Individual Courses
Strategies for Donor Analytics, Moves Management, and Prospect Research
As a nonprofit fundraising professional, you inevitably amass an incredible amount of fundraising data but you may not know which data is important enough to collect and what to do next. The goal most often is to understand your donor network and conduct prospect research identifying individuals who will help to grow your donor base.
Learn methods to collect specific, accurate, and useful fundraising data, and identify patterns and trends over time. Develop strategies for effective data-driven fundraising campaigns and moves management plans for key donors.
Gain a foundation in the core concepts of donor analytics and constituent relationship management which will explain which data elements, performance metrics, donor behavior and overall donor trends are consistent. Explore and identify what is needed to implement and strategically establish an approach to maximize your database.
Course Topics
- Prospect Management: Prospect Research and Portfolios
- Developing a donor pipeline/optimizing relationship with donors
- Tracking donor data points
- The Moves Management Process
- Creating Cultivation Strategies: Structure & Moves Management
- Cultivation, Stewardship and Relational Skills to Build Partnerships