Webinar
December 8, from 3:30 -4:30 p.m. CT
Capturing, managing, and using donor and volunteer data is critical for donor and volunteer engagement. Yet many nonprofits struggle to use data efficiently and productively. Development teams and organizational leadership may wrestle with making their collected data actionable while considering the goals of doing so: Will the data lead to better engagement? Increase fundraising? Diversify stewardship? Improve communication? Streamline reporting to board and funders? Maximize internal capacity through process improvement?
In this one-hour webinar, Samantha Shirley, director of business development at Charityproud, will help participants better understand donor/volunteer data use and how to maintain it to increase volunteer involvement and maximize donations. “Data in action” case examples and practical information on the evolving standards of data health will be shared, including tips on strengthening internal governance, identifying staff roles, and evaluating the cost and benefit of adapting current internal systems or transitioning to another platform.
Additional resources recommended by the Fundraising, Marketing, and Communications APEX:
· How to Use Donor Data to Develop a Crisis Fundraising Strategy (Campbell & Company)
· The Ultimate Beginners Fundraising Metrics Cheat Sheet (Fundraising Report Card)
· Analytics Expert Offers Advice on How to Use Data to Raise Money (The Chronicle of Philanthropy)
· Assessing and Developing Staff’s Data Literacy Skills (Member-Only Access in Alliance Library)
Takeaways
· Setting the stage for improved data management
· Understanding your data and how you will use it
· Creating a data governance plan
· Maintaining data best practices
· Planning for transition to a new database: a self-assessment
· Navigating change: Who should I talk to – internally and externally – about database options?Who Should Participate: \
· Database/CRM managers
· Executive directors/CEOs/COOs
· Fundraisers
Open to any nonprofit professional who uses data to inform strategy, with emphasis on donor, volunteer, and event data.Presenter
Samantha Shirley
Director of Business Development
Charityproud
Samantha Shirley helps nonprofits realize their data’s potential and how to improve efficiency with the donor management software Charityproud. Her previous nonprofit experience was at College of Charleston in South Carolina as well as two private schools in Boston. She serves as previous board president of Girls on the Run Charleston, secretary of the Association of Fundraising Professionals Lowcountry Chapter, does committee work for the local chamber of commerce and Together SC, and volunteers with Special Olympics. She runs marathons for charitable fundraising and assists disabled athletes as a guide. Shirley graduated from Emerson College with a degree in Broadcast Journalism.