We do a lot of work on sorting and building gift officers portfolios. But how do we convince our gift officers to adopt the plan? We’ll cover and provide a… Read More »Getting Gift Officers on Board with Your Prospect Strategy
What Now? A Confidential Meeting Space for Staff in Transition and Organizations Looking to Hire We hear you! The job market is a hurricane right now. Join us for this… Read More »Pop-up Water Cooler Chat: Navigating Career Transitions in Fundraising
Mid-Year Analysis for a Successful Fundraising Year We all spin faster during the end of the calendar year, trying to get in as many gifts as possible. It’s a perfect… Read More »Mid-Year Analysis for a Successful Fundraising Year
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… Read More »Beyond the Basics: Using RFM to Connect Engagement, Annual Giving, and Planned Giving
Pop Up Water Cooler Chat for Those Seeking Employment and Those Seeking Employees A Confidential Meeting Space for Staff in Transition and Organizations Looking to Hire We hear you! The… Read More »Pop-up Water Cooler Chat: Navigating Career Transitions in Fundraising
If you’re spending hours a month trying to prepare reports for your prospect management meetings—and if those reports aren’t having the impact that the data deserves—there’s a better way. Say goodbye… Read More »Building a Prospect Management Reporting System
Prospect development professionals need to be moving beyond basic portfolio maintenance to creating a strategy for the portfolio, as a whole, that aligns the right prospects with the right fundraisers,… Read More »Portfolio Optimization and Strategy