AI Practice Session: Fundraising Data Analytics

​You know the situation. You need a report. Maybe it's an RFM analysis, a list of lapsed donors segmented by giving level, or a snapshot of your top 25 prospects ranked by capacity. So you either put in a request and wait (sometimes a week or more) or you pull the data yourself, wrestle it into a spreadsheet, and spend an afternoon doing analysis you weren't trained for and don't have time to do.

​This session is about changing that.

​We'll show you how AI lets the fundraiser run the analysis directly, without needing a data team, without SQL expertise, and without waiting on anyone. Using real donor data, we'll walk through:

• ​Pulling information from your CRM and asking complex questions in plain language

• ​Calculating predictive analytics like RFM scores (Recency, Frequency, Monetary value) to rank and segment your donor file

• ​Building donor profiles and translating the data into concrete solicitation strategies

• ​Segmenting your donors by giving behavior, loyalty, lapse status, and upgrade potential

​If you've ever wished you could just ask your database a question and get a straight answer, this is the session for you. No spreadsheet gymnastics. No waiting on a report that's already a week late. Just the data you need, when you need it, in a form you can actually use.

​Who should attend: Frontline fundraisers, development directors, and anyone responsible for donor strategy who wants more control over their own data.

​All attendees receive a free WIZE trial account to use during the session. If you’d like to explore WIZE ahead of time and follow along more easily, you can create your free account here.