Building strong relationships is at the heart of effective donor management, and your CRM should support that work, not get in the way.

In this training, we explore how to move beyond default reports and standard contact records to make CiviCRM a more powerful tool for stewarding your organization’s supporters. We cover a range of out-of-the-box features and CiviCRM extensions that together help you track, manage, and act on the relationships that matter most.

Key Topics Covered

• Using the Summary Fields extension for advanced reporting
• Saving reports as dashlets for quick access
• Customizing the Contact Summary Layout
• Enhancing relationships with new Relationship Types and the Relationship Block extension
• Creating and using custom Activity Types
• Recording inbound emails directly in CiviCRM
• Best Practices for Donor Subtypes, Data Imports, and Email Communication

Download the slide deck from this training

Extensions from the Training

• Summary Fields: adds calculated donor history fields to contact records
• Joinery’s More Summary Fields: adds additional calculated fields, including data from related contacts
• Relationship Block: adds an editable block on contact summary screens for managing relationships
• Contact Summary Layout Editor: customize what appears on the contact summary screen

Helpful Resources

• CiviCRM Documentation
• Chat with the community
• CiviCRM Stack Exchange
• Skvare's Blog on CiviCRM topics
• Sharpen your CiviCRM skills with CiviAcademy

Have Questions?

Whether you’re new to CiviCRM or looking to get more out of your existing setup, this session offers practical ways to strengthen how you manage donor engagement day to day.

Have questions or want to learn more? Contact us for support.