101: Fundamentals of Annual Fund Analytics

Recorded On: 09/07/2017


You don't have to be a rocket scientist to appreciate that data is the fuel of every successful annual giving program. Understanding which data points and metrics are most relevant, and knowing how to maintain and use the information inside your database, is the key to developing effective annual giving strategies and continually improving the performance of your programs.

Register now to learn - or review - the fundamentals of data-driven annual giving strategy.

This recording is eligible for 1.25 points of CFRE credit.


  • Tips for maintaining current and relevant data on your donors and prospects
  • Guidelines for tracking performance metrics for key channels, segments, and programs
  • Methods for translating findings and observations into productive strategies
  • Recommendations for reporting results internally and externally
  • Examples from other institutions, and more!

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Adam Bradley

Director of Annual Giving, The University of Michigan

Adam Bradley is the Director of Annual Giving at The University of Michigan, where he steers the vision and strategy of annual giving and pipeline efforts for the institution's schools, colleges, and non-degree granting units, including centralized annual giving efforts, digital fundraising, telefund, and student philanthropy. His previous roles include Lead Director of Annual Giving for Michigan's Ross School of Business, and Associate Director of Marketing, through which he ran the university's call center. He also served as a research manager and consultant at Qualigence International for nearly a decade. Adam holds a B.B.A. in Marketing from the Ross School of Business.


On Demand Training
Recorded 09/07/2017
Recorded 09/07/2017