Colorado State University is a leader in designing data-driven prospect development tools and strategies. To help their gift officers focus on the most promising major gift prospects, they have created both engagement and capacity models that integrate with various portfolio analysis tools and reports.
Join us online for a 3-part series to discuss each model and how it was implemented in CSU’s advancement shop. In the first two sessions, you will learn how CSU is gathering hard data and distilling it into comprehensive scoring models. In the final session, you will learn how the power of these models can be leveraged in your team’s daily work.
Who should attend?
Prospect researchers, prospect managers, and gift officers managing their own portfolios will benefit most from this training.
Session 1: Engagement Modeling
CSU’s engagement model is unique in that it was derived from data rather than intuition–relying heavily on first-person alumni survey data. Join us for this session to learn:
Keys to Success
Identifying and Acquiring Relevant Data Points
Model Development Approach
Implementation within an Extended Database System
Validation Against Historical Data
Session 2: Capacity Modeling
CSU’s estimated gift capacity model is unique in that it uses multiple wealth indicators instead of just one–which allows the team to capture high-capacity prospects that might have been lost with only a single indicator. Join us for this session to learn:
Keys to Success
Identifying and Acquiring Relevant Data Points
Mapping Data Points to a Common Reference Point to Make Comparisons
Methods of Distilling Multiple Data Points into Single Gift Capacity Estimates
Implementation within an Extended Database System
Session 3: Implementing Engagement and Capacity Models
CSU took their models and created a portfolio analysis tool that has helped the research team and gift officers focus on the most promising major gift prospects. Join us in this session to learn about:
Combining the Engagement and Capacity Score Models to Create a Prescriptive Tool
Ensuring Analytic Insight is Accessible to All Relevant Users
How to Apply the Analytic Models for Enhanced Portfolio Analysis and Augmenting Portfolio Reports
Ways to Support the Prospect Management Process and Support Prospect Identification
