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Purging records before conversion?

Last post 10-23-2009 2:13 PM by JoAnn Strommen. 1 replies.
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  • 10-23-2009 1:49 PM

    Purging records before conversion?

    We are planning on converting, but want to clean up the database before we do.  Does anyone have a guideline on how far back you would keep a donor/constituent record (obviously with no activity) before purging it?  I had one person say something about 3 years, but that seems kind of short.  Any help is greatly appreciated!!

  • 10-23-2009 2:13 PM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 1,260
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: Purging records before conversion?

    Am sure you'll get differing opinions - my humble opinion and experience  :-)

    We did purge when we converted.  We wanted a clean database of donors. 

    Our previous major capital campaign had been 4-5 years earlier.  We have an annual campaign with option for each solicitor to add any prospects they wish to contact (records kept in RE) so did have to re-enter some names but now could better track why they are in database. 

    The database we were converting did not have records for our Y membership.  One of our desires in chosing RE was an integration with membership database so we could get up-to-date records that way.  We knew going into the capital campaign shortly after converting that we would be adding up-to-date business and org info through an import file from our Chamber of Commerce. 

    So for us, we only converted donors.  I know that's unusual.  We knew we would have potential to add much more up-to-date addresses and contact info. 

    I've heard the 3 year number, 5 years and never.  You may want to consider if there is any chance you will want/would have wanted those records if you have a campaign/event coming up.  Or are there other ways to add relevant, up-to-date records to RE.  Also are your records up-to-date with valid addresses and data? If ours had been, we would have considered keeping more.  I personally hate having seemingly useless records in the system.

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD
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