The purpose of the Fundraising Activity Planning session is to understand your top fundraising goals and plan how you will use Dataro to achieve them.
What should I prepare for the meeting?
We recommend that you consider the following questions as a team in advance:
- What are your key fundraising goals for the year?
- What are your current fundraising challenges?
- What fundraising campaigns are planned for the year?
- What are key fundraising dates for the year?
- Are there any specific financial targets for the campaigns?
- What does success with Dataro look like for you?
Who should attend the planning meeting?
We encourage your whole fundraising team to attend, or at least representatives from each key team (e.g. annual fund, regular giving, philanthropy, etc). This ensures that all relevant team members are aligned and no-one misses out on leveraging Dataro’s new insights and tools. Follow up sessions can be booked.
What if my fundraising plans change?
During your Dataro subscription you will have routine business reviews, to review progress and to set new goals. We're here to help you get the most value from Dataro, no matter where your fundraising strategy takes you.