The Art and Science Approach to Fundraising Data and Research

Fundraising success doesn’t just happen by chance. And fundraising is so much more than just asking for money. It’s both an art and a science to ensure fundraising is conducted with a relationship-based, philanthropic, donor-centric sensitivity that prioritizes data integrity and security. Despite hundreds of billions of dollars in charitable giving each year in the United States, many organizations continue to struggle with fundamental fundraising challenges.

The Art and Science Approach to Fundraising Data and Research offers a practical, approachable introduction to fundraising through the lens of topics that are not frequently covered: the use of data and research and the science of fundraising.

This book is broken into three sections, and the chapters serve as standalone resources. A reader can choose concepts and learn at their own pace. Since there is no school or formal education about these concepts, this book acts

as a training guide written in an informal first-person narrative. It’s full of tips, stories, and resources for anyone who wants to learn more about fundraising.

You’ll discover how data and research directly support fundraising success, learn the essential skills every professional ought to master, and internalize how to navigate the nonprofit world with clarity and purpose. In the years ahead, philanthropy will play an increasingly critical role in addressing urgent and complex challenges. A generational shift in wealth is reshaping priorities, and organizations need to be prepared with data-driven strategies to support operations. Whether you are new to the fundraising field, are interested in the behind-the-scenes of a nonprofit, or have been part of the industry for years, this book is packed full of actionable content to ensure philanthropic efforts continue for years to come.

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ISBN: 979-8-89138-991-5
Imprint: Amplify Publishing
SKU: 18-1556-01
Categories:Amplify Publishing, Thought Leadership

“In clear, easy-to-digest paragraphs, Stephanie explains how to navigate the pain points in a fundraiser’s life, from finding the right donor database to how prospect research works. Her book is an excellent resource for the overworked director of development, the new public relations staff member who needs to build a fundraising shop, or anyone who is working up the career ladder and wants to understand the operations side of the business.”

—Marianne M. Pelletier, managing director, Staupell Analytics Group

“Stephanie has the unique ability to translate complex data concepts into language that any person can understand. She breaks down barriers around data and empowers everyone in the fundraising world to embrace what data can do for them.”

—Joanne Curry, head of client success and principal, Creative Fundraising Advisors

“While Willis brings a valuable perspective to prospect research, her emphasis on two critical points deserves attention: the importance of establishing donor relationships before formal research begins, and the essential practice of listening to and collaborating with fundraisers.”

—Jennifer Filla, CEO, Aspire Research Group, and president, Prospect Research Institute

“This book isn’t a lecture on data and research. It’s a conversation with a knowledgeable friend that delves into the importance of data and science in fundraising through sharing actionable, real-life examples. A must-read for anyone considering or undertaking a database migration for their nonprofit, The Art and Science Approach to Fundraising Data and Research is an informative security blanket to take along on your journey with practical arguments for why to adopt a new database and a clear road map for each phase of the migration. Willis’s expertise is not only salient for advancement services staff but should be assigned reading for fundraisers who will benefit from a clearer understanding of the science and data behind their profession.”

—Robert J. Boone, senior director of advancement services, The Music Center

“Stephanie blends practical philanthropy advice based on her life experiences with key fundraising principles that we PD professionals should all know and live by, truly bringing together the art and science in her own personal way.”

—Brittani Williams, Apra board member and director, development operations and prospect development, Houston Zoo

Stephanie Willis

Consultant, Nonprofit Strategist, and Speaker

Stephanie Willis is a seasoned philanthropy strategist and data-driven fundraising leader with over fifteen years of experience guiding nonprofit organizations to make a greater impact. Known for her ability to translate complex data into actionable strategies, Stephanie is passionate about empowering organizations to work smarter, connect authentically with donors, and create lasting change. Throughout her career, Stephanie has worked for and collaborated

with organizations of all sizes across multiple sectors to help build infrastructures that strengthen donor engagement and improve organizational performance. She is particularly passionate about bridging the gap between fundraising data and research and ensuring other professionals have the tools and knowledge they need to succeed in a rapidly evolving philanthropic landscape.

A Gallup-certified Strengths educator since 2010, Stephanie uses her expertise to facilitate workshops and individual coaching sessions that empower teams and individuals to harness their unique talents. Stephanie’s thought leadership extends to speaking engagements, published articles, and mentorship programs. She has been a longtime volunteer to several organizations and prioritizes philanthropy in her own life. Stephanie is committed to helping nonprofits thrive, ultimately enabling them to amplify their missions and effect lasting change in their communities. Originally from Detroit, Michigan, Stephanie is a proud Michigander.

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