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Using Excel With Your Donor Management System

February 15 @ 12:00 pm - 1:15 pm

This session is offered by TechImpact.

Tuesday, February 15th, 12:00 PM – 1:15 PM ET
Registration Fee: $60 – WVNPA members can attend for FREE, check out the Members Only Portal or email for the discount code!


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 and define important KPIs, showing you how to calculate them using Excel formulas.

In this webinar you will:

  • 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.

About Our Instructor

Steve Boland-1-1Steve Boland
Managing Partner, Next in Nonprofits

Steve served as the executive director of three small nonprofits in his career before starting Next in Nonprofits in 2013. Its mission is to engage charities with new ideas, tactics and technologies to increase community engagement and support for mission-based organizations.


February 15
12:00 pm - 1:15 pm
Event Category:


WV United States