Data that Matters
How to Gather, Manage, Clean and Use Donor Information with Confidence
May 14, 8:30 a.m. - 12 p.m.
at The Community Foundation
A Lunch and Learn Conversation with Janet Cobb
Organizations often collect mountains of donor information, but without a clear system, it becomes scattered, outdated, or overwhelming. Participants will learn how to gather meaningful data (not everything), keep it clean and usable, and turn it into actionable insights that deepen donor relationships and strengthen revenue. Designed especially for small and early-stage organizations, this session breaks down data management into practical steps your team can implement immediately, whether you're using an Excel sheet, a donor database or a more advanced CRM.
Three Key Takeaways
- A clear, repeatable system for gathering and organizing donor data.
- Practical tools for cleaning and maintaining donor records.
- How to transform donor data into fundraising strategy.
Lunch will be provided.
Affiliate Partners are invited for a deeper dive that evening and for coaching the next day. Watch for an invitation from Andrea Clements.