The 2025 Donor Management Blueprint
Online Course
Right now, within your database, your best donors are slipping through your fingers…
They're your most loyal donors; your untapped gold mine...
But…
Do you know who they are?
Do you understand their giving potential?
Are you alerted when they stop giving?
Are you nurturing them through a strategic, effective process?
Introducing….
The Donor Management Blueprint
This 4-module, multi-media course, guides you step-by-step as you create a simple segmentation system to manage, retain, and grow your donorbase.
Through this course you’ll…
Understand your donor data and use it to grow your fundraising.
Create a strategic segmentation plan for relevant and meaningful donor communications.
Produce clear reports that help your board and staff grasp the big picture of your donor base.
Identify and nurture your most valuable donors - from potential donor to major donor.
Know how to make the most out of your current donor database software investment
Raise more money to support your mission!
Course Syllabus
Module 1.
Fundamentals of Donor Management
Class 1: Course Overview Just like the first day of school, we'll talk about exactly what to expect and get ready to start!
Class 2: Fundamentals of Donor Management & Segmentation We'll review the basics and make sure you've got all the basic concepts under your belt before we get down to business.
Class 3: Introducing the Donor Segmentation System The big reveal! We'll walk through the Donor Segmentation System and visualize your end results.
Module 3.
Understanding Your Donorbase
Class 1: Understanding Your Donorbase Before we dig in to the donor inventory process, this class summarizes what information you'll need from your database and what to do with it.
Class 2: Donor Inventory Workshop This is meat and potatoes of the course. Here we'll determine who falls into each segment, get actual counts, and assign segments to each donor record within your database.
Class 3: Key Donor Metrics Workshop You'll define exactly what you should measure each year, set up a reporting system, and calculate your current metrics. We've gathered all the math and formulas you'll need and we'll walk you through all the calculations.
Module 2.
Launch the Donor Segmentation System
Class 1: The Four Components of Segmentation We'll take a closer look at each component of the Donor Segmentation System and prepare to implement it in your database.
Class 2: Defining Your Parameters Workshop How do you define when a donor is lapsed? What is a mid-range gift? How long do we keep trying to recruit a prospect? You'll establish firm, data-driven parameters.
Class 3: Setting up Your Database to Use the Donor Segmentation System Using several popular database software systems, we'll walk through setting up your database following the Donor Segmentation System.
Module 4.
Nurture your Donors
Class 1: Donor Communications Plan Overview
Once you've segmented your donors, you need a strategic approach to engage them. We'll introduce the communications plan that aligns with the Donor Segmentation System. We'll share our strategy for exactly when and what to do with each donor segment.
Class 2: Communications Assessment Workshop In this hands-on workshop, you'll think through your current communication strategy. What are you already doing well? What do you need to add? You'll decide what your resources will allow right now and what to save for later.
Class 3: Developing Your Segmented Communications Plan In this workshop, you'll finalize your plan using our pre-built, straightforward template.
What others have said about our courses
Word-for-word comments straight from our post-course evaluations
“I thoroughly enjoyed this course. It enabled me to create a segmentation system for our donor database and have a foundational plan based on the information gleaned. It was so well done, I was able to follow and segment with a completely different database than used as the demo in the workshops..”
“My board would ask me how many donors we have. While it seemed like a simple question, I never had a confident, accurate answer. Now I know exactly how many active, current donors we have. I know which of our best donors lapsed last year. I know which donors I need to focus on and I have a plan now to make sure they get my attention!.”
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