Events for April 9 - March 12

April Professional Development | Bank of America 2023 Philanthropy Study The handout from this presentation are available to download as PDF HERE. The infographics are available to download HERE. Guided by closely held values and beliefs, affluent households are increasingly at the helm of our nation’s charitable landscape. Understanding which motivations and priorities guide these households is critical to any effective fundraising effort. Holland Dunn, SVP with Bank of America will provide key insights from the 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households conducted by Bank of America Private Bank and Indiana University’s [...]

May Networking Event Join your colleagues at the Plēb Urban Winery for a Crafted Conversation. This month our theme will be "Empowered Ethics." An ethical approach to fund development is a key pillar of our reputations as professional fundraisers and one of the reasons our teams and donors look to us as experts in championing the culture of philanthropy for our organizations and donor relationships. At this month's meeting we will convene our discussions around a few real case studies where you can share your experiences to help solve sticky situations while learning from the wisdom of your [...]

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 [...]