In this online course, participants are introduced to the latest fundraising analytics and tools to build a solid data-driven foundation.
Leaders of all industry sectors achieve success through the thoughtful and creative use of data. Likewise, nonprofit organizations benefit from tapping their own constituent information. Designed for fundraising professionals, executive directors, development chairs and board members who are considering a campaign or wanting to improve their fundraising operation, learn to leverage the power of data.
Job Title: Principal Organization: Bentz Whaley Flessner Degree(s): Bachelor's degree and a master's degree in nonprofits arts and cultural management
Joshua M. Birkholz is a principal at Bentz Whaley Flessner, where he oversees specialty consulting services. His team includes experts in development operations, prospect development, social media, constituent engagement and analytics. Mr. Birkholz is founder of the BWF analytics division, DonorCast. He has built data mining programs and ushered organizational change for leading nonprofits in higher education, healthcare, the arts, advocacy and social service sectors throughout the United States and beyond. He is widely regarded as a leading innovator in 21st-century development strategies and is the author of the sought-after book, Fundraising Analytics: Using Data to Guide Strategy. Mr. Birkholz holds a BA from Concordia University-St. Paul and an MA in nonprofits arts and cultural management from St. Mary's University of Minnesota.
Degree(s): Bachelor of science in mathematics and master's degrees in mathematics and statistics
Sherrie Dodson is the director of Prospect Development at Baylor University, where she directs prospect research, prospect management and data analytics. She has developed and implemented predictive models in the areas of annual fund and major gifts as well as collaborating in the establishment and implementation of a prospect management tracking and reporting system. Prior to joining Baylor University, Ms. Dodson worked in the for-profit sector where she was responsible for the statistical and financial analysis of key financial components. In this capacity, she built new mathematical and statistical models to aid in cost and budget forecasting. Ms. Dodson earned her bachelor of science in mathematics from Mobile College, master of arts in mathematics from University of Louisville, and master of arts in statistics from Baylor University.
Kathy Howrigan is a consultant at Marts & Lundy. She works with nonprofit clients across all sectors on strategically implementing analytics projects including constituent surveys, predictive modeling, annual giving and campaign feasibility projects. She also provides consulting services for annual giving programs. Prior to joining Marts & Lundy, she was director for the Saint Michael’s Fund and for advancement services at St. Michael’s College, Vermont. She previously worked at Dartmouth College for seven years, rising from director of prospect management to director of marketing and analysis for the Dartmouth College Fund. As a private consultant, she has provided business analysis services to Columbia University, Tufts University and Rice University. She has worked as an analyst in both the nonprofit and for-profit markets for more than 20 years.
Amy S. Lampi has more than 15 years of fundraising experience in the performing arts, education and health care. As a development generalist, she has a wide range of experience from gift processing and database administration to major gifts and the management of a development team. In her current role, as the director of development at Theatre Under The Stars (TUTS), she oversees all fundraising aspects of the theatre including board, individual, corporate and foundation giving; capital campaign and major gifts; special events; prospect research, development operations and gift processing. Prior to TUTS, Amy was the associate director of development at the Alley Theatre, where her cutting-edge work in fundraising analytics with Josh Birkholz of BWF was featured in the August 2016 issue of The Chronicle of Philanthropy.
Term: Spring/Summer 2018
Note: This course meets the prerequisite requirements for the Comprehensive Fund Development Certificate and the Fundraising Operations Certificate.