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Using Giving Pattern Analysis to Aid in Donor Retention and Prospect Management: An Upside-Down Approach
Data Science
Using Giving Pattern Analysis to Aid in Donor Retention and Prospect Management: An Upside-Down Approach
By Steffanie Brown | August 16, 2024

In this article, explore how an "upside-down" approach to traditional RFM analysis can help fundraising professionals prioritize at-risk donors to boost retention and engagement. 

Ask the Ethicist: How Do I Manage Wealth Screenings That Include Employees?
Leadership · Institutional Knowledge · Ask the Ethicist
Ask the Ethicist: How Do I Manage Wealth Screenings That Include Employees?
By The Apra Ethics & Compliance Committee | March 14, 2024

When staff members are also donors, how does a prospect researcher handle their wealth screening information with care? The Apra Ethicist weighs in with best practices for when the lines between colleague and prospect are blurred.

Building Your Garden of Major Gift Prospects — From Scratch
Prospecting · Relationship Management · Major Giving · Mid-Level Giving · Planned Giving · Institutional · Wealth Screening · I · Small/Medium · Cause-Related · Social Services
Building Your Garden of Major Gift Prospects — From Scratch
By Elisa Shoenberger | July 13, 2023

Developing prospects is similar to taking care of a garden, with the aim of achieving fruitful outcomes. Figuring out how to manage your growing prospects as a small organization isn't always straightforward, but these experienced prospect gardeners are sharing their advice on how to build a well-organized program from the ground up.

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