We created a visualization to better understand our donor behaviors. Previously, donor trends were analyzed in a two-dimensional way. They were tracked year after year basis in buckets by giving levels. However, it was unclear if a unique donor was increasing, decreasing, or remaining in the same giving level. Using the Sankey diagram provides a visual of the donor flow and creates a more strategic approach to viewing their behavior. Also, provides opportunity for more personalized strategies. For example, creating targeted messaging to donors that are giving less and on the other hand encouraging donors that are increasing their donations.

Many of us have heard the adage that data science can require spending upwards of 80% of your time and effort in acquiring, building and cleaning data sets. As organizations seek to expand data capacity and modernize data science practices within their diverse and growing teams, many data leaders and practitioners face numerous, complex issues: cold start problems, data literacy gaps, entropy, staffing challenges, technical/process debt, and so on. In this robust workshop, we will discuss a variety of practical approaches and modern perspectives to build, scale and enhance data science capacity, operations and solution delivery within your learning organizations.

The CASE network provides a unique set of data for 19 diverse countries and CASE Insights on alumni engagement and philanthropy are the only resources serving institutions on recent trends around the world. In this session, you will learn about the wide world of CASE data available to members and how the CASE surveys are related to each other. You will also learn how to use the new CASE Insights Strategic Benchmarking Reports to drive decision-making by comparing how your institution performed compared to similar institutions and other survey respondents. This includes learning how to get the most out of CASE data and products (how to subscribe, download, and use the data for your own strategies).

Big Data became a ubiquitous and somewhat meaningless term gradually but has played a role in making us continue to think about the amount and types of data we collect. As society continues to work on building fair and equitable systems our sector also continues to strive toward creating practices grounded in equity. Data collection, storage, management, and manipulation need to be addressed through the lens of equity, community representation/protection, and accessibility. In this panel discussion, we are going to explore ideas about what’s holding the non-profit sector back from building and sharing data equity practices besides staff and budget.

With the ever-growing need for data products, technical debt (and data debt) can be leveraged positively to provide timely insights into prospect engagement or donor segmentation.

However, like its financial counterpart, it can adversely affect staff morale, impair a team's velocity and impact overall productivity, if it is not managed.

In this session, we'll cover what technical debt is, differentiate the types and their effects on your strategies and leadership, and walk through techniques that you can use to empower your staff in assessing, mitigating, and planning your technical debt - so your team can focus on innovating.

Just like life, happiness, and success, data is better when shared. Sharing data helped our prospect research and communications teams knock down silos to develop a deeper collaboration. A new tech platform, providing both teams with more access to constituent data opened opportunities for our teams to work together on cause-based fundraising, alumni outreach, and other targeted initiatives. Find out how we enhanced our team's processes to utilize the data and work smarter together to achieve our goals with collaboration and candy.

When will we reach our campaign goal? What should we set as our fiscal year goal? What will our fundraising total be at year-end? If your crystal ball is broken, join us for a data-informed approach to these questions. UC Berkeley forecasts baseline and major gift totals, providing senior leaders a data-driven way to set fiscal year goals and estimate the close of our current campaign. Creating an effective forecasting process involves statistical modeling, plus collaboration across multiple departments, ensuring that we use the most current proposal data, plus integrate fundraiser input about the the largest gifts' timing and likelihood.

Come join me for a “DRIVE” through a prospect research and prospect management system and discover some tricks and tips on how best to navigate through all the many wealth, affluence, asset, and analytics data and learn when it’s best to STOP, GO, YEILD, EXIT, or most importantly SPEED UP! ResearchPoint will be our vehicle and intelligence platform for our session. It is the software where assets, affluence insights, and predictive modeling components are delivered and can be accessed to help you dive deeply into the wealth profile and philanthropic history of your constituents. ResearchPoint will empower you to turn simple data into actionable information to make better strategic decisions.

This session will focus on the power of using engagement analytics to understand and increase alumni engagement. Engagement scoring allows a focus on areas where potential is greatest; by thoughtfully presenting the data to stakeholders, teams will be more open to adjusting strategies, and tracking the impact of changes. We’ll cover steps for getting started in creating engagement scoring models, ranging from simple to complex. We'll also discuss what data to include in a scoring model, how to develop buy-in for a project, and, most importantly, how to use the results to inform strategy and tactics. Hear how your peers are using engagement analytics to 1) broaden the data conversation across advancement, 2) identify new opportunities for engagement, and 3) set goals. Learn about some of the pitfalls to avoid with engagement data collection and how engagement analytics can help create a culture of data-based decision-making across your organization.