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Excel for Prospect Researchers and Portfolio Managers

  • Fri, September 21, 2018
  • 9:30 AM - 1:00 PM
  • Dana-Farber Cancer Institute, 10 Brookline Place West, Room 267, Brookline, MA 02445
  • 0


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Hands-on Workshop: Excel for Prospect Researchers and Portfolio Managers

Friday, September 21, 2018

9:30 a.m. - 1:00 p.m. 


Dana-Farber Cancer Institute

DFCI Development & The Jimmy Fund

10 Brookline Place

Room 267

Brookline, MA 02445


Would you like to better utilize Excel in your day-to-day work? Attendees to this hands-on workshop, held in a computer lab, will learn Excel features through an assignment that is specifically targeted to prospect researchers and portfolio managers: to create documents for a portfolio review.

During the session, you will learn basic and advanced Excel tricks including: formatting tools (e.g. conditional formatting, freezing panes, cell styles); manipulating data (e.g. removing duplicates, flash fill, filters); formulas (e.g. vlookup, if statements); and the grand finale….pivot tables and charts! By the end of the program, you will have made sample portfolio review documents, having taken raw data on a gift officer’s prospects and having used Excel to turn that data into a dashboard and an easy-to-read report.

Come build your Excel skills….and impress your gift officers!

Note: This program is a recommended prerequisite for the Building a Major Gift Model Using Microsoft Excel program on 10/19.


Jolene Crosby-Jones is the Associate Director of Prospect Management and Research at Massachusetts General Hospital. Prior to joining MGH in 2017, she was a Senior Research Analyst at Dana-Farber Cancer Institute. Jolene also previously held roles at Teach For America and Facing History and Ourselves. She graduated from Wellesley College with a bachelor’s degree in economics and psychology.


$85 Members

$125 Non-Members


465 Waverly Oaks Road, Suite 421
Waltham, MA 02452

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