- Introduction
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Start here
- Register for Live Training
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Register for Live Training
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
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Read help articles
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Read help articles
- Knowledge check
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Apply what you've learned
High Touch Fundraising Tools
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. Register to either watch a video, attend a live Q&A, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
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.
