Session 3 (Advanced) Solving Your Data Problem: Workflow, Data, Software, Installation
Reliable donor and prospect data support effective and efficient cultivation, communication, and fundraising strategies for specific donors that are donor-centric. It's frustrating when the database you inherited is not functioning or you have outgrown the spreadsheet you set up initially to manage the donor data. This program will explore how to design, specify, and install a system for managing constituent profiles, donation tracking, donor cultivation, moves management, member management, event management, reporting, staff scheduling, and task management that fits your nonprofit and workflow.