Luncheon+Workshop: Fundraising Technology: You’re Expected to Lead, not Do + Reports, Metrics & KPIs


Earn CEU’s toward your CFRE!

LUNCHEON -  11:30a - 1:30p 
You’re Expected to Lead, Not Do

WORKSHOP (optional add-on) to follow Luncheon at 1:45 - 3:00p
Reports, Metrics, KPIs

LUNCHEON PROGRAM: You’re Expected to Lead, Not Do

What should fundraisers and fundraising leadership know to oversee the technology in their offices? Do your fundraising lists, reports, and mailings always come out on time, accurately, and with minimal fuss? Fundraisers and fundraising leadership don’t have to be techies to do their jobs, but in 2020 there is technology they should use and oversee to do their jobs well. In this presentation, delivered in plain fundraising English instead of technical jargon, we’ll talk about the technology that fundraisers should use themselves and the technology and concepts they should understand to successfully manage a fundraising campaign and office. Likely, your challenges are very much like most everyone else’s and we invite you to bring your questions and insights and share them. We’ll discuss them with the facilitation of someone who has been helping organizations with these issues for 25 years. Bring your database manager with you or not, we’ll also talk about what this key person on your staff should be doing and give you tips to effectively work with and support them.

AFTERNOON WORKSHOP (optional add-on): Reports, Metrics, KPIs

Fundraising systems usually offer lots of reports and dashboards – lots of them.  So many, in fact, it becomes overwhelming and counterproductive.  In this workshop, we’ll break down the various types of fundraising reports and data available, discuss them, and help you leave with the 5 to 7 metrics you, for your organization, should focus on initially as you use your fundraising system, whatever it is, to get meaningful, actionable numbers to help you be a more successful and content fundraiser.  But we won’t just leave it at a list of metrics, we’ll delve into the nuances and details that go into making those numbers accurate and truly meaningful so you can get them and use them with confidence.  In summary, we’ll talk about Metrics, Context and Methodology.


Bill Connors, CFRE, bCRE-Pro, is an independent consultant and trainer on Raiser’s Edge NXT and version 7. He is author of Fundraising with The Raiser’s Edge: A Non-Technical Guide (Wiley 2010). Until 2005, Bill was Principal Consultant for Fundraising Systems for Blackbaud, having helped found the Blackbaud consulting program in 1998. He has been providing consulting and training on Raiser’s Edge worldwide since 1995. Bill has spent his entire career in nonprofit work. He previously served as Senior Consultant for Fundraising Technology for a London fundraising consulting firm and worked for Junior Achievement as a director of development and for the national headquarters overseeing the roll-out of Raiser’s Edge nationwide. Bill is an honors graduate of Yale University with master’s degrees from Brigham Young University and Harvard Divinity School.

Luncheon Fees:
$25 AFP Members
$50 Non AFP Members

Workshop Fees: (optional add-on)
$25 AFP Members
$30 Non AFP Members

Join us for the luncheon and workshop! 

*** Please note, a $10 fee will be added to walk-in registrations. To avoid this fee, please register and pay by the RSVP date ***


SV Philanthropy Day Nomination Orientation

Considering how to recognize your top fundraising volunteers this year? 

Nominations will open in February for the 33rd SVPD to be held Nov. 6, 2020. Join Nominations Chair Christine Jeffers before this luncheon at 11:00 am for tips & tricks to a successful nomination. No RSVP or fee is required. Just show up on time



  • When

  • Tuesday, February 18, 2020
    11:30 AM - 3:00 PM

  • Where

  • Quinlan Community Center
    10185 N Stelling Road
    Cupertino, California 95014
    (408) 777-3120

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