Data, Dollars, and Donors: Building Smarter Development Processes

Behind every successful development program is a strong foundation of systems, processes, and collaboration. This session explores the essential structures that keep fundraising and donor engagement running smoothly. Participants will learn best practices in managing constituent relationship management (CRM) systems, maintaining accurate data, and ensuring proper record keeping and documentation. The class will also cover strategies for fostering effective collaboration with finance departments, aligning reporting practices, and creating streamlined procedures that support transparency, accountability, and long-term growth. By the end of this session, attendees will leave with practical tools and frameworks to strengthen their organization’s development operations and maximize fundraising effectiveness.