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In colder locations, January starts the Travel to Florida season for our frontline staff. While you're back at the office, take a look at some ideas to automate your tasks, update your frontline staff portfolios, and build alert systems to serve your internal clients.
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As the tax year comes to a close, our organizations try to catch those last few gifts from donors. This week we discussed ideas on identifying possible re-asks and on modeling those who are likely to give at a certain time of year. This week we discussed automating stewardship and appreciation activities to both honor your donors and to never miss a beat. Sharing our ethical dilemmas and stories and ideas on coping with them. Staupell team members will share a few of our own. As September hits, we all turn our minds to segmentation, direct mail, and other annual giving campaigns. In this Water Cooler Chat, we took a look at a variety of ideas on annual giving segmentation. And yes, we covered RFM.
How do we position portfolios so that they may allow our fundraisers to be successful? Using cultivation stages, capacity ratings, RFM scores, engagement scores, and various other data points … coupled with right-sizing the portfolio. Sounds simple enough, but there is a delicate art to how we balance the data side of this work with the relationship side. In this Water Cooler Chat, we talked about our tactics, methods, challenges, and obstacles that we encounter as we work to make a portfolio ready for our fundraisers as we position them for success.
AFP's Fundraising Effectiveness Project was designed to help all nonprofits understand the giving patterns among their donors. We went over how to use it and how to interpret what we find using sample data. Resource link: https://afpglobal.org/FundraisingEffectivenessProject
In June, we are counting every gift, trying to reach our annual fundraising goal. Can we find those last-minute prospects to take us over the top? We'll explore some data-driven ways to find those last-minute opportunities.
You’ve been tasked with raising annual fund giving by 20%, and you know that it’s a big priority for your organization. You’ve made lots of changes to your fundraising plans, and the first few months seem to have been successful. But are you on the right track to reaching your goal? How would you even know? There’s a simple but powerful tool available to everyone which will help provide an answer. The Monte Carlo simulation technique can help you to identify the likelihood that your fundraising program will reach its end-of-year goal. It is flexible enough that you can update it throughout the year to find out if you are moving in the right direction. Best of all, Monte Carlo simulations can be created with a program you already own: Microsoft Excel.
We constantly seek ways to make better and to make better use of our capacity ratings. Often IRS aggregate data are used for this purpose. This Water Cooler Chat focuses on what's available in the IRS data for your shop's rating efforts.
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January 2023
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