NOZA: Tips & Tricks


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NOZA: Tips & Tricks

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  • Introduce myself What I do at TS, my role in MIT Previous work with CTC
  • NOZA: Tips & Tricks

    1. 1. NOZA: Tips & Tricks Facilitator: Kami Griffiths, TechSoup Presenters: DeAndrea Russell, U.S. Fund for UNICEF Nat Caldwell, Middlebury College Michelle Linville, Options for Individuals Kathleen Rogers, NOZA July 9, 2008 Webinar Conference Call: 866-740-1260; Code: 6339392
    2. 2. Using ReadyTalk <ul><li>Chat & raise hand </li></ul><ul><li>Mute = *6, Unmute = *7 </li></ul><ul><li>If you lose your internet connection, reconnect using the link emailed to you. </li></ul><ul><li>If you lose your phone connection, r e-dial the phone number and re-join. </li></ul>
    3. 3. You are being recorded… <ul><li>Online seminars will be available for replay on the TechSoup and NOZA websites. </li></ul><ul><li>You will receive a link this afternoon. </li></ul>
    4. 4. Today’s Speakers Kami Griffiths Volunteers Jacqui Higgins & Raquel Ogaz (NOZA Customer Support) Chris Peters & Matt Palmer (TechSoup) Michelle Linville DeAndrea Russell Nat Caldwell Kathleen Rogers
    5. 5. What is NOZA? <ul><li>NOZA is the world’s largest source of searchable individual, corporate and foundation giving data. </li></ul>
    6. 6. Where does NOZA data come from? <ul><li>NOZA technology locates unstructured, publicly available charitable giving facts and converts them into an online searchable database. </li></ul><ul><li>This allows NOZA users to search, download and save data anytime, quickly, easily and affordably. </li></ul><ul><li>And this reflects the NOZA mission: To help nonprofits raise more money and spend less money doing it. </li></ul>Source: Annual Report 2005-06
    7. 7. Prospect Research Defined <ul><li>Prospect Research = Fundraising Intelligence </li></ul><ul><li>Discovery and analysis of meaningful, relevant information about donors.  </li></ul><ul><li>Information discovered ranges from the very specific to the very broad </li></ul><ul><ul><li>Donor's philanthropic history </li></ul></ul><ul><ul><li>Donor’s career steps </li></ul></ul><ul><ul><li>Larger economic trends likely to affect the donor  </li></ul></ul><ul><ul><li>Discovery may include the tracking of an ongoing story (company takeover, etc.) </li></ul></ul><ul><li>Researchers package the information clearly and concisely and provide it the fundraising operation's front line, the gift officers.  </li></ul><ul><li>The successful researcher is a trusty, savvy advisor to the fundraising operation's front line. </li></ul><ul><li>In small nonprofits, the executive officer may also be the researcher and major gift officer. </li></ul>
    8. 8. Why Prospect Research Matters <ul><li>Research feeds the fundraising cycle and the fundraising cycle feeds your non-profit money. </li></ul><ul><ul><li>Help you achieve your mission and provide programs and services to local, national and international communities. </li></ul></ul>
    9. 9. The Fundraising Cycle (c) Nat Caldwell 2008 <ul><li>Research -- and NOZA -- come into play at three key phases of the cycle. </li></ul><ul><ul><li>Identification </li></ul></ul><ul><ul><li>Cultivation </li></ul></ul><ul><ul><li>Solicitation </li></ul></ul>
    10. 10. Get the Most Out of TechSoup <ul><li>At TechSoup, you’ll find a range of technology services to help your nonprofit: </li></ul><ul><ul><li>Read helpful articles in our Learning Center </li></ul></ul><ul><ul><li>Request donated software , hardware, and online services </li></ul></ul><ul><ul><li>Join our community forums to learn from your colleagues </li></ul></ul><ul><ul><li>Browse upcoming events and conferences </li></ul></ul>
    11. 11. TechSoup Stock Vendor Partners <ul><li>Microsoft </li></ul><ul><li>Symantec </li></ul><ul><li>Adobe </li></ul><ul><li>eTapestry </li></ul><ul><li>Intuit </li></ul><ul><li>Mailshell </li></ul><ul><li>Business Objects </li></ul><ul><li>Readytalk </li></ul><ul><li>Alpha Software </li></ul><ul><li>Atlas Business Solutions </li></ul>
    12. 12. NOZA Special Offer: July 23 at TechSoup <ul><li>TechSoup & NOZA pleased to present exclusive offer to help your nonprofit boost its fundraising: </li></ul><ul><ul><li>For 8 hours only on July 23 at TechSoup </li></ul></ul><ul><ul><li>Eligible organizations can request package to access 4,175 NOZA records </li></ul></ul><ul><ul><li>Specially discounted $99 admin fee (retail value is $250) </li></ul></ul><ul><li>Learn more at (click on NOZA logo) </li></ul>
    13. 13. Continue the Discussion <ul><li>Have more comments about philanthropy research using NOZA? Post them on our community forums: </li></ul><ul><ul><li>TechSoup: </li></ul></ul><ul><ul><li>The NOZASearch Blog </li></ul></ul>
    14. 14. Thank you to our Webinar Sponsor!
    15. 15. For More Information Contact: Kami Griffiths TechSoup 415-633-9392 [email_address] NOZA questions or training requests Contact: Jacqui Higgins NOZA Customer Relations Manager 1-888-964-NOZA (toll free) [email_address]