Preparing and Mining Data to Inform Annual Giving Strategy

September 22, 2011

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Overview

Learn new ways to organize and leverage your annual gift data.

Even though many institutions are seeing growth in their annual giving levels this fiscal year, it's not enough to simply rise with the tide. Now is the time to magnify your annual giving results by rethinking the way you organize and utilize your annual gift data.

Join us online to regain your shop's competitive advantage by considering a fresh perspective in preparing and mining donor data.

WHO SHOULD ATTEND AND WHAT YOU WILL LEARN

Examining the key data points to isolate, and how best to begin using those points, advancement managers (especially those in annual giving and advancement services) will learn:

Key segmentation strategies to maximize return on investment
Data analysis methods to assist in driving solicitation strategies
Essential elements needed to assess solicitation tool effectiveness
How to gather information beyond your database through efficient and effective survey techniques
Basic and advanced ways to utilize your information gained

Agenda

Learning Outcome:

After participating in this webcast, you will be better able to examine and utilize key data points to effectively segment and solicit your annual giver population.

Thursday, September 22, 2011

1:00 - 2:45 p.m. EDT

Understanding your database and what information is critical for your success
What data should you begin with? How is it defined?
- LYBUNTS: New, 1, 2, 3, 4
- SYBUNTS: 1, 2, 3, 4
Additional data points
- Reunion giving
- College/school campaigns
- Young alumni (five years out/GOLDs)
- Parents/grandparents
Data modeling: Basic to advanced techniques
Building alumni surveys to gather key points not held in your database
What does your data say? Interpretation 101
Analyzing your data and guiding strategy for your solicitation tools:
- Phone
- Mail
- Online
- Personal solicitation

Want more information about this event?

Contact Courtney Gulden, Conference Director if you'd like additional information about the program agenda.

Instructors

Brian Daugherty

Director, Development and Alumni Relations, School of Law

University of San Diego

With more than 15 years of experience in development with a focus on annual giving and major gifts, Brian has worked for a variety of organizations in the nonprofit arena, including the Baltimore Symphony, the Baltimore Zoo, the University of Baltimore, the University of California, San Diego, and San Diego State University. His experience includes extensive work on telemarketing campaigns, direct mail, board management, volunteer solicitations, e-philanthropy, and personal solicitations. Brian has used his extensive experience in statistical data analysis and strategic planning to be an integral team member of capital campaigns ranging in scope from $16 million to $1 billion. A contributor to Currents magazine, he is a frequent presenter for the Council of Advancement and Support of Education (CASE) and the Annual Giving Professionals Network (AGPN).

Registration

CD Recording of Live Webcast

$350.00

Preparing and Mining Data to Inform Annual Giving Strategy recording

Attendee Information

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On-Demand Download of Live Webcast (180 day license)

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