RFM Analysis Video Tutorial

View this step-by-step guide for how to perform an RFM analysis, instructed by Jessica Roberts, Director of Data Insights and Client Engagements at CCS. This video is made for nonprofits who are looking for ways to understand their donor data using gift recency, frequency, and monetary value. For questions about the process or donor analytics more broadly, contact Jessica and the Data Analytics Team at analytics@ccsfundraising.com. Chapters: 0:00 | Introduction 0:14 | Overview 2:38 | Organize Your Dataset 3:15 | Create a VLOOKUP Legend 6:20 | Apply Your VLOOKUP 8:58 | Check Your Work 9:47 | Find Your REM Total and Top Scorers 10:48 | Jessica Roberts Director of Data Insights and Client Engagements CCS Fundraising CCS Fundraising is a strategic nonprofit consulting firm that partners with nonprofits for transformational change. CCS Insights: Elevate your nonprofit’s fundraising strategies with artificial intelligence. Read more in our "AI in Fundraising" paper: https://bit.ly/3Vlpmeu Subscribe on YouTube: https://bit.ly/3wTq89m Learn more about CCS: https://bit.ly/3Kohgvr Contact CCS: https://bit.ly/3V6Evir Follow CCS Fundraising LinkedIn: https://bit.ly/3R716KW Facebook: https://bit.ly/4aKf1NV #nonprofit #fundraising #giving #philanthropy