Educational Webinars

Yes

Oct
22
2013

Breaking Down the Data-Driven Annual Fund: Reporting and Return-On-Investment

Time: 1:00PM Eastern

Part 1 | Part 2 | Part 3

What metrics are key to success in the data-driven annual fund and what can your results tell you about what’s working and what isn’t?  The third webinar in our series, Breaking Down the Data-Driven Annual Fund, will analyze the critical metrics for review, the importance of testing and implementing results, benchmarking and learning from what the data tells us in goal-setting and ROI analysis.

*Please note that this session will be beneficial even if you do not attend all sessions on Breaking Down the Data-Driven Annual Fund.

Speakers:




Aug
27
2013

Breaking Down the Data-Driven Annual Fund: The Building Blocks

Time: 1:00PM Eastern

Part 1 | Part 2 | Part 3

This webinar series, Breaking Down the Data-Driven Annual Fund, will take the concepts discussed during our Data-Driven Annual Fund webinar and focus on specific areas in greater detail.  This first session will delve into the building blocks of a successful annual fund:

  • Data Hygiene
  • Segmentation
  • Ask Amount Development
  • Case for Support

What elements of data quality are most related to successful fundraising?  How does giving history and prospect relationship play into creating strategic ask amounts?  How can data help craft case-for-support that is tailored to donors’ specific interests and personal passions?  All of these elements combined create the basics of a successful annual fund.

*Please note that this session will be beneficial even if you do not attend all sessions on Breaking Down the Data-Driven Annual Fund.

Speakers:




Jun
26
2013

Science Behind the Art: ROI for Frontline Fundraisers

Time: 1:00PM Eastern

Our profession abounds with data, but it can be difficult to determine which information to use, and how, when reporting the ROI for frontline fundraisers.  This session will provide information about what metrics are relevant, preparation of performance expectations for various levels of fundraisers, how to track this performance, and then preparing and reporting ROI for frontline fundraisers.  This analysis can be critical when requesting additional funding, in making employment decisions and justifying/explaining to a governing board about fundraising efforts.

Key Points:

  • What metrics are relevant
  • Performance expectations for various levels of frontline fundraisers
  • How to track
  • Preparing and reporting ROI for frontline fundraisers

Great fundraisers understand the art of the ask—how to cultivate, when to solicit and for what purpose.  An ROI report is a helpful tool to measure whether our fundraisers are taking best advantage of the data—the science—that is available to them to better perfect their art.

Speakers:




Jun
19
2013

Your First Look! Giving USA: The Annual Report on Philanthropy

Time: 2:00PM Eastern

Giving USA: The Annual Report on Philanthropy is the seminal publication reporting on the sources and uses of charitable giving in the United States. For 57 years, fundraisers, nonprofit leaders, donors and volunteers, scholars, and other individuals who work in or with the charitable sector have counted on Giving USA to provide the most comprehensive charitable giving data available. No other source provides the context for annual giving like Giving USA. 

WealthEngine is proud to partner with, The Alford Group, a member of The Giving Institute, to bring you a national webinar on the Giving USA numbers.  Be one of the first to receive this just released data on giving in 2012!

Thomas W. Mesaros, CFRE, President and CEO, of The Alford Group, and Immediate-Past President of The Giving Institute will present the report, joined by Sally Boucher, Director of Research for WealthEngine.  Following the presentation, you will be invited to ask questions and engage in a lively discussion about the Giving USA report and other current issues affecting the not-for-profit sector. 

Speakers:




Available for Replay

Using Analytics for Better Decision Making

Date: Jun 04, 2013

This webinar will teach you how you can use simple analytics to support the decision making process in a prospect research shop. Looking at examples from prospect identification and relationship management, this presentation will demonstrate: Learn first-hand how using this structured approach to problem solving leads to decisions and courses of action that are better and more appropriate to meet these common challenges, and you will be able to transfer these skills to use in any problem solving or decision making situation.

  • How to frame your problem or challenge using problem restatement
  • How to state the challenge in the form of hypotheses
  • How to test those hypotheses using analysis

Learn first-hand how using this structured approach to problem solving leads to decisions and courses of action that are better and more appropriate to meet these common challenges, and you will be able to transfer these skills to use in any problem solving or decision making situation.

Speakers:




Available for Replay

6 Easy Steps to Creating a Written Fundraising Plan

Date: May 07, 2013

Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous.  A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year. We’ll cover goal setting (using SMART goals), action plans, and ways to keep your plan on track, plus you’ll get some worksheets and checklists that will make the process easy.

At the conclusion of this session, participants will:

  • Understand the elements of a written plan.
  • Understand the process for creating a plan.
  • Be able to begin the process of creating a written plan.

Speakers:




Available for Replay

Bring Your Data to Life with Scoring Models

Date: Apr 30, 2013

Scoring models are a great tool to measure affinity or other attributes and allow objective ranking of donors and prospects across the entire constituent base. Use your model to evaluate where a constituent or prospect is on the engagement continuum in your organization.  Scoring models allow you to:

  • Identify prospects with greater affinity to your organization
  • Shorten cultivation time and save resources
  • Glean insight into how you can better engage prospects
  • Determine where there are potential gaps in relationship management processes

Learn how to leverage your knowledge of the industry and rules specific to your institution to build scoring models that improve strategic decision-making, resource allocation, and constituent ranking. Strong models offer long-term ROI and provide ongoing insight that springboard into predictive analysis.

Speakers:

  • Danalisa Radu, Consultant, Independent



Available for Replay

Data Drives Timely and Relevant Engagement

Date: Apr 02, 2013

The most important factor in engaging, upgrading and retaining donors to your cause is timely action focused on the right audience.  With 70% of first-time direct response donors to your organization likely not to give again, most organizations need to develop systems, processes and strategies to drive timely action that results in more renewals, bigger gifts, and happier donors.

In this session, learn how one nonprofit did all three!  They combined external data, including giving capacity, wealth and philanthropic data, with direct marketing data to drive activities that improved both direct response and major gifts results.  We’ll outline the steps you need to follow to:

  • Get the data you need
  • Develop criteria for segmenting constituent populations
  • Take appropriate actions that both inform and involve prospects and donors at new levels

This process can be adopted by any nonprofit looking to improve the donor experience and their fundraising bottom line.  Organizations using this approach have seen substantial results.  Find out for yourself how simple it can be.

Speakers:




Available for Replay

The Data Driven Annual Fund

Date: Mar 27, 2013

Is your organization running its annual fund the same way, year after year, because “that’s the way it’s always been done?” Join WealthEngine’s T. Clay Buck for a discussion on how to breathe new life into your annual fund program by taking a data driven approach.  Clay will discuss the major metrics to determine where your annual fund is now and how to get it to the next level.  Learn how to better score and segment your constituents by giving capacity for increased results.

This session will cover:

  • Review of annual fund metrics: The major metrics you should be looking at.
  • Stewardship and Cultivation in the Annual Fund Process: How to adopt a donor-focused approach.
  • Using data to enhance your cultivation and stewardship efforts: How to better segment your constituents by capacity, wealth attributes and scores.
  • Compelling your constituents to Give: Building a case for support.

Speakers:




Available for Replay

Helping Nonprofits Raise More Money for More Good

Date: Mar 13, 2013

Join our free webinar as Lindsay Nichols and Sally Boucher, CFRE, discuss what donors and funders want from nonprofits, and learn how you can change your fundraising practices to better engage with key audiences. They will share research from the ground-breaking Money for Good II, which proves that although very few donors research their charitable giving, almost all donors want better information, and they care deeply about nonprofit effectiveness. The presenters will share three actionable tips for increasing engagement with donors by:

  • Collecting the right information
  • Communicating that information in a way that is meaningful to donors
  • Connecting with donors to form lasting relationships

Speakers:




Available for Replay

How to Attract, and Close, the Right Real Estate Gifts

Date: Feb 26, 2013

More and more development professionals are turning their attention to the single largest asset category for many of their donors, their real estate holdings.  This session will review trends in real estate gift activity, the variety of real estate gift structures being used to fit particular donor situations, three case studies, and emerging best practices across the country.

Session will cover:

  • Why there has been growing interest in real estate gifts
  • What types of real estate gifts are being given,  and the profile of those who give
  • The menu of real estate gift structures, and the situations where each is appropriate
  • Three case studies: Outright gift of a Florida condominium; Charitable Gift Annuity funded with a Vacation  Home; and Retained Life Estate on a Texas Ranch.
  • Emerging best practices: policies and procedures, marketing, prospect research and outreach, screening and due diligence.

Speakers:




Available for Replay

Get Your Research on Track: Better Metrics for Measuring ROI and Resources

Date: Feb 05, 2013

Are you behind the eight-ball this year when it comes to metrics and measurements? Is the winter passing you by without time for true goal setting?  Whether you work for a new research team or an experienced department, now is the time to take inventory of what’s working and what’s not.  Learn the steps for evaluating your resources for prospect research and development and figure out what is working best for you and your team.  This webinar will take you step-by-step through what to look at as you evaluate your program in terms of:

  • How to evaluate the resources and tools you’re already using
  • New metrics to implement for individual giving
  • How foundation and corporate resources are supplementing your individual giving program

Don’t let another year pass you by – shake things up in your office for increased fundraising success while the year is still fresh!

Speakers:




Available for Replay

CEO Speaks: The Next Generation of Wealth Intelligence

Date: Jan 28, 2013

Join WealthEngine’s President & CEO, Tony Glowacki, for a briefing on WealthEngine’s plans for 2013.  This 30 minute presentation will introduce FindWealth 8, WealthEngine’s newly released wealth intelligence platform. Hear what we are doing to advance prospect research and fundraising within each of our four pillars, Analytics, Research, Prospecting, and Consulting.  Topics to be covered include:

  • FindWealth 8 in Action - research and prospect faster, easier and more effectively with the latest technology
  • WealthEngine’s proprietary wealth ratings and scores - learn how they are improving fundraising strategies and ROI
  • WealthEngine Institute - membership grows every day, hear what new publications and events are coming soon

Speakers:




Available for Replay

Secrets of Fundraising Success for Small Nonprofits

Date: Nov 13, 2012

When you work in a small nonprofit, you wear many hats.  If the burden of fundraising falls on your shoulders alone, it can be difficult to juggle the many activities required to raise money for your mission.  Join this session to hear about how to leverage your time and talent to focus on donor-based fundraising and get the most return for your efforts.  Learn what you need to focus on and what needs to be let go.  You’ll walk away with a sense of how to manage your resources to get the results you want.

Speakers:




Available for Replay

Measuring Fundraising Return on Investment and the Impact of Prospect Research

Date: Nov 07, 2012

This session will define fundraising return on investment and cover the components that make up the overall income and expense lines in the budget. It will discuss the differences between efficiency and effectiveness as well as the differences in measuring ROI and CRD.

Session will cover:

  • Keys to good metrics and important metrics to measure
  • Prospect research’s impact on fundraising ROI
  • Management metrics and tracking

This webinar is hosted by AFP Chicago and is available at no cost to AFP members and for a fee of $49.00 for non-members.   Click here for complete details and to register via check.

Speakers:




Available for Replay

Score a Touchdown in 2013: Development Strategy, Data, Budgeting & Planning for the New Year

Date: Oct 23, 2012

Start developing your proactive fundraising strategy early so you will get a first down before others even get on the field. Ensure that your nonprofit has a winning strategy in place for impressive Return On Investment (ROI) and low Cost to Raise a Dollar (CRD). Raising money costs money, and while budgets are tight, you need a plan to make the most of your nonprofit’s budget. Hear from the experts how to make decisions that will impress your management, save money, and see results. Whether you’re planning and budgeting for 2013 or reviewing and revising your plans for the New Year, this session will help you ensure you’re on track to win.

Session will cover:

  • Learning best practices for budgeting your development activities
  • Developing a data-driven decision making process for 2013
  • Applying statistics to build and measure strategy and success

Develop a game plan that will get you a first down before the others even get on the field.

This webinar is sponsored by WealthEngine and hosted by The Chronicle of Philanthropy. All content presented during the event is provided by WealthEngine.

Speakers:




Available for Replay

Emerging Trends: Innovations in Arts Fundraising

Date: Oct 10, 2012

Similar to what 40% of hospitals do in their fundraising with "grateful patient programs", an emerging trend for many arts organizations is to now launch "grateful patron programs". Through regular pre-event ticket-buyer screenings, arts organizations are creating an ethos of philanthropy and increased knowledge of their appreciative patrons. Building a prospect pipeline from the time an individual buys a ticket is crucial to staying afloat in today's economy, where individual fundraising is a must. Opera Company of Philadelphia will share their institutional and development strategies as a use case for this session, and we will cover best practices for using ticketing information to build both membership and donor pipelines, as well as other emerging fundraising tools, tips and tricks.

Then, these points can be used to build an outline that will be posted for members one week prior to the webinar (more details on this and other logistics to follow):

  • Specific use of software for innovation
  • Tools and tricks for improving moves management
  • Ideas to develop donors from those already in your database
  • Marketing and fundraising tip, from flash mobs to YouTube sensations

Please note that this webinar is only available for members of the Tessitura Network.

Speakers:




Available for Replay

Growing Individual Gifts: Winning Strategies for Successful Solicitations

Date: Aug 08, 2012

Growing Individual Gifts Webinar Series:
Part 1 | Part 2 | Part 3

In the third part of this three part webinar series, Growing Individual Gifts, participants will learn strategies for successful solicitations.  Session will cover:

  • Discovery and cultivation – from getting the appointment to asking the right questions
  • Stewardship and recognition
  • Measuring Success and Return on Investment

*Please note that this session will be beneficial even if you do not attend all sessions on Growing Individual Gifts.

Speakers:




Available for Replay

Maximizing Your Capital Campaign: Building a Successful Public Profile

Date: Jul 25, 2012

Maximizing Your Capital Campaign Webinar Series:
Part 1 | Part 2 | Part 3

In the third part of this three part webinar series, Maximizing Your Capital Campaign, participants will learn how to “go public” with their campaigns along with successfully managing campaigns through their close.  Session will cover:

  • Launching the Public Phase
  • Campaign kickoffs
  • Maintaining momentum
  • Reports and analysis
  • Strategies for re-energizing a campaign
  • Celebrating campaign success
  • Completing the cycle: post-campaign wrap-up

*Please note that this session will be beneficial even if you do not attend all sessions on Maximizing Your Capital Campaign.

Speakers:




Available for Replay

Americans for the Arts: Incorporating Digital Marketing Into Your Fundraising Plan

Date: Jun 20, 2012

Your donors are online, and your fundraising strategy must reflect this reality. As your organization's demographics change, so must your tactics for reaching new members in order to cultivate them into active supporters and, eventually, long-term donors. Digital marketing's many platforms allow your organization to reach the right audience at the right time, in increasingly targeted and sophisticated ways, yielding measurable return on investment (ROI).

Join us for an introduction to how digital marketing and advertising can be used to improve your fundraising effectiveness. Learn best practices to test your way into online marketing and maximizing fundraising ROI. The presenters will provide an overview and case study on best practices for integrated marketing and fundraising using: 

  • Search Advertising
  • Banner Advertising
  • Video Advertising
  • Social Media Advertising such as Facebook
  • Remarketing / Retargeting
  • Integration with Other Efforts

If you're looking to turn online support into individuals contributing to your mission, you will not want to miss this session!

This webinar is hosted by Americans for the Arts and is at no cost to Americans for the Arts professional members and for a fee of $35.00 for non-members.

Speakers:




Available for Replay

Master the Data Mining Basics: AFP Chicago Webinar Series

Date: Jun 13, 2012

Fundraising intelligence is the process of gathering data and turning it into actionable information through analysis to support fact-based decision making. With the effective use of data, fundraisers can focus their energy on the donors most likely to give in today’s competitive environment.

Session will cover:

  • Prospect Research Methods
  • Finding the Best Prospects
  • Internal Data Mining
  • External Data Mining
  • Statistical Methods
  • Predictive Modeling

This webinar is hosted by AFP Chicago and is available at no cost to AFP members and for a fee of $49.00 for non-members.   Click here for complete details and to register via check

Speakers:

  • Messellech Abebe, Client Service Consultant, WealthEngine



Available for Replay

Growing Individual Gifts: Understanding Your Constituents and Prospects

Date: Jun 06, 2012

Growing Individual Gifts Webinar Series:
Part 1 | Part 2 | Part 3

In the second part of this three part webinar series, Growing Individual Gifts, participants will learn how to better understand their constituents and prospects. Session will cover:

  • Prospect Identification (board, clients, community, other)
  • Upgrading current donors
  • Prospect Research fundamentals are fundamental to major gifts
  • Prospect Management and major gift metrics are a key to success

*Please note that this session will be beneficial even if you do not attend all sessions on Growing Individual Gifts.

Speakers:




Available for Replay

Maximizing Your Capital Campaign: Making Your Silent Phase Loud

Date: May 09, 2012

Maximizing Your Capital Campaign Webinar Series:
Part 1 | Part 2 | Part 3

In the second part of this three part webinar series, Maximizing Your Capital Campaign, participants will learn how to get the moist “noise” from their silent phase.  Session will cover:

  • Campaign structure
  • Diversify your funding sources
  • Using data to prioritize lead gift solicitation
  • Leverage your networks & circle of friends

*Please note that this session will be beneficial even if you do not attend all sessions on Maximizing Your Capital Campaign.

Speakers:




Available for Replay

Applying Analytics for Effective Wealth Intelligence

Date: Apr 26, 2012

Applying a systematic approach to understanding your donors and prospects allows organizations to uncover new opportunities, save time and better focus its fundraising efforts. Please join us for a free half-hour webinar to learn about the new ratings and scores that are available in WealthEngine’s online wealth intelligence platform and wealth appends, as well as some of the optional services that WealthEngine offers for custom analytics.

Topics covered include:

  • How analytics factor into wealth intelligence
  • WealthEngine’s unique approach to developing and utilizing analytics
  • Best practices for applying custom analytics
  • Determining the optimal solution that meets your goals

This information is helpful for development and advancement professionals looking to boost their fundraising success by applying data- and analytic-driven strategies to effectively identify, segment, prioritize and target their donors and prospects and maximize fundraising return on investment.

Speakers:




Available for Replay

Growing Individual Gifts: Laying the Foundation

Date: Apr 11, 2012

Growing Individual Gifts Webinar Series:
Part 1 | Part 2 | Part 3

In the first part of this three part webinar series, Growing Individual Gifts, participants will learn the steps to assess their current state of fundraising readiness by doing an internal development audit. We will also look at ways to assess the organization’s readiness to undertake a major gifts initiative.  Session will cover:

  • Development audit
  • Development Planning
  • Assessing readiness for major gifts
  • Developing your budget and realistic goals

*Please note that this session will be beneficial even if you do not attend all sessions on Growing Individual Gifts.

Speakers:




Available for Replay

Increase Political Fundraising Effectiveness with Wealth Intelligence

Date: Mar 15, 2012

Join WealthEngine and Philip Brach, Chief of Staff for Congressman Jeff Fortenberry (R- Nebraska), for an informative one-hour program for:

  • political campaigns and candidates
  • fundraising consultants
  • party committees (federal, state and local)
  • PACs
  • advocacy organizations

Learn how to make the most of available wealth intelligence and public data that will increase your political fundraising effectiveness.  Program will cover how simple scoring techniques can help trigger cultivation and stewardship actions.

Session will include:

  • How wealth data, donor scoring and analytics have changed the fundraising landscape over the past decade for universities, hospitals, charities and thousands of other non-profits
  • Why wealth intelligence and analytics can and will have the same impact on political fundraising in the next decade
  • How to score potential donors in a smarter way
  • How to grow gifts using screening and wealth information appends
  • Methods for increasing ROI on your cultivation events
  • How to focus efforts on the donor prospects that matter most using segmentation
  • Demo of WealthEngine solutions

Don’t miss this session to learn about what wealth intelligence can bring to your fundraising strategy.

Speakers:




Available for Replay

Maximizing Your Capital Campaign: Setting the Stage for Success

Date: Mar 13, 2012

Maximizing Your Capital Campaign Webinar Series:
Part 1 | Part 2 | Part 3

In the first part of this three part webinar series, Maximizing Your Capital Campaign, participants will learn of the preparation necessary to launch a successful capital campaign. Session will cover:

  • Campaign Readiness Assessment for staff and board
  • Data Analysis
  • Preparing and energizing your constituency
  • Data-driven Feasibility Studies
  • Screening/modeling leads to data informed decisions and appropriate goals
  • Creating the case for support/campaign prospectus

*Please note that this session will be beneficial even if you do not attend all sessions on Maximizing Your Capital Campaign.

Speakers:




Available for Replay

Incorporate Digital Marketing Into Your Fundraising Plan

Date: Feb 29, 2012

Join us for an introduction to digital marketing and advertising.  Learn best practices for testing your way into online marketing and maximizing ROI.  Amy Gonzalez, President of Blueprint Interactive, will walk you through an overview and case study on best practices for integrated marketing.  Topics to be covered include:

  • Search Advertising
  • Banner Advertising
  • Video Advertising
  • Social Media Advertising such as Facebook
  • Remarketing / Retargeting
  • Integration with Other Efforts

If you’re looking to turn online support into individuals contributing to your mission, you will not want to miss this session.

Speakers:




Available for Replay

Everything You Ever Wanted to Know About Corporate, Foundation and Government Grants

Date: Feb 14, 2012

Whether you’re trying to raise money to support your organization’s mission or simply want to build your understanding of corporate and foundation grants, this presentation will assist you in navigating the art and techniques of superior grant writing.  Learn the definitions and descriptions of corporate, private foundation, and government funders. Session will discuss:

  • What grant funders are looking for
  • How to find grant funders that are applicable to your organization
  • How to organize and track potential grant funders and application information
  • Components of a great proposal

Speakers:




Available for Replay

CEO Speaks: Key Trends in Data Driven Fundraising

Date: Jan 30, 2012

Join WealthEngine’s President & CEO, Tony Glowacki, for a briefing on WealthEngine’s new solutions for 2012.  The presentation will cover key trends in data driven fundraising and advancements in the nonprofit sector.  Tony will also share insight on company initiatives that broaden our offerings and deliver stronger support for fundraising and marketing programs.  Topics that will be covered include:

  • How to apply an analytical approach to your fundraising strategy
  • Staying abreast of new trends in data driven fundraising solutions
  • Evaluating efficiency and effectiveness in your workflows
  • Updates on WealthEngine technology and new product offerings

Speakers:




Available for Replay

Fundraising Intelligence: Using Analytics for Better Decision Making

Date: Jan 24, 2012

This webinar will teach you how you can use simple analytics to support the decision making process in a prospect research shop. Looking at examples from prospect identification and relationship management, this presentation will demonstrate: Learn first-hand how using this structured approach to problem solving leads to decisions and courses of action that are better and more appropriate to meet these common challenges, and you will be able to transfer these skills to use in any problem solving or decision making situation.

  • How to frame your problem or challenge using problem restatement
  • How to state the challenge in the form of hypotheses
  • How to test those hypotheses using analysis

Learn first-hand how using this structured approach to problem solving leads to decisions and courses of action that are better and more appropriate to meet these common challenges, and you will be able to transfer these skills to use in any problem solving or decision making situation.

Speakers:




Available for Replay

Best Practices for Prospect Research in Higher Education Fundraising, 2nd Edition (2012 Release)

Date: Jan 10, 2012

When Best Practices for Prospect Research in Higher Education Fundraising, 1st Edition, was released in the fall of 2009, the US economy was reeling from the effects of a worldwide financial crisis and resulting recession. With the current release of the 2nd Edition of the report, join Sally Boucher, WealthEngine's Director of Data Analytics & Consulting Services, for an update on what has changed since 2009 with this unique, in-depth look at prospect research in educational settings.

The presentation will cover the report's two new best practices:

  • Support the Annual Fund with Research-Driven Data
  • Predictive Modeling and Analytics Focus Fundraising Efforts

And a brand-new section on current trends in the use of social media:

  • Social Media for Fundraising and Research in Higher Education

Speakers:




Available for Replay

Fundraising Intelligence: Master the Data Mining Basics

Date: Dec 13, 2011

Fundraising intelligence is the process of gathering data and turning it into actionable information through analysis to support fact-based decision making.  With the effective use of data, fundraisers can focus their energy on the donors most likely to give in today’s competitive environment.

Session will cover:

  • Prospect Research Methods
  • Finding the Best Prospects
  • Internal Data Mining
  • External Data Mining
  • Statistical Methods
  • Predictive Modeling

Speakers:




Available for Replay

When Less is Not More: Making a Case for Fundraising Tools

Date: Nov 09, 2011

You know that a little help will go a long way with your fundraising program, but you can’t get your higher-up’s to loosen the purse strings. How can you present a case that’s thoughtful yet efficient and impactful? In this session, hear what smart fundraisers are doing to advance their programs while creating a strategy to be their own best Advocate.

By the end of this session, participants will learn:

  • How do you use your numbers to effectively build a case for additional resources and/or staff?
  • When do you invest and how do you justify cost?
  • How to prove Return on Investment (ROI)
  • The best metrics to measure

This exciting webinar is sponsored by WealthEngine and hosted by The Chronicle of Philanthropy. All content presented during the event is provided by WealthEngine.

Speakers:




Available for Replay

Fundraising Intelligence: Implement a Successful Screening Strategy

Date: Oct 27, 2011

Session will cover best practices for developing a screening implementation plan, from staffing responsibilities to goals and metrics. Learn:

  • How to develop a screening strategy
  • What to do behind the scenes for your screening
  • Common screening questions
  • Developing an ongoing strategy
  • Measuring return on investment

Speakers:




Available for Replay

Proactive Fundraising: Uncovering Hidden Potential for Arts & Culture Organizations

Date: Oct 04, 2011

Learn from a panel of experts at this presentation on building a comprehensive fundraising program to uncover hidden potential.  Learn about what types of solicitation are most helpful and how to move single ticket purchasers to donors and build a better pipeline.  The session will include best practices on managing your data and leveraging your board and other internal organizational stakeholders to grow your “friend-based” fundraising and to increase leadership-level annual fund and major gifts.  The session will also cover the importance of research to understand your constituency and community, and how to measure ROI and CRD for special events.  Lastly, panelists will share their creative fundraising initiatives that will jump start your cultivation strategies.

Agenda:

  • Managing Data
  • Leveraging Your Board
  • Return on Investment and Cost to Raise a Dollar
  • Creative Cultivation Strategies

Speakers:




Available for Replay

Fundraising Intelligence: Integrating Wealth Data into Your Donor Management System for Better Fundraising Results

Date: Sep 21, 2011

Understanding your donors better and identifying new prospects helps you to build a stronger fundraising program. Integrating wealth data into your donor management system (DMS) or constituent relationship management (CRM) system is the key to enhancing data-driven workflows and data access, and gives team members across your organization more insight on your donors and prospects.

In conjunction with the release of our latest white paper, Integrating Wealth Data into Your Donor Management System for Better Fundraising Results, this webinar explores the benefits, considerations and challenges of DMS/CRM integration.  Key topics covered:

  • Advantages of integrating wealth data
  • Factors to consider when planning and executing a DMS/CRM integration
  • Steps for planning and implementing the integration
  • Tips for identifying and overcoming key obstacles
  • Case studies and real-world examples

Speakers:




Available for Replay

Proactive Fundraising: Developing a Grateful Patient Program

Date: Aug 24, 2011

In today’s economy, healthcare organizations are relying more heavily on philanthropy.  In a 2007 survey by the Association of Healthcare Philanthropy (AHP), approximately half of participating healthcare organizations responded saying they systematically contact past patients (i.e. “grateful patients”) within three months of discharge.  Organizations that employ a strategic prospect management approach can help ensure an organization is both effective and efficient in their fundraising efforts. Topics will include:

  • Data Management: Risk compliance, HIPAA, file creation and working with IT/Operations
  • Screening processes: Prospect research, segmentation, assigning prospects and validation
  • Implementing Systems: Gift channeling and gift assignment 
  • Methods and Best Practices: Creative ways to fundraise, from patient room visits to direct mail

This is an opportunity for those in the process of setting up Grateful Patient Programs to hear from colleagues that have successfully implemented such processes. Information will be geared towards those setting up a program, but will be applicable for those further along in the process seeking new best practices.

Speakers:




Available for Replay

Fundraising Intelligence: Data Mining & Analytics

Date: Jun 22, 2011

Fundraising intelligence is the process of gathering data and turning it into actionable information through analysis to support fact-based decision making.  With the effective use of data, fundraisers can focus their energy on the donors most likely to give in today’s competitive environment.  Screening, data analysis and statistical modeling can predict desired giving behaviors, enabling you to identify your top prospects for major gift and annual fund donations and rank the others for future asks.  This webinar will explore how Southern California Public Radio and other nonprofits have had success with predictive modeling and how it has helped them take their fundraising to the next level.  If you’re interested in better utilizing your fundraising time and dollars on those prospects with the highest giving potential, this presentation is for you.

This Webinar is sponsored by WealthEngine and is hosted by The Chronicle of Philanthropy. All content presented during the event is provided by WealthEngine.

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Fundraising Intelligence: Building a Membership Pipeline

Date: May 19, 2011

Building a prospect pipeline requires careful and strategic moves management from the time an individual first engages through the time the first major gift is made. It is important to understand that fundraising levels and involvement must be leveraged from your organization’s current donor pool and also from the membership base. Understanding donor movement is essential for staying afloat in today’s economy, where individual fundraising is a must.  This session will cover best practices to rate and prioritize current donors and members to increase your fundraising program.  Understand how to save staff time and resources by implementing routine screening, and best practices for increasing your prospect pool.  Learn tools and tricks for improving moves management, and how to turn members within your database into donors.

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Fundraising Intelligence: Applying Prospect Research in the UK to Achieve Development Goals

Date: May 12, 2011

As British organizations increasingly seek private donations to supplement or replace public funding, the key question for many is how to find new donors in a cost-effective and efficient way.  In the US, charities, universities, hospitals and arts organizations have long used prospect research as a means to increase donations and broaden their donor base.

This free webinar will show how a programme of systematic prospect research can help organizations:

  • Focus their efforts on the best potential prospects through data mining and wealth screening
  • Refine solicitation requests through a deeper understanding of prospects’ net worth
  • Broaden their development reach from beyond the ultra high net worth to the affluent
  • Improve efficiency by putting aggregated wealth data in the hands of fundraisers

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Fundraising Intelligence: Return on Investment - The Impact of Prospect Research on Fundraising Success

Date: Mar 31, 2011

Understanding Return on Investment (ROI) is critical to a nonprofit organization’s long term strategic planning—regardless of their size, age, mission or the constituents they serve. With today’s tight economy and the increased pressure on nonprofits to improve every facet of their fundraising operation in terms of productivity, efficiency and value, organizations must be cognizant of the relationship between their investment in fundraising and the return on that investment. Having a command of ROI-related metrics helps to inform decision-making in strategic planning, budgeting, staffing and other key operational areas. 

This presentation will explore various factors to consider when measuring the ROI of fundraising for the educational institution, and specifically the ROI when using prospect research.  As part of the discussion of ROI and the benefits and costs of prospect research in lowering the cost of a dollar raised, Philip Brach, Vice President for Institutional Advancement at St. John’s College High School will share their use of prospect research and its ROI in the context of various fundraising campaigns.

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Fundraising Intelligence: Understanding Insider Stockholdings - The Advanced Version

Date: Jan 20, 2011

Understanding the stock holdings of corporate insiders can be key to knowing their true giving potential.  Understanding their potential goes beyond knowing the value of the stock they currently hold.

This workshop will help you learn how to value options, understand retirement plans, director's fees and other types of deferred compensation. It will enable you to gain a better understanding of tracking and valuing stock splits and other classes of restricted stock. With some individuals the key to understanding their insider holdings is through a historic perspective. During this workshop we will explore examples of how company mergers; when a company ceases to exist and when a company goes from publicly held to privately held, will affect understanding an insider's potential.

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