Session 77 | 3:30 pm | Using Your Donor Data with Confidence

Location: Hanover AB

Handout:

Stewardship and development teams work each year on the bishop’s annual appeal. This session will provide simple steps which unveil actionable donor stories and segments, create basic marketing strategies that will decrease risk, and improve efficiency, keys to boosting confidence in reaching and surpassing annual appeal goals! Be enthused about your data! Techniques will be shown to make data fun and exciting, using a few simple tools.

Speaker: Kathy Dalsaso
Chief ROI Officer
ROI Dataworks
Golden, Colorado

Moderator: Kathy Waldrep
Associate Director of Stewardship and Development
Diocese of Lafayette, Indiana

Kathy Dalsaso is the cofounder and president of ROI Dataworks Inc., and ROI Links LLC. Prior to starting ROI Dataworks, she worked as vice president marketing strategy and analysis for a direct marketing agency in Chicago, Illinois. Her clients benefit from her variety of experiences in the direct marketing field. Ms. Dalsaso has worked with a vast number of industries, from Fortune 100 to small niche companies, including banks, airlines, universities and most notably nonprofits which include Catholic dioceses, Catholic Charities agencies, Redemptorists, AIDS Foundation, American Cancer Society, McCormick Foundation, and Humane Society. Data analytics is the cornerstone of Ms. Dalsaso’s success. She holds a bachelor’s degree in marketing with a minor in economics from the University of Colorado, Boulder, and a master’s degree in hotel administration from the University of Nevada Las Vegas, specializing in revenue management / finite inventory analytics. She speaks about data at both national and regional DMA events and as an instructor for Database Marketing for the Rocky Mountain Direct Marketing Association.