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Clearing the Hurdles: Using Smart Data and Predictions to Reduce Waste and Grow Your Direct Marketing Program

Wednesday, April 3, 2024 at 12:00 pm ET | 4:00 pm GMT

The biggest hurdles facing nonprofits lie in the areas of acquisition and retention. Donors have a lot of options when choosing who to support and how to do it.

If you want to win the race you must be prepared to hit the ground running, and this requires a strong understanding of who your constituents are and what is likely to motivate them. Investing in smart data practices and predictions to guide your strategy will help keep you in the race and allow your programs to outpace previous years, even with a decline in donors.

Learn the best data practices to get your organization in shape for the short and long race. We’ll share how to clear all the hurdles with a data-based, targeted approach to your direct marketing programs.

From Numbers to Dollars: Data-Backed Fundraising Strategies

Wednesday, April 3, 2024 at 1:00 pm ET | 5:00 pm GMT

Advancement leaders operate in an ever-changing environment while managing a team of fundraisers, expanding their reach, finding new donors, and increasing contributions. The demands of the job have never been more challenging!

Blackbaud research reveals that 53% of assigned prospects are not getting visited, and 67% of best prospects may not even be assigned at all. Additionally, on average, gift officers typically stay in their roles for less than three years, further challenging achievement of your campaign goals.

Blackbaud Fundraiser Performance Management™️ is designed to make it easier and more predictable to manage fundraisers and use data to hit fundraising goals.

Join us for this 60-minute session to learn how Blackbaud Fundraiser Performance Management can help you:

  • Coordinate major gifts and leadership annual gifts pipelines while enhancing portfolio health
  • Customize strategies that drive gift officer “productivity” rather than mere activity
  • Expand audience segmentation beyond donor status to boost renewal, retention, and acquisition for annual giving teams
  • Empower front-line fundraisers with powerful tools for informed decision-making aligned with organizational objectives

Portfolio Management Foundations: Portfolio Hygiene – Size and Quality

Tuesday, April 9, 2024 at 1:00 pm ET | 5:00 pm GMT

Unlock the keys to successful portfolio management in our new comprehensive four-part webinar series!

Portfolio Management strategies play a pivotal role in shaping an officer’s ability to guide prospects effectively through the journey from qualification to solicitation to stewardship.

In this engaging series, Blackbaud Strategic Consultant Michael Van Dyke delves into essential foundational factors for creating portfolios that empower gift officers to succeed. We’ll discuss trends utilizing data from the Blackbaud Fundraiser Performance Management™ community and look at ways to measure success within the solution.

In the fourth session of the series, we’ll hear from several experts on the foundational and innovative practices they are using in their own shop to help officers raise more money.

Don’t miss this series to elevate your gift officers’ success!

Here’s what to expect in this session…

Portfolio Hygiene: Size and Quality

  • Discover how portfolio size can enhance an officer’s focus and efficiency
  • Learn why leveraging predictive models is crucial for constructing high-quality portfolios

Introduction to Blackbaud Raiser’s Edge NXT®

Wednesday, April 10, 2024 at 1:00 pm ET | 5:00 pm GMT

Join us for a tour of the leading nonprofit CRM software built specifically for fundraisers to power your organization. Blackbaud Raiser’s Edge NXT is proven to increase the number of donors, number of gifts, and total dollars raised, and made to drive your fundraising efforts, connect your organization, and help you reach, retain and empower your supporters.

See how you can:

  • Raise more revenue using a proven system with fundraising expertise built in
  • Centralize your work, with everything fundraisers need in one place
  • Grow with confidence, with the system depth and flexibility to help you achieve your most ambitious goals


Presenters:

Benjamin Lewis, Principal Consultant at Blackbaud
Julia Wehmeyer, Solutions Consultant at Blackbaud

Using Analytics to Drive Dynamic Major and Principal Giving Pipeline Development

Thursday, April 11, 2024 at 1:00 pm ET | 5:00 pm GMT

During this presentation, we will outline how nonprofits identify prospects with larger gift potential and continue to do so throughout the donor engagement and giving journey. We will also cover moving major gift donors towards ultimate giving potential in order to make truly transformative gifts.

Whether your organization is in the planning, silent, public or final phase of a campaign, or simply has a desire to build your nonprofit’s pipeline for major and principal gifts, this presentation will provide best practices and recommendations around these programs.

Key Takeaways:

  1. Learn how analytics can help identify prospects for both major and principal giving engagement and management via various modeling and wealth screening solutions
  2. Discover effective, systematic, intentional, and dynamic pipeline development analysis that is helpful for managing and reaching campaign and major gift program goals
  3. Next steps for continual balanced gift officer portfolios and key information in your data that points towards transformative gift potential for now and into the future

Full participation in Using Analytics to Drive Dynamic Major and Principal Giving Pipeline Development is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Integrating Tatango Text Messaging with Blackbaud Products

Thursday, April 11, 2024 at 2:00 pm ET | 6:00 pm GMT

Texting messaging has a 4x higher open rate than email and can lift email revenue per person by 30% (M+R). How can nonprofits simply add texting into their omni-channel strategy?

This webinar will cover how to get started with broadcast texting messaging, decide short code or 10 DLC, build your list, and more. You’ll also learn about integrating Tatango’s text messaging platform with Blackbaud TeamRaiser®, Blackbaud Luminate Online®, and (upcoming) Blackbaud Raiser’s Edge NXT® to segment, personalize, and automate text messages at scale.

The Keys to Donation Form Conversion: Design and Optimization

Wednesday, April 17, 2024 at 2:00 pm ET | 6:00 pm GMT

In this session, you’ll learn how to create a donation form that converts visits into donations.

We’ll cover the six hallmarks of a high-converting nonprofit donation form and how you can modify your donation forms accordingly. We’ll also define optimization and discuss strategies for making and testing small changes to your forms to best meet the needs of your donors.

Finally, we’ll share a case study where design and optimization had a real impact on conversions.

Automating Success: Leveraging Digital Automation to Acquire Mid-Level and Major Gift Donors

Monday, April 22, 2024 at 12:00 pm ET | 4:00 pm GMT

Join Doing Good Digital and Blackbaud to learn how slight additions to your digital strategy and campaigns can make big enhancements to your mid-level and major gift programs.

Starting with acquisition, we will discuss how to identify mid level and major donors through clicks and engagement throughout the year. Then we will discuss how to leverage digital automation to work alongside, and expand the reach of your mid level and major gift officers.

Portfolio Management Foundations: Portfolio Composition and Coverage

Tuesday, April 23, 2024 at 1:00 pm ET | 5:00 pm GMT

Unlock the keys to successful portfolio management in our new comprehensive four-part webinar series!

Portfolio Management strategies play a pivotal role in shaping an officer’s ability to guide prospects effectively through the journey from qualification to solicitation to stewardship.

In this engaging series, Blackbaud Strategic Consultant Michael Van Dyke delves into essential foundational factors for creating portfolios that empower gift officers to succeed. We’ll discuss trends utilizing data from the Blackbaud Fundraiser Performance Management™ community and look at ways to measure success within the solution.

In the fourth session of the series, we’ll hear from several experts on the foundational and innovative practices they are using in their own shop to help officers raise more money.

Don’t miss this series to elevate your gift officers’ success!

Here’s what to expect in this session…

Portfolio Composition and Coverage

  • Explore the factors to weigh when determining the composition of an officer’s portfolio
  • Identify indicators of active portfolio management

How to Minimize Risk with Your Grantees

Thursday, April 25, 2024 at 11:00 am ET | 3:00 pm GMT

You need to be a good steward of your foundation’s mission not only when you select your grantees, but also throughout the grant cycle. Due diligence is essential at every stage.

In this conversation with Elizabeth Gousse Ballotte, she shares her experience as a Partner at accounting firm PKF O’Connor Davies and how she’s helped grantmaking organizations mitigate fraud risks. She will share best practices for selecting your grantees and what due diligence steps you should take. She’ll also highlight what to do if you receive a whistleblower complaint, how to address it, and how to establish a corrective action plan.

Portfolio Management Foundations: Portfolio Review and Churn

Tuesday, May 7, 2024 at 1:00 pm ET | 5:00 pm GMT

Unlock the keys to successful portfolio management in our new comprehensive four-part webinar series!

Portfolio Management strategies play a pivotal role in shaping an officer’s ability to guide prospects effectively through the journey from qualification to solicitation to stewardship.

In this engaging series, Blackbaud Strategic Consultant Michael Van Dyke delves into essential foundational factors for creating portfolios that empower gift officers to succeed. We’ll discuss trends utilizing data from the Blackbaud Fundraiser Performance Management™ community and look at ways to measure success within the solution.

In the fourth session of the series, we’ll hear from several experts on the foundational and innovative practices they are using in their own shop to help officers raise more money.

Don’t miss this series to elevate your gift officers’ success!

Here’s what to expect in this session…

Portfolio Review and Churn

  • Uncover essential questions to ask during portfolio reviews
  • Understand how to maintain portfolio health and recognize when a prospect should be removed

ResearchPoint™: An Introduction (Session Two: Data)

Friday, May 17, 2024 at 1:00 pm ET | 5:00 pm GMT

As a prospect research software, ResearchPoint allows you to build comprehensive wealth profiles, manage lists of prospective donors, and access publicly available wealth and asset data. In these sessions, we will be walking through the ResearchPoint database, and the tools and features embedded within it.

Session Two: Data

  • Segmenting with query/research lists
  • Running group WealthPoint® screenings—where is the data coming from
  • Blackbaud Raiser’s Edge NXT® integration—how to keep both sets of records up to date with each other