Managing Your Fundraising Data

By Dallas Thompson
30 min
Fundraising

What You’ll Learn

  • The two main options for organizing your fundraising data
  • How to use a spreadsheet to track pledges and contributions
  • How to use data to advocate for your candidate’s time

Why This is Important

If you learn to use your data well and keep it updated, it can be your best friend. But if you neglect it, you’ll end up spending more time backtracking later. And it won’t be able to work for you when you need more of your candidate’s time to hit your fundraising goals.

Key Resources

  • Ragtag’s Top Security Recommendations for Anyone
  • Tips for Sharing Docs via Google Drive
  • Template Rolodex
  • Campaign Rolodex Reference Guide
  • Pledge & Contribution Tracker
  • Pledge & Contribution Tracker Reference Guide
  • Call Time Tracking Tool

Related Trainings

  • Spreadsheets 101 (coming soon) — Practice spreadsheet tips and tricks to get the most out of your spreadsheets
  • NGP 101 (coming soon) — Learn what NGP can do for your campaign and practice the tasks you’ll do most often within the software
  • 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

Trainer

Dallas is the Chief of Staff at STG, where she leads the operations and human resources team, ensuring that the firm is able to deliver excellence to their clients and continue to make change in the world. She has more than a decade of management and fundraising experience in both the political and nonprofit fields.

In 2016, Dallas 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. She also served as the Finance Director for the New Hampshire Democratic Party, National Director of Fundraising Development for Leadership for Educational Equity, and Development Director for the New Organizing Institute, and did fundraising for a number of Democratic campaigns in North Carolina prior to that.

She is also the founding partner of Bright Compass, a consulting firm that works to improve the safety and compliance of progressive workplaces, providing anti-sexual harassment training, HR consulting, and strategic operations management. A native of North Carolina, she now lives in Washington, D.C. with her two cats, Mindy Katling and Ruth Bader Kittensburg.