Member | Best Practices: Collecting & Protecting Donor Data

Starting

September 9, 2022

Start Time

9:00 am

End Time

10:00 am

Location

Virtual

Event Type

Member

Registration Details

Members: Free

Overview

One rule of thumb in the fundraising world is to collect as much data as you can about donors in order to craft more successful cultivation strategies. However, maintaining a strategy for organizing and protecting that data – especially in light of the pivot to digital tools and remote operations – is both more complex and more necessary than ever. In short, proper data management techniques can empower your organization with both the insights and the integrity it needs to thrive!

Christopher Schultz, Director of Aprio’s Digital Advisory Services, will be joined by Laura Coats, Individual Giving Manager at Big Brothers Big Sisters of Metro Atlanta, and Liz Liston, Chief Development Officer at HOPE Atlanta, to discuss effective strategies for collecting and protecting your donor data while leveraging that data to strengthen donor engagement.

Audience

This session is for fundraising staff of GCN member organizations. Member dues must be current when the session takes place to receive access.

Presenters

Christopher Schultz is a Director of Data and Insight for Aprio’s Digital Advisory Services. Christopher has been working with clients for over 20 years to solve business problems and tackle inefficiencies. He uses data, tools, and technology creatively, and puts solutions in place that yield valuable insights for the business while increasing operational efficiency. While with Aprio, Christopher and his team developed and launched a platform solution that makes sophisticated data analytics and insights accessible and affordable for small to mid-sized businesses as well as nonprofit organizations. 

 

Laura Coats, CFRE joined Big Brothers Big Sisters of Metro Atlanta as the Individual Giving Manager in April 2022. She achieved her CFRE 2021 and she serves as the CFRE Co-Chair on the Board of Directors for the Association of Fundraising Professionals, Greater Atlanta Chapter. A native of North Carolina, she lives in Grant Park.

 

 

 

Liz Liston joined HOPE Atlanta in 2019 as Chief Development Officer, and has spent the last 15 years in nonprofit fundraising with a focus on human services. Liz has served the Atlanta community through fundraising and leadership positions at CHRIS 180, The Galloway School, and Truancy Intervention Project Georgia, as well as raising funds for the Fisher College of Business at The Ohio State University. Liz is a native of Columbus, Ohio and earned her MPA in Nonprofit Management from the Andrew Young School of Policy Studies at Georgia State University, as well as a BA in Psychology from Sewanee: The University of the South. 

Presented by:

 

Facilitator(s)

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Christopher Schultz, Laura Coats, Liz Liston

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