Length: 3 hours, Price: $95
To see available dates/times, use the “Choose a Session” drop down box below.
Create Clean Lists, Personalized Letters, and Professional Outreach
Mailings fail or succeed based on the quality of the data behind them. In this practical, step-by-step class, you’ll learn how to use Excel as the foundation for accurate, professional mailings and mail merge projects—from donor letters and appeals to certificates, notices, and personalized communications.
This class focuses on real-world nonprofit and organizational use cases, showing you how to prepare, clean, organize, and structure Excel data so it works seamlessly with Word mail merge and other mailing tools.
No advanced Excel knowledge required—this is about doing it correctly, efficiently, and confidently.
What You’ll Learn
In this class, you will learn how to:
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Structure Excel spreadsheets specifically for mailings and mail merge
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Properly separate names, addresses, and fields (and why this matters)
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Clean and standardize data for consistent, professional results
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Identify and fix common mailing list errors before they cause problems
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Use Excel tools to sort, filter, and segment mailing lists
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Prepare Excel files for Word mail merge (letters, labels, envelopes)
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Avoid common mistakes that break merges or produce embarrassing errors
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Create reusable mailing list templates for future projects
Who This Class Is For
This class is ideal for:
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Nonprofit staff and grant professionals
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Development, fundraising, and communications teams
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Administrative and program staff handling outreach or notices
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Anyone responsible for donor letters, appeals, or bulk communications
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Beginners and intermediate Excel users who want practical results
What This Class Is Not
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Not a theory-heavy Excel course
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Not focused on advanced formulas or macros
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Not software-specific beyond Excel’s core features
This is a hands-on, workflow-driven class designed to save time and prevent costly mistakes.
Format & Takeaways
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Live, instructor-led training
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Clear demonstrations and real examples
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Practical tips you can use immediately
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Reusable best-practice structure for future mailings
You’ll leave with a clear understanding of how Excel fits into the mailing process—and how to make it work every time.
Participants will receive a certificate of completion. Course materials include an easy-to-use reference guide and practice problems.
All sessions of this class are currently virtual. Participation is easy. All you need is an internet connection; we will do the rest.
We have morning, afternoon and evening classes available. See the drop-down menu in the section below to find available classes.
Register
Classes are listed using Eastern Time:
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If you do not receive a confirmation email after registering, please contact us at info@grant-foundation.org.