CASE collects institutional-level data on philanthropy from around the world. Institutions which submit CASE surveys have access to this data, which they can leverage to identify and benchmark against similar institutions. In this session, we demonstrate how to use R to access SQL databases, create visualizations, and conduct regression analysis on philanthropy data. Upon completion, participants will be able to use data for storytelling and strategic thinking.

Personalization matters, and in today's world of AI-driven technology, truly personalizing the donor experience is possible for any size organization. Join this session to see how new technology can help you change your outreach from "send everything to everyone" to producing a truly tailored experience for each donor. Hear key metrics from millions of communications about the power of personalization and how it can more than triple open rates. And hear how St. John's University transformed engagement with new technology that allows for personalization at scale. It's time to do donor engagement smarter, and if you're ready to ignite the passion of individual supporters using new tactics, this session is for you.

RFM analysis is a great first step to analyzing and grouping your donors. By summarizing their giving history and ranking by Recency, Frequency, and Monetary values, you can cluster donors into smaller comparable groups. This can help with identifying possible future prospects, searching for a target donor audience, and allow for more personal communications to each group.