It is Virtuous' policy to keep one EIN per Virtuous database. This ensures that each organization has clear Contact management, reporting, marketing, and data security within each database.
- Contact Management: Queries, Automation, and Segmentation could be performed natively in Virtuous, saving staff time and creating efficiencies for data operations and the marketing team.
- Reporting: Reports specific to each organization are easily kept separate, and Metabase can be used to summarize reports across both organizations.
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Integrations: Virtuous supports integrations on a 1:1 connection, so organizations could have 2 total integrations set up, one per instance.
- For example: With QuickBooks, setting up the integration in each Virtuous instance allows for automatic transfer of donation data into 2 separate QuickBooks accounting instances.
- Data Security: This diminishes the need to use special Organization Groups or field level security.
- Marketing: This ensures that organizational emails are sent to the correct Individuals as users work in a specific database instance to perform this function, providing the ability to have organization-specific analytics.
- Automation: This allows full adoption of one of the key advantages of the Virtuous platform. Virtuous Automation can run as designed, as donor totals would be accurate to the specific organization they support. Centralized giving totals will provide efficiency and reduce staff time accessing this information.
- Data Conversion/Separation: Should data need to be migrated or moved, each organization’s data can be easily identified and exported.