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R ei an overview

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  • Expressing software sw solution without being feature/function specific
  • So you have all this data and don’t know where to start. You’re probably wondering: How can I use data to drive better decision making? How can I ensure my database is clean and accurate? How can I identify and reach my best potential supporters?
  • Directional score to define their capacity and likelihood to giveStrategy for each:VIPsCultivate them with high-touch, personal communicationYour VIPs are the supporters who should receive your greatest attention AcquaintancesMinimize investment as the majority of these individuals do not have interest or capacity to make a giftMonitor if there is tie to the organization in some other way (i.e. young alumni) FansRetain their support through personalized appeals and keep them on your list for potential upgradesLongShotsInspirethem with mission driven stories about your organization’s impact on the community
  • Now that you’ve have clean data and have an idea of where to start thanks to The Giving Score™, you’re now wondering: How do I best communicate mission?How can I capture the hearts and minds of potential new supporters? How can I speak to my supporters on their terms?
  • And finally, The Raiser’s Edge(i) has eMarketing tools that let you manage online profiles, send emails and increase visits to your website.
  • Once you’ve educated supporters on your mission, you need them to help you achieve it. You’re wondering:How can I inspire support for my mission? How can I get my supporters to give more and give more often? How can I build better relationships with my supporters?
  • Then supportEventsVolunetterMembership programsAlumni program.Then how we sell it – how they engage….Everything except volunetter and events – add on module (i) event(i) Volunteer – fully on-line / off-line for managing multiple events
  • Then supportEventsVolunetterMembership programsAlumni program.Then how we sell it – how they engage….Everything except volunetter and events – add on module (i) event(i) Volunteer – fully on-line / off-line for managing multiple events
  • Then supportEventsVolunetterMembership programsAlumni program.Then how we sell it – how they engage….Everything except volunetter and events – add on module (i) event(i) Volunteer – fully on-line / off-line for managing multiple events
  • Once you’ve educated supporters on your mission, you need them to help you achieve it. You’re wondering:How can I inspire support for my mission? How can I get my supporters to give more and give more often? How can I build better relationships with my supporters?
  • Data portability:Optimized presentation of constituent information for smartphoneUp-to-date information for constituent profiles—no more printing static copiesAccess recent gift dataNo more lugging around binders or laptopsAdd constituents as Favorites for offline access Leverage native smartphone functions like click-to-call, mapping, email, textEase of update: Meets users where they are used to workingAdd/edit notes and call reports on the road—right into the constituent recordComplete your assigned actions and add new actionsAccess constituent record information: Easy to read contact informationEmail, call or text right from the constituent recordSee Profile, Giving, Notes, Actions, Relationships
  • FEP survey
  • And finally, you have to do all this while measuring and managing your efforts. You’re asking: How can I measure supporter activity and trends? How can I use my resources more efficiently? How can I show impact on my mission?
  • The Raiser’s Edge(i) uses easy to use dashboards to tell you which efforts are working and which ones aren’t.The Raiser’s Edge(i) also comes with a library of pre-built analytical reports, queries and filters to let you drill-down into the details.
  • Dashboards: email/online giving stats
  • Reports library
  • Transcript

    • 1. 6/17/2013 1EXTENDING THE RAISER’S EDGEWITH THE POWER OF “I”
    • 2. 6/17/2013 2Is picky about who to supportIs targeted by multiple organizationsWants to be spoken to on own termsWants transparency, accountability and ROIFUNDRAISING REQUIRES A COMPREHENSIVE APPROACHTHE 21ST CENTURY DONOR
    • 3. 6/17/2013 3FUNDRAISING REQUIRES A COMPREHENSIVE APPROACHCan you keep their attention?Can you tell a compelling story?Can you get them to give?Do you know where to start?YOUR CHALLENGEGETTING SHARE OF WALLET. GETTING SHARE OF MINDYOU NEEDA COMPREHENSIVE SET OF TOOLS TO MANAGETODAY’S FUNDRAISING COMPLEXITY
    • 4. 6/17/2013 4Answers your questionsTHE RAISER’S EDGE(i)™6/17/2013 4A solution that facilitates the journey betweenyour organization and your supportersTHE FIRST COMPREHENSIVE FUNDRAISING SOLUTION
    • 5. 6/17/2013 5
    • 6. 6/17/2013 6THE FIRST STEP IS A CLEAN CONTACT DATABASEDATAENRICHMENTSERVICESEnsuring everycontact is activeand reachableAddress Finder™DeceasedRecordFinder™Email Finder™Phone Finder™
    • 7. 6/17/2013 7Long-ShotVIPNEXT STEP | ASSESS CAPACITY AND LIKELIHOOD TO GIVEFanAcquaintanceAlicia JillDaveJoe
    • 8. 6/17/2013 8FanAliciaVIPJillLong-ShotDaveAcquaintanceTHE GIVING SCORE | TELLS YOU WHERE & HOW TO STARTAcquaintanceDudeFanAliciaVIPJillLong-ShotDaveLIKELIHOODtogiveCAPACITY to giveFanAliciaVIPJillLong-ShotDaveAcquaintanceDudeLIKELIHOODtogiveCAPACITY to giveFanAliciaVIPJillLong-ShotDaveAcquaintanceDude• Score based on• Over 3 billion proprietarydonor transactions collectedover ten years• Publicly available financial anddemographics data• Correctly focus efforts on thebest potential donors• Raise more money from thosewho have the capacity to give• Reduce cost per gift byfocusing less on those notlikely to give.Acquire & Upgrade Cultivate & StewardMinimize & Monitor Qualify & Inspire
    • 9. 6/17/2013 9
    • 10. 6/17/2013 10EFFICIENT METHODS FOR COMMUNICATIONS & EDUCATIONReach themon theirtermsEmailDirect MailPhoneWebFace to faceSocial MediaJILLALICIADAVEDUDE
    • 11. 6/17/2013 11COMMUNICATION MADE EASY | MS OFFICE INTEGRATIONEASILY MANAGECALENDARSEASILY MANAGEDIRECT MAIL
    • 12. 6/17/2013 12COMMUNICATION MADE EASY | eMARKETINGManage online profilesSend emailsIncrease website visits
    • 13. 6/17/2013 13CONNECT SOCIALLYDirectly connectyour donation pageto your Facebooknetwork
    • 14. 6/17/2013 14
    • 15. 6/17/2013 15MULTI FACETED GIVING. MULTIFACETED RECEIVINGOne-timeRecurringTributeMajorPlannedJILLALICIADAVEDUDE
    • 16. 6/17/2013 16JILLALICIADAVEDUDETHEIR TIME AND TALENT. YOUR MISSION DELIVERYSpecial EventsMANAGE HOW THEY ENGAGE
    • 17. 6/17/2013 17JILLALICIADAVEDUDETHEIR TIME AND TALENT. YOUR MISSION DELIVERYVolunteer Programs
    • 18. 6/17/2013 18JILLALICIADAVEDUDETHEIR TIME AND TALENT. YOUR MISSION DELIVERYMembership Programs
    • 19. 6/17/2013 19
    • 20. 6/17/2013 20STAY CONNECTED WITH YOUR SUPPORTERSCut Down The EffortBuilt-in “Thank You” emails canbe automatically setup and sentwith a click of a button.
    • 21. 6/17/2013 21CONNECTED WHEN YOUR ON THE GO!Data portability and ease of updateAccess constituent record informationView record detailsDashboards for quick access to gifts & actions
    • 22. 6/17/2013 22RETAIN DONORSBuilt-in FundraisingEffectivenessCapabilities uses donorretention info against otherpeer organizations.
    • 23. 6/17/2013 23migrate prospects to loyal donors & buildbetter relationships with supporters.Constituent ProfileAliciaAliciaAliciaEVENTSEMAILWEBSITE COMMS &ONLINE TRENDSDIRECT MAIL DONATIONSHOLISTIC VIEW OF YOUR CONSTITUENTS
    • 24. 6/17/2013 24
    • 25. 6/17/2013 25MEASURE TO MANAGEDashboards viewsBuilt-in libraries of reports,queries and filterEasily drill into details
    • 26. 6/17/2013 26Easily drill into detailsMEASURE TO MANAGEEmail and onlinegiving stats
    • 27. 6/17/2013 27MEASURE TO MANAGEEasily drill into detailsReportsLibraries
    • 28. 6/17/2013 28THE RAISER’S EDGE(i)™ | RECAP6/17/2013 28Your solution to1. Target and identify best prospects2. Personalize communication for every audience3. Better manage events and raise more money4. Grow supporters through giving of time,treasure and talent5. Provide one holistic view of supporters6. Increase efficiency saving time and money7. Measure success