Non-Profit Data Management & Excel Skills

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5.0 | 1 review

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ABOUT THIS EVENT
Event Category

Business & Technology

Event Overview

A heart-felt story about your good works will inspire someone to give you $20. But big donors and foundations want data before they write a check.

Non-profits have data everywhere and about everything from volunteer hours to donor activity. And you have to be able to assemble the data in specific ways to support your grant application. How do you handle it all without a fancy data management system and an IT team? Most nonprofits have Excel, and that's it ... and there are some common errors in how Excel is used.



In this class, we'll go over best practices for using Excel to manage your nonprofit data. We'll look at many of Excel's tools that can help us.

- Measure the effectiveness of a fundraising campaign ("We raised $3000. How much did that cost us? Was it smart?")
- Track donor activity ("Who's donated in each of the past 3 years? Who used to regularly donate but hasn't been heard from in the past 2 years?")
- Compare program performance year-over-year ("We're serving more people but, how many more?")

Having a grip on this information is vital to making your case for grants and answering questions from donors, Board members, the media, and staff.



After the workshop attendees will receive copies of the spreadsheets shown during the session.

Prerequisites

This session is primarily a demonstration so a laptop is optional. However, you should have basic Excel skills in order to follow the presentation.

You will be ok if you can sort, filter and understand this: =(K3*F3)-G3

Cancellation Policy

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MORE ABOUT YOUR HOST

Oz du Soleil

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Oz du Soleil is a regular instructor with Dabble, focusing on all things Excel and data.


What you should know about Oz and the nonprofit sector: he founded a nonprofit in 2008 and acted ad Executive director for 3 years. Oz is also an alum of North Park University's Bootcamp for NonProfit CEOs. Oz has also had nonprofit clients as a Data Management consultant.

EXPERIENCE REVIEWS

  • Default user photo
    Melinda C.
    Reviewed on 10/28/13

    Oh how I wish I had taken this class five years ago! I would have saved so much time (not to mention blood, sweat, and tears). Oz did a great job of responding to the needs of the class, and ensuring that the information shared was relevant to our work. Great class!

    Oh how I wish I had taken this class five years ago! I would have saved so much time (not to mention blood, sweat, and tears). Oz did a great job of responding to the needs of the class, and ensuring that the information shared was relevant to our work. Great class!

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