USM Foundation

2.2.23 Spreadsheet Hacks for Fundraisers

Spreadsheet Hacks for Fundraisers

Thursday, February 2, 2023
10:00 am – 11:30 am
Presented by Louis Diez

“Mail merge straight into my email changed my life.”

Seriously increase your donor outreach effectiveness in 75 minutes with Louis Diez.

You’ll learn to:

  • Mail merge emails from a spreadsheet
    Use for: personalized invitations, segmented solicitations, heartfelt thank you emails
  • Automatically combine first-last name on any list (or split full names into first/last)
    Use for: addressing people by their right name (no more “Dear Mary Smith”), whether you want to do first name (“Dear Mary”), last name (“Dear Ms. Smith”), or build their address block (“Ms. Mary Doe”)
  • Segment any list on the fly to find exactly the segment you’re looking for
    Use for: Segmented and personalized communications without involving a database analyst


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