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Tomer Gal's avatar

The 100-email exercise is worth running. One thing worth doing first: check for duplicate people across the sources. When a CRM export, a shared inbox and an old segment file get combined, the same person often appears two or three times under different emails, and their giving history splits across the copies. That inflates the headcount and can keep someone out of the 69 who belongs there. A pass on email plus last name usually catches most of it.

Athena Williamson's avatar

I love this simple exercise. So many nonprofits miss a huge opportunity by not taking the time to analyze the data they have a their fingertips. While I'm proactive about human first communications, using AI to mine data and draw out insights is a quick and effective method to understand your donors and public.

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