21st Century Fundraising: Creating Donor Honor Rolls on the Fly 

How easy is it for you to create a donor honor roll? Do you ever worry that you don’t have accurate donor giving totals? How long does it take you to be sure that you’re recognizing donors correctly?

These days, you can create high-quality donor honor rolls on demand.

A modernized CRM with powerful platform tools turns honor roll worries into non-issues. Lightning-quick list views, automatic gift club memberships based on fiscal year giving totals, pre-configured recognition naming functionality, and beautifully formatted honor roll templates empower you to recognize your donors effectively and efficiently.

Other highlights of the webinar include:

• • Premade reports that let you easily choose different ways of displaying donor names, such as grouped by household, class year, gift club, or gift amount.
  • A publicly accessible honor roll page that’s updated in real-time.
  • A fully-configurable, automated affiliation suffix system that can be used for donor honor rolls, named tags, named spaces, or simply for a quick view of how a constituent relates to your institution.

Join in to hear how a CRM with powerful platform tools can optimize your donor recognition!

Joan Rees
Advancement Technical Specialist
Sleek Consulting LLC

Joan Rees 

Joan joined the Sleek Consulting team in 2007, having worked in Advancement for over 10 years. She is an expert in managing constituent’s biographical data within the CRM and combining it with her vast experience to develop innovative Annual Giving processes.