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Donor Action Plan Workshop: Know your Numbers -- Hit your Goals

Meyer Partners

Thursday, February 15, 2018 from 9:30 AM to 3:00 PM (CST)

Donor Action Plan Workshop: Know Numbers -- Hit your...

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Registration includes strategy sessions, lunch, networking and FREE Donor Trends Masterfile Audit and predictive modeling analysis.
26 Tickets Feb 2, 2018 $49.00 $0.00

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Event Details

Donor Action Plan details

Join industry experts from Meyer Partners and DonorsTrends for a one-day workshop. Together, we’ll review your organization’s retention and revenue numbers and you’ll go back to the office with an Action Plan to maximize your fundraising efforts in 2018!

Every registered organization will receive a FREE DonorTrends Masterfile Audit and Action Plan that will help identify current challenges and will drive our workshop towards reaching your goals.

*Organizations must provide a transaction file for analysis. The team from Meyer Partners and/or DonorTrends will work with you on the (non-donor identifiable) data needed.


Schedule of Events:

9:30-10am                  Coffee and Registration


10am-noon                 KNOW YOUR NUMBERS: Review Your DonorScores Masterfile Audit Reports

– Caity Craver, CEO, DonorTrends

Using the data from your individual audit reports, DonorTrends will conduct an Analytic Clinic and review your Vital Signs, showing you how to turn symptoms into successes. These reports will help answer questions like:

        • Revenue trends - are we raising more or less money compared to last year?
        • Which metrics matter?
        • How many new donors did we acquire in 2017? And how many did we lose?
        • What does this mean for my organization? 


Noon – 1pm                Lunch and Networking  


1pm – 3pm                 HIT YOUR GOALS: Strategy Breakout sessions

– The Meyer Partners Team

Based on your Masterfile Audit and our morning discussions, you can choose the area you’d like to focus on to strategize and create an action plan.

Sessions include:

        • Renewal and Retention – How do I keep my donors engaged?
        • New Donor Acquisition – Where do I find new donors to feed our pipeline?
        • Mid and Major Donor Upgrades – How do I target the donors who are ready to give more?
Have questions about Donor Action Plan Workshop: Know your Numbers -- Hit your Goals? Contact Meyer Partners

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When & Where

O'Hare Plaza
8745 West Higgins Avenue
1st Floor Conference Room
Chicago, IL 60631

Thursday, February 15, 2018 from 9:30 AM to 3:00 PM (CST)

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Meyer Partners

For more than 25 years we have been privileged to partner with organizations that share a passion for building a better world by inspiring generosity and cultivating long-term donor relationships.


Delivering measurable results is what we do. We use analytics to inform strategies and best practices, leveraging opportunities for increased net revenue.


We are unwavering in our commitment to the entire donor life cycle. Our approach is to engender consistent positive results with a bias towards lifetime donor loyalty that results in upgraded support, including major and planned gifts.


Our unique blend of expertise in marketing communications and fundraising equips us to develop and deliver strategies that break down traditional silos to help our clients reach their goals.

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Donor Action Plan Workshop: Know your Numbers -- Hit your Goals
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