Ellen Bristol

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
Ellen Bristol

Courses available by Ellen Bristol

12 Items

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  1. How To Track Fundraising Progress With Metrics
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    How To Track Fundraising Progress With Metrics
    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?
    • What metrics apply to each type of giving?
    • How can you read the story the numbers tell you?
  2. Attracting and Managing Fundraising Volunteers In The New Year
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    Attracting and Managing Fundraising Volunteers In The New Year

    Fundraising performance expert Ellen Bristol will reveal creative tactics to assemble an army of volunteers to drive fundraising results. You will learn how to direct and optimize your team.

    What You'll Learn

    • What can volunteers do that staff cannot?
    • How can you get volunteers involved in donor relations?
    • How will stewardship enable you to attract prospective volunteers?
    • How can you get members of your community interested in raising money?
    • What technology can facilitate peer-to-peer fundraising?
    • How can you identify “sparkplugs,” volunteers with a can-do spirit?
    • How can you groom the next generation of board members?
  3.  How To Design And Develop Your 2022 Case For Support
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    How To Design And Develop Your 2022 Case For Support

    Fundraising performance expert Ellen Bristol will explain the tactical steps to follow to create a compelling 2022 case for support. You will learn how to pull together information that highlights your nonprofit’s strengths that appeal to funders today.

    What You'll Learn

    • What are donors’ interests and priorities in 2022?
    • How should you create your draft case for support?
    • What input do you need from current and desirable funders?
    • How can you use your case for support internally and externally?
    • What components can you use for specific campaigns or funding opportunities?
    • How will staff and volunteers benefit from this material?
    • How can the case for support help resolve differences in funding priorities?
  4. Database Analysis: Whats Hiding In Your CRM?
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    Database Analysis: Whats Hiding In Your CRM?
    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?
  5. Your Annual Report In Times Of Crisis: Steps To Take Before The Year Ends
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    Your Annual Report In Times Of Crisis: Steps To Take Before The Year Ends
    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?
  6. Development Planning: Who, What, When, and How
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    Development Planning: Who, What, When, and How
    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?
    • How can you review and validate the plan?
  7. Building A Funder Profile: Are Your Donors RIGHT For You?
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    Building A Funder Profile: Are Your Donors RIGHT For You?
    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?
  8. Skills For Continuous Fundraising Improvement
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    Skills For Continuous Fundraising Improvement
    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?
    • How, when, and why should you use tools?
  9. Fundraising Strategy And Operations Certification
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    • On-Demand
    • Certification
    Fundraising Strategy And Operations Certification

    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
    • On-Demand
    • Certification
    Fundraising Strategy And Operations Certification
    Ellen Bristol
    From $499.00
  10. How to Better Manage Your Fundraising Team
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    How to Better Manage Your Fundraising Team

    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?
    • What resources will help you improve engagement?
  11. 5 Ways To Engage Your Board In Fundraising
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    5 Ways To Engage Your Board In Fundraising

    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?
  12. Holiday Giving: 10 Ways To Drive Great Fundraising Results
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    Holiday Giving: 10 Ways To Drive Great Fundraising Results

    Fundraising extraordinaire Ellen Bristol will show you how to make your year-end fundraising productive. You will learn how to use this opportunity to engage or re-engage your donors and other followers like never before.

    What You'll Learn

    • What worked last year? What didn’t? How is 2021 different?
    • How should you segment donors?
    • Does long copy work? Why or why not?
    • How can your instant donation pages generate instant donations?
    • How can you create urgency for donors through the holidays?
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