Target Analytics has developed online events just for you, our Target Analytics clients! We’ll cover a wide range of topics including industry trends in fundraising, best practices for prospect research, and fundraising strategies; plus we'll provide helpful tips for how to get the most from your Target Analytics tools and services.

As an additional resource, we’ll record most sessions and make those recordings and presentations available here. Plus, don't forget to find out what topic we'll cover next by checking out web seminars.


2009 Sessions

How to Build a Strong Planned Giving Program During Uncertain Economic Times October 6, 2009; 2-3pm EDT Speaker: Katherine Swank

Difficult economic times can produce uncertain fundraising efforts. A strong planned giving program, no matter when established, engages and celebrates the generosity of our organizations’ supporters. Increase your knowledge about planned giving donors and their behavior in a slow economy; examine your legacy gift program’s markers for success and set your sights on a brighter future. Register Now

The Special Annual Fund Appeal: Making the Case for $1000 year end gifts October 8, 2009; 2-3pm EDT Speaker: Laura Worcester

With the year's end right around the corner -- and many annual funds lagging behind their goals -- it may be time to consider a Special Annual Fund appeal. If your Target Analytics results indicated a significant number of individuals currently underperforming their potential, we can show you how to encourage donors to renew their gift at the $1000 level. Learn how to target the right prospects---and refine your ask! Register Now

Fundraising in a Difficult Economy

In this web seminar, Lawrence Henze will directly outline positive steps you can make to fortify fundraising efforts and increase efficiency in the following areas: donor relations, annual giving, major giving, planned giving, and special events. Play Recording

Brother, Can you spare a million dollars? Prospecting in a down economy

When the stock market is up and the economy is booming, nonprofits prosper with the rest of society. But when the economy turns sour and unemployment goes up, nonprofits may become concerned about how this will affect giving. Historical trends give us confidence that giving will remain strong over the long term. In the short term, there are some things that nonprofits can do to help weather the economic storm. This session will explore the prospect research and fundraising strategies that will help your nonprofit stay strong in economic hard times. Play Recording

Digging Deeper: Uncovering the Wealth Hidden in your Electronic Screening Results

This session reviews the scope of electronic screenings, discusses the limitations of calculated capacity estimates, and explores ways to uncover hidden prospects (a.k.a. those with lower capacity). Play Recording

2008 Sessions

Strategic Geographic Cultivation: I’ve booked a trip to Florida. Now who do I visit?

When you are looking at a national map of your prospects, it is wonderful to see so many people spread out in so many states. The modeling scores and the wealth screening show you great potential in each state. You notice a large number of prospects one region in particular state, and plan to make a major gift cultivation visit there. But you’re only human, and you are bound by a non-profit budget and can’t spend months traversing the state. You’ll need to zero in on specific regions. This session will review tools that will enable your best plan of attack; from plotting locations and direction with MapPoint to better utilizing prospect profiles. Play Recording        Download Slides

Using Target Analytics to Enhance Major Gift Fundraising in Healthcare Institutions

This session will explore how healthcare organizations can begin to build a major gifts program and use Target Analytics to develop and enhance donor relationships. Topics of discussion will include: defining major gifts in healthcare, grateful patients, Target Analytics predictive modeling, and prospect research. Following the sessions participants will have an increased understanding of the fundamentals of major gift fundraising and Target Analytics Prospect Point modeling service. Play Recording        Download Slides

Are Your Members Future Major Donors?

Are your members future major donors? Well, that depends on how you are identifying, cultivating, and soliciting them now. The “major gift” is an above and beyond gift. If you are training donors to expect something in return for their annual gift now, then you may be making it more difficult to secure future major gifts! Consultant Kate Lindsay discusses how to identify which members to focus on for future upgrades, show your members the merits of increased unrestricted giving, choose the right solicitation method, and acknowledge the difference between an unrestricted donation and a membership renewal. Play Recording        Download Slides

How to Talk with Donors about Planned Gifts

Target Analytics consultant Katherine Swank discusses how successful planned giving programs start with simple messaging and evolve into life-long relationships with constituents. She reviews how to make a personal meeting call, how to start a planned gift discussion, and how to make the solicitation! If you’ve ever wanted to know how to focus your outreach efforts on your best planned giving prospects, Katherine Swank explains how to identify your best prospects for planned gifts and effectively cultivate planned gifts! Download Slides

Maximize Utilization of ProspectPoint® and WealthPoint® Results in K-12 Schools

Target Analytics consultant Laura Worcester demonstrates how to effectively implement all facets of your Target Analytics results in today’s K-12 advancement office. She presents advanced segmentation strategies designed to find the best prospects for each type of giving. Learn how to identify your best major and planned gift prospects, as well as how to determine ask amounts for annual fund efforts. She also discusses how to qualify — or disqualify — a major gift prospect with WealthPoint and other known information. Play Recording

Utilizing PropsectPoint & WealthPoint in a Healthcare Environment

Target Analytics consultant, Page Bullington, hosts a user forum to discuss how healthcare organizations can boost their annual giving program. She discusses how the annual funds of healthcare organizations are so important to the overall fundraising success of the charity. Several important topics were covered during the discussion including how to use The Raiser’s Edge and The Researcher’s Edge to start an annual giving program, successfully reach out to and cultivate grateful patients, and build productive relationships between competing departments at your organization. Download Slides

2007 Sessions

How Prospect Management Brings Predictability and Accountability to the Development Process

Major gift fundraising can be an expensive and labor intensive activity – one that involves many people across the development office. At the same time, many organizations have a natural “gravitational pull” for gifts. Due to the organization’s local impact or loyal alumni, or the public affection for the organization’s leadership, these organizations will receive gifts whether someone asks for them or not. David Lambs discusses how a prospect management system can help you better forecast gift receipts and build accountability for your development office. Mr. Lamb also reviews how a prospect management system can help you coordinate your development efforts, manage prospects through the development cycle, and create a historical record of major gift prospect/donor relationships. Play Recording        Download Slides

Best Practices for Diocesan Prospect Research

Blackbaud Analytics consultant, Laura Worcester, hosts a user forum to discuss diocesan prospect research strategies. With the help of numerous Dioceses, she discusses how Diocesan fundraising and prospect research activities and challenges are managed. Several important topics were covered during the discussion including, staffing and resource limitations, annual and major giving programs, and how to leverage other Dioceses’ successful strategies. Blackbaud Analytics is hoping to make this discussion forum an ongoing effort. Please contact us to participate in ongoing Diocesan discussions at solutions@blackbaud.com. Play Recording        Download Slides

Educating Your Board on Effective Fundraising

Wish your board was on board when it comes to fundraising? Cary Colwell and Jenny Cooke discuss ways you can involve and engage your board.  They discuss training your board on fundraising principles, as well as best practices for the board’s role in fundraising.  You’ll learn how your board can help implement fundraising solutions using your Blackbaud Analytics data. Play Recording

Maximize Your Campaign Feasibility Study Using PP and WP Results

Nancy Nichols demonstrates ways to get the maximum results from your feasibility study process, whether you use an outside consultant or not. Learn about the rationale for a feasibility study, the traditional components of a feasibility study, and how to integrate your screening results into a feasibility study to cultivate and engage prospects and donors. Play Recording

Identifying Your Best Planned Giving Prospects

When you are equipped with meaningful information and the right marketing strategy, building a planned giving program is easier than you think! Industry expert Lawrence Henze explained how at our recent online event. Download Slides

Note: To play a these recordings (.wmv), you need Windows Media Player.