How to Conduct a Data Audit for Your Nonprofit

This week on the Nonprofit Jenni Show, we chat with Paul Collier from CoEffect about how to run a data audit to learn how to collect, evaluate, and use data to improve your nonprofit’s systems.

How to Conduct a Nonprofit Data Audit

In this episode, I ask Paul to explain:

  • Why and when do nonprofit teams need to conduct data audits?

  • What types of data should nonprofits collect to improve their programs, fundraising efforts, and organizational management?

  • How in-depth should a data audit be?

  • What are the steps for conducting a data audit?

Paul not only gave great answers to these questions on the podcast; he also created free templates and materials for your nonprofit to conduct its data audit!

Listen to the Full Interview

Listen to the Nonprofit Jenni Show’s episode #127 on your favorite podcast app to hear my full interview with Paul:

Jenni’s Favorite Resources for Nonprofits This Week

  • Little Green Light's fundraising resources — LGL is my favorite donor management system (or CRM) for nonprofits, and they have a whole free library of fundraising resources for you. Following year-end fundraising season, might I suggest downloading their free "Guide to Acknowledging Gifts" so you can retain all your donors in 2022?

  • Instrumentl's grant research platform — Instrumentl is my favorite grant research and management platform because their algorithm sorts through foundations' history of giving to recommend best-fit grants for your nonprofit. Sign up with code JENNI100 to get $100 off your first month!

  • Stock Donator — Did you receive any gifts of stock last year? Did you ask for any gifts of stock last year? Stock Donator put together this free Guide to Soliciting Stocks for my listeners to help you learn more about the easy solicitations process.

  • All my favorite resources — Each week, I highlight a handful of resources in my email newsletter to you. But I have a longer list on my website complete with every tech tool, consultant, and resource I love for nonprofits!