Fundraising Analytics: Leveraging the Power of Data

 In this online course, you 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.

This course meets the the prerequisite requirement for the  Fundraising Operations Certificate and the elective requirement for the Leadership Institute for Nonprofit Executives (LINE) Certificate.

Details

Section Instructor Format Schedule start date
CPNL3050.S18.1 Joshua M. Birkholz, Amy S. Lampi, Kathy Howrigan, Sherrie Dodson Online 10 a.m. – 3 p.m. Central time Wednesday, June 6, 2018

SECTION: CPNL3050.S18.1
INSTRUCTOR: Joshua M. Birkholz, Amy S. Lampi, Kathy Howrigan, Sherrie Dodson
FORMAT: Online
SCHEDULE: 10 a.m. – 3 p.m. Central time
START DATE: June 06, 2018

Instructor: Joshua M. Birkholz

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.

Job Title: Director of Development

Organization: Theatre Under the Stars

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

Job Title: Senior Consultant & Principal, Analytical Solutions

Organization: Marts & Lundy

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.

Job Title: Director of Prospect Development

Organization: Baylor University

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.

Term: Spring/Summer 2018

Start Date: June 06, 2018

End Date: June 07, 2018

Schedule: 10 a.m. – 3 p.m. Central time

Length: One Wednesday and one Thursday

Fee: $285

Note: This course meets the the prerequisite requirement for the Fundraising Operations Certificate and the elective requirement for the Leadership Institute for Nonprofit Executives (LINE) Certificate.

For AFP Members: $242

CEUs: 0.8

CFRE: 8 points