Independent schools have unique advancement database challenges—tracking multi-generational donors, managing multiple fundraising streams, and ensuring accurate event and donor engagement data. Having worked at three independent schools, I’ve seen firsthand what works, what doesn’t, and what every advancement database manager should prioritize. This session will provide practical, real-world strategies for making your database more efficient and valuable to your advancement team.

Attendees will learn how to:

• Run key Raiser’s Edge queries to track donor retention, event participation, and giving trends.
• Clean and standardize records to eliminate duplicates and improve reporting accuracy.
• Work with the communications team to create reports that support appeals and engagement efforts. With lessons drawn from different independent school environments, this session will help you streamline data processes, improve collaboration, and make your database a true fundraising tool—not just a record-keeping system.