June 15 Webinar

Analytics-Driven Impact Reporting

Presentation Slides
Webinar Recording

About the Webinar

Asking and answering whether a donor clicked on a link is just the beginning. To fully leverage the potential of digital impact reporting, Boston University built a reporting strategy based upon the tools and business practices that answer far more textured and powerful questions: What content captured their attention? How long did they review the content? Did they access the report? Did the report spur action or result in new gifts? How do we drive higher engagement (individually and in aggregate)? Where should this data be stored over the long term?

In this session, you will learn how BU ensured a successful launch using analytics to continuously hone and adapt its reporting strategy, collaboratively built new, data-driven capabilities, the lessons learned along the way, and how they plan to continue to optimize their approach.


Learning Objectives

  1. Learn how analytics played a crucial role in high donor adoption rates, especially for top donors.
  2. Hear how a donor relations team went beyond "going digital" by obtaining, storing, and acting upon rich donor intelligence.
  3. Learn about the outcomes and lessons learned from using a data-driven approach to reporting.4. Consider the technologies and collaboration required to execute a coherent strategy.

Target Audience

Shop Size

Experience Level
Suitable for all audiences Suitable for any size shop Suitable for all levels


About the Presenters

Lauren Edlund, Assistant Director, Stewardship & Donor Relations, Boston University

Lauren Edlund works on stewardship at Boston University, where she led the implementation and launch of its new digital reporting system, Ovrture. When not thinking about new ways to blend data and creativity, she spends time outdoors and caters to the whims of her cats, Cocoabella and Couscous.
 Chris Snavely, Managing Partner, Ovrture 
Chris Snavely Chris leads the Ovrture team in building, maintaining, and enhancing the platform. He also works directly with clients to build systems, drive adoption, and conceive of new use cases. Believing that the application of new thinking is what drives the world forward, Chris takes great pride in bringing a far more efficient and modern approach to the “digital advancement office.”
Kathleen McCarthy, Senior Associate Director, Stewardship Reporting,  Boston University
Kathleen McCarthy Kathleen McCarthy has 20+ years of experience in development and is the Senior Associate Director, Stewardship Reporting at Boston University. She leads a team of four whose primary focus is stewarding the University’s most generous donors through financial and impact reporting and enhancing their engagement with the digital platform, Ovrture.

ADRP members can access past webinars at any time by visiting the webinars page of the ADRP website and selecting "Missed a Webinar?" at the top of the page.

 

Thank You To Our 2023 Webinar Sponsor