The 5 Ways Your CRM is Secretly Killing Your Donor Retention (Free Checklist)

By Midas Touch Consulting | Modern Support. Golden Results.

Your donor database (CRM) should be your greatest asset, but for many non-profits, it's a hidden source of chaos, cost overruns, and missed opportunities. Messy data leads directly to confused donors and falling retention rates.

Use this quick diagnostic to identify the immediate chaos points in your donor data—and determine if you have an an operational friction problem that needs fixing.

Donor Data Integrity Diagnostic

If you check YES on three or more of these points, your data is actively hurting your fundraising efforts and you need a dedicated operational clean-up.

Segmentation Paralysis: You cannot segment your mailing list by "First-Time Donors," "Lapsed Donors," and "Monthly Givers" in less than 5 minutes.

YES / NO

Gift Coding Confusion: Your team uses three or more different codes/naming conventions for the same type of gift (e.g., "Annual Fund," "General Fund," "AF 2024").

YES / NO

The Duplication Disaster: Your database has duplicate records for more than 5% of your core donors.

YES / NO

Missing Core Contact Data: Over 10% of your records lack either a current mailing address OR a valid email address.

YES / NO

Manual Processes: A key staff member is still manually updating spreadsheets or cleaning data outside the CRM on a weekly basis.

Next Step: Stop Fighting the Data

If you checked YES on multiple items, your team is wasting countless hours fighting a messy system.

The Midas Touch 1-Day Data Integrity Diagnostic is a micro-service designed to deliver a high-impact, low-cost solution. In one day, we audit your CRM process and provide a "3-Point Data Chaos Fix" list. That’s an immediate, actionable plan to restore confidence in your most valuable asset.

Ready to stop manually cleaning data and start using it strategically? Contact us today and we will get back to you within one business day.