Data & Tech: Friends not Foes
Data and technology can sometimes be seen as a want or would be nice and not as a priority, especially in smaller and/or newer nonprofits. In many cases, we have seen organizations pit them against each other but in our opinion, they are a perfect pairing. When the team bandwidth is not as deep data and technology can be your best friend. Join our expert panel as they share data and tech best practices for small shops.
Onward and Upward: Setting Up a Moves Management System
Getting donors to give to your organization is one thing but building a relationship that will lead to increased support takes time and careful planning. A moves management system will enable you to track your efforts as you move donors through the pipeline. Join us as we share best practices that will help you track and streamline your major gifts efforts.
Campaign Readiness: Set Up Your Organization for Success
Is your organization ready for a capital campaign? Join us as we dive deep into how to evaluate your organization’s campaign readiness. We will do this by looking at a broad institutional perspective, staffing, and all the way down to your technology. Attendees will leave with a better understanding of how capital campaigns work as well as some tools and questions to help set your organization up for success.
EOY Fundraising Post-Op
You planned your end-of-year (EOY) campaign but before you move on to your next solicitation you need to take some time to analyze the results of your efforts. We will share our go-to data points to help you determine how effective your efforts were and what next steps you should take so that future fundraising efforts are set up for success.
Get Ready, Get Set, Go: Year-End Fundraising Strategies
Join us as we share tried and true year-end fundraising strategies to get your organization ready for the busiest time of year. We are bringing back one of our most-requested webinars with some new updates. Need to update your year-end efforts to make up a deficit or close in on your goal? We share solicitation strategies that inspire donors to both renew and increase their support. Having a solid plan for year-end giving is crucial to the success of your fundraising efforts so don't wait to create your plan.
Feasibility Study 101
Feasibility Studies are integral to a successful capital campaign effort. Organizations might be tempted to skip this step to get right to the solicitation. But when you have the data from a feasibility study your organization will be armed with the knowledge to launch a successful capital campaign. Join us as we walk through the process from beginning to end and how you can use the information to make sure you are ready to start asking donors to make an investment.
Data Hygiene for Year End Fundraising
The fourth quarter will be here before you know it and your data needs to be ready for all of your end-of-year fundraising efforts. The time and effort you put in now to get your CRM in shape for the busy season will not only save you time and money but enable your organization to raise more money. Join us as we share best practices and tips to get your data in shape before the giving season rush.
Wealth Screening 101
Join us as we share best practices for using data from a wealth screening return to help your organization know where to focus its time and resources to raise more money from your constituents. We will share the steps to take leading up to the data pull, including the selection of a vendor, as well as what to do once you receive the data return. Whether you are unsure of what a wealth screening is or you live inside of your data day in and day out, you will leave this session with tools that can be used for your organization and repeated year after year.
It's Time to get Serious about Donor Retention
Donor Retention is one of, if not the best indicator of a successful fundraising program. It is more cost-effective to retain a donor than it is to acquire a new one. Join us as we walk through FEP's report and share some tried and true ways to improve your organization's retention rates.
Database Migrations: Work Smarter not Harder
Deciding to move to a new CRM is not a decision that should be taken lightly. A migration is a time-consuming process that should involve all team members in some shape or capacity, especially those on your development team. Join us as we share our tips and best practices to make sure it goes as smoothly as possible and that you end up not regretting your decision.
Prospect Research for Frontline Fundraisers
Knowing that a donor or potential donor has the capacity to make a significant gift is important but it's only half the battle. Knowing their inclination is just as important if not more so. Join our panel of prospect development professionals as they share their insights and expertise on industry best practices and their favorite resources. Panelists include Helen Brown of The Helen Brown Group, Kristin Richardson of the Colonial Williamsburg Foundation, and Gareth Griffen of Massachusetts Institute of Technology.
Show Your Donors Some Love
The data is there - it is more cost-effective to retain a donor than it is to acquire a new one. One of the best ways to build your Annual Giving program is to focus on stewardship. While personalization is important it need not come at the sacrifice of your organization's mission. Join us as we share tried-and-true tactics that steward (love) and engage your donors throughout the year.
Capital Campaigns in Unusual Times
Undertaking a capital campaign can seem daunting even in the best of times, but it need not be. Given the current climate, you may be considering holding off on launching your campaign effort and that is understandable. With individuals spending more time at home and focusing on causes that are important to them, now might be the right time for your organization to start your campaign effort. We will share a step-by-step guide of the methodology that has led hundreds of organizations and faith communities to not only reach their campaign goal but transform their organization. It's natural to have questions about getting started. We will address participants' concerns as they consider launching a campaign. Learn how to prepare and execute a successful campaign for your organization.
Messy Data In = Messy Data Out
Being able to pull out information from your CRM is one of the most common problems we hear about from organizations that reach out to us. If you don't have clean data going into your CRM you cannot pull clean data out. Migrating to a new system won't fix the problem either. Join us as we share policies and procedure best practices to implement so that your organization is set up for success with consistent gift entry, record keeping, data hygiene & reporting.
Getting Started with Data Analytics using Excel
You don't have to have majored in statistics or know how to use R or Python to use analytics in your fundraising efforts. While there are many amazing programs and vendors you can do some simple analytics using excel to help improve your fundraising ROI. Join us to learn how to use the powers of excel and pivot tables to see trends within your own data.
Getting Ready for the Year-End Appeal
It's never too early to start planning for year-end fundraising. We are bringing back one of our most-requested webinars with some new updates. Need to inspire donors to both renew and increase their support? Want to fine-tune your EOY solicitation strategies? Then join us as we share how you can use your own data to determine which individuals are more likely to make a gift and how to create more donor-centric solicitation strategies. Having a solid plan for end of year (EOY) giving is crucial to the success of your fundraising efforts so don't wait to plan out the business quarter of fundraising.
Database Administration for non-DBA's
We've always said that if it's not in the database it doesn't exist. While getting it into the database is a crucial step it really is just a first step. You don't have to have a degree or background in databases to have a well organized CRM. Join us as we share database administration best practices to implement so that your organization is set-up for success with consistent gift entry, record keeping, data hygiene & reporting.
Implementing Recurring Giving: Phasing in Sustainable Income for your Organization
Recurring gifts are a great way for your donors to connect with your organization on a regular basis. In addition to creating a long-term relationship with these donors, you’re also adding an ongoing stream of revenue for your organization. Recurring giving programs can be very beneficial to nonprofit organizations but organizing and promoting these types of programs take a special approach. Learn helpful strategies and tips for moving donors from one annual gift to giving on a monthly basis.
Year-End Annual Giving Strategies
Having a solid plan for end of year (EOY) giving is crucial to the success of your fundraising efforts. Now more than ever, we need to get both creative and strategic with how our solicitations inspire donors to both renew and increase their support. We will share data-driven methods to help attendees fine-tune their EOY solicitation strategies in ways that allow you to be both more effective and efficient. Attendees will also learn how to use their own data to determine which individuals are more likely to make a gift and how to create more donor-centric solicitation strategies. Whether you are unsure of what lies in your data or you live inside of your data day in and day out, you will leave with tools that you can use year after year.