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,… Read More »Prospect Management Meetings that Work
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… Read More »How Machine Learning Makes Major Gifts Portfolios More Effective
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… Read More »Using Probability to Enhance Your Fundraising Strategy
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… Read More »Getting Gift Officers on Board with Your Prospect Strategy
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
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! Dr. Gregory Duke has built a reporting suite based on the precepts outlined… Read More »Building a Prospect Management Reporting System