Beyond the Basics: Using RFM to Connect Engagement, Annual Giving, and Planned Giving

We talk about RFM (Recency, Frequency, Monetary Value) as a powerful framework to understand and segment our donor pool. But here’s the challenge: we often think of RFM as a single measure or apply it in only one way. The reality is that RFM can be leveraged strategically across your entire fundraising operation — from engagement to planned giving — to create more meaningful donor relationships and drive better results.

What if you could use RFM not just for annual giving appeals, but to identify planned giving prospects, nurture new donors into sustained engagement, and coordinate messaging across teams? Join Marianne Pelletier for an exclusive sneak peek of her soon-to-be-released workbook, From Engagement to Planned Giving: Five Ways that RFM Segments Across Your Fundraising Departments.

At Staupell Analytics Group, we are committed to helping you build the highest possible quality fundraising operations. That’s why we follow our FIT approach (Fix, Innovate, Teach) to develop tailored solutions for your specific operational needs. With our expertise in Database Management, Fundraising Analysis & Reporting, Prospect Development, and Data Optimization services, we’ll guide you utilizing your limited resources more effectively.

Don’t miss this opportunity to connect with other professionals in the field and gain new ideas to improve the efficiency of your fundraising operations. It will help contribute to a more successful and impactful fundraising year!