Staupell Analytics Group is proud to announce the pre-sale of 5 Ways to Use RFM Scores in Fundraising by Marianne M. Pelletier, Managing Director of the Staupell Analytics Group. This practical, hands-on workbook gives development operations professionals in nonprofit organizations the tools they need to implement RFM scoring across every area of their fundraising shop — major gifts, planned giving, annual giving, engagement, and membership programs.
The book is available for pre-sale now through March 31, 2026, with official release set for March 31, 2026.
When you pre-order the book, you will receive these exclusive bonuses:
- Your book signed by Marianne and mailed to you
- Digital access to all programming found in the book — the Excel formulas and the Power BI DAX expressions showing how to work across the five exercises — formatted for easy copy-and-paste (a $49.97 value)
“There’s a reason RFM has been a staple in the for-profit marketing world for decades,” says Pelletier. “This workbook shows fundraising shops how to apply those same principles to understand donor behavior across every department — not just major gifts. It’s a practical guide with concrete programming examples and strategic notes on results built for the realities of development operations teams working with limited time and resources.”
RFM — Recency, Frequency, and Monetary Value — is a proven analytical framework that segments donors and constituents based on how recently they gave, how often they give, and how much they have given. In this workbook, Pelletier expands the concept beyond its traditional major gifts application, walking readers through five distinct exercises designed to support every team in the development office.
Five Exercises Covered in the Book:
- Major Gifts: Find your best and upcoming prospects using constituency-wide RFM scoring in Excel and Power BI
- Planned Giving: Use recency and frequency momentum to identify prospects before their first planned gift
- Annual Giving: Segment your donor pool by campaign, appeal, and solicitation method to understand channel preference and giving behavior
- Engagement: Apply RFM principles to non-giving activity — events, newsletters, LinkedIn connections, and volunteer roles — to identify your most invested constituents
- Membership: Identify when ticket buyers and members are ready to move up in engagement and giving
Each exercise includes the theory behind the approach, step-by-step instructions, and complete analytical code examples in Excel and Power BI. The Toolbox section provides code scaffolding designed to be adapted to your organization’s data environment.
“This is Volume II of Staupell’s Workbook Series for a reason,” says Pelletier. “Our goal has always been to teach development operations teams not just what to do, but how to do it — with practical tools they can actually use on Monday morning. That’s the FIT approach: Fix what’s broken, Innovate your processes, and Teach your team to sustain it.”
Pelletier has been teaching and coaching development professionals for decades through Staupell Analytics Group’s courses, Water Cooler Chats, and the annual FIT In-Person Workshops. This book grew directly out of her popular Focused Skills Lab on RFM in Fundraising, now expanded into a comprehensive workbook with worked examples and ready-to-use code.
Pre-Sale Details:
- Title: 5 Ways to Use RFM Scores in Fundraising: From Engagement to Planned Giving
- Author: Marianne Pelletier, Managing Director, Staupell Analytics Group
- Pre-Sale Price: $57.00 + $5.99 shipping
- Pre-Sale Deadline: March 31, 2026 (signed copy + digital programming access)
- Release Date: March 31, 2026
- Order & Info: https://staupell.com/rfm-workbook/
About Staupell Analytics Group
Staupell Analytics Group is a team of development operations experts who assist all types of nonprofits through fixing, innovating, and teaching services for the highest quality development operations possible. Their services include fundraising analytics and reporting, prospect development, database optimization, and campaign feasibility consulting.