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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 relationships with donors

  • Tracking donor data points

  • The Moves Management Process

  • Creating Cultivation Strategies: Structure & Moves Management

  • Cultivation, Stewardship and Relational Skills to Build Partnerships


This course is eligible towards the completion of the Certificate in Fundraising. Bundle your coursework and earn a professional credential that communicates knowledge and skills gained. Declared Certificate students receive 10% off of courses within the program.
 
Note: Full participation in Strategies for Donor Analytics, Moves Management, and Donor Research is applicable for 15 points in Category 1.B–Education of the CFRE International application for initial certification and/or recertification.

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You'll Walk Away with

  • An understanding and professional toolkit to successfully execute and manage a moves management/prospect research strategy for a nonprofit organization of any size.
  • The ability to interpret data, create donor pipelines, and develop structure, metrics and accountability to measure overall progress.

1 section

  • Summer 2024

    • Section

      001
    • Semester

      Summer 2024
    • Date

      May 20 - Jul 29
    • Day

      Weekday
    • Time

      Day
      • Online
    • Format

      Online
      • Online
    • Sessions

      9
    • Location

      Instructor Led
    • Jun 17 – Jun 24
    • Monday
    • 12:00PM – 1:30PM
    • Instructor Led
    • Jul 15 – Jul 15
    • Monday
    • 12:00PM – 1:30PM
    • Instructor Led
    • Jun 3 – Jun 3
    • Monday
    • 12:00PM – 1:30PM
    • Instructor Led
    • Jun 10 – Jun 10
    • Monday
    • 12:00PM – 2:00PM
    • Instructor Led
    • May 20 – May 20
    • Monday
    • 12:00PM – 1:30PM
    • Instructor Led
    • May 29 – May 29
    • Wednesday
    • 12:00PM – 1:30PM
    • Instructor Led
    • Jul 22 – Jul 29
    • Monday
    • 12:00PM – 2:00PM
    • Instructor Led
    View Details
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    • Section

      2
    • Semester

      Spring 2024
    • Date

      Feb 26 - Apr 29
    • Day

      Weekday
    • Time

      Day
      • Online
    • Format

      Online
      • Online
    • Sessions

      9
    • Location

      Instructor Led
    Tuition $649