NDOA 101 Data To Relationship

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  • NDOA 101 Data To Relationship

    1. 1. Data to Relationship Presenters: Jason Dick & Sheila Siden Fundraising 101 www.ndoa.org
    2. 2. Jason: New Models of Engagement <ul><li>Bellevue College Foundation </li></ul><ul><ul><li>Prospect Research & finding information </li></ul></ul><ul><ul><li>Alumni Stories, Event promotions </li></ul></ul><ul><ul><li>Future ideas around alumni development </li></ul></ul><ul><li>A Small Change – Fundraising Blog </li></ul><ul><ul><li>Value of Building Online Community </li></ul></ul><ul><ul><li>Power of Web 2.0 </li></ul></ul>
    3. 3. Sheila: New Models of Engagement <ul><li>Network value vs. net worth </li></ul><ul><ul><li>Organization’s network </li></ul></ul><ul><ul><li>Leadership’s network </li></ul></ul><ul><ul><li>Constituents’ network </li></ul></ul><ul><ul><li>Donor’s network </li></ul></ul><ul><li>Mechanics: the data base </li></ul><ul><ul><li>We have the technology </li></ul></ul><ul><ul><li>Development plan </li></ul></ul>
    4. 4. New Models; New Trends <ul><li>New kind of philanthropy </li></ul><ul><ul><li>Giving is not just for the rich </li></ul></ul><ul><ul><li>Financial value to your electronic network </li></ul></ul><ul><li>New kind of engagement </li></ul><ul><ul><li>Online “friends” </li></ul></ul><ul><ul><li>Advocates for multiple causes </li></ul></ul><ul><ul><li>1 to 1 engagement in a new way </li></ul></ul><ul><ul><li>More control in donor engagement </li></ul></ul>
    5. 5. New Models; New Trends <ul><li>New kind of philanthropy </li></ul><ul><ul><li>“ Moves management” </li></ul></ul><ul><ul><li>Follower to supporter </li></ul></ul><ul><li>New kind of engagement </li></ul><ul><ul><li>Permission </li></ul></ul><ul><ul><li>“ Signing up” (who signed who up?) </li></ul></ul><ul><ul><li>Conversation (is two-way) </li></ul></ul><ul><ul><li>Asks </li></ul></ul>
    6. 6. Using Social Media & the Internet <ul><li>Engaging your donors </li></ul><ul><ul><li>Social media pros </li></ul></ul><ul><li>Finding & learning about your donors </li></ul><ul><ul><li>Navigating search </li></ul></ul><ul><ul><li>Mining social networks for information </li></ul></ul><ul><li>Some practical applications </li></ul><ul><ul><li>Prospect Research </li></ul></ul><ul><ul><li>List building </li></ul></ul><ul><ul><li>Online competitions and awards </li></ul></ul>
    7. 7. Social Media Pros <ul><li>Blogging </li></ul><ul><ul><li>Number one community development tool </li></ul></ul><ul><ul><li>Great hub for social media activity and long-term conversations (perfect strategic launching point) </li></ul></ul><ul><ul><li>Community engagement on their terms </li></ul></ul><ul><li>Facebook </li></ul><ul><ul><li>Easiest to create and maintain </li></ul></ul><ul><ul><li>Lowest user commitment, very widely adopted </li></ul></ul>
    8. 8. Social Media Pros, Cont’d <ul><li>Twitter </li></ul><ul><ul><li>Most viral way to promote your message </li></ul></ul><ul><ul><li>Can see the most rapid growth </li></ul></ul><ul><ul><li>Multiple strategies and techniques </li></ul></ul><ul><ul><li>Has groupies </li></ul></ul><ul><li>LinkedIn </li></ul><ul><ul><li>Best Networking resources </li></ul></ul><ul><ul><li>Finding new/old connections </li></ul></ul><ul><ul><li>Incredible for research </li></ul></ul>
    9. 9. Search: Taking a Deeper Look <ul><li>Boolean and Google </li></ul><ul><ul><li>Bedrock of all search </li></ul></ul><ul><ul><li>The value of search </li></ul></ul><ul><li>Twitter Search </li></ul><ul><ul><li>Why use search with Twitter </li></ul></ul><ul><li>LinkedIn Search </li></ul><ul><ul><li>Navigating your network </li></ul></ul>
    10. 10. Boolean Search & Google <ul><li>A Brief Explanation </li></ul><ul><li>Navigating Search </li></ul><ul><ul><li>donation (“John H. Doe”|”John and Jane Doe”|”John & Jane Doe”|”Jane & John Doe”) –political </li></ul></ul><ul><ul><li>John site:www.work.com </li></ul></ul><ul><ul><li>98052 </li></ul></ul><ul><ul><li>AND or OR </li></ul></ul>
    11. 11. Twitter Search <ul><li>Navigation </li></ul><ul><ul><li>Near: </li></ul></ul><ul><ul><li>AND OR </li></ul></ul><ul><li>The Relationship </li></ul><ul><ul><li>1 to 1 </li></ul></ul><ul><ul><li>Lists </li></ul></ul><ul><ul><li>Search </li></ul></ul>
    12. 12. Get Your Data LinkedIn <ul><li>Online networking </li></ul><ul><ul><li>3 rd Degree Connections </li></ul></ul><ul><li>Wonderful way to find linkage </li></ul><ul><li>Fantastic for building lists </li></ul><ul><li>Helpful with prospect research </li></ul><ul><li>Stay in touch with donors and volunteers as they change jobs or get a promotion </li></ul>
    13. 13. LinkedIn Search
    14. 14. LinkedIn Search <ul><li>Network Value </li></ul><ul><ul><li>Who your connections know </li></ul></ul><ul><ul><li>How to gain access </li></ul></ul><ul><li>Special Terms </li></ul><ul><ul><li>Executive </li></ul></ul><ul><ul><li>Industry </li></ul></ul><ul><ul><li>Region </li></ul></ul>
    15. 15. LinkedIn Profiles <ul><li>My profile </li></ul><ul><li>Mining Info </li></ul><ul><ul><li>Pay attention to individual descriptions </li></ul></ul><ul><ul><li>Current employment and title </li></ul></ul><ul><li>Extended version of the Facebook info tab </li></ul>
    16. 16. List Building <ul><li>Locate unknown community players </li></ul><ul><ul><li>Search by industry, number of employees, location </li></ul></ul><ul><li>Find the right executive and volunteer to follow-up </li></ul><ul><ul><li>Helps build an action plan </li></ul></ul><ul><li>LinkedIn has groupies too – better than a cold call </li></ul>
    17. 17. Fundraising <ul><li>Grants & Awards </li></ul><ul><ul><li>America’s Giving Challenge </li></ul></ul><ul><ul><li>Chase Community Giving </li></ul></ul><ul><li>Partners </li></ul><ul><ul><li>Firstgiving , GiveZooks , Razoo , Network for Good , Jolkona Foundation </li></ul></ul><ul><li>Who to Watch </li></ul><ul><ul><li>Epic Change , Charity Water (Twestival), Beth Kanter , Jolkona Foundation (local) </li></ul></ul>
    18. 18. Additional Resources <ul><li>Search </li></ul><ul><ul><li>How to Find Things </li></ul></ul><ul><ul><li>Searching for People </li></ul></ul><ul><ul><li>Power of Searching </li></ul></ul><ul><li>Prospect Research </li></ul><ul><ul><li>Prospecting New & Existing Donors </li></ul></ul><ul><ul><li>Prospecting Asking the Right Questions </li></ul></ul>
    19. 19. New Models; New Trends <ul><li>New kind of philanthropy </li></ul><ul><ul><li>“ Moves management” </li></ul></ul><ul><ul><li>Follower to supporter (kinds of support) </li></ul></ul><ul><li>New kind of engagement </li></ul><ul><ul><li>Permission </li></ul></ul><ul><ul><li>“ Signing up” (who did it?) </li></ul></ul><ul><ul><li>Conversation (is two-way) </li></ul></ul><ul><ul><li>Asks </li></ul></ul>
    20. 20. Permission <ul><li>Once you have earned permission, you must keep it and attempt to expand it. </li></ul><ul><li>Permission is non transferable </li></ul><ul><li>Permission is selfish and personal </li></ul><ul><li>Permission is a process not a moment </li></ul><ul><li>Permission can be cancelled at any time </li></ul>
    21. 21. Permission <ul><li>How you GAIN and lose it   </li></ul><ul><li>Engagement </li></ul><ul><li>Conversation </li></ul><ul><li>Action </li></ul>
    22. 22. Permission <ul><li>How you GAIN and lose it   </li></ul><ul><li>Address/geography </li></ul><ul><li>Activity & events </li></ul><ul><li>Invitation </li></ul><ul><li>Spelling </li></ul><ul><li>GIGO </li></ul><ul><li>Relationships </li></ul>
    23. 23. Permission <ul><li>How you gain and LOSE it   </li></ul><ul><li>Address/geography </li></ul><ul><li>Activity & events </li></ul><ul><li>Invitation </li></ul><ul><li>Spelling </li></ul><ul><li>GIGO </li></ul><ul><li>Relationships </li></ul>
    24. 24. What inspires us to be involved in something beyond ourselves? <ul><li>Relationships are two-way communication </li></ul><ul><li>develop ways to create conversations to deepen relationships </li></ul><ul><li>design data to develop relationships </li></ul>
    25. 25. Relationship <ul><li>Relationships are about two-way communication   </li></ul><ul><li>Network value vs. net worth </li></ul><ul><li>What inspires us to be involved in something beyond ourselves? </li></ul>
    26. 26. GIGO <ul><li>Train everyone who touches your data base   </li></ul><ul><li>Garbage In Garbage Out </li></ul><ul><ul><li>Activity & events </li></ul></ul><ul><ul><li>Invitation </li></ul></ul><ul><ul><li>Spelling </li></ul></ul><ul><ul><li>Relationships </li></ul></ul><ul><ul><ul><li>Corporate </li></ul></ul></ul><ul><ul><ul><li>Solicitor </li></ul></ul></ul><ul><ul><ul><li>Geographic </li></ul></ul></ul>
    27. 27. What to Track in Your Data Base <ul><li>Data supports Development Plans   </li></ul><ul><ul><li>Meta-Plan – 20 year plan </li></ul></ul><ul><ul><ul><li>Map out all relationships in order not to lose them </li></ul></ul></ul><ul><ul><ul><li>Identify core programs to track participation over time </li></ul></ul></ul><ul><ul><li>Annual Development Plan </li></ul></ul>
    28. 28. What to Track in Your Data Base <ul><li>Annual Development Plan: The Essentials   </li></ul><ul><ul><li>Activites & events (points of engagement) </li></ul></ul><ul><ul><li>Invitations & responses </li></ul></ul><ul><ul><li>Gift appeals, responses </li></ul></ul><ul><ul><li>Gift Types (purchase, gift, membership) </li></ul></ul><ul><ul><li>Relationships (networks) </li></ul></ul><ul><ul><ul><li>Individual and Institutional </li></ul></ul></ul><ul><ul><ul><li>Solicitor/Assigned Steward </li></ul></ul></ul><ul><ul><ul><li>Geographic </li></ul></ul></ul><ul><ul><ul><li>Organizational </li></ul></ul></ul>
    29. 29. Resources <ul><li>Seth Godin </li></ul><ul><ul><li>ADD and Permission Marketing </li></ul></ul><ul><ul><li>Innovation </li></ul></ul><ul><li>Michael Weiss - Imagistic </li></ul><ul><ul><li>Followers to Supporters </li></ul></ul><ul><ul><li>Constituent Pyramid </li></ul></ul><ul><ul><li>NTEN </li></ul></ul>
    30. 30. Data to Relationship Presenters: Jason Dick & Sheila Siden Fundraising 101 www.ndoa.org

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