Donor Management
Online Courses, Workshops, and Articles
Donor Management Premium Courses and Workshop
$187
The Donor Management Blueprint
Completed revised for 2022! This course is designed to help you take your donor management system to the next level — by setting up a strategic donor segmentation system managed within your donor database. Spring 2022 session launches March 2022!
$125
Donor Database Fundamentals
We are thrilled to announce our completely new online course, designed for nonprofit staff who manage their donor database CRM. We’ll dive into the basics of essential donor management skills, how to maintain clean data, establish a consistent gift coding system, and how to deal with those pesky tasks like matching gifts, soft credits, and pledges.
Launching Fall 2022!
Most Popular Donor Management Articles
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Recurring Transactions: The Locked-in Low-Down
When thinking about a new CRM donor management system, it is essential to consider what will happen to your existing (or future) recurring donations. Will you be able to move those recurring gifts to your new system? Will you lose them during the transition? We help you make a plan.
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Getting in Sync: Make Your CRM and Email Work Together
Your CRM needs to work in sync with your email communication system. Without a good email/ database integration and maintenance plan you’ll end up with a great big mess.
Here’s how to get it under control. -
A Simple, User-friendly Guide to Donor Data
Don’t just count the money! To measure your fundraising success, you need to take a look at your donor information to hear what it has to say.
Here’s a simple way to do it.