Join Marianne to hear about and discuss the current economic climate, what kinds of donors tend to give in this climate, and how your organization might set up fundraising and friend-raising for future economic recovery. At Staupell Analytics Group, we are committed to helping you… Read More »Who Gives in the Current Economy
Prospect development professionals need to be moving beyond basic portfolio maintenance to creating a strategy for the portfolio, as a whole, that aligns the right prospects with the right fundraisers, prioritizes opportunities, and drives results. Join prospect management expert, Ruthie Giles, as she talks about… Read More »Portfolio Optimization and Strategy
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… Read More »Building a Prospect Management Reporting System
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 our recent Water Cooler Chat, Wilfred Bailey, our associate for data management, showed us many repetitive data task that can be handled through Power Automate. As a follow up, this blog post shares ideas for finding automation in your work so that your brain… Read More »Let the Machine Do the Work
