WIZE 101 Week 3, Connect your donor data

​Bring in your CRM or a spreadsheet export, ask plain-language questions about your donors, and leave with a short list of who to ask.

​Your donor list already knows who is ready to hear from you, but only if someone has time to dig. If that someone is you, this session helps. In a sample organization, we bring in a CRM or spreadsheet export, ask plain-language questions about donors, find the best prospects and set ask amounts. Then we turn the list into a plan and tasks for the team. You finish with a step to take in your own account today.

​What you walk away with:

• ​Your CRM or spreadsheet export connected, with plain-language questions answered about your donors

• ​A short list of best prospects with suggested ask amounts

• ​A plan and tasks you can hand to teammates

​Who this is for: Development directors, major gift officers and EDs who fundraise, especially small shops with a donor list and no time to dig through it. Great for new WIZE customers and trial users.

​All attendees receive a free WIZE trial account to use during the session. If you’d like to explore WIZE ahead of time and follow along more easily, you can create your free account here.