We always want to create the best portfolios for our front-line fundraisers, to position them for success. In our quest to create high quality portfolios, we often encounter obstacles that make it challenging or even halt our progress entirely. Three of the most common obstacles… Read More »Overcoming Obstacles to Position Portfolios for Success
How do we position portfolios so that they may allow our fundraisers to be successful? Using cultivation stages, capacity ratings, RFM scores, engagement scores, and various other data points … coupled with right-sizing the portfolio. Sounds simple enough, but there is a delicate art to… Read More »Water Cooler Chat Replay: Portfolio Readiness
I have, in earlier years, shown my raw statistical results with my clients, hoping to share the joy of getting a beautiful statistics result. Their reaction was to look up from my PowerPoint and blink at me. My own cardiologist once showed me a series… Read More »Translating Results to English: How to Share Your Graphs and Charts
AFP’s Fundraising Effectiveness Project was designed to help all nonprofits understand the giving patterns among their donors. We went over how to use it and how to interpret what we find using sample data. Resource link: https://afpglobal.org/FundraisingEffectivenessProject
This blog post will get published after the end of the fiscal year for most nonprofits, but the ideas in here can still be used to help boost any campaign end (or start or middle, for that matter). Here we’ll review five ways you can… Read More »5 Ideas for Last Minute Prospecting to Boost Your End of Year Fundraising
In June, we are counting every gift, trying to reach our annual fundraising goal. Can we find those last-minute prospects to take us over the top? We’ll explore some data-driven ways to find those last-minute opportunities.
In our recent Water Cooler Chat, Greg Duke, Partner for Database Services, shared the Monte Carlo technique – a way of understanding what the likely range of results would be for a given scenario. In our blog post today, we expand on the concept of… Read More »Three Uses of Monte Carlo Analysis in Fundraising
You’ve been tasked with raising annual fund giving by 20%, and you know that it’s a big priority for your organization. You’ve made lots of changes to your fundraising plans, and the first few months seem to have been successful. But are you on the… Read More »Water Cooler Chat Replay: Using Monte Carlo Analysis to Predict End of Year Giving
In our recent Water Cooler Chat, we talked about using IRS data to understand charitable giving among US residents. Of course, that afforded me an opportunity to make lots of graphs and charts to study this data more deeply. Here is a look at some… Read More »Graphing IRS Data: Contributions Among States
We constantly seek ways to make better and to make better use of our capacity ratings. Often IRS aggregate data are used for this purpose. This Water Cooler Chat focuses on what’s available in the IRS data for your shop’s rating efforts.
