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Videos

Virtual Water Cooler Chat - RFM (Recency, Frequency and Monetary Value)

6/17/2020

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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. 
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Virtual Water Cooler Chat - Tips for One-Person Research Shops

6/3/2020

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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.
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Virtual Water Cooler Chat - A Fresh Look at Portfolio Management

5/20/2020

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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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Virtual Water Cooler Chat - Virtual Events

5/13/2020

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Topic - Virtual Events with Special Guest Elizabeth Quilter

NOW WHAT?!? 
You had an event planned for your nonprofit - what do you do now?

Elizabeth Fallon Quilter, CFRE joined us to talk about strategies and success stories of nonprofits that have had to address and adapt to this very challenge.
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Virtual Water Cooler Chat - Ask Us Anything

5/6/2020

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Topic - Ask Us Anything, A Brainstorming Session

Join us for an open mic Water Cooler Chat. Attendees brought their fundraising pain points to the session and we brainstormed together.

​There are no downloadable slides for this session.
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Virtual Water Cooler Chat - The Economy

4/29/2020

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Topic: The Economy

Right now, we're hearing over and over that we have no idea how our economy will do coming out of the pandemic. In this session, Marianne Pelletier and Greg Duke will explore a few ways to use data from the Great Financial Crisis of 2008 to estimate what our fundraising results may look like this year.
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Chat Transcript
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Virtual Water Cooler Chat - Prospecting

4/22/2020

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Topic - Prospecting

Join Marianne Pelletier to pick up or refresh your prospecting skills. We’ll look at a few case studies as well.
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Virtual Water Cooler Chat - Data Cleanup

4/15/2020

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Topic: Data Cleanup

During this time when a large number of us are working at home, many database managers and users have an opportunity to perform the data auditing and cleanup tasks which they have never had the time to perform. Topics include:
  • How to prevent bad data from getting to your organization's database
  • Fields in your database where bad data often resides (and where it's more likely to affect your operations)
  • How to identify data problems already in your database
  • Free tools for fixing data issues
  • How to pace yourself during data cleanup projects and how to optimize your usage time
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Data Cleanup Tricks
US Zip Code List
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Virtual Water Cooler Chat - Fundraising Ideas Session

4/8/2020

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Topic: Sharing Fundraising Ideas

In this open mic style session, our attendees shared how their organizations are raising money during this time, including letters that they've received from their favorite charities. We share our our ideas too.
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Virtual Water Cooler Chat - Keeping Calm During Crisis

4/1/2020

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Topic: Keeping Calm During Crisis

​In this chat, we discussed what is in our control and not in our control as well as shared resources on how to manage stress.
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  • Home
  • Fundraising Optimization Solution
  • Training Solutions
    • 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
  • Capabilities
    • Fundraising Analytics
    • Prospect Development
    • Business Intelligence
    • Database Administration
  • About Us
    • About Us
    • Testimonials
    • Partnerships >
      • Prospect Research Institute
      • Lityx
      • TouchPoints
      • Gravyty
      • CampusWorks
  • Videos
  • Blog
  • Contact