June Professional Development | Beyond CRM Data
For years the most important fundraising data lived in our Customer Relationship Management (CRM) or donor databases. While this data will continue to play a pivotal role in our future relationship development efforts, there are now data sets and data signals that are playing an increasingly important role in our fundraising strategy.
For example, new AI-driven donation forms are using anonymous data signals to dynamically create suggested giving matrixes on donation forms. New customer data platforms (CDPs) are sitting behind our website content systems, and serving up curated journeys to anonymous website audiences based on clicking and scrolling behavior. Most of this data will never make it into our CRM systems!
What does this mean for our future fundraising campaigns? How will we be able to find new donors differently? What will this do to our segmentation strategies? How can we identify “pre-donors”?
This session will explore these technology trends but is designed for non-technical fundraising leadership.
Catered lunch will be will be an optional addition to your registration fee. Vegetarian and Gluten Free options will be available.
Full participation in this program is applicable for 1.25 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Presented by Philip King, Managing Director of Digital Revenue Acceleration at Stephen Thomas LTD.
“Excellent digital fundraising requires the right mix of commercial marketing and strategy, combined with non-profit heart and soul. I’ve always loved working with fundraisers, and helping them realize their digital revenue dreams.” Philip designed the first online workplace fundraising solution for United Way of Greater Toronto in 1999: UnitedWay@work. He then became President & CEO of Artez Interactive for a decade, establishing this Toronto-based technology firm as a global thought-leader in peer-to-peer digital fundraising. Philip is an author in two of the first books about digital fundraising: “Fundraising on the Internet” 2002, and “People to People Fundraising” 2007, and he launched a popular podcast entitled “The Digital Fundraising Podcast” in 2009. His brushes with fame include a dinner with Johnny and June Carter Cash when he was in high school in Tennessee, and acting in a college play with Matt Damon while at Harvard. When he’s not accelerating digital revenue for great fundraising teams, he’s enjoying time with his family in the mountains of Asheville, North Carolina, or finding time to scuba dive somewhere deep and blue.
