National Democratic Training Committee - Managing Your Fundraising Data

Managing Your Fundraising Data

By Dallas Thompson
30 min

What You’ll Learn

  • How to use data to build an effective fundraising program 
  • How to identify key fundraising data and best practices for tracking it
  • How to use different software to effectively manage fundraising data
  • How to use data to adapt a fundraising plan

Why This is Important

The most successful campaigns and organizations are data-driven; they use data to plan (identify goals and key actions for the future), track (monitor progress towards specific goals), and adapt overall strategies. This includes fundraising. Tracking and managing key fundraising data is crucial for the success of your fundraising program. This course reviews the most important data to your organization’s fundraising program and how best to track and use it.

Key Resources

  • Fundraising Plan
  • Template Campaign Rolodex
  • Campaign Rolodex Reference Guide
  • Template Pledge & Contribution Tracker
  • Pledge & Contribution Tracker Reference Guide

Related Trainings

  • Intro to Fundraising — Understand the basics of fundraising and the most effective avenues through which campaigns raise money
  • NGP 8 Fundraising: Donors, Pledges, and Contributions — Learn how to use NGP 8 to record and track the pledges and contributions that your campaign is brining through the door
  • Spreadsheets 101 — Practice spreadsheet tips and tricks to get the most out of your spreadsheets
  • Staffing Call Time — Most of your fundraising data stems from the conversations your candidate has during call time — learn to take the notes you’ll need to create this data

Dallas Thompson


Dallas Thompson is the Founder and CEO of Bright Compass, a boutique HR firm for political campaigns and progressive workspaces. Bright Compass focuses on anti-harassment training, leadership coaching, and comprehensive HR and Operations support to create inclusive organizations that live up to their values while executing on their mission.

Dallas brings more than a decade of management and fundraising experience from both the political and nonprofit fields, including as Chief of Staff for STG (formerly Smoot Tewes Group) in Washington, D.C. In 2016, she was Hillary Clinton’s Operations Director in North Carolina, where she oversaw operations of a 400-strong team working to elect Democrats up and down the ticket. Dallas has also served as Finance Director for the New Hampshire Democratic Party, National Director of Fundraising Development for the Leadership for Educational Equity, and Development Director for the New Organizing Institute. Dallas is a proud AmeriCorps alumna.