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.
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.
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:
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.
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:
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
Ernesto Fernandez of the Harvard Business School joins us to talk about using the right visualization to get your point across. As a project manager for HBS's Office of External Relations, Ernesto and his team provide the visualizations and information necessary for their colleagues to conduct excellent fundraising. We'll have a discussion with a variety of graphics samples to explore the best way to show information that leads to data-driven decision making.
Click "Read More" to watch the video.
Topic - RFM (Recency, Frequency and Monetary Value)
Join us for a demonstration -
Nonprofits are increasingly using marketing techniques to identify and solicit donors, even at the Major Gifts level. Join Jen Filla and Marianne Pelletier at Staupell's Virtual Water Cooler as they demonstrate a favorite: Using RFM (Recency, Frequency, and Monetary Value) to find the best prospects in your pool and those prospects who need more cultivation. How to build an RFM score and how to use it in prospecting will be demonstrated.
Topic - Tips for One-Person Research Shops
Join Staupell Analytics for a discussion on best practices and time-saving tips for one-person research shops. Our team, which has background in one-person shops and in transitioning from one-person to multi-person shops, will discuss their experiences, what worked and what didn't work, and how best to manage precious research time.
Topic - Portfolio Management
In this week’s Water Cooler Chat we take a fresh look at portfolio management. How do you cultivate and solicit prospects when you can’t see them in person? We’ll also look together for clues on those prospects that are best to cultivate now and ideas on cultivating everyone.
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