Staupell Analytics Group

Mid-Year Analysis for a Successful Fundraising Year
2025-11-18 12:00 - 13:00 (America/New_York)
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 time to reflect back on the first half’s results to make sure that you’re on track. We’ll cover visualizations and exercises to identify gaps, find overarching successes, and find adjustments necessary to assure a successful fundraising year.

As we approach the busy year-end giving season, it’s important to evaluate your first-half performance.

Join us in this Water Cooler Chat where we’ll discuss analysis of your current fundraising results to make sure you’re on track to reach your fundraising goals. We’ll cover visualizations and exercises to identify gaps, find overarching successes, and determine adjustments necessary to assure a successful fundraising year.

At Staupell Analytics Group, we are committed to delivering the highest 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 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!

Register Today!

Pop-up Water Cooler Chat: Navigating Career Transitions in Fundraising
2025-10-28 12:00 - 13:00
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 supportive discussion about finding your next role or the right team member. This session will NOT be recorded to ensure a safe environment where participants can speak openly about their situations, concerns, and questions. Connect with others facing similar challenges and discover potential opportunities in this confidential space.

Staupell FIT Conference - 2025
2025-10-13 00:00 - 2025-10-14 23:59 | Sheraton Springfield Monarch Place Hotel, One Monarch Place, Springfield, MA, 01144, United States
Prepare for Major Gifts Success
Staupell FIT Conference
Join us for the In-Person FIT Conference and optimize your fundraising operations for major gift goal success.
Attend the Staupell FIT Conference and…

Network with professionals in your field.
Identify, manage, and solicit more major gifts for your nonprofit.
Learn new strategies for maximizing gifts from your prospect pool.
Participate in an expert-led workshop with hands-on exercises.
Small workshop size giving you personal attention to your questions.
Leave with actionable results for your organization.

Choose one of four featured workshops tailored for different roles in your organization.
Planned Featured Workshop Topics include:

Creating a Power BI Dashboard for Major Gifts
How to Build Your Prospect Management System from Start to Finish
Major Gifts Revolution: Blueprint for Renovating a High-Impact Program

SUPER Early Bird Price

$699

TAKE ADVANTAGE OF THIS SPECIAL SUPER EARLY BIRD PRICING BETWEEN MARCH 1ST – JUNE 30TH.

Early Bird Price

$799

TAKE ADVANTAGE OF THIS EARLY BIRD PRICING BETWEEN JULY 1ST AND AUGUST 31ST.

Standard Price

$997

STANDARD PRICING APPLIES FOR PURCHASES BEGINNING SEPTEMBER 1ST.

REGISTRATION CLOSES FOR EVENT OCTOBER 1ST

Staupell FIT Conference Reception: Book Launch Celebration for Ruthie Giles
2025-10-12 18:00 - 20:00
In the Springfield, MA area? Join us to celebrate the launch of Ruth M. Giles’ new book “Prospect Management: The Essential Guide for a High Functioning Nonprofit Prospect Management System.”This reception kicks off the Staupell FIT Conference and is open to anyone interested in networking with other nonprofit professionals and celebrating Ruthie’s work.Great networking opportunity for prospect management professionals, gift officers, development leaders, and anyone working in nonprofit fundraising operations.Light refreshments will be provided. RSVP requested.

Location: Sheraton Springfield Monarch Place Hotel, 1 Monarch Pl, Springfield, MA, US, 01144, Room near the MVP Pub

Getting Gift Officers on Board with Your Prospect Strategy
2025-08-12 12:00 - 13:00
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 space for discussion on convincing techniques.

Portfolio management is a key part of successful fundraising – but getting gift officers on board with new strategies can be challenging.

Join us for this Water Cooler Chat discussion on effective ways to introduce and implement portfolio changes while maintaining positive relationships with your frontline fundraising team. We’ll share proven approaches for building buy-in and managing the transition to optimized portfolios.

At Staupell Analytics Group, we are committed to delivering the highest 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 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!

Register Today!

Using Probability to Enhance Your Fundraising Strategy
2025-05-13 12:00 - 13:00
Donor modeling isn’t always the last step in organizing your fundraising segments. Sometimes a donor with a $100,000 capacity still belongs in your annual giving program. Learn how to use probability techniques like Nate Silver to segment your pool, assess major or planned giving likelihood, and understand how well your engagement activities work.

Join us for this Water Cooler Chat and discover how data-driven donor modeling can enhance your fundraising strategy. While traditional wisdom suggests sorting donors purely by capacity, we’ll show you why that’s not always the best approach.

Learn how to apply probability techniques like Nate Silver to better segment your donor pool, predict giving patterns, and measure engagement effectiveness. Using real-world examples, we’ll demonstrate how to make smarter decisions about which donors belong in major gifts, planned giving, or annual fund programs – regardless of their giving capacity.

At Staupell Analytics Group, we are committed to delivering the highest 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 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!

Register Today!

Chances Are—Understanding Probability of Giving and How to Improve the Odds
2025-04-01 14:15 - 15:15 | Hyatt Regency New Orleans, 601 Loyola Ave, New Orleans, Louisiana, 70113, United States
In fundraising, it is often difficult to calculate the probability that a given prospect will make a gift, or the likelihood that our organization will reach a specific fundraising dollar goal. The usual measures used in identifying probability don’t always work when it comes to human activity, and donative behavior is no different.

During this presentation, Dr. Gregory Duke will review several methods of identification of probability and identify which of these methods can give you a better understanding of your prospects’ likelihood to give. Dr. Duke will also use other measures of probability used in games, sports, medicine, and nature to illustrate the depth and breadth of donor possibilities. Lastly, Dr. Duke will demonstrate a technique to put all these together to create a predictive model of donor behavior over time.

Expanding Your Prospect Management System Beyond Major Gifts by Ruthie Giles
2025-02-26 13:00 - 14:00 | Zoom
This session highlights the importance of broadening prospect management beyond major donors to include a wider range of prospects, such as annual fund leadership, donor engagement, volunteer pipeline, stewardship, planned giving, and future prospects. Ruthie will share practical strategies for adapting prospect management systems to accommodate these diverse groups, whether you’re part of a large team, small shop, or working solo, all while avoiding undue strain on staff. Time zone: Eastern Standard Time (EST)

When we think of prospects, we often focus on those capable of making significant contributions—whether it’s Major Gifts, Principal Gifts, or Transformational Gifts. However, there are other types of prospects that would benefit from a custom tailored prospect management system. In this session, Ruthie will explain how you can adapt your prospect management efforts to include a wider range of prospects – such as annual fund leadership gift prospects, donor engagement prospects, volunteer pipeline prospects, permanent stewardship prospects, planned giving prospects, and future prospects.

Ruthie will discuss how you can do this – whether you are at a large shop, small team, or are a solo shop – giving you practical suggestions on how to ensure that various types of prospects are included – without overtaxing the prospect management staff.

How Machine Learning Makes Major Gifts Portfolios More Effective
2025-02-11 12:00 - 13:00
Random forest? Neural Network? What are they for? We’ll show how using machine learning techniques can help segment any pool by showing you how to use them to make Major Gifts portfolios more efficient and more effective.

Discover how machine learning techniques like Random Forest and Neural Networks can revolutionize your major gifts program. In this session, we’ll demonstrate practical ways to use these powerful tools to segment your donor pool, making your major gifts portfolios both more efficient and effective.

Register Today!

​Optimizing Resources: Strategies for Leveraging Limited Staff & Budget
2024-11-12 12:00 - 13:00 | Zoom
​Join us for this Water Cooler Chat where we will explore a variety of tactics for achieving a banner fundraising year by effectively leveraging limited budget and resources.

We will discuss practical approaches and innovative solutions to overcome the challenges posed by resource constraints, helping you maximize your nonprofit’s potential while working towards your fundraising goals.

At Staupell Analytics Group, we are committed to delivering the highest 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 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!

Watch replay

Staupell FIT Conference - 2024
2024-10-21 - 2024-10-22 | Sheraton Springfield Monarch Place Hotel, One Monarch Place, Springfield, MA, 01144, United States
Prepare for Major Gifts Success
Staupell FIT Conference
Join us for the In-Person FIT Conference and optimize your fundraising operations for major gift goal success.
Attend the Staupell FIT Conference and…

Network with professionals in your field.
Identify, manage, and solicit more major gifts for your nonprofit.
Learn new strategies for maximizing gifts from your prospect pool.
Participate in an expert-led workshop with hands-on exercises.
Small workshop size giving you personal attention to your questions.
Leave with actionable results for your organization.

Choose one of four featured workshops tailored for different roles in your organization.

Identifying Major Gifts Using Data Science
How to Build Your Prospect Management System from Start to Finish
Creating a Power BI Dashboard for Major Gifts
Major Gifts Revolution: Blueprint for Renovating a High-Impact Program

REGISTRATION DEADLINE
OCTOBER 10, 2024

Prospect Management Meetings that Work
2024-09-10 12:00 - 13:00 | Zoom
Join Ruthie Giles for this special Water Cooler Chat to learn how to create and manage productive prospect management meetings. During this interactive session we will show how using meetings keeps the prospect pipeline moving and assist frontline fundraisers in attaining their annual and campaign goals.

Ruthie will introduce the Giles Method, a three-meeting approach, developed over the last two decades and successfully implemented in several fundraising shops. Learn how you can implement The Giles Method in your own office to keep your prospect management system (and achievement toward your campaign goals) on track. We will also cover the challenges of implementing a new meetings structure and how to overcome them.

Watch replay
