Building a Gift Pyramid

A Data Driven Gift Chart Using Excel

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Greg shares what will be covered in this video.

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


Dr. Gregory E. Duke
Dr. Gregory E. Duke

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.


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