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Do You Know the Hidden Potential in Your Donor File?

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Manage episode 424273523 series 2503776
Content provided by Veritus Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Veritus Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Over the past two decades, our team at Veritus has analyzed hundreds of different non-profits’ data files, and we see the same trends over and over again. While overall revenue may go up year-over-year, many donors give less over time (or go away altogether). But organizations are often unaware this is happening because the loss is covered up by gifts from new donors.

So, what can you do about this? The first thing to do is start analyzing your donor file so you can understand where you have opportunities. For today’s episode, Jeff is joined by Theresa Tapocsi (Client Experience Leader) and Amy Chapman (Director of Client Engagement) for a conversation about how we perform our free donor file assessment to identify the hidden potential in your donor file.

The sooner you understand what’s happening in your data, the sooner you can take action. We hope this episode helps you think about your next steps in analyzing your donor data for opportunities to better engage your donors.

Show Highlights: In this episode, you’ll learn about…

  • The data points Veritus looks at in our free Donor File Assessment and where organizations have the greatest opportunities to improve their fundraising programs

  • How we use historical performance to determine a 5-year forecast for your organization

  • Common reasons why non-profits reach out to Veritus for our free, no-obligations assessment of their donor file

  • Tips for anyone looking to start analyzing their own donor data in this way

  continue reading

135 episoade

Artwork
iconDistribuie
 
Manage episode 424273523 series 2503776
Content provided by Veritus Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Veritus Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Over the past two decades, our team at Veritus has analyzed hundreds of different non-profits’ data files, and we see the same trends over and over again. While overall revenue may go up year-over-year, many donors give less over time (or go away altogether). But organizations are often unaware this is happening because the loss is covered up by gifts from new donors.

So, what can you do about this? The first thing to do is start analyzing your donor file so you can understand where you have opportunities. For today’s episode, Jeff is joined by Theresa Tapocsi (Client Experience Leader) and Amy Chapman (Director of Client Engagement) for a conversation about how we perform our free donor file assessment to identify the hidden potential in your donor file.

The sooner you understand what’s happening in your data, the sooner you can take action. We hope this episode helps you think about your next steps in analyzing your donor data for opportunities to better engage your donors.

Show Highlights: In this episode, you’ll learn about…

  • The data points Veritus looks at in our free Donor File Assessment and where organizations have the greatest opportunities to improve their fundraising programs

  • How we use historical performance to determine a 5-year forecast for your organization

  • Common reasons why non-profits reach out to Veritus for our free, no-obligations assessment of their donor file

  • Tips for anyone looking to start analyzing their own donor data in this way

  continue reading

135 episoade

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