Fundraising and Compliance Training Newsletter

December 2024

Welcome to the December edition of the Fundraising and Compliance Training Newsletter for customers, from NGP VAN!

 

Read on to learn about new updates regarding NGP VAN trainings.

 

Tips and Tricks

End of Cycle Cleanup

 

After a busy year or cycle, many campaigns or organizations end up with significantly more records than they started with. While more records often mean more opportunities for outreach, some may not be as useful as others. Duplicate records, or "dupes," can creep into databases despite our best efforts to maintain clean data.

Dupes happen for various reasons. A supporter or donor might fill out a form with updated information, like a new address or a name change. Staff might accidentally enter the same information twice due to miscommunication. Whatever the cause, cleaning up duplicates is a vital step to ensure accurate and reliable data.

You can easily find and merge duplicate records through a few different methods:

 • Using Quick Look Up to identify one or two known duplicates

 • Going to My List using the Duplicates tool to help you find duplicates you might not know about

 • From an individual contact record

For a more step-by-step guide on merging dupes in NGP, you can check out this Help Center Article.

 

Training Updates

Stay up to date on Fundraising and Compliance Training!

 

Our updated Fundraising and Compliance Training Series for NGP is up and running! The first round of our brand-new sessions are ongoing now. These bi-weekly sessions dive into a variety of essential topics, designed to empower your skills and maximize your impact. To secure your spot, visit our training page to register and learn more.

There has been one change to our Fundraising and Compliance training schedule, Email 101 and 201 will now be offered as just Email 101. The training is for users with a general understanding of NGP, or have at least been to our NGP 101 training, and are looking to get their email program started. This training is also for you if you want to get a refresher on the things you should be thinking about when running an email program and keeping up good email deliverability practices. Stay tuned for potential news later down the line about a new Email 201 training.

 
 
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