Using Excel With Your Donor Management System

Topics
Data Management


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Over 75 minutes, expert instructor Steve Boland will teach you how to export and work with your data in Excel, what data is important for fundraising and communications, and how to define and calculate important Key Performance Indicators (KPIs) using formulas.

You’ll get a simulation dataset to use for hands-on practice during the webinar, and will learn how to:

  • Organize donor data in Excel to maximize your giving strategy
  • Create gift strings and pivot tables
  • Improve mailings by cleaning and deduplicating donor records and combining households using Excel features

This is a pre-recorded live webinar that took place on February 15, 2022.

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