This webinar is about the basics of fundraising management using EveryAction's tools and features.
The webinar begins by introducing the Fundraising Management Dashboard, which serves as a central hub to track the performance of an organization's fundraising programs. It explains how users can customize the dashboard to view high-level summaries and access quick links to take actions. The webinar then provides an overview of the various fundraising tools available, including features for managing digital ad plans, acknowledgements, asks/pledges, financial batches, relationships, giving histories, biographies, and follow-ups. It highlights how these tools can be used to streamline fundraising processes and gain deeper insights into donor engagement.
The webinar then shifts to discussing the reporting and analysis capabilities within EveryAction, covering features like the Donor Comparison Report, Donor Trends, and Fundraising Optimization Guide. These tools are designed to help organizations leverage their donor data to improve fundraising outcomes, identify lapsed or reactivated donors, and forecast future growth. The webinar concludes with a Q&A session, encouraging attendees to reach out for additional resources and support from the EveryAction team.
Working with Fundraising Tools; A Best Practice Guide Presentation Slides
