STAUPELL ANALYTICS GROUP - ANALYTICS EXPERTS FOR NONPROFITS, IMPROVING FUNDRAISING
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Video Replays

Water Cooler Chat Replay: The Donor Journey

2/8/2022

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Marianne coined the term, "Donor Journey," based on the marketing term, "Customer Journey." During this Water Cooler Chat, we'll talk about ways to identify and understand the Donor Journey.
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Virtual Water Cooler Chat - Relationship Mapping

11/4/2020

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Topic: Relationship Mapping with Jen Filla

Marianne and Jen have a conversation about Relationship Mapping and walk through a demonstration.
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Water Cooler Chat - Virtual Events with Hannah Fuller of Vera House

10/14/2020

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Topic: Virtual Event Planning with special guest Hannah Fuller of Vera House

In this Chat Hannah Fuller spoke about the June virtual event she planned and executed for Vera House and its upcoming virtual event.

Hannah is Special Events Coordinator at Vera House, Inc. She is responsible for the planning and execution of Vera House’s major fundraising, awareness building, and recognition events including their annual Gala, the White Ribbon Campaign, and its Recognition Luncheon. She also handles Development-related items like outreach for underwriting, advertising, and auction donations.
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Virtual Water Cooler Chat - Open Forum

9/30/2020

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Topic - Open Forum
There were no slides for this discussion.
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Virtual Water Cooler Chat - Visualization in Three Styles

9/16/2020

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Topic: Visualization in Three Styles
 
In this Water Cooler Chat, Greg Duke and Marianne Pelletier demonstrate three different visualization products: Excel, Power BI, and Tableau. Come and get some tips on maximizing your use of each.
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Virtual Water Cooler Chat - ROI is King

9/2/2020

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Topic: Return On Investment is King

As we get ready for our fall fundraising activities, we can use these king-sized metrics to boost our results and pivot at the right time. In this chat, Dr. Greg Duke, Le Roi of Fundraising Metrics, explores ways to measure your Return On Investment on your way to launching your most successful giving season yet.
How to Install Analysis ToolPak and Solver
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Virtual Water Cooler Chat - GDPR Update

8/12/2020

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Topic - GDPR Update

Join us for a GDPR refresher. Our data expert, Dr. Gregory Duke, shares practical approaches to implementing GDPR and discuss when/how your organization must pay particular attention to the rules. He explains what GDPR means for your fundraising and friendraising shop.

Dr. Duke also addresses specific fundraising issues specific to GDPR, including:
  • If GDPR means I can't contact our European constituents without their permission, how do I get their permission to contact them?
  • What do I do for our constituents under GDPR if there is a data breach affecting their personal data?
  • Where can I find information about GDPR that's relevant to organizations in the US or Canada?
read more about GDPR here
download slides
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Virtual Water Cooler Chat - Updating Your Resume and LinkedIn Profile

7/29/2020

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Topic - Updating Your Resume and LinkedIn Profile

In an uncertain economy, we often feel uncertainty around our job security. In this Water Cooler Chat, we cover taking a good look at your resume and LinkedIn profile, as well as how to make sure that you’re best positioned to compete in the marketplace, and how to defend your position where you are by illuminating your recent successes.
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Virtual Water Cooler Chat - Plan Your Next Campaign Now

7/15/2020

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Topic - Plan Your Next Campaign Now

In this Water Cooler Chat, we'll help you plan your next campaign during this quiet time.

We will cover:
  • Identifying the capacity of your pool
  • Determining how many gift officers you need
  • Forecasting the annual fund
Download Slides
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Founders in Fundraising Discussion

7/14/2020

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Fundraising organizations often face uncertainty about when their next donation may come, and how much that donation may be. The use of machine learning can help predict these specific data points, thus helping organizations better plan their communications and team resources. Three founders in the fundraising domain, who each bring their unique perspective to the prospect research problem, join AISC in this interview.

Watch this video to expand you knowledge of fundraising, including terminology, machine learning best-practices in the domain, and how information and insights can be best delivered to clients to maximize buy-in.

​Questions asked to the participants:
What is "prospect research." Why is prospect research/annual gift modeling a hard problem? Does the difficulty lie on the technical side, or is it more of a business problem? How do you ensure data is presented to clients in a digestible format? What’s the best format to get buy-in? What sort of data do you work with? What’s the scale of it? Do you train models independently on each customer or train on multiple customers’ data? What privacy concerns come up?

Speakers: Ryan Henry, Jennifer Filla, Marianne Pelletier
Facilitator: Serena McDonnell
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  • Home
  • About
    • Staupell Team
    • Testimonials
    • Partnerships >
      • Prospect Research Institute
      • Lityx
      • TouchPoints
      • Gravyty
  • Services
    • Fundraising Analytics
    • Prospect Development
    • Business Intelligence
    • Database Administration
    • Fundraising Optimization Solution
  • Training
    • In-Person Workshops >
      • Excel for Fundraisers In-Person Workshop
      • How to Build Your Prospect Management System In-Person Workshop
    • Analytics Machine Learning Artificial Intelligence
    • Business Intelligence Visualization Reporting
    • Prospect Research and Management
    • Webinars
    • Classes >
      • Beginner Analytics Using R
      • Analytics Classes
      • Skill Builder Series
    • Workbooks
  • Blog
  • Events
    • Water Cooler Chats
    • Video Replays
  • Contact
  • Product