USPS abbreviations and no punctuation, but we're using mixed case rather than all upper case (so, for example,  23 E Market St, Red Hook, NY 12571).  It makes good use of limited screen space, our address validation software has no problem with the standardization, and we can get that format back from our NCOA vendor and other data sources pretty readily.

     

    Most of our mailings use vendors that will standardize the data into that format for mailings (or possibly with all caps), so for deliverability it might not matter what format we use internally, but it does position us well for small mailings that we might do in-house.

     

    We occasionally have had specific mailings that want the fully-written-out format.  If the invitations, say, are being handwritten, that's not an issue, or there are a number of options for reformatting (with a mailing vendor likely being the best resource).

     

    In general, if anyone objects to our standard, I'm not aware of it. 😊

     

    My US$0.02 worth; the usual disclaimers apply.

     

    Good luck!

    Alan

     

    Alan S. Hejnal (he/him)

    Data Quality Manager

     

    SNAGHTML5cbfa34

     






  • 5.  RE: Help with Best Practices for Address Standards

    Posted 08-14-2024 06:21 PM
    We store them as Alan describes, and have not had an issue either. Personally, I find the USPS system very off-putting. If I get a piece of mail in ALL CAPS W USPS ABRV AND NO PNCT, I frequently assume its spam and transfer it right to the trash can. I'm old, though, and the younger generation might be used to it.

    Just my personal opinion.

    Mark






  • 6.  RE: Help with Best Practices for Address Standards

    Posted 08-15-2024 10:20 AM

    With all due respect to the smart people who I respect who have responded thus far, I have a different take on it.  :)  I recommend storing addresses in your database in the "pretty" format, the format you would want the address to look its best should it be merged into a $10,000 thank-you letter -- words spelled out within reason (Lane for sure, maybe not Blvd.), punctuation, mixed case, etc. (Your example doesn't fully capitalize the address, but if you don't, you're not technically within full CASS compliance anyway.)  Why?  Because generally when mailings are done in-house, you want them to look nice like this, not look like bulk mail.  In-house mailings tend to be small enough and important enough that we pay first class postage on them and the post office is obligated to deliver them, if perhaps not quite as fast, even in the pretty format.  On the other hand, when you are doing a bulk mailing, such as a magazine or newsletter, your mail house can easily convert the pretty format to the post office's preferred CASS format. In fact, they have to run it through software to prepare the bulk mailing anyway that will CASS-format them as a matter of course.  So you can have your cake and eat it, too, this way.  We're not catalog companies, IMHO, so our addresses should look personal and professional on our most important, internally generated mailings, not cryptic and bulk to meet post office standards when they're not necessary. 

    Also, to clarify, Gwen, there's a difference between NCOA and CASS.  I think the acronym you meant to use in your question was CASS.

    How would you and your fundraisers and leadership prefer thank-you letters to look?

    2795 E BIDWELL ST STE 100

    FOLSOM CA 95630-6480  [this was generated from USPS.com according to their full standards]

    Or

    2795 E. Bidwell Street, Suite 100

    Folsom, CA 95630



    ------------------------------
    Bill Connors, CFRE
    Independent Consultant on Raiser's Edge (NXT and v7)
    bill@billconnors.com
    billconnors.com
    ------------------------------



  • 7.  RE: Help with Best Practices for Address Standards

    Posted 08-15-2024 10:55 AM
    Bill, I agree that you want nice mailings to look nice, but I prefer to go the other way. Keep and maintain the data in the NCOA standard, and transform it when you need a different output. That's more in keeping with best practices in data management, and it will help with consistency in the system from record to record, and during NCOA updates. Thankfully, it's relatively easy to translate back to a formal address format in Excel.

    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:







  • 8.  RE: Help with Best Practices for Address Standards

    Posted 08-15-2024 08:14 PM
    Hi All, 

    I really appreciate all of your feedback; it is extremely helpful.

    To clarify, we currently use formal addresses and spell out most words, such as "Ln" for Lane, "Blvd" for Boulevard, "St" for Street, and "N" for North, among others.

    We use NCOA to screen our addresses, not CASS. The Outgoing Mail Center for the University falls under my purview, so I am certain we are using NCOA.

    We are not looking to use all caps; rather, we want to abbreviate words so we can employ coding to update addresses when we receive a return list from the NCOA after a large solicitation.

    Thank you all!

    Gwen Gentry
    Director of Advancement Services
    Office of University of Advancement
    The University of the South
    735 University Avenue
    Sewanee, TN 37383-1000
    Office: 931.598.1641