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DTSTART;TZID=America/New_York:20260210T120000
DTEND;TZID=America/New_York:20260210T130000
DTSTAMP:20260113T232856Z
CREATED:20260113T232727Z
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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
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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
ATTACH;FMTTYPE=image/png:https://staupell.com/wp-content/uploads/2026/05/Portfolio-Optimization-and-Strategy.png
ORGANIZER;CN="Staupell Analytics Group":MAILTO:marianne@staupell.com
END:VEVENT
BEGIN:VEVENT
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/
ATTACH;FMTTYPE=image/jpeg:https://staupell.com/wp-content/uploads/2026/06/The-Apra-Authors-Panel.jpg
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