Working with Fundraising Tools; A Best Practice Guide

Working with Fundraising Tools; A Best Practice Guide

This course walks donor management users through EveryAction’s powerful suite of fundraising tools. You’ll learn how to use the Fundraising Management Dashboard to oversee your program at a glance and how to streamline fundraising workflows for better results.

What You’ll Learn in This Course

• How to navigate and customize the Fundraising Management Dashboard
• Tools available for managing asks, pledges, acknowledgements, relationships, and giving history
• How to use political fundraising tools and financial batches effectively
• How to track and manage biographies and follow-up tasks for donors
• Where to find insights using tools like the Donor Comparison Report and Donor Trends
• How to use the Fundraising Optimization Guide to forecast and improve performance
• Best practices for identifying lapsed donors and planning re-engagement

By the end of this course, you’ll be equipped to manage your organization’s fundraising tools with greater strategy and confidence.