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Target Analytics Customer Events
Target Analytics has developed customer events just for you, our Target Analytics customers! 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 PropsectPoint and WealthPoint information and how The Researcher’s Edge can help you manage your research efforts at every step.
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.
2008 Sessions
| 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 |
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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.
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