Bridging The Gap Between Your Database And Your Fundraising 2010 NSFA
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Bridging The Gap Between Your Database And Your Fundraising 2010 NSFA

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  • Another key facet of your database should be its ability to assist you in creating personalized communications, whether we are talking physical or e-mail. In the past, physical communication has been the preferred method (both organization & recipient). Looking forward, we see a big move
  • Now, for the very first time, you can get dynamic reports that let you compare your fundraising activities and results to other nonprofit organizations! You can even filter the data to match your results to organizations that are similar to you in type, size and location. Benchmark Reporting module is designed to gather aggregate statistics from a large number of participating eTapestry/FEP customer databases. The data is then displayed side-by-side with the same statistics from your own database, giving you a comparison between your organization and other nonprofits. Having access to this data will allow you to see where your strengths and weaknesses lie in comparison to similar groups. This valuable data supports growth-oriented strategic planning and budgeting for your fundraising programs, enabling you to raise more money!

Bridging The Gap Between Your Database And Your Fundraising 2010 NSFA Bridging The Gap Between Your Database And Your Fundraising 2010 NSFA Presentation Transcript

  • Bridging the Gap between Your Database and Your Fundraising
    Mike Kierce
    eTapestry
    Mike.kierce@etapestry.com
  • When you hear “fundraising database” – what do you think of?
  • When you hear “fundraising database” – what do you think of?
    …how do you feel?
    View slide
  • While your database can’t…
    • Read your mind View slide
    • Raise money
    • Think
    • Replace human interaction
    • Or solve every problem…
  • Your database can, and should…
    • Streamline processes
    • Automate routine tasks
    • Give you easy access to information
    • Allow you to grow your fundraising and be more effective!
  • Your database can, and should…
    • Help you communicate better
    • Help you improve the donor stewardship experience
    • Expand your Internet presence
    • Provide historical analysis
    • Help with strategic planning
  • Agenda:
    • The Basics - Why a good database is more important now than ever before
    • Traditional versus New - selecting a database
    • Expanding Relationships
    • Contact Management
    • Relationship Tracking
    • Communications
    • Integrated Tools
    • Analysis
  • Your organization and the recession
    Knowing your constituencies
    How are they affected; regionally & individually
    Be ‘donor centered’
    Your donors, members, and prospects do not stop caring about your mission during a recession.
    Compassionately manage your relationships
    What Smart Nonprofits know about raising money during challenging times – Why a good database is more important now more than ever before
  • The Basics…
    New Breed of Prospect/Donor/Member
    • Reads email before snail mail
    • Busy, satisfy interests on their schedule
    • Expect to find information online
    • Expects information to be personalized
    • Expects immediate feedback
    • Demands information/stewardship
  • Why an integrated database system is more important now more than ever
    In Person Meetings
    Your Web Site
    Events
    An Integrated Strategy
    Phone
    Blogs
    Text Messaging
    Social Networking Sites
  • The Basics
    Interests?
    Age?
    Communication preference?
    Volunteer interests?
    Internet use?
    Children?
    Gift size?
  • Outlook Integration
    WishList
    eReceipting
    Planned Gift Calculators
    Moves Management or RaisingMoreMoney
    Grant Explorer
    Executive Reports
    Matching Gifts
    Advanced Email
    Advanced Security
    Prospect Research
    Data Hygiene Tools
    eCommerce
    Websites
    The Basics…
    ID Your Key Needs
    • Needs – not Features
    • Remember the 80/20 Rule
    • Envision growth and future needs
  • The Basics…
    Know your Resources
    Time
    Money
    Staff
    Technology
    Expertise
  • The Basics…
    Something usable by Key Stakeholders
    Executive staff
    Admin staff
    Board members
    Volunteers
    Researchers
  • Traditional versus New…
    Traditional (Client Server)
    New (ASP)
    • Bought or Built
    • In-House Computer Systems
    • Continual Maintenance
    • Limited Users
    • Limited Access
    • Not all bad!
    • Rented
    • Internet
    • Automatic Updates
    • Unlimited Users
    • Remote Access
    • Integrate to Web Services
  • Use your database to help expand relationships…
    • Contact Management
    • Relationship Tracking
    • Communications
    • Integrated Tools
    • Analysis
  • Contact Management…
    Every phone call
    Every email
    Every conversation
    Every event
    Record it in your database!
  • Constituent interactions
    "I open up my database and look at the journal entries to see the last time we talked. If I don’t know them very well, I can see who introduced them to the organization. It’s really powerful."
    Connie Sherman, Connie Sherman, Executive Director, St. Mary's Child Center
  • Outlook Integration
  • Complete info on one page
  • Complete info on one page
  • Future Contacts/Calendaring
  • Future Contacts/Calendaring
  • Relationship Tracking…
    Six Degrees of
  • Track Relationships
  • Relationships
  • Track Relationships
  • Communications…
    Mail
    &
    Email
  • Communications & Tracking All in One Place
  • Envelopes Templates
  • Newsletter Templates
  • Events & Invitation Templates
  • E-Newsletters
  • Thank You Letters
  • Special Event Invitations
  • Communications…
  • How else should our database help us raise money?
  • How else should our database help us raise money?
    Integrated Tools…
    Matching Gift Resources
    Prospect Research
    Online Giving
    Website Integration
  • Don’t miss out on GOLDEN opportunities!
    • Quite Simply a Doubling of Donation Amounts!
    • Most Often Money that Falls Through the Cracks
    • Relationships, Relationships, Relationships
    • Again Leveraging Your Technology Investment
  • Matching Gifts
  • Matching Gifts
  • Matching Gifts
  • Planned Gift Calculators
  • Planned Gift Calculators
  • Planned Gift Calculators
  • Prospect Research
  • Prospect Research
  • An Overall Strategy
    Donate Now
    Multiple Ways
    To Support & Get Involved
    Sign Up for
    Newsletter
  • eCommerce
    Online Giving Integration?
    More than 1 in 3 donors to an online fundraising website say they would not have given at all without an online option.”
    Source: Justgiving, 2005
  • eCommerce
    # 1 reasondonors’ say they give online isconvenience– it’s easier than writing a check.
    Source: Network for Good – ‘06
  • Online Giving
  • Registration Capabilities (Volunteer/Events)
  • Volunteer Registration (page continued)
  • Website Integration
    Wish-List
  • Website Integration
  • Website Integration
  • Personalized Fundraising Pages
  • Reporting/Analysis…
    • Who are your top donors?
    • Who are your top prospects?
    • How many new donors do you have?
    • How many donors increase/decrease giving?
    • How many donors are lapsing?
  • Fund Activity Summary
    How are gifts designated?
  • Drillable Reporting Options
    How are gifts designated?
  • Top Donor Report
    Who are your top donors?
  • Giving Dynamics
    How many new, increasing, decreasing, lapsed…?
  • Giving Dynamics (cont.)
    How many new, increasing, decreasing, lapsed…?
  • Additional Analysis Tools – How they can help!
    Benchmark Reporting & Donor Loyalty
    Keys to your Future Success!!!
  • Benchmarking - What is it?
    Now, for the very first time, you can get dynamic reports that let you compare your fundraising activities and results to other nonprofit organizations! You can even filter the data to match your results to organizations that are similar to you in type, size and location. 
    Benchmark Reporting module is designed to gather aggregate statistics from a large number of participating eTapestry/FEP customer databases. The data is then displayed side-by-side with the same statistics from your own database, giving you a comparison between your organization and other nonprofits.
    Having access to this data will allow you to see where your strengths and weaknesses lie in comparison to similar groups. This valuable data supports growth-oriented strategic planning and budgeting for your fundraising programs, enabling you to raise more money!
  • Why Benchmark Reporting is Important?
    • Direct Comparisons are Powerful
    • Accurate Data from Thousands of Non-Profits
    • Ability to Isolate Peer Groups
    • Focus Your Team on Areas with the Greatest Impact
  • We are losing current donors, not focusing enough of our development time on lapsed donors, and spending more money to acquire donors
    Benchmark Giving Dynamics, Status, Trends, Comparisons
  • Donor Loyalty
    Your ability to fund your mission is dependent on the generosity of donors. However, the loyalty of donors is what allows you to sustain, plan, and expand your mission. Do you know if your donors are “loyal” to your organization?
    Can provide a scientific measurement of individual donor loyalty, which provides accurate insight into future donor behavior.
  • Donor Loyalty
  • Conclusion:
    • Selecting your database – (know your needs & your donors)
    • Traditional vs. New Technology Offerings
    • Use your Database to Expand Relationships
    • Contact Management
    • Relationship Tracking
    • Communications
    • Integrated Tools
    • Analysis
    • Every piece of information you collect, put it in the database
    • Don’t be Afraid to try something
  • Thank you!
    For a Copy of Slides . . .
    Mike.kierce@etapestry.com