COURSE

Foundations In Fundraising Analytics

Learn to solve fundraising problems with data mining techniques!

Foundations In Fundraising Analytics

Learn to solve fundraising problems with data mining techniques!

Are you worried that your organization is not using fundraising analytics?

Frustrated trying to figure it out on your own?

Imagine the next time you are asked to present data on your donors and you show up with charts that demonstrate the kind of information that gets everyone in the room talking.

Sure, you will probably leave the meeting with even more questions to answer – but they will trust you to answer them.

How awesome would that be?

You have the fundraising knowledge and basic skills – you just need to know how to put it all together with an industry-standard method.

ENROLL TODAY!

Are you worried that your organization is not using fundraising analytics? Frustrated trying to figure it out on your own?

This course teaches you how to start using basic data mining techniques in Excel to solve fundraising problems, such as finding the best prospects in your donor database, comparing direct appeal results, or measuring donor retention.

In this course we take the fear out of analytics. By walking you through the terminology and techniques, step-by-step, and with lots of practice, you get comfortable with the data and how it ‘speaks’ to you.

Imagine the next time you are asked to present data on your donors and you show up with charts that demonstrate the kind of information that gets everyone in the room talking. Sure you will probably leave the meeting with even more questions to answer – but they will trust you to answer them.

How awesome would that be?

You have the fundraising knowledge and basic skills – you just need to know how to put it all together with an industry-standard method.

What You'll Learn

This course teaches you how to start using basic data mining techniques in Excel to solve fundraising problems, such as finding the best prospects in your donor database, comparing direct appeal results, or measuring donor retention.

In this course we take the fear out of analytics. By walking you through the terminology and techniques, step-by-step, and with lots of practice, you get comfortable with the data and how it ‘speaks’ to you.

Recognize how analytics solves fundraising problems and how to choose the right technique
Create a foundation of basic knowledge about variables and databases
Apply the CRISP-DM approach to solving problems
Use descriptive analytics to solve problems such as finding new prospects
Use comparative analytics to solve problems such as measuring donor retention
Present results persuasizely, including the use of data visualization

ENROLL TODAY!

What's Included

MODULE ONE

Introduction To Analytics
- Differentiate between three types of analytics techniques
- Learn about CRISP-DM as a best practice
- Recognize and classify different types of variables
- Discover the wizardry behind relational databases
In this module, you’ll be asked to complete the following assignments:
- Homework | Identifying Analytics Opportunities, List the Variables, CRISP-DM Invitees Worksheet, and Relational Database Worksheet
MODULE THREE

RFM Scoring
- Learn a method for RFM Scoring
- Evaluate the results for usefulness
- Design a delivery method that favors action
In this module, you’ll be asked to complete the following assignments:
- Capstone #1 | RFM Scoring
MODULE FIVE

Become an Excel Power User
- Navigating Big Files
- Keyboard Shortcuts
- Favorite Functions: Left, Right, Concatenate!
In this module, you’ll be asked to complete the following assignments:
- Homework #4 | Share your favorite tips, tricks and tutorials

MODULE TWO

Descriptive Analytics
- Overview of descriptive analytics in fundraising
- Walk through an example of descriptive analytics in action
- Use the CRISP-DM worksheet to solve and document
In this module, you’ll be asked to complete the following assignments:
- Homework #2 | DIY Prepare the Data and Choosing and Evaluating Variables
MODULE FOUR

Comparative Analytics
- Recognize when to use comparative analytics
- Examine donor retention with comparative analytics
- Leverage pivot tables for summary and analysis
In this module, you’ll be asked to complete the following assignments:
- Homework #3 | Year Totals with a Pivot Table and Score Interval Bar Chart
- Capstone #2 | Compare Solicitations Using Pivot Tables
BONUS RESOURCES
- Foundations in Fundraising Analytics Textbook
- Example: Comparing Annual Fund Years
- Example: Annual Fund Totals with a Pivot Table
- Fundraising Analytics on #ChatBytes

ENROLL TODAY!

What will I learn from taking this course?

In this course you will...

Recognize how analytics solves fundraising problems and how to choose the right technique
Create a foundation of basic knowledge about variables and databases
Apply the CRISP-DM approach to solving problems
Use descriptive analytics to solve problems such as finding new prospects
Use comparative analytics to solve problems such as measuring donor retention
Present results persuasizely, including the use of data visualization

I WANT THIS NOW!

Recognize when to apply different analytics techniques to fundraising problems

Analytics is more than complicated formulas. You learn which technique to use to solve different kinds of problems in fundraising.

Apply comparative analysis with pivot tables to answer fundraising questions

Pivot tables are a useful tool for comparing and you will learn how and why to use them with step-by-step instruction and practice.

Apply descriptive analysis to prospecting and other fundraising questions

Descriptive analysis is a core technique and you might be surprised to discover you already know how to do some of it!

Earn your digital badge and certificate of competency

By successfully completing your capstone assignment, you demonstrate that you are competent in creating prospect research profiles. The digital badge provides this detail to anyone that clicks on it.

What Students Are Saying

“Frankly, when I signed up, I didn't think I would be able to do it. But the videos are great, the resources are amazing and I'm so glad I took a leap of faith to try to learn this material.”

Student

“The Foundations in Fundraising Analytics course was a high-quality, robust experience. Four years later and I still use the knowledge I gained in my day-to-day work!”

Michael Lasala

More Than Lectures

Get Hands-On Experience

Recognize when to apply different analytics techniques to fundraising problems

Analytics is more than complicated formulas. You learn which technique to use to solve different kinds of problems in fundraising.

Apply comparative analysis with pivot tables to answer fundraising questions

Pivot tables are a useful tool for comparing and you will learn how and why to use them with step-by-step instruction and practice.

Apply descriptive analysis to prospecting and other fundraising questions

Descriptive analysis is a core technique and you might be surprised to discover you already know how to do some of it!

Earn your digital badge and certificate of competency

By successfully completing your capstone assignment, you demonstrate that you are competent in creating prospect research profiles. The digital badge provides this detail to anyone that clicks on it.

2.5

Video Hours

5

Bonus Downloads

5

Modules

12

Coaching Calls

ENROLL TODAY!

Testimonials

See what a few of our students have to say after taking our course...

“Frankly, when I signed up, I didn't think I would be able to do it. But the videos are great, the resources are amazing and I'm so glad I took a leap of faith to try to learn this material.”

Student

“The Foundations in Fundraising Analytics course I took at the Prospect Research Institute was a high-quality, robust experience. Four years later and I still use the knowledge I gained in my day-to-day work!”

Michael Lasala

Watch this video to get a sneak peek behind the login screen.

Want to reach your Fundraising Research Goals faster?

Take a quick peek, and discover why you should enroll in the Foundations in Fundraising Analytics Course...

What's Included?

MODULE ONE

Introduction To Analytics
- Differentiate between three types of analytics techniques
- Learn about CRISP-DM as a best practice
- Recognize and classify different types of variables
- Discover the wizardry behind relational databases
In this module, you’ll be asked to complete the following assignments:
- Homework | Identifying Analytics Opportunities, List the Variables, CRISP-DM Invitees Worksheet, and Relational Database Worksheet
MODULE TWO

Descriptive Analytics
- Overview of descriptive analytics in fundraising
- Walk through an example of descriptive analytics in action
- Use the CRISP-DM worksheet to solve and document
In this module, you’ll be asked to complete the following assignments:
- Homework #2 | DIY Prepare the Data and Choosing and Evaluating Variables
MODULE THREE

RFM Scoring
- Learn a method for RFM Scoring
- Evaluate the results for usefulness
- Design a delivery method that favors action
In this module, you’ll be asked to complete the following assignments:
- Capstone #1 | RFM Scoring
MODULE FOUR

Comparative Analytics
- Recognize when to use comparative analytics
- Examine donor retention with comparative analytics
- Leverage pivot tables for summary and analysis
In this module, you’ll be asked to complete the following assignments:
- Homework #3 | Year Totals with a Pivot Table and Score Interval Bar Chart
- Capstone #2 | Compare Solicitations Using Pivot Tables
MODULE FIVE

Become an Excel Power User
- Navigating Big Files
- Keyboard Shortcuts
- Favorite Functions: Left, Right, Concatenate!
In this module, you’ll be asked to complete the following assignments:
- Homework #4 | Share your favorite tips, tricks and tutorials

BONUS RESOURCES
- Foundations in Fundraising Analytics Textbook
- Example: Comparing Annual Fund Years
- Example: Annual Fund Totals with a Pivot Table
- Fundraising Analytics on #ChatBytes

PURCHASE COURSE

Enroll in Foundations in Fundraising Analytics Course

$990

12-month access
12-month access to group coaching calls
Instructor feedback on homework
Includes the full textbook PDF download
Digital badge and certificate of competency

ENROLL TODAY!

Enroll today!

join the Foundations In Fundraising Analytics Course

$990

What's waiting for you...

12-month access
12-month access to group coaching calls
Instructor feedback on homework
Includes the full textbook PDF download
Digital badge and certificate of competency

I WANT IN! SIGN ME UP!

Frequently Asked
Questions

How soon can I access the course once I place my order?

As soon as you buy the course, your username and password will be emailed to you for immediate access.

How long will I have access to the course?

You will have access to the course for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.

Who is this course designed for?

This course is an introductory, beginner course designed for someone who is comfortable working in Excel and has some understanding of typical fundraising objectives. This course is NOT designed for individuals who have been using pivot tables, scoring files for RFM, or comfortable with multiple-step data analysis.

How long will it take me to complete the course?

We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.

What is the course format?

Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.

Is it interactive and can I ask the instructor questions?

Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.

Can I get a group discount?

Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.

Frequently Asked
Questions

How soon can I access the course once I place my order?

As soon as you buy the course, your username and password will be emailed to you for immediate access.

How long will I have access to the course?

You will have access to the course for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.

Who is this course designed for?

Please note that this course is designed for a researcher with three or fewer years of experience, or someone who doesn’t research often. This course is NOT designed for researchers with many years of experience preparing prospect profiles.

How long will it take me to complete the course?

We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.

What is the course format?

Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.

Is it interactive and can I ask the instructor questions?

Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.

Can I get a group discount?

Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.

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