Finding Prospective Donors With Analytics
for Not-for-Profit Organizations

Donors to nonprofits increasingly suffer from solicitation fatigue when charities canvass them several times a year asking for gifts. With the advent of more personalized web pages and online advertising targeting their audience, charities must rethink communication channels, prospect segmenting, and engagement efforts. Additionally, gift officers have a larger need to work with the best prospects for cultivation and solicitation in an era where travel is more expensive and gift officer portfolios are being reduced in size to afford deeper cultivation. The tools needed to address these trends are under the analytics umbrella.

Using hands-on software and either their own data or sample data provided, students in this certificate program work several exercises to build skills in visualization, data exploration, donor modeling, and prospect identification modeling. Group discussion, hands on analytics exercises, and using a workbook as a planning document will help students learn not only what services to look for from analytics vendors but also how to do analytics themselves. Class outcomes include donor models that students can use directly on their databases (if their own data is used during class).

"This program was an awesome, concise, introduction into the world of data analytics for non-profit fundraising. It definitely will cause your perspective to change for the better." Colin Allum, Manager, Data & Analytics, National Urban League.

"Fundraising programs at the Baruch College School of Public Affairs have increased my technical competencies in fundraising, producing greater results for the clients I serve." Michael Taylor, Managing Director, LAPA Fundraising.

Duration

Two days. 16 hours. This is an on-campus program.
Practitioner: Marianne Pelletier

Registration is Open:
Dates: 11/8/2017 and 11/9/2017

Full price: $1,260
Super Early Bird Special until May 25, 2017: $860
Early Bird Special until June 25, 2017: $1,060

Books included in your tuition: “Building Your Analytics Shop: A Workbook for Nonprofits”, by Marianne Pelletier, and a workbook for building an analytics plan for your organization.

**Complimentary SPSS Statistics Licenses will be provided for the duration of the class. If you like what you see and want to purchase the SPSS software after the class has concluded, IBM has agreed to offer a special discount until the end of March 2016 for organizations that qualify.

To register:
1. Download this form and mail it or,
2. Register here online
3. Download the credit card authorization form here

Program Overview

Analytics and its Use in Fundraising
Students explore the overall analytics umbrella, its uses, and how it fits into a data driven fundraising organization. Exploration includes discerning which analytics projects serve as the next best step. Exercises include developing a request for bids from vendors and developing new strategy from sample nonprofit dashboards.

Exploratory Statistics
Discussion and exercises review how data is cleansed, examined, and massaged for good analysis. This section both prepares for the following sections and helps students understand the statistical methods of working with data. Exercises include basic data examination, followed by work on exploratory statistics to understand the range of information available for study. A plan will be written for an annual giving leadership campaign.

Significance Testing
Topics include several methods for testing whether certain behaviors and attributes are related to giving, including a demonstration on social media sentiment. Topics such as correlation and chi square testing will be demonstrated, with time for students to measure which indicators are related to constituent engagement. Outcomes from exercises include plans for better constituent engagement.

Donor Modeling

Discussion and demonstration will show how to use the linear regression method to score prospects. This module will use the prepared and tested data from the exploration and significance testing modules. Students will conduct a modeling study, resulting in a scoring equation for their prospect pool (if they use their own data). Interpreting and using results will also be covered.

Acquisition Segmenting
Again using prepared and tested data, students will walk through a sophisticated probability model, called logistic regression, to understand the characteristics of donors vs. non donors. Exercises will include conducting a logistic regression study and interpreting results. Outcome will include a plan for acquiring new donors.

Visualization
Demonstration and exercises will be offered on showing the results from exploratory statistics, significance testing, and modeling. Best charting techniques are shown, along with using graphics to tell the story.

Other programs related: Finding Prospective Donors: A Comprehensive Review

For questions and information contact Edgar Zavala, Director of Executive Programs at Edgar.Zavala@baruch.cuny.edu or (646) 660-6718.

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