Let's Talk Fundraising

Don’t Drown Your Board in Data—Do This Instead


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Every nonprofit leader knows the struggle: that moment when your calendar reminder pops up – "Board packet due tonight." You export columns of numbers from your CRM, spend hours wrestling with spreadsheets, triple-checking figures, and aligning columns. All this effort, only to watch board members' eyes glaze over two pages into your meticulously crafted report.

What if there's a better way? A method that transforms dense data into clear, compelling narratives that your board not only understands but champions? This episode unveils how AI tools like ChatGPT can become your secret weapon for creating board reports that drive action instead of inducing sleep.

The key insight is deceptively simple: boards fund and support what they understand. When your reports drown decision-makers in raw numbers, strategic conversations stall and opportunities fade. But when you translate those same metrics into concise, mission-focused stories, your board becomes energized, engaged, and eager to help.

Learn the practical "Summarize, then Style" workflow that transforms CRM exports into board-ready narratives in minutes rather than hours. Discover how two simple prompts can extract clarity from complexity without sacrificing essential information or your organization's unique voice. Most importantly, free yourself from the belief that your value is measured by hours spent crafting reports, rather than by how effectively you communicate what matters.

Ready to reclaim your evenings, energize your board, and refocus on relationship-building? Try the simple workflow shared in this episode today, and experience the power of clarity-first communication. Your board – and your sanity – will thank you.

💡 Want to take the next small step?

→ Free Download: 12 Fundraising Prompts You'll Actually Use

→ Course: The Fundraiser's AI Starter Suite

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Let's Talk FundraisingBy Keith Greer, CFRE

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