SELF-PACED TRAINING. Are you properly leveraging your annual giving data?

Transcription

1 USING DATA TO INFORM YOUR ANNUAL GIVING STRATEGY Are you properly leveraging your annual giving data? OVERVIEW Properly analyzing your annual giving data is essential to make sound decisions about growing your annual fund. Knowing what data to gather and how to mine it to craft your strategy can be intimidating if you are not sure where to start. Purchase this self-paced training to regain your shop s competitive advantage by considering a fresh perspective for preparing and analyzing donor data. No matter what software you use or how sophisticated your current level of data analysis, our experienced instructor will share ideas that you will easily be able to implement. WHAT YOU WILL LEARN Advancement managers (especially those in annual giving and advancement services) will learn how to examine key data points and the best way to use those points, including: Key segmentation strategies to maximize return on investment Data analysis methods to assist in driving solicitation strategies Essential elements needed to assess solicitation tool effectiveness How to gather information beyond your database through efficient and effective survey techniques Basic and advanced ways to utilize the information gained CLICK HERE TO REGISTER 1

2 LEARNING OUTCOME After participating in this online training, you will be better able to examine and utilize key data points to effectively segment and solicit your annual giving population. HOW THIS SELF-PACED TRAINING IS DIFFERENT FROM A WEBCAST GOOD FOR TRAINING TEAM MEMBERS THROUGHOUT 2014 Using the most current 2013 national giving trends as a framework, we ll guide your team on how to develop a data-driven annual giving strategy. For just $350, your team will have unlimited access to this training through the end of Share with your entire advancement shop, including new annual giving professionals. YOUR PROFESSIONAL DEVELOPMENT ON YOUR TERMS No need to gather a busy team together on a specific day and time! You ll be able to access this training anytime, anywhere even from a tablet or smartphone. TRAINING IN BITE-SIZED PIECES This training addresses annual giving data in 4 easy-to-digest pieces. Each piece should take only minutes to complete, so this is the perfect way to build your expertise over a quick lunch or during a break between meetings. 2

3 AGENDA MAKING THE CASE FOR A DATA-DRIVEN STRATEGY In this 25-minute piece, our instructor will explain why using data to inform your strategy is essential to the future of annual giving in your shop. SEGMENTING YOUR POPULATIONS In this 40-minute piece, you will learn different segmentation and solicitation strategies; the instructor will provide suggestions on how to re-engage and retain your varied constituents. ANALYZING YOUR DATA In this 5-minute piece, our instructor will walk through which reports are needed to analyze your program, talk through how often you should be conducting analysis, and discuss how to adjust your strategy based on the findings. USING SURVEYS TO GATHER ADDITIONAL DATA Watch this 15-minute piece to learn how to use surveys to retrieve information your database may be missing and how to analyze the results. 3

4 INSTRUCTOR BRIAN DAUGHERTY / Director, Development and Alumni Relations, School of Law University of San Diego With more than sixteen years of experience in development with a focus on annual giving and major gifts, Brian has worked for a variety of organizations in the nonprofit arena, including the Baltimore Symphony Orchestra, the Maryland Zoo in Baltimore, the University of Baltimore, the University of California, San Diego, and San Diego State University. His experience includes extensive work on telemarketing campaigns, direct mail, board management, volunteer solicitations, e-philanthropy, and personal solicitations. Brian has used his extensive experience in statistical data analysis and strategic planning to be an integral team member of capital campaigns ranging in scope from $16 million to $1 billion. A contributor to Currents magazine, he is a frequent presenter for the Council for Advancement and Support of Education (CASE) and the Annual Giving Professionals Network (AGPN). 4

5 PLEASE FAX ALL REGISTRATION PAGES TO: REGISTRATION FEES Questions about the event? Call us at to help determine if this event is right for you. Register online at Self-Paced Training CD-ROM Recording Training - $350 USD Recording - $350 USD Total Total TOTAL PRICE: Visit our website to register online: 5

6 ACADEMIC IMPRESSIONS CANCELLATION AND REFUND POLICIES 100% SATISFACTION PROMISE SATISFACTION PROMISE We want you to be satisfied with your learning experience. If the program you purchased fails to meet your expectations, please contact us within 30 days and let us know. We ll credit the full amount you paid toward another AI program that may better fit your needs. ONLINE TRAININGS CONSISTING OF AT LEAST ONE LIVE TRAINING DATE You will receive a full refund (less a $75 service charge) if you cancel 8 weeks or more prior to the first live training date. If you cancel within 8 weeks of the first live training date, you are not entitled to a refund. But as a courtesy, we will apply your payment (less a $75 service charge) towards a future purchase within one year from the date you cancel. Your payment is transferable to another person from your institution if you wish. You may name a substitute primary participant free of charge at any time prior to the first live training date. If available, you may switch the live training format to a self-paced format (such as a CD-ROM Recording or On- Demand Download) free of charge. (Shipping charges will apply to CD-ROM Recording orders outside the U.S. or Canada.) ONLINE TRAININGS WHICH ARE PURELY SELF-PACED All sales are final. No cancellations or refunds are provided. CONFERENCES For in-person conferences, substitute registrants are welcome and may be named free of charge at any time. If you cancel 8 weeks or more prior to the first date of the conference, you will receive a full refund, less a $ service charge per attendee. If you cancel within 8 weeks of the first date of the conference, you are not entitled to a refund. However, as a courtesy, we will allow you to apply your payment, less the service charge, toward a future purchase within one year from the date you cancel. Your payment is transferable to another person from your institution if you wish. Please note that if you do not attend and you do not contact us in advance to cancel as described above, you are responsible for the entire payment. In case this event is cancelled, liability is limited to a refund of the registration fee only. RECORDINGS, ON-DEMAND DOWNLOADS, MONOGRAPHS AND OTHER PUBLICATIONS All sales are final. No cancellations or refunds provided. 6

7 PLEASE FAX ALL REGISTRATION PAGES TO: REGISTRATION FEES SELF-PACED TRAINING REGISTRATION Print Name Job Title Institution/Organization Address Fax City State/Province Zip/Postal Code Country Telephone How did you hear about this event? ( from AI, ACPA, colleague forwarded , The Chronicle, etc.) If you would like us to send a copy of your registration confirmation or receipt to someone else, please complete this section ADDITIONAL CONTACT INFORMATION Additional Contact Name Contact Phone Additional Contact Additional Contact Title 7

8 PLEASE FAX ALL REGISTRATION PAGES TO: PAYMENT METHOD We accept Visa, MasterCard, and American Express credit cards. To pay by check, include the check with this form or select the invoice me option. Fax form to or mail form along with payment to:, 4601 DTC Blvd., Ste. 800, CREDIT CARD Name on Card Account Number Billing Address Billing City Billing State Billing Zip Code/Postal Code Exp. Date Security Code (last 3 digits on the back of Visa and MC or 4 digits on front of AmEx) CHECK/INVOICE AMOUNT TO CHARGE: My check is included and covers registration(s) Check # Please invoice me, Purchase Order # (PO # not required to receive invoice) FREE HIGHER ED NEWS AND ANALYSIS Each conference registration includes a subscription to Higher Ed Impact, a free industry scan of news, trends, and research on higher education, delivered in an easy-to-scan . Higher Ed Impact (HEI) includes: (Check the boxes for the editions you would like to sign up for) HEI: Daily Pulse impactful news, trends, and practices, sent daily HEI: Weekly Scan the week s most critical news, with analysis of top stories and trends, sent on Fridays HEI: Monthly Diagnostic practical takeaways addressing a strategic challenge facing institutions of higher ed, sent 9-12 times/year List the names of the registrants you d like to sign up: Note if you do not provide any names in the above space, all attendees will be signed up for the options selected. 8