This is the era of the customer. Every experience is designed around our needs: from Netflix queues and Spotify playlists dictating what we consume, Amazon and StitchFix suggestions guiding our purchases, or Carvana, Zillow, and RedFin making buying autos and homes easy, sight unseen.

These businesses deliver tailored experiences to millions of users by capturing data and putting it into action. Advancement must do the same. In order to confront donor decline and build the future major gift pipeline, we must go beyond traditional segmentation like class year or degree. We have to speak to donors’ interests and deliver the same personalized, high-impact experience they see in the rest of their lives.

The University of Iowa is doing this by introducing a new persona-driven approach to communicating with alumni, donors, and friends. By monitoring more than 400 ever-changing data points, including a newly refined machine-learning-driven engagement score, the team has defined new audience segments. Each of these personas reflects how those people interact with the University, its sports teams, or its medical center.

With these personas built and evolving as donors demonstrate new interests or engage with the university, Iowa is delivering custom digital experiences, programming, and appeals that create better experiences for every donor.

In this session, learn how they built their personas and engagement score, early returns as they roll out a new communication strategy, and how this approach fuels giving and prospect discovery. You’ll learn best practices for every shop, regardless of size, as we all seek to create more personal experiences at scale.

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.

One need not look very hard to find evidence of the value of big data in the for-profit sector. This being said, building a case for big data analytics investment is much more challenging in the nonprofit space, where clear big data victories are not yet widespread and our small teams are strapped and wary of investing resources in anything but the lowest-hanging fruit: major gift fundraising.

With a leap of faith as well as a strong belief in the value of big data, over the past two years, the University of Michigan Analytics Team has transformed into Data Science & Decision Support. This is not merely a rebranding but instead reflects a break from our traditional focus on major gift analytics. In particular, we intentionally reallocated attention away from major gift prospecting and toward big data initiatives that benefit historically neglected teams including events, annual giving, and marketing.

The purpose of this presentation is to explain the rationale behind this decision and to share our early evidence that the investment will ultimately benefit the entire pyramid—including the major giving pool. We'll explain what we mean by "big data" and "decision support" and how we made such structural changes despite a budget frozen by the pandemic. We'll also highlight case studies across events, annual giving, and marketing that have benefitted from our shift in focus. These anecdotes will include quantitative impact metrics that can be shared with leadership and perhaps help to build a case for greater analytics investment in the future.

The New York University (NYU) Development and Alumni Relations (UDAR) team and the University of Washington (UW)Advancement Analytics team will take you on a journey and share how they were able to jumpstart unique data analytics initiatives from inception to maturity in less than a year. Their journeys center on aligning technology with leadership visions and goals, while also empowering front-line fundraisers and marketers to uncover opportunities and take action on critical business insights. They will share an approach that helps them accelerate the implementation and deployment of specialized dashboards, improve the endorsement of their colleagues, and secure high adoption by diverse teams and non-data users. They will demonstrate how their approach can help instill a data-driven culture, and share strategies on how to tackle unique challenges presented by digital data and legacy systems while trying to provide flexible self-service analysis tools. They will also showcase UW’s Email Marketing Dashboard that serves over 50 units, three campuses and over 100 marketers and advancement staff, and NYU’s BI portal which contains more than 60 Dashboards and self-service reports that serve more than 300 fundraisers and development associates and staff and more than 20 schools and global camps.

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.