In a time where doing more with less is the norm, data is the secret weapon of today’s most effective nonprofits. But for many organizations, the challenge isn’t collecting data—it’s knowing how to use it. That’s where fundraising experts and free resources come in.

The DonorPerfect team’s latest e-book, How to Use Data to Manage Your Nonprofit, offers practical guidance for transforming your everyday data into a powerful driver of strategic growth and long-term impact.

This free guide is packed with practical advice to help you turn everyday data into smart decisions. Whether you’re a development director, executive leader, or CRM user, this e-book gives you the tools you need to move your mission forward. Here’s how.

Build your roadmap to data-driven fundraising

Think of your organization’s data strategy like planning a group vacation. You need a clear plan, everyone working together, and the flexibility to adjust along the way.

DonorPerfect breaks this journey into three key phases:

1. Start strong

Before a vacation, everyone packs their bags with care and plans what to see and do. The same is true for fundraising: you need a solid plan. With clean, organized data, your team can make better choices and stay focused on what matters.

In this phase, you will learn how to:

• Clean and organize your donor data
• Choose the most important performance metrics (KPIs)
• Build reports that support daily fundraising work

2. Scale smart

Once the trip begins, your group needs to work together. Some people love museums, others prefer hikes. A good plan makes sure everyone has a great experience. Similarly, your nonprofit needs systems that connect different teams and make collaboration easy. With strong systems, your team can do more—without doing everything manually.

In this phase, you will learn how to:

• Link your fundraising, finance, and marketing tools
• Align staff and board members around shared goals
• Automate reports and stewardship tasks to save time and reduce burnout

3. Lead with insight

After the trip, you think about what went well and what to improve. Was there any friction or turbulence? In fundraising, data not only helps you reflect on your strategy and plan for the future, but it also helps you capture key moments and share impactful stories.

In this phase, you will:

• Compare your results to nonprofit benchmarks
• Use visuals and metrics to engage your board
• Share powerful stories that combine numbers with mission impact

Build confidence in your team and supporters

Every role at your organization can benefit from better data. Directors can improve campaign results and executives can make confident decisions, with everyone using the same trusted source—your donor management system. That’s why DonorPerfect functions as a vault for your fundraising data and a hub for team collaboration. With intuitive dashboards, automated donor journeys, and customizable user permissions, everyone stays on the same page.

Start building your roadmap today, with the help of strong data and a strong partner.

Download your free e-book: How to Use Data to Manage Your Nonprofit