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 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… 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 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… 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 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… 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