Building strong relationships starts with organized, actionable data. In this course, you’ll learn how to keep your supporter records clean, segment your audience for smarter outreach, and generate reports that showcase your impact.
By the end of this course, you'll have:
A clean, well-organized supporter database
Learn how to build, segment, and maintain your contact records using tags, filters, custom fields, and automated updates to keep your data actionable and insightful.
Accurate, accessible giving data at your fingertips
Easily review transactions, monitor recurring donations, and stay on top of pledges to ensure every gift is recorded and every donor is recognized.
Insightful and customizable reports to measure success
Create and schedule reports that visualize your campaign performance, donor behavior, and giving trends, helping you share impact with your team.
Course contents
Raise more. Pay less. Give better.
We empower changemakers with the best tools possible to help them make the world a butter place.
