Picture this: Your VP casually drops by your desk and asks you to come up with a list of your organization's top donors and top non-donors. Quickly. Don't panic: Join us to dig into some (fake) data. We'll discuss data points, Excel hacks, and project management tips to help you with this request (or whatever your leadership is looking for).

In this session, we will explore how visual analytics can refine prospect management protocols so that they are tailor-made for any institution. We will discuss challenging questions that arise throughout the fundraising process and see how analytics can help answer them. As we take a tour of various fundraising dashboards, attendees will learn how to adapt prospect management policies and practices to help increase fundraising productivity.

Now more than ever, organizations are challenged to ensure every outreach activity and engagement is delivering ROI. Discover how your organization can build a solid foundation for data-driven fundraising. Windfall CEO Arup Banerjee will share how combining the latest in donor intelligence, advanced data-modeling, data deduplication, and attribution can create a system of truth to unlock new revenue opportunities and guide your development strategies. Attendees will also get the latest updates on Windfall's product roadmap, recent data releases, and case studies from the over 500 organizations across the country Windfall has helped deliver measurable fundraising outcomes.

Tips, tricks, hacks – oh my! In this session, you will learn how to use Microsoft Excel to create automated charts for reporting fundraiser performance. Using organizational branding and solid design principles, these accessible visualizations clearly communicate fundraiser progress toward metrics and can be used to support discussions in key relationship management meetings, such as portfolio and pipeline reviews. We will then spend some time conducting a simple forecasting analysis to predict whether the fundraiser will meet or exceed their metrics. Attendees will receive tips on successful reporting, how-to instruction, and easily modifiable templates to customize for their own institutions. If you are in a small to medium sized shop with limited resources looking for an easy, actionable data product to take home with you – this session is for you!

The ever changing landscape of data privacy regulation, legislation, and donor expectation has elevated the need for advancement teams to assess and amend their relationship management guidelines. How much is too much? What information can you legally keep in your database? What information is it prudent to keep? Who should have access to this information? In this session we will dive into these questions and more. Attendees will leave with a better sense of the data privacy landscape, and with concrete next steps for how to begin evaluating the information they record on their donors.