Fundraising Analytics: Leveraging the Power of Data

In this online course, you are introduced to the latest fundraising analytics and tools to build a sound data-driven foundation.

two men analyzing graph at laptop

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 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.S19.1 Joshua M. Birkholz, Amy S. Lampi, Sherrie Dodson, Brian A. Zive Online 10 a.m.-3 p.m. Central time Wednesday, June 5, 2019

SECTION: CPNL3050.S19.1
INSTRUCTOR: Joshua M. Birkholz, Amy S. Lampi, Sherrie Dodson, Brian A. Zive
FORMAT: Online
SCHEDULE: 10 a.m.-3 p.m. Central time
START DATE: June 05, 2019

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: 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.

Brian A. Zive is a consultant on the analytical solutions team at Marts & Lundy. Throughout his career, Mr. Zive has combined his technical ability with his industry knowledge to bring fundraising data to life. Prior to joining Marts & Lundy, Mr. Zive spent more than three years as the lead data analyst for resource development at the Massachusetts Institute of Technology, where he provided analyses to prepare for the launch of the MIT Campaign for a Better World in 2016.

His previous experience also includes analyst and report writer in the development office at Massachusett General Hospital during their Campaign for the Third Century of MGH Medicine, where he established a data analytics team and introduced predictive and descriptive analytics projects that guided strategy for campaign accounting, prospect identification and portfolio management. In addition, he started his development career as the coordinator for the annual giving telemarketing program at Boston University. After two years, he became an analyst consultant on the development and alumni relations information systems team.

Mr. Zive earned a master’s degree in computer information systems and a bachelor’s degree in chemistry and Middle Eastern studies, both from Boston University.

Term: Spring/Summer 2019

Start Date: June 05, 2019

End Date: June 06, 2019

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

Length: One Wednesday and one Thursday

Fee: $285

For AFP, APRA and AASP Members: $242

CEUs: 0.8

CFRE: 8 points

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