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The Keys to Becoming an Extraordinary Leader

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Reporting Webinar Series


Reporting is a crucial component of our work in donor relations. People give to see change. When a donor invests in our mission, it's our responsibility — in fact, we believe it's our privilege — to show them the impact their generosity is making. Effective reporting leads to increased donor retention — but the process can be complex, daunting, and frustrating. We're here to change that. 


In this four-part webinar series, we'll teach you about the different types of reports you can and should produce. We’ll provide tools and tips to simplify your processes and help you create a robust, efficient, and effective reporting program at your organization. 

Purchase the entire series for just $200 (a $40 savings!)


More than Endowment Reports

$60 | June 8, 2023 | 1 pm ET

Reporting on outcomes and results is important for all organizations. Does your organization prioritize the importance of financial and impact reporting to donors? Many times, we think about one or two major reporting methods, but there are numerous ways to share impact with donors. In this webinar, we'll discuss a number of reporting methods you can use for a variety of donor populations and across many mediums.


Learning Objectives: 

  • Understand the importance of reporting to donors

  • Identify different types of reporting methods and their application

  • Explore samples of reporting scenarios and determining report content

Creating Your Report Guide

$60 | June 15, 2023 | 1 pm ET

Major reporting initiatives require intensive planning, partnership, and detailed execution. However, many of us don’t have a full grasp on the required process and production timing — allowing the activity to become inefficient and lose its strategic value and impact. This webinar will walk you through crafting a comprehensive reporting guide in order to effectively plan, gather required resources, and build internal consensus to maximize the ROI of your efforts. 


Learning Objectives: 

  • How to document the stakeholders with your reporting projects

  • How to create your project guide

  • How to create a reporting plan and process documentation

CORE Reporting

$60 | June 22, 2023 | 1 pm ET

We are firm believers in CORE — Create Once and Reuse Everywhere! Considering the amount of time, effort, and budget that is utilized for major reporting initiatives, you must become an expert in retooling and reusing your report content for multiple purposes. Whether for an audience of one or many, the powerful stories you gather deserve to be seen far and wide. In this webinar, we'll focus on content development for various audiences and guide you through effective CORE methods to maximize your audience, distribution, and key reporting metrics so you get the most bang for your buck!

Learning Objectives: 

  • Understand how to reuse report content in various platforms and mediums - from print to social media

  • How to move from personalized impact reports to broad-base reporting for critical donor segments

  • How to start with high level campus content and flex for different reports

Reporting Tools: What’s in Your Toolbox?

$60 | June 29, 2023 | 1 pm ET

Reporting initiatives require copious data and numerous tools to implement. Do you know what tools you have or even need to help you develop, disseminate, and track reporting results? Join us as we walk through the different types of instruments you'll need in your Reporting Toolbox. We'll discuss what tools you may already have available to you, as well as those you can develop to help others be effective partners, contributors, and fellow storytellers (especially if you have a decentralized reporting environment).


Learning Objectives: 

  • How to review the software your organization has available

  • Gain knowledge of other software options available for different reporting needs

  • Explore some sample tools you can use to develop, educate, and facilitate reporting with internal partners; reporting in decentralized environments 

Purchase the entire series for just $200 (a $40 savings!)


Can I buy one registration for my entire team, even if we're all viewing it remotely? 

Yes! Just complete your purchase and you will receive a confirmation email (check your junk mail folder if you don't see it) with a link you can share with your team members that allows them to register for free. Only one purchase is required per organization. 

Will a recording be provided for those who can't attend?

Absolutely! We send a recording of the live session to all registered attendees within 24 hours of the live event ending. You will also receive a recording if you purchased a webinar after the live session has ended.


Are these webinars included in the purchase of a 2023 Discovery or Enchantment Series?
No. This series is separate from any other purchases or subscriptions.

Do these webinars count towards my CFRE certification?

This series has been submitted for approval for CFRE continuing education points. We anticipate it will be approved for 1 point per webinar (4 points for the entire series).


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Sarah Sims, CFRE

Consultant & Strategist
at The DRG Group


Associate Vice President of  Donor Engagement​

Texas State University

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Avery G. Howard

Associate at

The DRG Group

Director of Stewardship

 University of Tennessee, Knoxville


Liz Menne

at The DRG Group

ODDER Manager

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