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 single measure or apply it in only one way. The reality is that RFM can… Read More »Beyond the Basics: Using RFM to Connect Engagement, Annual Giving, and Planned Giving
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
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… Read More »Getting Gift Officers on Board with Your Prospect Strategy
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
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… Read More »Prospect Management Meetings that Work
In this Water Cooler Chat, we explore how to keep your data clean so that it’s ready for analysis. We discuss auditing techniques and best practices for ensuring that your data is accurate and up-to-date. We provide practical tips for improving your data analysis skills… Read More »From Scary to Savvy: How to Clean Your Data for Better Decision Making
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
Will you be celebrating your fundraising success with fireworks? In this Water Cooler Chat, Greg Duke will share methods for developing reports that pinpoint where your fundraising successes and opportunities lie to better prepare you for your next campaign.
Year-end fundraising is always a frenzy. In this Water Cooler Chat, our special guest Maya Gasuk, Managing Partner at West Wind Consulting, shares some best practices for making sure that your year-end annual giving program.