Donor Database Support Group Series: Matching with Finance – Reconciliation & Pledges
About the Event
Donor Database Support Group Series
Connect. Share. Grow.
Join fellow fundraising professionals for our Donor Database Support Group series, held the first Wednesday morning of each quarter. These sessions provide a space for database users to connect, share insights, and tackle common challenges. Each meeting focuses on a specific topic, offers time to connect with peers using the donor database, and allows open discussion on other pressing topics.
Whether you're looking for tips, solutions, or simply a community of peers who "get it," this series is for you.
Cost: Complimentary Attendance. Bring your own coffee, beverage, or snack for this meeting.
Who Should Attend:
Fundraising professionals, database managers, and anyone responsible for maintaining donor databases or coordinating with finance and appeals teams.
Why Attend:
- Connect with peers using the same donor database.
- Gain practical insights and actionable tips.
- Share challenges, solutions, and ideas in a supportive environment.
Let’s work together to get the most out of your donor database and elevate your fundraising efforts!
Schedule & Topics:
February 2025: Matching with Finance – Reconciliation & Pledges
Date: Wednesday, February 5, 2025 | Time: 8:30–9:30 AM
Location: Habitat for Humanity of Dane County, 6201 Odana Rd, Madison, WI 53719
Learn strategies to reconcile your donor database with your finance department for a seamless workflow. We'll cover best practices for handling pledges, tracking the timing of gifts, and ensuring accuracy between systems. Share your challenges and successes as we explore ways to make reconciliation a smoother process.
FUTURE DATES
May 2025: Tracking Appeals – Today’s Efforts, Tomorrow’s Insights
Date: Wednesday, May 7, 2025 | Time: 8:30–9:30 AM
Location: TBD
Discover how to effectively track appeals and events in your donor database to benefit your team today and inform your strategy for tomorrow. Learn how proper event tracking and reporting can strengthen your organization’s campaigns and provide actionable insights for future growth.
August 2025: End-of-Year Appeal – Lists & Segmentation
Date: Wednesday, August 6, 2025 | Time: 8:30–9:30 AM
Location: TBD
Prepare for your most critical fundraising season by mastering list creation and donor segmentation. Discuss how to tailor your messaging to different donor groups, streamline your processes, and maximize the impact of your year-end appeal.
November 2025: Tax Time & End-of-Year Receipting
Date: Wednesday, November 5, 2025 | Time: 8:30–9:30 AM
Location: TBD
Ensure your organization is ready for tax season by streamlining end-of-year receipting. This session will focus on recurring donors, pledge payments, and understanding the key differences between pledges and recurring gifts. Walk away with practical tips to make tax-time receipting efficient and donor-friendly.
