The End of the Mail Merge Era

Donor reporting season used to mean mail merges, last-minute spreadsheets, and a whole lot of time spent formatting instead of stewarding.

At California State University, Chico that approach wasn’t cutting it anymore. The donor relations team wanted to spend less time managing the process and more time building connections. They knew they had the right fund data—but they needed a better way to turn it into meaningful reports.

In this session, you’ll hear from Jessica Booth, Director of Donor Relations and Stewardship at CSU Chico , as she shares:

• What donor reporting looked like before—and why the old system had to go
• How her team transitioned to a more streamlined, strategic process
• Before-and-after examples of their donor reports
• How she’s using fund data to communicate clearly and confidently with donors
• A live walkthrough of what reporting looks like now

   

If reporting season pulls you away from the work that matters most, this is a session you don’t want to miss.