Illuminating donor and gift-processing experiences. You likely measure and optimize the donor experience leading up to giving, but what about the experience during and after their gift is being processed? With UCLA Gift Hub software, we aim to get an evidence-based look at our gift-processing pipeline. Gift Hub is customized to fit the needs and workflow of each business unit. Gift Hub also features a dashboard for leadership to easily track gifts as they move through the pipeline. By making the gift processing pipeline visible, we can build a better experience for both our donors and our staff.

You have been charged with developing a working gift officer pipeline or portfolio to be used in your Campaign, Annual Fund program, Major Gifts effort, or other fundraising initiatives. How do you turn the prospects in your database into a usable pipeline and implement next steps to reach your Development team goals? In this session we will discuss the process of collaboration between advancement services, data analytics, and front line fundraisers for philanthropic success.

Put away the Ouija board and the tin foil hat! This session will show you how a liberal arts college forecasts its yearly incoming revenue and fundraising totals, all without machine learning or a doctorate in econometrics. By segmenting specific areas of giving, analyzing pledge payment schedules, improving proposal pipeline maintenance, observing statistical trends and nerfing the wildly optimistic gift officer projections that never come through, we will show you how to deliver actionable intelligence to our financial overlords in administration for both revenue and fundraising.