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DTSTART;TZID=America/New_York:20260512T120000
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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
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DTSTART;TZID=America/New_York:20260811T120000
DTEND;TZID=America/New_York:20260811T130000
DTSTAMP:20260602T101018Z
CREATED:20260511T152739Z
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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
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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/
ATTACH;FMTTYPE=image/jpeg:https://staupell.com/wp-content/uploads/2026/06/The-Apra-Authors-Panel.jpg
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