Welcome back to Grassroots Your Giving Season, our annual AB Charities guide to empowering donors online and making both your end-of-year fundraising and your long-term grassroots giving program the best that they can be! This year, we’re sharing and reposting some of our most helpful tips and tricks that will help you engage your community of small-dollar donors and set your organization up for success.

Earlier this year, we released one of our most powerful tools yet for understanding your own data and better utilizing it to improve your grassroots fundraising program: the report builder! And this tool, which allows you to build and download fully customizable CSVs, can serve your group particularly well during and after the giving season. Try creating a report that tells you the names and email addresses of all the donors who gave to your organization during your giving season campaign, and send them a thank you note in January! Or, download a list of all the recurring contributions that were created in the last two months and which form they were created on, so you can check out what form was most successful for bringing in new members of your sustainer community. Whatever way you want to use it, you can learn all about this tool below!

When it comes to creating a strong grassroots fundraising program, data is one of the most powerful tools at your disposal. Being able to organize and interpret your contribution data means a stronger recurring program, better fundraising emails, and a more informed relationship with your supporters. That’s why our engineers have built an exciting new addition to our suite of data tools available to all AB Charities users: the report builder!

This intuitive and easy-to-use new page in your Dashboard allows you to build and download fully customizable CSVs, a popular and universal document format that works with all types of donor tracking software. You can even save templates for CSVs that you want to download regularly!

saved report template

Here at AB Charities, our dedicated Movement, Issue, and Charitable Organizations (MICO) team works with all of our nonprofit admins, so we hear first-hand many of the common obstacles our users face. For example, small organizations often do not have the resources or the capacity to sort through large CSVs with tons of data and dozens of columns. This tool provides a solution to that problem by letting admins select only the columns they want and adjust the date range as needed.

saved report template

The report builder’s intuitive design allows any admin to download the information they need, create visualizations without needing to clean up a huge file beforehand, and ask questions of their data. Ready to get started? Check out our step-by-step guide to this new tool over on our support site. And if you still have questions, feel free to reach out to your AB Charities contact or support@actblue.com!

Related Reading

Get the best small-dollar fundraising strategies & resources in your inbox.

Email Signup - Step 1

By providing my email address, I consent to receive marketing communications from AB Charities. Privacy Policy.