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Target Analytics has developed online events just for you! We’ll cover a wide range of topics including industry trends in fundraising, best practices for prospect research, and fundraising strategies; plus we'll provide helpful tips for how to get the most from your Target Analytics tools and services.
As an additional resource, we’ll record most sessions and make those recordings and presentations available here. Plus, don't forget to find out what topic we'll cover next by checking out web seminars.
2011 Sessions
| ResearchPoint User Clinic: Software Navigation Tips and Shortcuts |
December 7, 2:00 p.m. ET
For ResearchPoint clients only: Join us to learn the shortcuts of ResearchPoint – designed to save you time and let you focus on research. We’ll uncover tons of tips and tricks throughout each functional area of the software and you’ll learn how to work more efficiently in ResearchPoint. This session is designed for Intermediate and Advanced users. Register today.
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| ResearchPoint User Clinic: Prospect Research Request Management |
For ResearchPoint clients (Silver/Gold/Professional level only): Submit and track research requests from your team by managing requests in the queue, view status of open requests, and even track how much time and resources were used when the request is closed. Understand how this request management tool will help streamline your current research process.
Download session recording | Download session slides |
| WealthPoint OnTime Quarterly Q and A Session |
| View the session slides from the November Q and A session. |
| WealthPoint OnTime User Clinic: How to Best Use WealthPoint OnTime for Direct Mail |
Once you have identified your best prospects with WealthPoint On Time, we will help you put the results to use with direct mail.
Download session recording | Download session slides |
| ResearchPoint User Clinic: Best Practices - Confirming Wealth Screening Results |
For ResearchPoint clients only: In this session, we’ll discuss how to review the results of a WealthPoint search to make a decision about your prospect’s giving capacity. Learn how to navigate within each wealth source and how to use clues and information gathered from one source to confirm another.
Download session slides |
| ResearchPoint User Clinic: Extended Networks (Relationships) |
Extended Networks allow researchers to view business and nonprofit connections uncovered in a wealth search. Join us to learn how to uncover individual relationships found from Dun & Bradstreet and GuideStar and how the findings can enhance your prospect pool.
Download session recording | Download session slides |
| WealthPoint OnTime User Clinic: Top 10 Tips and Tricks for What to do After ResearchPoint Import |
See the hottest WealthPoint OnTime tips and tricks with step-by-step instructions. We will show you how you can track your new information as well as discuss best practices.
Download session recording | Download session slides |
| ResearchPoint User Clinic: Import |
| Join us for tips on importing information into your ResearchPoint database. Understand the Import workflow and hear the benefits of using import to update or add new information in ResearchPoint. See the hottest tips and tricks with step-by-step instructions and get up to speed on news and offerings with Blackbaud News. Download session recording | Download seminar slides |
| ResearchPoint Online User Clinic: Calculate the Capacity with Customized Wealth Formulas |
For ResearchPoint clients only: Each individual screened for wealth in ResearchPoint will receive a Major Gift Capacity, an indication of their ability to give a major gift. Join us to learn how to customize this capacity to fit the needs and goals of your organization. See the hottest ResearchPoint tips and tricks with step-by-step instructions.
Download seminar recording part 1 | Download seminar recording part 2 | Download seminar slides |
2010 Sessions
| ResearchPoint Customer Clinic: Prospect Quick Search |
Join us to learn how Prospect Quick Search can incorporate partial name or address information and make "cold prospecting" a breeze. We'll also discuss how to uncover details that fly under the radar in a traditional wealth search. See the hottest tips and tricks with step-by-step instructions and get up to speed on news and offerings with Blackbaud News.
Download seminar recording | Download seminar slides |
| ResearchPoint Customer Clinic: Screening Prospects and Donors for Wealth |
With the push of a button, Blackbaud's WealthPoint screenings allow you to find public assets and philanthropic connections for your prospects. Learn how to understand your wealth results, confirm/reject data, and generate a profile report. See the hottest tips and tricks with step-by-step instructions and get up to speed on news and offerings with Blackbaud News.
Download seminar recording | Download seminar slides |
| ResearchPoint Customer Clinic: Navigating Prospect Records |
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Learn how to properly add/edit prospect records to maintain a clean and accurate research database, navigate prospect records more efficiently and understand features and tasks from the comfort of your own desk. Download seminar recording 48 minutes | Download seminar slides. |
| Prospect Research for the Non-researcher |
Speaker: David Lamb
Good prospect research can make the difference between getting a large gift and a major gift. By improving your understanding of the prospect’s wealth, interests, and place in the community, you can craft your ask more effectively to help the donor make the largest gift possible. But if your organization doesn’t employ a prospect researcher, you may feel that your ask will have to be a shot in the dark. Not necessarily! This session will introduce you to some free or low cost tools that any major gift officer should be able to use to do his or her own prospect research. |
| Maximizing Your WealthPoint OnTime Results |
Speaker: Michael Quevli
WealthPoint OnTime Process and Procedures: Maximizing the Use of Your WealthPoint OnTime Results – For clients only, this user group will provide an overview of best practices for using WealthPoint OnTime results and provide examples of how customers like you are finding success. |
| Cultivating Lifelong Donors: Stewardship and the Fundraising Pyramid |
This free, four-part web seminar series, Cultivating Lifelong Donors: Stewardship and the Fundraising Pyramid, helps nonprofits set strategies for building giving programs from engagement up through ultimate giving. The key thread through the series is stewarding supporters at all levels of the fundraising pyramid…even before a gift is made. Blackbaud nonprofit experts developed the seminars to cover a broad range of topics based on their vast experience in the nonprofit world. Each session is designed to build on the content from the previous session, so you can get a full overview with the complete series or concentrate on the sessions that interest you the most…all with the ultimate goal of helping you to maximize fundraising results.
Part 1 — Get Engaged: Donor Engagement Through Social Media
Having a social media strategy is not its own objective. Rather, social media strategies can support your existing objectives. Reflect on your organization’s current objectives: Do you want to cultivate supporter relationships, build cause awareness, do online fundraising, or connect with new supporters? Those are all goals social media can help support, and this session will examine a multitude of ways to get started and how your organization can benefit. Download seminar recording.
Part 2 — Keeping Them: Stewarding "One-Time" Donors for Lasting Support
In the wake of a disaster or other monumental events, many people who do not regularly donate to nonprofits are moved to assist with one-time gifts. New donors flood into nonprofit databases. What can be done to kindle that spark of compassion into a flame of philanthropy? In a word: stewardship. Join us to explore why retaining new donors is no trivial challenge. Download seminar recording.
Part 3 — Pyramid Power: Transitional Giving for Building Strong Fundraising Pyramids
Data analysis suggests that many organizations have difficulty identifying transitional giving prospects: individuals emerging from the annual fund process who demonstrate potential to become mid-to-high level prospects in the years to come. History further suggests that we are often content to allow these prospects to self-identify through their first transitional gift, rather than using research to seek emerging prospects and implementing targeted development strategies to encourage more prospects to move up the giving pyramid. Join us to discuss the concept of transitional giving and its critical contribution to fundraising and campaign success. Download seminar recording.
Part 4 — Peak Performance: Strategic Stewardship for Planned Giving Programs
True donor stewardship begins before you know that a gift has been made and continues even after the donor has passed away. A simple, yet strategic stewardship program welcomes your legacy givers into the organization’s highest ranks and provides them a two-way relationship throughout their lives. This session will explore how building an intentional bond with these future major donors strengthens your chances for increased current giving as well as future legacy gifts. Download seminar recording. |
| The Special Annual Fund Appeal: Bridging the Gap to Major Giving |
Speaker: Laura Worcester
Are too many of your organization's donors "stuck" at giving levels far below their actual potential? If so, consider implementing a transitional giving program. Designed to "bridge the gap" between annual and major giving, transitional giving is an essential element of any comprehensive advancement effort. This session will help you identify which annual fund donors may have major giving potential and how you can implement a Special Annual Fund appeal to first bring these hidden treasures first to the $1000 level. Keeping in mind that if you want someone to act like a major gift donor, you first have to treat him or her like one, and you will learn strategies for unlocking the hidden potential in your database.
Play recording. |
| ResearchPoint 2.0 Tips and Tricks for Gold/Silver Customers |
Speaker: Jenny Cooke
For ResearchPoint clients: Learn how to get started with your ResearchPoint database. This session will focus on general program orientation, setting up WealthPoint, new program features and suggested next steps. Play recording. |
| ResearchPoint 2.0 for Bronze/Crystal customers |
Speaker: Jenny Cooke
For ResearchPoint clients: Learn how to get started with your ResearchPoint database. This session will focus on general program orientation, setting up WealthPoint, new program features and suggested next steps. Play recording. |
| Working with SEC Documents |
Speaker: Michael Quevli
This session focuses on taking the next step with your Insiders from your screening results. We will focus on basic principles and knowledge of SEC documents and the resources that are available.
Play Recording |
| Target Affluent Prospects to Sustain Your Annual and Major Gift Programs |
Speaker: Katherine Swank
The names of America’s wealthy are known to most of us: Bill and Melinda Gates, Warren Buffet, and the (Sam) Walton family members, to name just a few. Their philanthropy is legendary, and many nonprofit organizations’ staff and leadership look for ways to connect with them. A few—very few—will succeed. What options does your organization have to acquire major and planned gifts if you aren’t on the short list? Turn your attention to cultivating prospects who are affluent versus wealthy. The affluent market has been one of the fastest growing in America for more than two decades. It has been estimated that by the year 2010, more than 19 million households in the U.S. will be affluent. Through consistent and meaningful communications with affluent prospects within your constituency, you can strengthen and grow your annual fund and your major donor base.
Play Recording |
| Using ResearchPoint 2.0 to Find Your Prospects |
Speaker: Jenny Cooke
For ResearchPoint Gold/Silver customers. Learn how the new features in ResearchPoint can assist you from initial identification of an unknown prospect through Prospect Quick Search to keeping track of research requests using Prospect Research Request Management. This session will also highlight other new features in the software.
Play Recording |
| Tips and Tricks for Using ResearchPoint |
Speaker: Jenny Cooke
For ResearchPoint Bronze customers. Learn tips for successfully using ResearchPoint to help identify potential major gift prospects. We know you have limited time for prospect analysis and have designed this session to focus on the tools that will be most useful to you. This session will also highlight some of the new features in the latest release, ResearchPoint 2.0.
Play Recording |
Note: To play a these recordings (.wmv), you need Windows Media Player.
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