We talk about RFM (Recency, Frequency, Monetary Value) as a powerful framework to understand and segment our donor pool. But here's the challenge: we often think of RFM as a single measure or apply it in only one way. The reality is that RFM can be leveraged strategically across your entire fundraising operation — from engagement to planned giving — to create more meaningful donor relationships and drive better results.

What if you could use RFM not just for annual giving appeals, but to identify planned giving prospects, nurture new donors into sustained engagement, and coordinate messaging across teams? Join Marianne Pelletier for an exclusive sneak peek of her soon-to-be-released workbook, From Engagement to Planned Giving: Five Ways that RFM Segments Across Your Fundraising Departments.