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DTSTART;TZID=America/New_York:20240910T120000
DTEND;TZID=America/New_York:20240910T130000
DTSTAMP:20250114T172949Z
CREATED:20240814T171726Z
LAST-MODIFIED:20250114T172949Z
UID:631-1725969600-1725973200@staupell.com
SUMMARY:Prospect Management Meetings that Work
DESCRIPTION: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.\n\nRuthie 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.\n\nWatch replay
URL:https://staupell.com/event/prospect-management-meetings-that-work/
LOCATION:Zoom
CATEGORIES:Virtual,Water Cooler Chat
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2024/07/Water-Cooler-Chat.png
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241021
DTEND;VALUE=DATE:20241023
DTSTAMP:20241106T151306Z
CREATED:20240726T021547Z
LAST-MODIFIED:20241106T151306Z
UID:495-1729468800-1729641599@staupell.com
SUMMARY:Staupell FIT Conference - 2024
DESCRIPTION:Prepare for Major Gifts Success\nStaupell FIT Conference\nJoin us for the In-Person FIT Conference and optimize your fundraising operations for major gift goal success.\nAttend the Staupell FIT Conference and…\n\n\n\n\n\n\n\nNetwork with professionals in your field.\nIdentify\, manage\, and solicit more major gifts for your nonprofit.\nLearn new strategies for maximizing gifts from your prospect pool.\nParticipate in an expert-led workshop with hands-on exercises.\nSmall workshop size giving you personal attention to your questions.\nLeave with actionable results for your organization.\n\n \nChoose one of four featured workshops tailored for different roles in your organization.\n\nIdentifying Major Gifts Using Data Science\nHow to Build Your Prospect Management System from Start to Finish\nCreating a Power BI Dashboard for Major Gifts\nMajor Gifts Revolution: Blueprint for Renovating a High-Impact Program\n\n \nREGISTRATION DEADLINE \nOCTOBER 10\, 2024
URL:https://staupell.com/event/staupell-fitconference-2024/
LOCATION:Sheraton Springfield Monarch Place Hotel\, One Monarch Place\, Springfield\, MA\, 01144\, United States
CATEGORIES:FIT Conference,In-Person
ATTACH;FMTTYPE=image/jpeg:https://staupell.com/wp-content/uploads/2024/07/FIT-Conference-Event-Banner.jpg
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241112T120000
DTEND;TZID=America/New_York:20241112T130000
DTSTAMP:20250114T174115Z
CREATED:20240721T153717Z
LAST-MODIFIED:20250114T174115Z
UID:361-1731412800-1731416400@staupell.com
SUMMARY:​Optimizing Resources: Strategies for Leveraging Limited Staff & Budget
DESCRIPTION:​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.\n\nWe 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.\n\nAt 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.\n\nDon’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!\n\nWatch replay
URL:https://staupell.com/event/optimizing-resources-strategies-for-leveraging-limited-staff-budget/
LOCATION:Zoom
CATEGORIES:Virtual,Water Cooler Chat
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2024/07/Water-Cooler-Chat.png
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250211T120000
DTEND;TZID=America/New_York:20250211T130000
DTSTAMP:20250128T165109Z
CREATED:20250114T174805Z
LAST-MODIFIED:20250128T165109Z
UID:750-1739275200-1739278800@staupell.com
SUMMARY:How Machine Learning Makes Major Gifts Portfolios More Effective
DESCRIPTION: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. \n\n\n\nDiscover 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. \n\n\n\n\nRegister Today!
URL:https://staupell.com/event/how-machine-learning-makes-major-gifts-portfolios-more-effective/
CATEGORIES:Virtual,Water Cooler Chat
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2025/01/Water-Cooler-Chat.png
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250226T130000
DTEND;TZID=America/New_York:20250226T140000
DTSTAMP:20250211T214549Z
CREATED:20250211T214547Z
LAST-MODIFIED:20250211T214549Z
UID:783-1740574800-1740578400@staupell.com
SUMMARY:Expanding Your Prospect Management System Beyond Major Gifts by Ruthie Giles
DESCRIPTION: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) \n\n\n\nWhen 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. \n\n\n\nRuthie 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.
URL:https://staupell.com/event/expanding-your-prospect-management-system-beyond-major-gifts-by-ruthie-giles/
LOCATION:Zoom
CATEGORIES:Ruthie Giles
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2025/02/apra-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250401T141500
DTEND;TZID=America/New_York:20250401T151500
DTSTAMP:20250319T224807Z
CREATED:20250319T222626Z
LAST-MODIFIED:20250319T224807Z
UID:849-1743516900-1743520500@staupell.com
SUMMARY:Chances Are—Understanding Probability of Giving and How to Improve the Odds
DESCRIPTION: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. \n\n\n\nDuring 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.
URL:https://staupell.com/event/chances-are-understanding-probability-of-giving-and-how-to-improve-the-odds/
LOCATION:Hyatt Regency New Orleans\, 601 Loyola Ave\, New Orleans\, Louisiana\, 70113\, United States
CATEGORIES:Gregory Duke,In-Person,Speaking Engagements
ATTACH;FMTTYPE=image/jpeg:https://staupell.com/wp-content/uploads/2025/03/Drive-2025-Understanding-Probability-Greg-Duke.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250513T120000
DTEND;TZID=America/New_York:20250513T130000
DTSTAMP:20250128T165132Z
CREATED:20250120T155735Z
LAST-MODIFIED:20250128T165132Z
UID:758-1747137600-1747141200@staupell.com
SUMMARY:Using Probability to Enhance Your Fundraising Strategy
DESCRIPTION: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. \n\n\n\nJoin 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. \n\n\n\nLearn 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. \n\n\n\nAt 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. \n\n\n\nDon’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! \n\n\n\n\nRegister Today!
URL:https://staupell.com/event/using-probability-to-enhance-your-fundraising-strategy/
CATEGORIES:Water Cooler Chat
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2025/01/Water-Cooler-Chat-1.png
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250812T120000
DTEND;TZID=America/New_York:20250812T130000
DTSTAMP:20250128T165315Z
CREATED:20250120T160910Z
LAST-MODIFIED:20250128T165315Z
UID:763-1755000000-1755003600@staupell.com
SUMMARY:Getting Gift Officers on Board with Your Prospect Strategy
DESCRIPTION: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. \n\n\n\nPortfolio management is a key part of successful fundraising – but getting gift officers on board with new strategies can be challenging. \n\n\n\nJoin 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. \n\n\n\nAt 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. \n\n\n\nDon’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! \n\n\n\n\nRegister Today!
URL:https://staupell.com/event/getting-gift-officers-on-board-with-your-prospect-strategy/
CATEGORIES:Water Cooler Chat
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2025/01/Water-Cooler-Chat1.png
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251012T180000
DTEND;TZID=America/New_York:20251012T200000
DTSTAMP:20250924T142419Z
CREATED:20250924T142416Z
LAST-MODIFIED:20250924T142419Z
UID:1254-1760292000-1760299200@staupell.com
SUMMARY:Staupell FIT Conference Reception: Book Launch Celebration for Ruthie Giles
DESCRIPTION: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. \n\n\n\nLocation: Sheraton Springfield Monarch Place Hotel\, 1 Monarch Pl\, Springfield\, MA\, US\, 01144\, Room near the MVP Pub
URL:https://staupell.com/event/staupell-fit-conference-reception-book-launch-celebration-for-ruthie-giles/
ATTACH;FMTTYPE=image/jpeg:https://staupell.com/wp-content/uploads/2025/09/FIT-Conference-Kick-off-Reception.jpg
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251013T000000
DTEND;TZID=America/New_York:20251014T235959
DTSTAMP:20250306T182413Z
CREATED:20250122T132020Z
LAST-MODIFIED:20250306T182413Z
UID:769-1760313600-1760486399@staupell.com
SUMMARY:Staupell FIT Conference - 2025
DESCRIPTION:Prepare for Major Gifts Success\nStaupell FIT Conference\nJoin us for the In-Person FIT Conference and optimize your fundraising operations for major gift goal success.\nAttend the Staupell FIT Conference and…\n\n\n\n\n\n\n\nNetwork with professionals in your field.\nIdentify\, manage\, and solicit more major gifts for your nonprofit.\nLearn new strategies for maximizing gifts from your prospect pool.\nParticipate in an expert-led workshop with hands-on exercises.\nSmall workshop size giving you personal attention to your questions.\nLeave with actionable results for your organization.\n\n \nChoose one of four featured workshops tailored for different roles in your organization.\nPlanned Featured Workshop Topics include: \n\nCreating a Power BI Dashboard for Major Gifts\nHow to Build Your Prospect Management System from Start to Finish\nMajor Gifts Revolution: Blueprint for Renovating a High-Impact Program\n\n  \n \n  \n\n\n\n\n\n\n\n\n\n\nSUPER Early Bird Price\n\n\n\n$699\n\n\n\nTAKE ADVANTAGE OF THIS SPECIAL SUPER EARLY BIRD PRICING BETWEEN MARCH 1ST – JUNE 30TH. \n\n\n\n\n\nEarly Bird Price\n\n\n\n$799\n\n\n\nTAKE ADVANTAGE OF THIS EARLY BIRD PRICING BETWEEN JULY 1ST AND AUGUST 31ST. \n\n\n\n\n\nStandard Price\n\n\n\n$997\n\n\n\nSTANDARD PRICING APPLIES FOR PURCHASES BEGINNING SEPTEMBER 1ST. \n\n\n\n\n\nREGISTRATION CLOSES FOR EVENT OCTOBER 1ST
URL:https://staupell.com/event/staupell-fit-conference-2025/
LOCATION:Sheraton Springfield Monarch Place Hotel\, One Monarch Place\, Springfield\, MA\, 01144\, United States
CATEGORIES:FIT Conference,In-Person
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2025/01/Staupell-FIT-Conference-2025-1.png
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251028T120000
DTEND;TZID=America/New_York:20251028T130000
DTSTAMP:20250924T133006Z
CREATED:20250924T132731Z
LAST-MODIFIED:20250924T133006Z
UID:1248-1761652800-1761656400@staupell.com
SUMMARY:Pop-up Water Cooler Chat: Navigating Career Transitions in Fundraising
DESCRIPTION:What Now? A Confidential Meeting Space for Staff in Transition and Organizations Looking to Hire \n\n\n\nWe 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.
URL:https://staupell.com/event/pop-up-water-cooler-chat-navigating-career-transitions-in-fundraising/
CATEGORIES:Virtual,Water Cooler Chat
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2025/09/What-now-image.png
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251118T120000
DTEND;TZID=America/New_York:20251118T130000
DTSTAMP:20250211T201231Z
CREATED:20250120T161540Z
LAST-MODIFIED:20250211T201231Z
UID:766-1763467200-1763470800@staupell.com
SUMMARY:Mid-Year Analysis for a Successful Fundraising Year
DESCRIPTION:Mid-Year Analysis for a Successful Fundraising Year \n\n\n\nWe 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. \n\n\n\nAs we approach the busy year-end giving season\, it’s important to evaluate your first-half performance. \n\n\n\nJoin 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. \n\n\n\nAt 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. \n\n\n\nDon’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! \n\n\n\n\nRegister Today!
URL:https://staupell.com/event/mid-year-analysis-for-a-successful-fundraising-year/
CATEGORIES:Water Cooler Chat
ATTACH;FMTTYPE=image/jpeg:https://staupell.com/wp-content/uploads/2025/01/WCC-Mid-Year-Analysis.jpg
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T120000
DTEND;TZID=America/New_York:20260210T130000
DTSTAMP:20260113T232856Z
CREATED:20260113T232727Z
LAST-MODIFIED:20260113T232856Z
UID:1283-1770724800-1770728400@staupell.com
SUMMARY:Beyond the Basics: Using RFM to Connect Engagement\, Annual Giving\, and Planned Giving
DESCRIPTION: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. \n\n\n\nWhat 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. \n\n\n\nAt 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. \n\n\n\nDon’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! \n\n\n\n\nRegister Today!
URL:https://staupell.com/event/beyond-the-basics-using-rfm-to-connect-engagement-annual-giving-and-planned-giving/
CATEGORIES:Water Cooler Chat
ATTACH;FMTTYPE=image/jpeg:https://staupell.com/wp-content/uploads/2026/01/Beyond-the-Basics-Using-RFM-to-Connect-Engagement-Annual-Giving-and-Planned-Giving.jpg
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260303T120000
DTEND;TZID=America/New_York:20260303T130000
DTSTAMP:20260216T183026Z
CREATED:20260216T183023Z
LAST-MODIFIED:20260216T183026Z
UID:1436-1772539200-1772542800@staupell.com
SUMMARY:Pop-up Water Cooler Chat: Navigating Career Transitions in Fundraising
DESCRIPTION:Pop Up Water Cooler Chat for Those Seeking Employment and Those Seeking Employees \n\n\n\nA Confidential Meeting Space for Staff in Transition and Organizations Looking to Hire \n\n\n\nWe 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.
URL:https://staupell.com/event/pop-up-water-cooler-chat-navigating-career-transitions-in-fundraising-2/
CATEGORIES:Virtual,Water Cooler Chat
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2025/09/What-now-image.png
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260512T120000
DTEND;TZID=America/New_York:20260512T130000
DTSTAMP:20260412T152318Z
CREATED:20260412T152316Z
LAST-MODIFIED:20260412T152318Z
UID:1553-1778587200-1778590800@staupell.com
SUMMARY:Building a Prospect Management Reporting System
DESCRIPTION: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 to those lost hours and missing data sheets with a professionally-developed workbook!    \n\n\n\nDr. Gregory Duke has built a reporting suite based on the precepts outlined in Ruthie Giles’s recent book Prospect Management:  The Essential Guide for a High Functioning Nonprofit Prospect Management System\, and in this water cooler chat he will demonstrate how it works and the concepts behind its creation. \n\n\n\nYou are invited to join Greg to give feedback on his tool development before we put the tool up for sale in our resource library. \n\n\n\n\nRegister Today!
URL:https://staupell.com/event/building-a-prospect-management-reporting-system/
CATEGORIES:Water Cooler Chat
ATTACH;FMTTYPE=image/jpeg:https://staupell.com/wp-content/uploads/2026/04/Building-a-Prospect-Management-Reporting-System.jpg
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T120000
DTEND;TZID=America/New_York:20260811T130000
DTSTAMP:20260602T101018Z
CREATED:20260511T152739Z
LAST-MODIFIED:20260602T101018Z
UID:1659-1786449600-1786453200@staupell.com
SUMMARY:Portfolio Optimization and Strategy
DESCRIPTION: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\, prioritizes opportunities\, and drives results. \n\n\n\nJoin prospect management expert\, Ruthie Giles\, as she talks about practical approaches to portfolio optimization\, including segmentation\, capacity and inclination balancing\, pipeline health\, and portfolio review processes. Attendees will gain actionable frameworks for improving portfolio performance\, strengthening fundraiser alignment\, and using data to inform smarter decisions across the fundraising pipeline. \n\n\n\n\nRegister Today!
URL:https://staupell.com/event/portfolio-optimization-and-strategy/
CATEGORIES:Water Cooler Chat
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ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
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DTSTART;TZID=America/New_York:20260820T120000
DTEND;TZID=America/New_York:20260820T130000
DTSTAMP:20260618T231246Z
CREATED:20260618T220910Z
LAST-MODIFIED:20260618T231246Z
UID:1720-1787227200-1787230800@staupell.com
SUMMARY:The Apra Authors Panel: Stories Behind the Books
DESCRIPTION:Join us for an engaging virtual webinar featuring Apra leaders and authors Marianne Pelletier\, Ruth Giles\, Sarah Marcotte\, Katherine Scott\, and Stephanie Willis\, facilitated by Jen Filla.  \n\n\n\nDuring this interactive panel discussion\, the authors will share insights into their writing journeys\, discuss the inspiration and process behind their books\, and highlight key themes and takeaways from their work.  \n\n\n\nParticipants will also have the opportunity to ask questions and engage directly with the panelists during a live Q&A session. We look forward to welcoming you to this exclusive virtual event! \n\n\n\n\n\n\n\n\n\nFeatured Books & Authors\n\n\n\n\n\n\n\n\n\n\n\nMarianne M. Pelletier\n\n\n\n5 Ways to use RFM Scores in Fundraising: From Engagement to Planned Giving\n\n\n\nWhether You’re New to RFM or Ready to Go Deeper\, This Workbook Meets You Where You Are. No Ph.D. required. No vendor dependency. No putting your data online. Just practical\, tested methods your team can use right away. \n\n\n\n\nBuy on Amazon\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRuth M. Giles\n\n\n\nProspect Management: The Essential Guide for a High Functioning Nonprofit Prospect Management System\n\n\n\nUsing several best practice techniques\, this book takes you through designing\, starting\, and keeping your prospect management processes on track and at full speed. \n\n\n\n\nBuy on Amazon\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSarah Marcotte & Katherine Scott\n\n\n\nFrom the Ground Up: Prospect Research for Nonprofits\n\n\n\nIn a world where information\, resources\, and technology are evolving at a break-neck pace\, it’s time for prospect research to step into the light to provide the guidance and guardrails needed for continued success. \n\n\n\n\nBuy on Amazon\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nStephanie Willis\n\n\n\nThe Art and Science Approach to Fundraising Data and Research\n\n\n\nThe Art and Science Approach to Fundraising Data and Research offers a practical\, approachable introduction to fundraising through the lens of topics not frequently covered: the use of data and research and the science of fundraising. \n\n\n\n\nBuy on Amazon\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJennifer J. Filla\n\n\n\nProspect Research for Fundraisers: The Essential Handbook\n\n\n\nWritten especially for front-line fundraisers\, Prospect Research for Fundraisers presents a practical understanding of prospect research\, prospect management\, and fundraising analytics\, demonstrating how research can be used to raise more money. \n\n\n\n\nBuy on Amazon
URL:https://staupell.com/event/the-apra-authors-panel-stories-behind-the-books/
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