In November, we gather to feast and celebrate abundance. In this Water Cooler Chat, we discussed effective ways to manage prospects during the holiday season. We provided tips for staying organized, prioritizing your outreach, and maintaining positive relationships. Watch now for our practical advice on how to make the most of this festive time of year while still achieving your prospecting goals.
In this Water Cooler Chat, we explore how to keep your data clean so that it's ready for analysis. We discuss auditing techniques and best practices for ensuring that your data is accurate and up-to-date. We provide practical tips for improving your data analysis skills and making better-informed decisions for your organization.
Liz Rejman, Principal of Liz Rejman + Co. lead this Water Cooler Chat on how to optimize your organization's data by understanding the data life cycle. The chat will covered ideas such as developing a data governance policy, selecting data, onboarding data, performance management, and offboarding data. By thinking from a data-driven perspective within your organization, you will gain a deeper understanding of how to use information for your mission and vision, and how to optimize it when making strategic decisions.
With the "back to school" season upon us, now is the perfect time to learn some techniques to fine-tune your portfolio for the upcoming campaign year. In this Water Cooler Chat, Ruthie Giles shared some of her best practices for profile management.
Will you be celebrating your fundraising success with fireworks? In this Water Cooler Chat, Greg Duke will share methods for developing reports that pinpoint where your fundraising successes and opportunities lie to better prepare you for your next campaign.
Water Cooler Chat Replay: Where to Focus Your Attention During the Frenzy of Year End for Fundraising Success
Year-end fundraising is always a frenzy. In this Water Cooler Chat, our special guest Maya Gasuk, Managing Partner at West Wind Consulting, shares some best practices for making sure that your year-end annual giving program.
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.
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.
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