Easy Hands-on Analytics 

Enter this hands-on session with a donor list, and leave with a prioritized prospect list.  We'll learn a few easy analysis techniques that can be used to identify your top prospects, and how these techniques can be used together to suss out prospect affinity and capacity.  Along the way, we'll also learn some fun and useful Excel tricks.

 All registrants will receive a list of fields to pull from their database.  The instructor will also provide a dummy data set for any participants who do not choose to use their own organization's data.  Attendees are welcome to bring laptops to follow along in class, or just watch and learn, and apply the techniques later using the detailed session handouts.

Learning Objectives

• Learn how to analyze prospect “velocity” (rate of giving increase)
• Learn how to analyze prospect “density” (consistency of giving)
• Learn how to create an RFM (recency, frequency, monetary) score
• Learn how to apply these results to create ranked and segmented prospect lists

About Amanda Jarman:

As the Principal of Fundraising Nerd, Amanda Jarman gets to play with the data of numerous local nonprofit organizations.  She conducts custom analytics projects for clients, including prospect identification, campaign analysis, and revenue projection.  Additionally, Fundraising Nerd provides expertise in database management and establishing or improving relationship management and prospect research systems.

 Amanda honed her expertise in data management, analytics, prospect research, and relationship management during her 15 years of experience in nonprofit administration. Before launching Fundraising Nerd, Amanda served in various fundraising data-related positions at Portland State University, most recently as Assistant Vice President for Advancement Services. She was also Associate Director of Advancement Services at Lewis & Clark College. Her experience prior to higher education was with smaller non-profits, including the Safeplace domestic violence shelter and the Olympia Food Co-op.  This experience ignited Amanda’s passion for scaling big shop tools and techniques to fit shops of all sizes.

Amanda is a sought-after expert in her field, and is a frequent trainer and presenter on data topics. She serves on the Association of Professional Researchers for Advancement’s editorial advisory committee, and on the strategic planning advisory council and the nominations committee of the Association of Advancement Services Professionals. Amanda is also president of the board of directors of Bitch Media, a nonprofit feminist media organization.  Connect with Amanda at www.linkedin.com/in/amandajarman or www.amandajarman.net.