On-Demand Archive: Fundamentals of Data-Driven Annual Giving

Recorded on September 7, 2017 (75 minutes)


You don't have to be a rocket scientist to appreciate that data is the fuel of every successful annual giving program. Understanding which data points and metrics are most relevant, and knowing how to maintain and use the information inside your database, is the key to developing effective annual giving strategies and continually improving the performance of your programs.

Register online for your entire team to learn - or review - the fundamentals of data-driven annual giving strategy.

This recording is eligible for 1.25 points of CFRE credit.


  • Tips for maintaining current and relevant data on your donors and prospects
  • Guidelines for tracking performance metrics for key channels, segments, and programs
  • Methods for translating findings and observations into productive strategies
  • Recommendations for reporting results internally and externally
  • Examples from other institutions, and more!
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    Annual Giving Network (AGN) is the world's leading resource for annual giving programs. With a community of over 40,000 professionals, we bring the industry's top experts and current best practices to educational and nonprofit institutions through training webinars, workshops, research, publications, consulting and recruiting services. For more information, visit AnnualGiving.com.

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    Adam Bradley

    About the Presenter

    Adam Bradley is the Lead Director of Annual Giving at The University of Michigan, where he oversees annual giving efforts for the Ross School of Business, including direct appeals, stewardship and analytics. Previously he served as the Associate Director of Marketing and ran the university's call center, which employed over 100 callers and generated more than $3 million annually. He also served as a research manager and consultant at Qualigence International for nearly a decade. Adam holds a B.B.A. in Marketing from the Ross School of Business.