Using Excel With Your Donor Management System

You're collecting data in your donor management software, but you want to be able to take that data to the next level. This webinar will help you learn some new skills to export and work with your data in Excel. Whether your nonprofit exports data to Excel to clean it and reupload it or if your nonprofit uses Excel primarily, these sessions will help you understand what data is important for fundraising and communications.  

• Learn about ways to organize data from your donor database in Excel to maximize your giving strategy by learning skills like creating gift strings and pivot tables. 
• Learn tricks to improve mailings by cleaning and deduplicating donor records and combining households using Excel features.   
• Gain hands-on practice through provided simulation data set to use during the webinar.

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