Focused Skills Lab: RFM For Fundraising
A Short Course for Segmentation Using Excel
A one-lecture course to get you started using RFM for segmentation. We'll cover creating an RFM table and scoring your prospects using Microsoft Excel.
Course amenities include:
- Ability to rewatch the demonstration video as often as you need.
- Comments section for adding your questions and seeing questions and replies from other students. Marianne does respond to questions.
- Resource list for further study.
Your Instructor
Marianne Pelletier has over 35 years of experience in fundraising, with the majority in prospect research and prospecting. She is one of the first adopters of donor modeling and data mining techniques, and is now a world-renown leader on this segment of the research profession. Her prospect research experience began when she was a research analyst for Harvard and Lesley Universities. She later served as a department director for Carnegie Mellon University and Cornell University.
Pelletier’s career also includes running an annual giving program with average increased revenues of 27% per year and providing software consulting through the Datatel Corporation, teaching clients both how to use their new software and assisting them with better analysis and more efficient processing. She occasionally serves as a best practices consultant through CampusWorks.
Pelletier is a recipient of a lifetime achievement award from the New England Development Research Association and a Woman of the Year designation by the National Association of Professional Women, along with earning an entry into the Marquis Who's Who in America annual directory. She has served as a volunteer for both election campaigns and social service agencies. She has served on the boards of the New England Development Research Association, the Upstate New York chapter of Apra, and has served as secretary for the Apra International board. She currently serves as a trustee for Habitat for Humanity of Tompkins County and the Finger Lakes chapter of AFP.
Pelletier is a graduate of Rockford University, and earned her MBA at Southern New Hampshire University. Her recent workbook, Building Your Analytics Shop: A Workbook for Nonprofits, was a finalist for the Terry McAdam Award in 2016.