This course is for you if:
- 1. You are not sure how many prospects you need to reach your fundraising goal
- 2. Your special campaigns or annual giving staff need their own gift pyramids, but your current gift chart is only for the entire organization
- 3. You are planning an event but are not sure whom to invite: Prior attendees or high-capacity prospects?
Learn how to use Excel to build dynamic, updatable gift pyramids, including adding a drop-down menu to choose certain funds, constituents, or other criteria. You will learn how to set up a source file and then use expert formulas to build and automatically refresh your gift pyramid based on the source file data. In addition, several variations of gift pyramids are shown, along with a nice surprise in part V: Using a pyramid to choose event invitees by rating.
1.75 CFRE Credits!
Your Instructor
For over 20 years, Greg Duke has worked in fundraising organizations in the United States and the United Kingdom, working primarily in database management and prospect research.
Duke helps Raiser’s Edge clients to optimize their database by implementing data clean-up techniques and creating reporting structures, including dashboards and SQL queries. He also facilitates data imports into Raiser’s Edge and database administration.
Duke has worked at the University of Oxford, Niagara University, Florida International University, and the Rochester Institute of Technology. He has lectured at several APRA International and regional conferences, and previously taught a fundraising course at Niagara University. Duke earned a D.Phil in modern history from Jesus College, University of Oxford.