YWCA Training - Blackbaud 2010 01 22

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Overview of the LiquidScore capability in Sphere for YWCA. LiquidScore helps identify wealth and liquidity of the people in the Sphere database.

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YWCA Training - Blackbaud 2010 01 22

  1. 1. Sphere Training QUICK WINS FOR YWCAs This series of free sessions is intended help YWCAs get more out the Sphere product. Each 30 minute session will offer attendees new skills that can be immediately put to use. QUICK WIN SERIES Session 1 - Reporting Basics: Using Sphere’s financial reporting tools to help stakeholders understand the business Led by David Beebe on Jan 21, 1PM ET Session 2 - Using Sphere’s LiquidScore function to help identify giving capacity and focus stewardship/cultivation efforts Led by Dennis Chyba on Jan 22, 1PM ET Session 3 - Special Events 101: Using Sphere’s registration forms to allow online event registration Led by David Beebe on Feb 4, 1PM ET Session 4 - Email Basics: Using Sphere’s email tools to market and communicate Led by Dennis Chyba on Feb 5, 1PM ET
  2. 2. Quick Wins for YWCAs Housekeeping Today’s presenter: Dennis Chyba 30 minutes of instruction, followed by open floor for questions Additional resources available to YWCAs (at no cost): • Library of self paced trainings within Sphere • Log into Sphere-> Choose Training & Support Menu Option-> Self-paced Courses • Case Central for non critical questions & instruction: www.blackbaud.com/support • Phone support: 858.795.3111 Page #2 © 2009 Blackbaud
  3. 3. Quick Wins for YWCAs Today’s Session – Using Sphere’s LiquidScore Learning Objectives: 1. Liquid Score – what is it? 2. The real value of liquidity in fundraising. 3. Maximizing impact while wearing 3 hats. Page #3 © 2009 Blackbaud
  4. 4. Quick Wins for YWCAs Today’s Session - Using Sphere’s LiquidScore Agenda • Definitions • Capturing Data • Understanding Information • Using Knowledge Page #4 © 2009 Blackbaud
  5. 5. Quick Wins for YWCAs LiquidScore – What is it? Image funnel with $ Stocks, bonds, bank deposits, mutual funds, annuity assets Page #5 © 2009 Blackbaud
  6. 6. Quick Wins for YWCAs Value of LiquidScore High >$400k BUT… Target Major Gifts • Capture Upgrade Annual Gifts • Use • Relevancy ID Leadership Drive Advocacy Page #6 © 2009 Blackbaud
  7. 7. Quick Wins for YWCAs Capture Data – Home Address Page #7 © 2009 Blackbaud
  8. 8. Quick Wins for YWCAs #1 - Capture Data – Home Address Contact Forms Donation Forms Events Advocacy Offline Registrations Offline Donations Page #8 © 2009 Blackbaud
  9. 9. Quick Wins for YWCAs #2 - Create a landing page Page #9 © 2009 Blackbaud
  10. 10. Quick Wins for YWCAs Most Recent – Target Quick Follow Up Must make follow up calls… So much to do, how to determine? Page #10 © 2009 Blackbaud
  11. 11. Quick Wins for YWCAs Most Active – Sort by Liquid Score Who is signing up for a newsletter? Making an online gift? Registering for a program? Page #11 © 2009 Blackbaud
  12. 12. Quick Wins for YWCAs Automated Follow up – Recurring Emails Page #12 © 2009 Blackbaud
  13. 13. Quick Wins for YWCAs Opportunity Management – Cultivate the BEST Gift Page #13 © 2009 Blackbaud
  14. 14. Quick Wins for YWCAs Focus where it matters MOST Committed Target Connected Cultivate Casual Automate Page #14 © 2009 Blackbaud
  15. 15. Quick Wins for YWCAs Segmentation Relevant Content Dynamically Generated Web, Email & Newsletter Page #15 © 2009 Blackbaud
  16. 16. Quick Wins for YWCAs To Do Tomorrow, better yet TODAY 1. Define all ways collecting data. 2. How much is in Sphere? Import rest. 3. Query High LiquidScores and review results. Do you know them? 4. Set up landing page and summary reports. 5. Establish effective stewardship practices. These you can do tomorrow ☺ 1. Call donors. 2. Invite those who are marginally involved to become more involved. 3. Provide relevant content. 4. Automate where possible. 5. Ask for more information. Page #16 © 2009 Blackbaud
  17. 17. Quick Wins for YWCAs Questions & Answers Page #17 © 2009 Blackbaud

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