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Webinars and Podcasts

The DonorScape® Team is pleased to offer this series of complimentary training webinars. Topics covered range from basic DonorScape® features and administration to advanced data segmentation and analysis. 

 

Overview of DonorScape 2.0

  • 20 minute orientation to core workflows
  • Designed for existing or returning DonorScape users

 

Level 1: Introductory Training Session

  • What is DonorScape?
  •  How to… 

- Search for Prospects

- Export Search Results

- Explore, Update, and Export a Prospect Profile

- Add New Prospects

 

Level 2: Tips for Updating or Adding Multiple Records at Once

  • Updating multiple existing prospect records with new information from your donor management system
  • Adding multiple new records


Level 3: Administrator Functions

  • Adding, editing, and deleting users
  • Process approvals
  • Controlling record ownership
  • Creating/modifying custom fields
  • Generating account level reports


Creating a Ticket Buyer Screening Program

  • 20 minute interview with Columbia University's Jonah Nigh 
  • Key lessons learned in establishing a ticket buyer screening program at Columbia University's Miller Theater

 

Hidden Treasures: An Analytics - Driven Campaign at the Huntington Library

  • Highlights from one of the nation's top cultural institutions on making data driven decisions every day
  • Developing new ways to capitalize on a membership base
  • Building a coordinated events program that builds relationships and helps raise money

 

Homegrown Affinity Ratings: A Case Study from Ripon College

  • How a small staff with a small budget and no computer programming background came together to create in-house affinity ratings
  • Rating caculator developed and tested with entire development team
  • Ratings update in real time to encourage event and contact reports

 

Building a Bridge Data System: A Grateful Patient Program Case Study from the University of Missouri Health System

  • Lessons learned from the University of Missouri Health System
  • Creating a master report that brings together patient, wealth screening, and donor information
  • Project created without any budget expenditure in 6 months

 

Major Gift Portfolio Analysis: GG+A's Approach to Optimizing Portfolios and Managing Performance

  • Using analytical tools to examine the value of managed and unmanaged prospects
  • Providing a framework to ensure prospects are being managed according to their value to the development effort
  • Developing a means to evaluate portfolios within and across units and programs
  • Building an effective prospect management process and gift pipeline report to use as key management tools
  • Providing a comprehensive look at best practices, common errors made by institutions in making assignments, and concrete steps to enhance prospect management processes

 

Grateful Patient Programs

  • Training gift officers to meet patient prospects and their families
  • Establishing productive development relationships with medical staff and hospital leadership
  • When to send letters, and what they should say
  • Tracking your progress and developing a prospecting calendar

 

Strategies for Your Membership Base: Maximizing its Philanthropic Potential

  • Laying the groundwork for outreach and cultivation
  • Deepening the understanding of your donor profile
  • Using data to achieve your membership and fundraising goals
  • The importance of segmentation

 

One Person Shop: Using Wealth Screening in a Small Research Office

  • Process strategies from submission of data to implementation of results
  • Lessons learned for making wealth screening results approachable and efficient
  • A case study from Frostburg State University (MD)

Data Segmentation and Communication Strategy

  • What is segmentation? Does it align with your organization's goals?
  • Segmentation for internal data sets: more than Lybunt and Sybunt
  • Beyond giving and relationships: using outside data for better targeting

 

Leadership Annual Giving: A Case Study in Increasing Revenue and Participation

  • Vanderbilt University's experience in developing an enhanced leadership annual giving program
  • Strategies for developing prospect lists
  • Staffing and organizing a leadership program that supports and complements major, planned, and traditional annual gifts
  • Gift clubs, stewardship, and strengthening the major gift pipeline
  • Hilights from one of the nation's top cultural institutions on making data driven decisions every day
  • Developing new ways to capitalize on a membership base
  • Building a coordinated events program that builds relationships and helps raise money

Users Guide

Download the Users Guide (pdf)   

Questions? Need support?

Call 866.378.8540 or email support@donorscape.com

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