Archive for year: 2019
Whiteboard: Key Metrics in Major Giving Fundraising
Learn how to move from activity metrics to performance drivers, and create a transformational process for your major giving team. This 3 minute whiteboard session is based on extensive market research and proven client results. Guaranteed to open your eyes to improved results and ROI.
Building a Prospect Model on A Single Prospect
We recently had this question asked of us: How do you build a Prospect Model based on one prospect? Our President and Founder, Doug Cogswell, took a moment to answer this and give some ideas on how to build this kind of modeling with Advizor. We build a lot of models for fundraisers. And we […]
3 Ways To Identify Significant Major Giving Prospects In Your Database
How do gift officers identify the most significant contacts within their database? Advizor has seen many advancement offices do this successfully with our platform.
In our experience, we’ve seen three ways that significant contacts in your database are identified:
- The field officer sets the flag
- Prospect research sets the flag. They read through the contact reports, maybe talk with the field officer to make the determination
- The system sets the flag based on the content of the contact report. Basically parse out and match on key words and phrases in the text
In general #1 is the most subject to “bias”, #2 the most accurate but most costly, and #3 a nice compromise. We have had good luck with #3 with a number of our clients, and with our own CRM system and contract reports.
Webinar: Learn how to Bring Your Data to Life.
If All You’ve Got is Reporting You’re Doomed. In this tutorial we lay out a framework for how data discovery tools complement reporting and dashboards, and kill the “cycle of pain” of just having reporting.
Webinar: Predictive Modeling for Fundraisers
Tutorial on how to build successful fundraising models and where and how they can make a difference to your team… and why the work is best done by your team.