The Power of Data: Qualifying and Shaping Your Fundraising Strategies
Tuesday, May 14, 2024
9:00 am - 10:30 am
Virtual Workshop via Zoom
Individual Members: Free to Attend
Organizational Members: Free to Attend
Non-Members: $55
About this event
Access to publicly available data gathered through prospect research offers fundraisers a wealth of information about potential supporters. Prospect research reveals personal backgrounds, wealth indicators and philanthropic history so you can quickly identify and focus your attention on your high potential prospects. You’ll be able to predict both a prospect’s giving capacity and find ways to gauge their affinity for your nonprofit.
This session will offer participants an overview of how they can utilize prospect research to move donors into relationships through discovery and qualification outreach. And, we’ll cover some helpful data mining strategies that can allow you to uncover and prioritize previously unrecognized prospects.
Participants will walk away with:
- an understand of what they should and should not expect to find in donor research efforts
- an understanding of useful, readily available tools needed to begin and pursue donor discovery work,
- specific data points to look for to uncover strong giving potential
- techniques for getting responses to initial outreach, and
- strategies that help fundraisers gather info to evaluate potential alongside building rapport in this early step of relationship-building.
Faculty
Cassie Carter
Cassie Carter brings 30 years of passion and experience in the nonprofit and higher education sectors to her work at Campbell & Company. Cassie focuses on developing a shared understanding with clients of the opportunities and strengths of their organizations and how those can be leveraged to achieve a high level of long-term fundraising success.
Prior to joining Campbell & Company, Cassie held significant leadership positions in several prominent academic institutions and nonprofits throughout the country as they grew their fundraising programs; she was Associate Vice President for Development and Director of Campaigns at Hawaii Pacific University, Associate Vice President for Development Operations and Director of Advancement for the College of Science and Mathematics at Cal Poly, and Executive Director of the Montana Outdoor Science School. She also taught life science at Santa Monica College for many years.
Cassie has long been dedicated to the nonprofit sector. She served as the Director of Programs for Heal the Bay in Santa Monica and volunteers as a board member of several nonprofit organizations throughout Hawaii, Montana and California. Currently she serves on the board of directors for the Pierce College Foundation and the Community Foundation of the Valleys.
Cassie holds a doctoral degree in Teaching and Learning with an emphasis on science education and public administration from the University of Southern California, a bachelor’s degree in biology from California State University-Northridge, and an associate of arts from Los Angeles Pierce College.
Kate Effland
Kate brings 15 years of diverse fundraising and nonprofit management experience to her work at Campbell & Company. She understands that data-driven donor engagement strategies paired with sound operations are critical pillars for any successful fundraising endeavor. Kate leads Campbell & Company’s methodology taskforce and is involved in Campbell & Company’s qualification services.
Prior to joining Campbell & Company in 2018, Kate held several leadership roles with the Taproot Foundation in Washington, DC, and New York City, culminating with her role as Director of Philanthropy and Community Engagement in the San Francisco Bay Area. In this position, Kate was responsible for fundraising, market-building, and community engagement efforts for Taproot Foundation’s capacity-building programs and corporate consulting division. She also worked for several human services and healthcare organizations in the Bay Area in various development positions, managing institutional fundraising efforts and donor databases.
Kate graduated with a B.A. in Government and Politics from the University of Maryland – College Park and completed the Fellowship for Emerging Leaders in Public Service at NYU Wagner School of Public Service. Kate is currently pursuing her Master’s in Business Administration at University of Washington-Bothell. Kate is a member of American Fundraising Professionals (AFP) and is active in the Seattle nonprofit community.