In fundraising, summer is the season of organization. We step away from our busy day-to-day and prepare for the year ahead. This summer, a reset is especially important. We need to get focused and organized to prepare for an uncertain future. In this three-part series, we’ll walk you through what to do this summer—and, most importantly, how to do it.

Session 2: Organize Your List

All fundraising starts with a list. When your list is organized, it becomes simple to provide your donors the best possible experience throughout the year—and inspire them to stay engaged and giving.

In this session we’ll walk through:

• How to get a basic understanding of your database

• How to create basic donor segments

• How to narrow down a shortlist of highest-potential donors

• Resources for intermediate & advanced programs

This will be a 45-minute training with 45 minutes available for Q&A.

Upcoming Session

• Session 3: Create your engagement plan