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Register for Live Training

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This course walks through how to strengthen donor relationships using EveryAction’s high-touch fundraising tools. Learn how to track personalized outreach, manage follow-ups, and use insights from tools like Personal Email to Notes, Financial Households, and Major Giving Portfolio.

 
To complete this course, you must:
  • Watch the training video OR
  • Register for and attend the live training with Q&A OR
  • Review the help article
  •  AND
  • Complete the knowledge check
Summary

Summary

This advanced EveryAction training teaches you how to deepen major donor engagement through personalized, data-driven strategies. You’ll explore how to use high-touch tools to coordinate individualized outreach and build lasting relationships with top supporters.

What You’ll Learn in This Course

  • How to identify major donor prospects using contribution summaries
  • How to track one-to-one interactions using Personal Email to Notes
  • How to organize donor data with Financial Households and Relationships
  • How to build and manage Action Plans and donor follow-ups
  • How to use the Major Giving Portfolio to steward key donors
  • Best practices for long-term donor cultivation and tracking engagement

By the end of this course, you’ll be equipped to deliver tailored experiences that improve donor loyalty and fundraising success.