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Blue strike webinar simple tips for publishing your donor list - feb. 25, 2014 final

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  • 1. BLUE STRIKE SIMPLE TIPS FOR PUBLISHING YOUR DONOR LIST
  • 2. WELCOME  This is a 45-minute webinar for development staff who have responsibility for generating a donor list for use in communications and fundraising materials.  We will look at simple steps for pulling together the content of the list, formatting and design, and then discuss ways to use your list throughout the year as you do outreach and cultivation.  Developed for organizations engaged in advocacy, civic engagement, policy, and public interest law. Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 3. BLUE STRIKE INSPIRING SUPPORT FOR CIVIC E N G A G E ME N T Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 4. DOUBLE CHECK AND . . . TRIPLE CHECK! Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 5. WEBINAR AGENDA Three sections will cover:  How-to guide for information gathering, editing, polishing and avoiding errors;  Formatting, design, and production – a look at actual samples of good lists; and  Using your donor list for fundraising. We will wrap up by 2:00 PM. Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 6. DETERMINE FRAMEWORK SECTION 1: GATHER CONTENT EDIT POLISH Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 7. FRAMEWORK DECISIONS  Establish your timeframe. Use your fiscal year and put the dates at the top of your list.  Determine gift amount levels:  Name your giving levels: gold, silver, bronze or creative names reflecting your organization’s mission and history Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 8. CREATIVE GIVING LEVELS Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 9. CREATIVE GIVING LEVELS Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 10. POPULATE YOUR LIST 1 • Make sure all gifts are entered in database of record. Check all systems are synched. Reconcile online gifts, stock transfers, foundations, bequests, and memorial gifts. • Run a list of all donors for the year. Ask for salutation, 2 spouse name, full name, source codes, flags, join date, cumulative total and all gifts. Run lists extended window. 3 • Eyeball for accuracy. Do a spot check of 7 – 10 records to make sure the data-pull captured everything. Run a new list if you need to. Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 11. POPULATE YOUR LIST (CON’T) 4 • In Excel, sort by cumulative gift amount. Segment by giving level, then sort alphabetically by last name. Remove duplicates. 5 • Clean up names, salutations, couples. Check corporate and foundation websites. Ask for grant letters and other records for “this is how to list us” info. 6 • Export new list to Word. Get out last year’s list. Set it up side by side with new list. Compare. Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 12. POPULATE YOUR LIST (CON’T) 7 8 9 • Add new names. Err on the side of inclusion. • Remove lapsed donors. Keep a list of removals for secondary review. Don’t exclude 14-month donors. • Move donors up/down. Be circumspect about who you remove or downgrade. Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 13. POPULATE YOUR LIST (CON’T) 10 11 12 • Apply special codes. Look to join date, source codes or flags to designate special gifts or special donors. • Look at the list through your board members’ eyes. Check to see where each board member’s name appears. • Send the removals list around for secondary review Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org .
  • 14. FINAL STEP SHARE WITH A HANDFUL OF R E V I E W ER S ! Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 15. BASICS FORMAT SECTION 2: DESIGN PRODUCTION Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 16. BASIC COMPONENTS OF A DONOR LIST  Introductory paragraph, including date range  Lists of donors a. individuals b. institutional-corporate foundation c. bequests d. planned gifts e. memorial/tribute gifts  Key for special gifts and categories  Disclaimer  Contact name, phone, and email Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 17. UNION OF CONCERNED SCIENTISTS INTRODUCTION Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 18. FREE BSD FOUNDATION SAMPLE DISCLAIMER The FreeBSD Foundation Privacy Policy We would love to acknowledge everyone who donates to the foundation, but we also would like to respect your privacy. The Foundation will not sell or provide your address, phone number, or email address to anyone, nor will we send you unsolicited mailings. Please indicate if you wish to make your donation anonymously through PayPal by indicating this in the "Optional Note" field. Otherwise, if paying by check, please write this on your check. If you do not see your name, or it is incorrect, please let us know by sending an email to donations at freebsdfoundation dot org. We will only publish the name of the actual donor . Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 19. UNIV OF MICHIGAN GRAD SCHOOL SPECIAL RECOGNITION Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 20. UNION OF CONCERNED SCIENTISTS SPECIAL RECOGNITION Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 21. DESIGN AND PRODUCTION  Easy to edit  Clean and simple  Flexible to use  Font: 8 to 10 point Times or Verdana  Columns  One page front/back  Review the blueline  Send a preview copy, if possible Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 22. PUBLIC CITIZEN S a m p le o f o n e page format Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 23. FORMATTING NAMES  Use consistent format.  First name, middle initial, last name, suffix.  Leave out prefixes. Use professional suffix only.  Couples with different last names? Alpha order by last name. Mary Adams and Jerome Baker go under the A’s. Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 24. LEAGUE OF WOMEN VOTERS Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 25. DONOR CALLS SECTION 3: BOARD MEETINGS GRANTS REFERENCE Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 26. USING YOUR LIST ALL YEAR LONG FUNDRAISING AND OUTREACH  Donor calls - in person. Make the list part of your packet.  Board meetings - Ask the board chair or development chair to distribute at meeting. 1 . it encourages everyone to find their own name; 2. it lets them see who else is or could be on the list.  Recruitment - Include in solicitation mailings.  Foundations, charity watchdogs, IRS - Include in grant applications to demonstrate public support; healthy individual giving.  Use it as quick reference throughout the year. Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 27. ADDITIONAL RESOURCES Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 28. OTHER RESOURCES Kivi Leroux Miller, But What About Donor Lists??? Kivi’s Nonprofit Communications Blog, June 21, 2011 Marc Pittman, Printed Donor Lists: To do or not to do? The Fundraising Coach, March 30, 2010 Penelope Burk, The Cygnus Donor Survey, Where philanthropy is headed in 2012 , June 2012 The 2012 Study of High Net -Worth Philanthropy, the Center on Philanthropy Indiana University Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 29. BLUE STRIKE INSPIRING SUPPORT FOR CIVIC E N G A G E ME N T Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 30. UPCOMING BLUE STRIKE WEBINARS I n t r o duc e Y o u r B o a r d t o F u n d r a is i ng T u e s da y , M a r c h 2 5 , 2 0 1 4 a t 0 1 : 1 5 P M F i v e E a s y W a y s t o U p g r a de Y o u r D o n o r s T h u r s da y, A p r i l 1 0 , 2 0 1 4 a t 0 8 : 3 0 A M S p o ns o r e d b y A s s o c i a t i o n o f F u n d r a i s in g P r o f e ss i o na ls - D C C h a p t e r S e n di ng Y o u r E x e c u t i v e D i r e c t o r o n T o u r T u e s da y , A p r i l 2 9 , 2 0 1 4 a t 0 1 : 1 5 P M R e c a p t ur i ng L o s t D o n o r s T u e s da y , M a y 1 3 , 2 0 1 4 a t 0 1 : 1 5 P M The Magic of Thank You Calls T u e s da y , M a y 2 7 , 2 0 1 4 a t 0 1 : 1 5 P M C h a r i t y W a t c h do g s : M a n a g i ng Y o u r P r o f i le a n d R a n k i ng T u e s da y , J u n e 2 4 , 2 0 1 4 a t 0 1 : 1 5 P M Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org
  • 31. BLUESTRIKE.ORG THANK YOU! Blue Strike Webinar: Publishing Your Donor List February 25, 2014 bluestrike.org

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