Data Mining for Annual Giving

Recorded On: 01/23/2018

OVERVIEW

It's not enough to simply run reports and compare progress from one year to the next. In fact, the most effective annual giving programs go beyond basic metrics and reporting. They mine their data to understand how, where, and why they're making - or not making - progress, and determine the overall trajectory of their program. Data mining doesn't need to be overly complex; even simple analytics can help assess the true health of the operation while identifying risks and opportunities well in advance.

This recording is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Guidelines for understanding which data points are most valuable and where to look for them
Methods for extracting, cleaning, and organizing your data so that it's easy to manage
Tactics for identifying relevant trends, outliers, gaps, and opportunities
Tips for translating findings into practical strategies
Examples from other institutions, and more!

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Ramy Rahal

Director of Annual Giving, Franklin & Marshall College

Ramy Rahal is the Director of Annual Giving at Franklin & Marshall College, where he oversees alumni giving strategy and direct marketing operations for the annual fund. Previously, he served as the Director of Annual Fund Marketing & Operations at Georgetown University. He is an active presenter with CASE and the PASSHE Advancement Conference, and serves on the steering committee for STAFF. Ramy holds a Masters of Public Policy and a BA in Philosophy of Logic & Language from Georgetown University.