TARGET ANALYTICS                              Target Analytics™ - Intelligence            Fundraising Success Through Pros...
9/30-10/2   © 2012. Blackbaud Confidential. All rights reserved   2
TODAY’S FUNDRAISING CHALLENGES                                                             Determining capacity to give   ...
TARGET ANALYTICS SUITE OF RESEARCH TOOLS                                                                  Predictive Model...
RESEARCH POINT                                                                        Wealth screening within             ...
DATA ASSETS | WEALTH POINT                                                                             Employer and Career...
RESEARCHPOINT REDESIGN                                     Reduce                                                         ...
DATA & SEARCH OPTIMIZATION – PROSPECTING DB                 Lead with                                                     ...
MODEL SCORE EASE OF USE                                    Lead with                                                      ...
LIVE RESEARCHPOINT DEMO9/30-10/2   © 2012. Blackbaud Confidential. All rights reserved   10
NOZA: ESTIMATING POTENTIAL FROM ACTUAL            GIFTS9/30-10/2   © 2012. Blackbaud Confidential. All rights reserved   11
UNDERSTANDING CAPACITY AND INCLINATION BASED            ON ACTUAL GIVING HISTORY                                          ...
A TALE OF TWO PROSPECTS            Prospect #1                                                 Prospect #2            • $6...
SEE THE NEW NOZASEARCH.COM IN THE TARGET ANALYTICS BOOTH9/30-10/2   © 2012. Blackbaud Confidential. All rights reserved   14
WHERE DOES NOZA DATA COME FROM?                                               • NOZA technology locates                   ...
LIVE DEMO OF STAND-ALONE SEARCH TOOL www.nozasearch.com9/30-10/2   © 2012. Blackbaud Confidential. All rights reserved   16
SECURING            PHILANTHROPY WITH            PRINCIPAL GIFTS9/30-10/2   © 2012. Blackbaud Confidential. All rights res...
TOP TIER – AT YOUR FINGERTIPS            Target Analytics Principal Giving Solution provides the analysis and data        ...
OVERVIEW                                                                                           $500,000+ Target Analyt...
OVERVIEW               Laser focused on the right donors for top tier gifts                                               ...
PRINCIPAL DONOR PROFILE•Giving history is trendingpositively                                                              ...
RESULTS RETURNED WITH SIMPLIFIED SCORING               Multi-Vertical                                          Higher Educ...
CASE STUDIES9/30-10/2   © 2012. Blackbaud Confidential. All rights reserved   23
CASE STUDY REVIEW                                    Client flagged                               Analyzed                ...
RESULTS            • Identified 82,848 lead and principal gift prospects            • Client previously identified 17K rec...
DONOR STORY – TIER TWO HIGHER ED ($500K+)            PROSPECT      • Giving to Client            - No giving since 2000   ...
DONOR STORY – TIER TWO ($250K+) PROSPECT      • Giving to Client        - 13 gifts to over the past 6 years, ranging from ...
OTHER CLIENT FEEDBACK            • College Foundation President:              - Noted that he now feels like he has the li...
CONCLUSION            Target Analytics Principal Giving solution provides an               easy to use segmentation for yo...
CONTACT INFORMATION                                    David Lamb                    Senior Solutions Consultant, Target A...
Upcoming SlideShare
Loading in...5
×

Prospect intelligence

341

Published on

A review of three new or re-designed prospect research tools from Target Analytics.

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
341
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
7
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • We have transformed the existing ResearchPoint experience for prospect research. We have created a new prospect research with embedded best practices.Data is organized by type with summaries and graphs. Full drill-down capability exists within each page.
  • Optimize Searching, Matching, Updates and Speed of Data provided In Q1 2012, we secured a new real estate vendor and updated our algorithms. In addition, guidestar updates were performed In Q3 2012, we will be releasing our new Target Analytics Prospecting Database which will allow you to generate new prospects to meet fundraising goals. You can review potential prospects with summarized hard assets prior to adding to database. In addition, we have transformed our existing data architecture to enhance the speed of searching. In late Q3 2012 and Q4 2012, we will continue to enhance our searching and matching algorithms.
  • Totally redesigned from the ground upNo more 24 hour free trial via website Online credit card payment – 1st for companyNew pricing Model – $99 monthly or $900 annual accessVideo Demo, eLearning content for pre and post saleLaunch marketing – banner ads, social media, email promos, banner on bb.com, webinarsExpected ROIGrow revenueExpand TAMImprove customer satisfaction - instant access with credit card paymentSave costsBrand loyalty
  • TITLE SLIDE.
  • Transcript of "Prospect intelligence"

    1. 1. TARGET ANALYTICS Target Analytics™ - Intelligence Fundraising Success Through Prospect An Overview9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 1
    2. 2. 9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 2
    3. 3. TODAY’S FUNDRAISING CHALLENGES Determining capacity to give Determining appropriate ask amounts Understanding the passions and interests that your donors support Understanding a person’s inclination and ability to make a gift to your organization THE BLACKBAUD SOLUTION WE PROVIDE NON-PROFITS THE RIGHT INSIGHT INTO DONORS TO MAXIMIZE FUNDRAISING RESULTS AND MINIMIZE THE COST AND EFFORT REQUIRED TO RAISE FOR YOUR CAUSE9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 3
    4. 4. TARGET ANALYTICS SUITE OF RESEARCH TOOLS Predictive Modeling Wealth and Philanthropic Screening Data Appends Consulting9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 4
    5. 5. RESEARCH POINT Wealth screening within ResearchPoint delivers detailed wealth identification ResearchPoint is a web-based information on prospects to prospect management tool that ensure that you’re asking for efficiently manages vast amounts the right amount at the right time. of critical prospect data and optimizes your research process. By segmenting your data and $$ $$ $ $$ giving you numerous reporting $$$ $ $ options, you can make more $$$ $ $$ strategic decisions and build a $$$ $$$ $ $$$ stronger prospect pipeline.9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 5
    6. 6. DATA ASSETS | WEALTH POINT Employer and Career Information, Compensation, Private Company Stock, Management Biographies Hard Asset Data MarketGuide Profiles: Biographical and Financial Data Wealth and on Corporate Officers and Directors Public Stock Holdings/Transactions by Corporate Officers, Directors, Major Shareholders; Transaction Histories, Last-traded Stock Prices Primary and Secondary Holdings of Real Estate, Estimated Property Values, and Properties in Trusts Detailed Self-reported Biographical Information Including Education, Interests, Children, etc. Affluence Indicators Presence of Luxury Items Like Planes, Yachts, and Other Indicators of Wealth Nonprofit Officers and Board Members Identification, Private/Family Foundations World‟s Largest Searchable Database of Tens of Millions Philanthropic Public Charitable Donations Available for Nonprofits Giving Historical and Current Charitable Giving Data Exclusive to Target Analytics In Depth Information on More Than 2 Million Federal FEC and 527 Groups Election Contributions Including Amount and Recipient9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 6
    7. 7. RESEARCHPOINT REDESIGN Reduce manual Simplify the experience effort9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 7
    8. 8. DATA & SEARCH OPTIMIZATION – PROSPECTING DB Lead with information9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 8
    9. 9. MODEL SCORE EASE OF USE Lead with information9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 9
    10. 10. LIVE RESEARCHPOINT DEMO9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 10
    11. 11. NOZA: ESTIMATING POTENTIAL FROM ACTUAL GIFTS9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 11
    12. 12. UNDERSTANDING CAPACITY AND INCLINATION BASED ON ACTUAL GIVING HISTORY • Is this person philanthropic? • Past giving predicts future giving • Giving reveals interests and passions • How does the donor divide the philanthropic dollar? • Shortcut to qualifying a prospect without doing additional prospect research9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 12
    13. 13. A TALE OF TWO PROSPECTS Prospect #1 Prospect #2 • $600,000 home • $600,000 home • A private company business • A private company business affiliation found in Dun & affiliation found in Dun & Bradstreet Bradstreet • Philanthropic history is • 15 philanthropic gifts found unknown - 2 gifts over $25,000 - 6 gifts to organizations with a similar mission to yours Variations on the theme • Small wealth, big gifts • Large batch of records of unknown origin – which to keep and which to lose? • Need to find corporation or foundation prospects for a particular project9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 13
    14. 14. SEE THE NEW NOZASEARCH.COM IN THE TARGET ANALYTICS BOOTH9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 14
    15. 15. WHERE DOES NOZA DATA COME FROM? • NOZA technology locates unstructured, publicly available charitable giving facts and converts them into an online searchable database. • This allows NOZA users to search, download and save data anytime, quickly, easily and affordably.9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 15
    16. 16. LIVE DEMO OF STAND-ALONE SEARCH TOOL www.nozasearch.com9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 16
    17. 17. SECURING PHILANTHROPY WITH PRINCIPAL GIFTS9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 17
    18. 18. TOP TIER – AT YOUR FINGERTIPS Target Analytics Principal Giving Solution provides the analysis and data you need to uncover the donors that drive philanthropy forward. Principal / Lead $50K-$1M+9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 18
    19. 19. OVERVIEW $500,000+ Target Analytics Principal Giving Solution segments your data highlighting the population with inclination & capacity to Principal make lead gifts. Giving Solution takes you Their capacity equals 80% or more of here an organization‟s fundraising potential. $100,000+ Wealth screening and trend analysis cannot and do not produce the same Typical results. house file analysis takes you here Principal Giving solution saves time and increases the amount of known lead gift prospects. $1,0009/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 19
    20. 20. OVERVIEW Laser focused on the right donors for top tier gifts Naming $250K $1M+ Giving History Analysis opportunity prospect prospect Examination of the trends and patterns of giving in your house file Propriety Models for Inclination and Capacity Principal Giving Pool Your Database Developed by examining over 150 organizations and 100M gift transactions Wealth Analysis Analysis of hard assets for complete assessment of donors and prospects9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 20
    21. 21. PRINCIPAL DONOR PROFILE•Giving history is trendingpositively •Well educated and•Confirmed patterns of affluentphilanthropic donations •Live in areas with higher quality of life Inclination Capacity index 360 Donor View Wealth Asset •Purchase Indicators Valuation •Benchmarked against expensive homes peers giving principal and vehicles and lead gifts •Do not rely on •Higher incomes and credit to make known public assets purchases •High real estate valuation9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 21
    22. 22. RESULTS RETURNED WITH SIMPLIFIED SCORING Multi-Vertical Higher Education Segmentation Segmentation $500K+ $1M+ (Tier 1) (Tier 1) $250K $750K (Tier 2) (Tier 2) $100K $500K (Tier 3) (Tier 3) $50K $250K (Tier 4) (Tier 4)9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 22
    23. 23. CASE STUDIES9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 23
    24. 24. CASE STUDY REVIEW Client flagged Analyzed Scored all 17K results for records Received 5M constituent donors with Measured through Target constituent records that inclination and results against Analytics records from were already capacity to list of 17K Principal Client “known” make principal donors and… Giving principal gift and lead gifts Solution prospects to Client9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 24
    25. 25. RESULTS • Identified 82,848 lead and principal gift prospects • Client previously identified 17K records with capacity to give lead principal gifts • The new analysis increases the amount of identified principal gift by 65,000 new prospects • Combined capacity of previously unidentified donors is $600M with a 10 prospect to 1 donor ratio Donor $50,000 $100,000 $250,000 $500,000+ Capacity Tier 4 Tier 3 Tier 2 Tier 1 Level Previously 3,159 670 279 7 Identified New 59,296 11,253 8,164 20 Prospects Total Donors 62,455 11,923 8,443 279/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 25
    26. 26. DONOR STORY – TIER TWO HIGHER ED ($500K+) PROSPECT • Giving to Client - No giving since 2000 - Prior giving totals $3K; covering 8 consecutive years and 16 gifts • Philanthropy - Recent giving to other higher education and to many NYC-based non-profits - Spouse is a board member of one prestigious university and a handful of other non-profits • Wealth - Real estate holdings in three distinct „tony‟ communities throughout New York and Florida - Spouse is a high-level executive at a large investment firm, formerly based in the Twin Towers9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 26
    27. 27. DONOR STORY – TIER TWO ($250K+) PROSPECT • Giving to Client - 13 gifts to over the past 6 years, ranging from $100 - $500 each • Philanthropic Giving - Six figure giving to local-area organization - Other larger gifts to health care, social services, arts and business-related non-profits • Wealth - Real estate and securities holdings of $8MM+ - Executive in private industry wealth-sector company - Identified additional wealth-lifestyle indictors9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 27
    28. 28. OTHER CLIENT FEEDBACK • College Foundation President: - Noted that he now feels like he has the list they need to drive their campaign. - “Target Analytics is going to help us challenge assumptions and lead transformative gifts” • Multi-Vertical Senior Director of Development - “We’ve identified that the area of the greatest latent potential to fuel growth is in major gifts. The success of this project with Target Analytics will help us make a jump in bringing our mission to more people.”9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 28
    29. 29. CONCLUSION Target Analytics Principal Giving solution provides an easy to use segmentation for your top tier donors. Organizations will have the prospect list they need to prioritize executive level cultivation ensuring campaign goals are achieved.9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 29
    30. 30. CONTACT INFORMATION David Lamb Senior Solutions Consultant, Target Analytics david.lamb@blackbaud.com If you are interested in finding out more information about how Target Analytics can help your organization, please contact your Account Executive or email: solutions@blackbaud.com.9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 30
    1. A particular slide catching your eye?

      Clipping is a handy way to collect important slides you want to go back to later.

    ×