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Overview Overview Presentation Transcript

  • advizorsolutions.com Leveraging Advancement Information for Fundraising rev 6-25-09
  • A Wealth of Information Decisions
  • Information Fragmented and Hard To Access . . .
  • . . . Advizor Knits It Together Affinity Capacity Activities Demographic
  • . . . Enabling Easy Answers to Key Questions. Q: Who should we target for a dinner in New York to raise money for a new facility?
  • Demo: upcoming dinner in NYC, who should be invited? (Higher Education example) Starting List of 94k Prospects
    • New Training Facility for Football &
    • Lacrosse teams.
    Money Being Raised for?
  • Click  2,796 Football Players . . .
  • Click Again  226 Also Played Lacrosse Note: Color Set to Rating (red = highly rated; blue = low rated; grey = unrated)
  • . . . “Zoom In” on these 226 . . .
  • . . . Most Live in the Northeast . . .
  • . . . 32 in NY State . . .
  • Click  53 in NY, CT, NJ . . .
  • . . . Click to Remove 2 in Albany . . .
  • . . . Click to Remove 17 Who Aren’t Rated . . .
  • . . . 34 Prime Prospects.
  • Clustered in the ’70’s and ’80’s.
  • Reasonable Giving History.
  • List of the 34.
    • Answer & List in 20 minutes
    • No help needed from IT or Outside
    • Resources
    • Clear Action Plan
    • Found Major Donor!!
    Summary:
  • Key Benefit: Collaboration
  • New Class of Software
    • Visual Discovery™ Software
    • In-Memory-Data-Management
    • Data Visualization
    • Predictive Analytics
    Well regarded : Gartner “Cool Vendors in Business Intelligence ” ; “ The Rise of Data Discovery Tools”; TDWI; Aberdeen; Forrester.
  • Benefits:
    • Mine Data
    • Discover Answers
    • Work Together (collaboration)
    • Offload IT
    • Quick and Easy (startup in weeks, not
    • months!!)
  • Solution Focus for Advancement
  • We integrate well with existing systems . . . advizorsolutions.com Input Sharing Analysis and Discovery Other Other
    • Thick client
    • Web Portal
    • Onsite
    • SAAS
  • Who we are . . .
  • ADVIZOR Solutions
    • Bell Labs Spin-off
    • Over 1,000 Customers – mid market & up; variety of industries; higher ed focus
    • Key Strategic Partners: Alterian, Information Builders, Intel, Intellitactics, Microsoft, Salesforce.com, Sungard HE, Teradata
    • Well Regarded by key Industry Analysts: Aberdeen, Forrester, Gartner, TDWI, etc.
  • High ROI in Fundraising
    • Solution Focus
      • Prospect Identification
      • Prospect Management
      • Direct Marketing / Annual Fund
      • Campaign Gift Analysis
      • Member / Alumni Relations
      • Ad Hoc Analysis & Reporting
    • Variety of Clients:
      • Higher Education
      • Healthcare
      • Faith Based
      • Philanthropic
      • Social Services
  • Next Step:
    • Contact us for a free assessment.
    • Your data, your key questions.
    • [email_address]
    • 630-971-5250