Advancement in Action: Reviewing Fundraising Performance to Plan the Year Ahead

Higher Ed advancement teams rely on clear, timely insights to understand what worked, what stalled, and where to focus next. This session shows how Raiser’s Edge NXT helps you efficiently review fundraising performance across the academic and fiscal year so you can enter summer planning with confidence.

You’ll see how advancement leaders use dashboards, trends, and intelligent insights to evaluate progress toward goals, identify gaps in donor or fund performance, and shape strategy for the year ahead. Whether you’re preparing for leadership reporting, refining portfolio strategy, or planning fall campaigns, this session gives you a practical look at how data in Raiser’s Edge NXT supports smarter decision making.

What you’ll see:

• Year‑over‑year performance views that help teams quickly assess progress
• Dashboards and insights that highlight trends in giving, retention, and pipeline health
• Tools for summer planning that support goalsetting and strategy development
• Scenario based walkthroughs for identifying opportunities and risks before fall