Organizing your lists is the first step to cultivating donor relationships to their highest potential—and for everyone on your team understanding their part in the process.

How well do you know your donor lists? When was the last time you studied their potential? How confident are you that you are interacting with the right donors in the right way at the right time?

Combined with an engagement plan—which we’ll discuss next in this series—list organization builds donors’ confidence that their gifts are making the intended impact, their partnership makes a difference, and they play a crucial role in the future of your mission.

In this session you’ll learn:

• How to get a basic understanding of the donors in your database 

• How to create basic donor segments 

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

Do you need customized, hands-on support to kickstart your relationship-based fundraising program? At Aperio, our experts work alongside your team to produce results quickly—and set you up for future success. We are offering a free 30-minute consultation to Summer Session attendees. Just sign up, attend, and you’ll receive an email invitation to schedule your consultation.

About the series

In nonprofit fundraising, summer is the season to regroup and plan for the coming year. This year, Aperio is going back to the basics with a three-part series, The relationship-based fundraising toolbox. In these free, online lunchtime discussions, you’ll learn to organize your donor lists, create your donor engagement plan, and develop a roadmap to your goal.

When your team strategically invests in cultivating donor relationships, the result is increased donor loyalty, increased engagement, and increased revenue for your mission.