Description

Donor reporting is essential to stewardship, but traditional processes are often manual, time-consuming, and difficult to scale. As donor expectations rise, institutions must move beyond static reports and embrace automation, efficiency, and personalization to strengthen engagement. In this session, leaders from Fort Lewis College will share how they transformed their donor reporting processes—reducing production time, increasing accuracy, and delivering dynamic, personalized reports at scale. By leveraging automation and streamlining workflows, they optimized how reports are generated, packaged, and distributed, significantly reducing the administrative burden on their teams. We’ll discuss how FLC moved from fragmented, labor-intensive reporting to a seamless, technology-driven approach that ensures donors receive timely, relevant, and meaningful updates on their impact. Learn how they tackled challenges such as integrating disparate data sources, improving report design and delivery, and creating a scalable model that adapts to donor needs. Join us for an inside look at how Fort Lewis College redefined donor reporting—cutting production time, enhancing donor experience, and making stewardship more strategic and sustainable.

Name
Beyond the Numbers: Making Donor Reporting Truly Impactful
Date & Time
Tuesday, June 3, 2025, 3:00 PM - 4:00 PM
Hillary Cote Bo Crader Chelsea Lamego
Day
June 3
Session Type
Panel Discussion
Solution
Blackbaud CRM, Raiser’s Edge NXT, Financial Edge NXT, Payments
Competencies and Skills
Low-code, App development, Marketplace/ Partner, Automation