With the development of advanced CRM’s and the increase in availability of alumni and donor data, we have the opportunity to become smarter marketers if we learn to listen to what the data is telling us. The University of Connecticut Foundation is using advanced analytics to better understand their constituents’ giving behavior, improve segmentation and shift annual giving strategy to a more donor-centered approach. This session will look at how to create and analyze metrics with the use of dashboards, and how to use these to produce actionable insights for both short-term and long-term success.

AMAtlas, CASE’s resource for data, metrics, and analytics has laid the foundations for a global set of benchmarking data on educational philanthropy, alumni engagement, and educational fundraising campaigns. This session will bring together a panel of advancement visionaries to discuss the ways they are putting CASE data to work in their development and alumni relations programs and explore ways they might leverage the Alumni Engagement Metrics (AEM) and new Core Metrics going forward. The session will also provide quick overviews of AEM and Core Metrics and discuss how institutions are adapting their processes to capture the data needed to put metrics to work.

Hear from a panel of your peers as they share how their institutions are using engagement metrics to refine their approach to alumni engagement and fundraising. We’ll cover what data they chose to include in their engagement metrics, how they shared the results with their teams to ensure adoption, and how data can be used for future engagement strategy, while also supporting annual giving and major gift efforts. Leave this session with a plan for analyzing your constituent data so you can take the next step to turn that data into meaningful change for your institution.