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Fund Raising Analytics Made Easy

  • Wed, March 16, 2011
  • 9:15 AM - 11:15 AM
  • Harvard’s Alumni & Development Office: 124 Mount Auburn St., Cambridge, MA


  • Non-Member

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Fund Raising Analytics Made Easy

Wednesday, March 16, 2011



The leading fundraising organizations across the United States have integrated predictive analytics into their prospecting and segmenting strategies. For many of us, we may know there is value in building decision strategy systems, but we don’t know where to begin. In this session we will introduce the topic and make it real for you. Expect to leave with an understanding of analytics, and how it can help your organization be more efficient and effective with your resources.



Joshua M. Birkholz, Principal, Bentz Whaley Flessner

Josh Birkholz is a principal at Bentz Whaley Flessner, where he oversees consulting services in development operations and the analytics division, DonorCast. He has built data mining programs and ushered organizational change for leading non-profits in higher education, healthcare, the arts, advocacy, and social service sectors throughout the United States and beyond. His thought leadership in creative, data-driven strategies for fundraising is evident in his many speaking engagements and published work, most notably, in his sought-after book, Fundraising Analytics. He earned his Bachelor of Arts from Concordia University-St. Paul and his Master of Arts in arts administration from St. Mary's University of Minnesota.

Gary Walling, Assistant Director, Prospect Management, Tufts University

Gary has been in the field of prospect management at Tufts University for six years and in the profession since 1996. He earned his Bachelor of Arts from The College of Wooster in Ohio and his Master of Arts, in art history from the University of Massachusetts-Amherst.

Rebecca Scott, Director, Gift Planning Office, Tufts University      

Rebecca Scott has worked in Gift Planning at Tufts University since 2005.  Before that she was the Associate Director of Gift Planning at the Unitarian Universalist Association of Congregations.  A graduate of McGill University, she is one of the co-founders of Toronto’s Trapeze Media and was the General Manager of Playwrights’ Workshop Montreal.  She has presented on gift planning topics at the Planned Giving Group of New England All-Day conference 2009 and the CASE District I Conference 2008.




Harvard’s Alumni & Development Office: 124 Mount Auburn St., Cambridge, MA. Closest T stop is Harvard Square.  There is a parking garage in the building.



NEDRA Members: $85

Non-Members: $125


465 Waverly Oaks Road, Suite 421
Waltham, MA 02452

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