As the tax year comes to a close, our organizations try to catch those last few gifts from donors. This week we discussed ideas on identifying possible re-asks and on modeling those who are likely to give at a certain time of year.
In our recent Water Cooler Chat, we talked about how to automate stewardship to some extent. We Staupellians are passionate about automation because it gives us time for creative work.Traditionally, a variety of cultures and religions see this time of year as the time to… Read More »It’s a Thankful Time of Year
This week we discussed automating stewardship and appreciation activities to both honor your donors and to never miss a beat.
This month’s theme is “Scary Moments in Fundraising” (see our Water Cooler chat, here). I prefer to talk in optimistic terms, so writing a follow-up blog post rather puts me off. However, like it or not, we are living in scary times. Even if we… Read More »Negotiating Scary Times
Sharing our ethical dilemmas and stories and ideas on coping with them. Staupell team members will share a few of our own.
It’s October so your annual campaign is already in gear. However, after the rush of printing and stuffing, or segmenting and emailing, you may have a short time to review your strategy. Here are some thoughts that I have after having run a successful annual… Read More »Thoughts on Annual Campaign Kickoffs
As September hits, we all turn our minds to segmentation, direct mail, and other annual giving campaigns. In this Water Cooler Chat, we took a look at a variety of ideas on annual giving segmentation. And yes, we covered RFM.
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