From wealth screening & data appends, to data visualizations, to driving strategy, this session will showcase the steps taken to develop and bring a public-phase campaign pipeline to life at an arts & cultural organization. We’ll highlight the tools used, process, workflow, and communication strategies that allow for clear and robust discussions with leadership and fundraisers alike.
Learn how to bring a wealth screening to life by layering in organization-specific data and visualizing via business intelligence tools such as Power BI or Excel. Prioritize travel planning, suspect qualification, outreach and campaign events through insights gleaned from your data.
Presented as a mid-campaign case study, real-life successes and setbacks will be shared to help attendees develop a data-driven prospecting structure that works for their organization.
Time: 1pm - 2pm PST
Presented by Wendy Saam and Elaine Hooker, Chautauqua Institution
After registration you will receive a Zoom link. We strive to host inclusive, accessible events that enable all individuals, including individuals with disabilities, to engage fully. To request an accommodation or for inquiries about accessibility or any other questions, please contact apranw.programming@gmail.com.
