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What kind of prospecting can you do to get the maximum benefit at the end of the calendar year? Join us at May's Water Cooler Chat, where our special guest Jen Filla will be joining the discussion. Jen will present a few ways to help clients prepare for specific end-of-year fundraising activities. You can also learn what other organizations are doing by participating in polls and discussions during the chat.
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The old saying “April showers bring May flowers” holds true in fundraising. Join us for this Water Cooler Chat as we discuss last-minute prospecting techniques to bring in last-minute gifts. March is normally a quiet time in fundraising, but June is coming up fast. Join Greg Duke to discover more ways to ease your administrivia load with Greg's latest Excel tricks and tips. In this session, we'll show how to build a word cloud in Excel based on the content of your organization's contact reports. You'll find those keywords that relate to major gifts donors vs. those that defer or refuse the ask. 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. 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.
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May 2023
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