Common Mistakes to Avoid with Using NGP

NGP VAN is the go-to compliance and fundraising platform for Democratic campaigns, offering powerful tools to streamline reporting across federal, state, and local levels. Its seamless integration with fundraising data and built-in compliance features make it a favorite among campaign professionals. ​

However, even with its robust capabilities, user errors can lead to compliance issues. Here are some common mistakes to watch out for when using NGP:​

1. Neglecting Software Updates. NGP regularly releases updates to address bugs and incorporate changes in compliance regulations. Failing to update can result in outdated forms or missing features.

✅ Pro Tip: Schedule regular checks for software updates, especially before major filing deadlines.​

2. Incorrect User Permissions. Assigning improper access levels can lead to unauthorized changes or data breaches.

✅ Pro Tip: Regularly review user roles and permissions to ensure appropriate access.​

3. Incomplete Data Entry. Missing essential donor information, such as occupation or employer, can trigger compliance flags.

✅ Pro Tip: Implement mandatory fields for all required information to prevent incomplete entries.​

4. Ignoring Error Flags. NGP's compliance module includes error detection features that highlight potential issues. Overlooking these can result in filing inaccuracies.

✅ Pro Tip: Always address all error flags before finalizing reports.​

5. Failing to Reconcile Data. Discrepancies between NGP records and bank statements can lead to compliance problems.

✅ Pro Tip: Regularly reconcile financial data to ensure consistency across all records.​

6. Not Utilizing Support Resources and Training. NGP offers extensive support, including guides and customer service, to assist with compliance reporting. Failing to leverage these resources can result in avoidable mistakes and without proper training, teams often miss key features or misinterpret workflows, leading to errors.

✅ Pro Tip: Familiarize yourself with available support materials, don't hesitate to seek assistance when needed, and invest in team training early. Make sure new users are onboarded with role-specific walkthroughs, and encourage continued learning through NGP VAN’s webinars and help docs.

Need Expert Assistance?

At Princeton Strategies, we bring over 20 years of hands-on experience with NGP software. from accurate filings to seamless reporting, our team knows the inside and out—so you can stay focused on winning your race, while we handle the fine print.

📩 Contact us today to enhance your compliance processes with expert guidance.

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