Resource Catalog

Staupell RFM Tool Basic: Overall RFM Calculator for Nonprofits

by Marianne Pelletier
Uncategorized

Learn RFM analysis to segment donors, boost engagement, and increase fundraising success through data-driven strategies.

How to Build Your Prospect Management System from Start to Finish

Learn how to build a prospect management system from start to finish. This self-paced course covers needs assessment, portfolio management, KPIs, and post-implementation success — taught by a 20+ year prospect management expert.

Focused Skills Lab: Analysis ToolPak Basic Concepts

by Greg Duke, bCRE-PRO
Uncategorized

Boost your basic pivot table with advanced tools: crosstabs, numerical formatting, date filtering, calculated fields, and data slicers.

Focused Skills Lab: Analysis ToolPak Additional Concepts in Excel

by Greg Duke, bCRE-PRO
Uncategorized

Boost your basic pivot table with advanced tools: crosstabs, numerical formatting, date filtering, calculated fields, and data slicers.

Focused Skills Lab: COUNT(), SUM(), and All Their Friends in Excel

by Greg Duke, bCRE-PRO
Uncategorized

Boost your basic pivot table with advanced tools: crosstabs, numerical formatting, date filtering, calculated fields, and data slicers.

Focused Skills Lab: Introduction to PowerPivot and PowerTables

by Greg Duke, bCRE-PRO
Uncategorized

Using Excel, learn to combine multiple data sources, analyze millions of records instantly, and create interactive PowerViews that let you share dynamic visualizations without exposing underlying data.

Focused Skills Lab: RFM For Fundraising

by Marianne Pelletier
Uncategorized

Learn RFM analysis to segment donors, boost engagement, and increase fundraising success through data-driven strategies.

The Analytics Journey Throughout Your Campaign: Using R

by Marianne Pelletier
Uncategorized

Learn to use data analytics and R programming to drive campaign planning and execution, from building donor models to optimizing gift officer staffing.