05/29/2026
Welcome to part 3 of my series: CRM Spring Clean Up π±
We've covered constituent records, households, addresses, and giving records. Today we're finishing with three areas that don't always get attention but really should.
π¨ Acknowledgements and Letters
β Review your active acknowledgment templates β remove anything outdated, duplicate, or mislabeled
β Check that your tax language is consistent across all templates
β Make sure in-kind letters are not mentioning the value of the donated item β that's the donor's job to determine, not yours
ποΈ Segmentation and Reporting Readiness
β Can you identify board members, staff, volunteers, and estates without digging through notes?
β Check whether critical reporting information is hiding in free-text note fields β if it is, it's at risk
β Run a duplicate check and merge where appropriate, but review relationships and giving history first
βοΈ System Settings
β Review user access levels β not everyone needs admin rights
β Remove former staff and volunteers β inactive users are a compliance and security risk
If you've made it through all three parts of this series, your database is in better shape than most.
And if you got to the end of this list and thought "we need help actually doing this" β that's exactly what I do. CRM assessments and cleanup are one of my specialties! Feel free to reach out.