21NTC Session

Workshop: Beyond Wealth-Scoring: Hyper-personalization with a complete view of your donors


Your donor data offers substantial insights beyond capacity alone. Go beyond wealth scoring in your direct response program to drive engagement, response and donor loyalty. Learn how to take command of your data and leverage the demographics, affinity and philanthropic priorities of your donors – while connecting various datasets to get a complete picture of donors. We will share how organizations are activating insights and driving response through pinpoint segmentation.

Session Type

60 minute workshop

Learning Outcomes

  • Why hyper personalized campaigns, targeting discrete populations don’t have to be difficult or expensive
  • How a personalized approach yields greater engagement and response
  • Leveraging data that’s publicly available to create specific and relevant messages

Target Audience

1. fundraisers 2. marketing & analytics minded practitioners


AnalyticsDataDonor RetentionStrategy


Ryan Carpenter

Director, Market Solutions


Ryan spent time both on the agency side at Pursuant and THD, within a nonprofit at Year Up and offering nonprofit software solutions with Causemo (now known as GivingDNA). He has experience and interest in developing innovative strategies that efficiently identify, cultivate and solicit donors and prospects through effective engagement tactics. He has a keen ability to synthesize large data sets and identify the underlying trends and points of importance. Ryan has a proven track record in creating successful cross-channel donor engagement strategies that will deepen donor relationships with organizations and upgrade those with the most capacity and inclination to give.

Why do you do what you do?
I’ve always felt most fulfilled working to help causes I care about exceed their goals to accomplish their missions. Early on I realized that I could help nonprofits by doing something I loved, and they often lacked; Digging into their data and to help them become more efficient and maximize their fundraising potential.

Jamie Spiva

Sr. Director of Leadership Giving

Houston SPCA

Jamie Spiva works as the Sr. Director of Leadership Giving with Houston SPCA where she and her team are responsible for Major, Planned, Corporate, and Foundation and Special Events. Prior to Houston SPCA, Jamie served as an employee, contractor, and consultant with social service, conservation, education, and religious organizations throughout the United States and Canada.

At the beginning of the pandemic, Jamie moved from Chicago to Houston without knowing a single person in the area. Since then, she has fostered a dozen animals and adopted three pets. Her personal mantra is “share joy with everyone you meet making the world a better place.”



March 24, 2021


8:30am – 9:30am