Ellen Bristol founded Bristol Strategy Group in 1995. She describes herself as a “performance management geek and a nut for metrics.” Ellen is a thought leader in managing the performance of the revenue-generating team in nonprofits, B-Corps and other fields serving the social sector. She is the developer of the methodology Fundraising the SMART Way and designer of the long-term research project The Leaky Bucket Assessment for Effective Fundraising.
Founded Bristol Strategy Group in 1995
Thought leader in managing the performance of the revenue-generating teams in nonprofits, B-Corps, and social enterprises
Developer of the Fundraising the SMART Way™ methodology
Designer of the long-term research project The Leaky Bucket Assessment for Effective Fundraising
20-year career as a major-account sales representative for Fortune 50 companies
Repurposed the most meaningful and proven disciplines of strategic sales management to the nonprofit sector
Fundraising performance expert Ellen Bristol will show you how to take advantage of simple, useful metrics. You will learn how to track and interpret valuable performance data.
What You'll Learn
What metrics should you track?
How can you use key performance indicators to set expectations?
What is the difference between leading and trailing indicators?
How should you assign metrics to the opportunity pipeline?
CRM whisperer Ellen Bristol will show you how to get the most out of your system. You will learn how to use data to maximize the value of your donor relationships.
What You'll Learn
What information should you track?
How can you create custom reports?
What donor reports should you generate?
How can you ensure all pledges have been honored?
How will tracking pipeline performance identify bottlenecks?
What actions should you take in response to results?
Fundraising performance expert Ellen Bristol will demonstrate how to use an annual report to address the impact of COVID-19 while strengthening connections with your community. You will learn what content to include and how to present it.
What You'll Learn
Why is an annual report worth the effort?
What are the five critical steps in preparing your annual report?
What data do you need? Where can you find it?
How should you tailor your writing to your constituents?
What resources are available to help you craft the text?
How can images and charts help you paint the picture?
Fundraising performance expert Ellen Bristol will demonstrate how to recruit planning team members and establish a culture to ensure desirable outcomes. You will learn how to set up business rules to govern how the team performs its planning assignments.
What You'll Learn
What is a development plan? Why do you need one?
How can you prepare for planning?
Whose voices must be heard to create a sound plan?
What are the roles and responsibilities of the planning team?
Why is an agenda important?
What foundational elements should you craft and include?
Fundraising performance expert Ellen Bristol will show you how to develop an ideal funder profile. You will learn how to identify and target donors, grantors, and corporate sponsors who can have the most significant impact on your organization. At the end of the webinar, you will have a checklist of concrete action items you can implement immediately.
What You'll Learn
What makes your nonprofit worth investing in?
Which funders do you want to clone?
What are the factual characteristics of your best funders?
How can you understand funders’ giving motivations?
How can you validate your criteria with current funding sources?
Fundraising performance expert Ellen Bristol will reveal how to meet continuous improvement goals for your fundraising results. You will learn how to use data and apply solutions to accelerate success.
What You'll Learn
How can you interpret the fundraising information you have been collecting?
What is the root cause behind undesirable fundraising results?
What are the most effective ways to collaborate to develop solutions?
Fundraising expert Ellen Bristol will show you how to analyze and update your current fundraising strategy. You will learn how to develop, retool, measure, and strengthen your goals to guide your organization to a sustainable future.
Benefits of Certification
Take your fundraising strategy and operations to the next level
Discover a proven methodology to increase fundraising results
Review and retool to ensure consistent, predictable income
Demonstrate your in-depth knowledge of fundraising strategy and operations
Earn a prestigious certification and accelerate your career
Strategic nonprofit leader Ellen Bristol will reveal concrete tactics you can apply immediately to engage your fundraising team. You will learn how to infuse renewed vigor to increase donations.
What You'll Learn
How can you identify disengaged and stressed-out team members?
How can managers support their teams?
What tactics will enable you to clarify performance expectations?
What is the value of team building? How can you harness it?
Strategic fundraising expert Ellen Bristol will share strategies you can use to inspire your board to raise more money immediately. You will learn how to deploy your board members to elicit lucrative contributions.
What You'll Learn
What fundraising targets should the board set?
How can the board monitor fundraising outputs and achievements?
What guidance should the board provide regarding funding priorities?
How can board members leverage their personal connections?
What concrete steps can the board take to raise money for the organization?
