Data + Analytics: What’s the Impact? Ask Peter.

by | Jan 9, 2019 | Learning Edge Blog, News | 2 comments

Gayla Scrivener

We hear it all the time – fundraising is about relationships. Peter is a strong advocate that LIFE is about relationships and that means we need to be able to talk to each other in a way that isn’t always viewed as efficient. If you’ve ever met Peter you know how infectious his version of talking is! He’s funny and he has such an easy way of being curious about whomever he is talking to.

In this interview, Peter answers the question, “What is the purpose of fundraising analytics?” In his colorful way of sharing ideas, he cautions against letting the “tail wag the dog.” He skeptically wonders aloud about rampant use of “data analytics” descriptors, especially among emerging vendors selling software solutions.

Could it be that the very data we have been able to amass is hampering our ability to engage our best prospects? Is our orientation to devices affecting our ability to develop the intimate relationships our donors need with our organizations? What is a key characteristic for gift officers? What can prospect researchers do to be successful in the field now?

Listen in to the conversation to find out!

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I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

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Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

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The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

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