While many fundraising activities are repetitive and not tied to particular campaigns, a key part of using PowerBase to its fullest is segmentation and targeting. This activity highlights the parts of planning associated with understanding who your donors are and what their contribution practices have been.
Present and Review the Donor Activity Matrix
Present and Review Activity Matrix Comparison
Review Worksheets for events and individual asks.
Introduce searching via the summary fields. Making smart groups of donors. Have the group work along on their sites or on the training site.