Cultivating VIPs With Data

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Learn a repeatable method for getting purposeful & personal with VIP donors & prospects - informed by the data you work so hard to collect.

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Cultivating VIPs With Data

  1. 1. Culivating VIPs with Data Jennifer Darrouzet April 10, 2012A Service Of: Sponsored by:
  2. 2. Protecting and Preserving the www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.comA Service Of: Sponsored by:
  3. 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  4. 4. Today’s Speaker Jennifer Darrouzet Common Ground Product Development, ConvioAssisting with chat questions: Hosting:April Hunt, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.A Service Of: Sponsored by:
  5. 5. Cultivating VIPs with Data A repeatable method for getting purposeful & personal with VIP donors & prospects©2012 Convio, Inc. | Page 5
  6. 6. Presenters Jennifer Darrouzet Cheri Weissman Sr. Strategist Founder/Owner Common Ground CRM from Convio CJW Consulting & Services, Inc.©2012 Convio, Inc. | Page 6
  7. 7. $1 $250 $500 Recognition/Cultivation Timeline - - - $1,000 Action Step $249 $499 $999 and upThank You Letter, Signed by ED Within 24 hours X X X Print Letter for ED Xwith Tax Info (On Letterhead) to SignHandwritten Thank You Note with 48 hours X X X X Provide CardPet PhotoPhone Call from ED or 48 hours X X Provide Number XDevelopment DirectorNote from Furry Friends Board 2 weeks X X Send Board ChairChair Info, CardCall from Furry Friends Board Within 2 weeks X Provide NumberMemberMission Moment: Invitation to As Appropriate Today’s Send InviteTour Shelter, Mobile Spay/Neuter focusClinic, etc.Note from Volunteer Shelter 2 months Identify, Give XWorker, Veterinarian, Adopter, StationeryetcHoliday Cards Send in Put Together X X X X November Mailing List Every YearDonor Listing in “The Scoop” Annual X X X XAnnual Report©2012 Convio, Inc. | Page 7Invite to “Wag and Purr” Annual X X X X Plan, OrganizeDonor Appreciation Event
  8. 8. Concept: High-Value Volunteering©2012 Convio, Inc. | Page 8
  9. 9. • Chat in your org’s name and mission• 2 groups will get creative concepts on this call• Submit your org now!©2012 Convio, Inc. | Page 9
  10. 10. Get the Guide©2012 Convio, Inc. | Page 10
  11. 11. Strategic planning: data says “who”• Who? Donors©2012 Convio, Inc. | Page 11
  12. 12. Strategic planning: data says “who”• Who else?? Donors Prospects©2012 Convio, Inc. | Page 12
  13. 13. Strategic planning: data says “why”• Why?©2012 Convio, Inc. | Page 13
  14. 14. Strategic planning: data says “what”• What? • Review profiles for PATTERNS of skills & expertise • Similar employers, industries, hobbies, etc.©2012 Convio, Inc. | Page 14
  15. 15. Strategic planning: data says “what”• What?©2012 Convio, Inc. | Page 15
  16. 16. Strategic planning: data says “what”• What?©2012 Convio, Inc. | Page 16
  17. 17. Strategic planning: “where” & “when”• Tailored to concept & audience • Do you have their home addresses? • Do you have their work addresses? • Do you track times they are available to volunteer?©2012 Convio, Inc. | Page 17
  18. 18. The “How” Technology can help©2012 Convio, Inc. | Page 18
  19. 19. • Let’s hear some “on-the-fly” creative concepts!©2012 Convio, Inc. | Page 19
  20. 20. Thank you!Learn more• Reach out: info@convio.com or 1.888.528.9501• Or visit on your own time: www.commongroundcrm.com • Browse the “See How It Works” video library (3-10 minute previews)©2012 Convio, Inc. | Page 20
  21. 21. Upcoming Tech Tuesday Webinars Dates Topic 4/17 CRM Software for Nonprofits 4/24 Increasing Productivity With Google Apps & Gmail Tools Register at NonprofitWebinars.comA Service Of: Sponsored by:
  22. 22. Thank you! Please complete the post event survey that will show up as you leave the webinar. You will be receiving an email with links to the materials shortly after the webinar.A Service Of: Sponsored by:

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