Using Excel, learn to combine multiple data sources, analyze millions of records instantly, and create interactive PowerViews that let you share dynamic visualizations without exposing underlying data.
Boost your basic pivot table with advanced tools: crosstabs, numerical formatting, date filtering, calculated fields, and data slicers.
Learn how to use VLOOKUP() to blend data from multiple sources in Excel, enhancing your reports and strategic planning tools for fundraising success.
Discover why choosing one versatile tool like Python can streamline your fundraising operations more effectively than multiple specialized solutions. Learn how flexible data analysis tools can transform your nonprofit’s approach to donor management and business intelligence.
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… Read More »Mid-Year Analysis for a Successful Fundraising Year
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,… Read More »Using Probability to Enhance Your Fundraising Strategy
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… Read More »How Machine Learning Makes Major Gifts Portfolios More Effective
Liz Rejman, Principal of Liz Rejman + Co. lead this Water Cooler Chat on how to optimize your organization’s data by understanding the data life cycle. The chat will covered ideas such as developing a data governance policy, selecting data, onboarding data, performance management, and… Read More »Optimize Strategic Decisions by Maximizing Your Data’s Potential
By Dr. Greg Duke During our Water Cooler Chat, I presented some powerful Excel techniques— Watch the replay video for tips on: Ranking prospects using =RANK.EQ(), Adding up gifts to a specific campaign or fund using =SUMIFs and related “ifs” functions, Bringing in fresh data from… Read More »More Excel Tricks for Fundraisers
March is normally a quiet time in fundraising, but June is coming up fast. Join Greg Duke to discover more ways to ease your administrivia load with Greg’s latest Excel tricks and tips.