How do I use the Fundraising Optimization Guide?

Overview 

The Fundraising Optimization Guide displays your past fundraising results and recommends ways to improve revenue growth based on key metrics. Most recommendations include action steps with target lists generated using DonorTrends models. 

Step 1: Access the Fundraising Optimization Guide 

1. Navigate to the Fundraising Optimization Guide in your Bonterra CRM dashboard 

2. Review your past fundraising performance metrics displayed at the top of the guide 

Step 2: Review recommendations for improvement 

1. Scroll down to see the recommended ways to improve your fundraising potential 

2. Each recommendation area will show your potential revenue growth if implemented 

Step 3: Use the recommended target lists 

1. Under each recommendation, locate the "Action Steps" section 

2. Click on any suggested target list to view donors who match the DonorTrends criteria 

3. Use these lists for your fundraising campaigns and appeals 

Step 4: Learn from the list criteria 

1. Review the description of criteria used for generating each target list 

2. This information helps you understand how the DonorTrends models identify prospects 

Not quite what you were searching for?

• Navigate back to the DonorTrends Resource Index.

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