Build a strong foundation for secure, strategic, and scalable grantmaking.
Data powers every decision in philanthropy—from funding recommendations to compliance checks and impact reporting. But when data is inaccurate or inconsistent, even the best systems can fail. Poor data quality slows down migrations, undermines reporting, and can derail AI initiatives. This checklist gives grantmakers a practical roadmap to keep data clean, reliable, and ready for strategic use.
1. Assign Data Owners
- Every field or record type should have a clearly defined owner.
- Identify mission-critical fields and ensure they receive extra oversight.
- Document responsibilities in your data quality plan for transparency.
2. Establish Your System of Record
- Centralize key data (organization profiles, contacts, grant statuses) in one authoritative system, like your GMS.
- Avoid duplicate records and conflicting data across systems.
- Integrate your GMS with CRM or email tools for consistency.
3. Use Validation Rules
- Prevent errors at the point of entry with required fields and format restrictions. For example: Require tax ID and compliance status before saving a new organization record.
- Configure batch editing tools to correct common issues efficiently.
4. Schedule Regular Audits
- Build review cycles (daily, monthly, quarterly) to catch issues early.
- Check for overdue tasks, expired compliance statuses, and missing codes.
- Use structured audit checklists to assign owners and set cadences.
5. Build Data Quality Into Your Culture
- Embed quality checks into workflows and dashboards.
- Make data quality a standard practice, not an afterthought.
- Encourage leadership support and integrate quality into governance frameworks.
Pro Tip: Philanthropy.io’s Quality Control Checklist offers a structured approach to reviews with suggested cadences and responsibilities.
Why It Matters
Strong data quality practices ensure accurate reporting, informed decision-making, and readiness for advanced tools like AI. When quality becomes part of your culture, your foundation can scale securely and strategically.
Download our data quality eBook for more practical steps to protect data integrity, scale systems, and treat data as a core asset—not a byproduct.