Back to Insights

How to Measure Affiliation with RFM Scores and Wealth Screening

BY: Jessica Roberts, Vice President, Data Analytics ; Jacob Greenstine, Data Analyst; Dr. Ashley Whaley, Senior Director of College Advancement, Hagerstown Community College
November 30, 2023

Measure affiliation with a Recency, Frequency, Monetary (RFM) score in seconds. In this webinar tutorial, CCS Fundraising Data Analytics Team members Jess and Jacob go through the step-by-step process of using a traditional RFM score to find prospects who have demonstrated a meaningful affinity. Learn how to overlay these scores with an RFM+ approach which beyond the standard philanthropic indicators to measure additional types of engagement and affinity, such as event attendance and membership data. You will discover how to use wealth screening results to identify prospects with a strong capacity that are giving to similar organizations. Senior Director of College Advancement Dr. Ashley Whaley demonstrates the impact that RFM scores and wealth screening had on Hagerstown Community College‘s fundraising campaign.

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. Keeping this cookie enabled helps us to improve our website.