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
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