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Making the most of your data<br />Fundraisers in Thailand Network<br />© Pareto Fundraising 2009<br />
Introductions<br />© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
Vilfredo and the Pareto Principle<br />© Pareto Fundraising 2009<br />
Data<br />© Pareto Fundraising 2009<br />
ENVIRONMENTAL<br /><ul><li>How much is given
 Growth
 Competition</li></ul>TECHNICAL DATA<br />- used<br />STRATEGIC DATA<br />- informs<br />ANALYTICAL<br /><ul><li>Your Growth
 Your donor </li></ul>Behaviour<br /><ul><li>Used for targeting</li></ul>PERSONAL<br /><ul><li>Transactions
 Legacy status
 Pet name</li></ul>© Pareto Fundraising 2008<br />
Environmental<br />© Pareto Fundraising 2009<br />
The Big Picture<br />Overall Fundraising Strategy<br />Government<br />Consider<br />Corporate &Events<br />Consider<br />...
Long Term Growth<br />Mail appeals<br />Donor care<br />Acquisition<br />Individuals – Long term growth<br />Regular Givin...
Growth from Individuals<br />
AUD$59m<br />AUD$28m<br />
2008 charitable giving USA <br />Source and (c)  Giving USA Foundation™<br />
© Pareto Fundraising 2009<br />?<br />
© Pareto Fundraising 2009<br />97%<br />70%<br />93%<br />70%<br />
NakhonPathom<br />© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
Analytical<br />© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />Recency<br />Frequency<br />Value<br />Attrition<br />Second gift rate<br />Life time value...
Personal<br />© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
Connect with the donor<br />© Pareto Fundraising 2009<br />Have pet name <br />v <br />No pet name<br />
For impact, not for fun<br />Knowing Bilbo increases upgrade rates by 43%!<br />© Pareto Fundraising 2009<br />
It’s all about stories<br />© Pareto Fundraising 2009<br />
Supporter Relationship Management<br />© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />What do you<br />think about<br />these packs?<br />
© Pareto Fundraising 2009<br />Irrelevant<br />without data!<br />
© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />
© Pareto Fundraising 2009<br />Frank Samways:<br />A story from <br />The <br />Lost Dogs’ Home<br />
Frank was always very interested and supportive of the wonderful work Graeme has done at the Home.  <br />He thought Graem...
Frank started as a cash donor around 1990 after purchasing some merchandise.  <br />We then added him to our mailing list....
He responded to every appeal (five a year) we sent. Initially giving $60 but then consistently sending $250 after each mai...
Around 2003, we tried a new ask strategy and Frank regularly started donating $5,000 to our Winter and Christmas appeals. ...
In 2004, after hearing a news item in which Graeme and the Home had featured, Frank sent a donation of $10,000.<br />When ...
$30,000<br />$50,000<br />We were pleased too!<br />
Then, in 2007, we invited Frank in to talk about some of the capital projects we had planned at the Home.<br />© Pareto Fu...
© Pareto Fundraising 2009<br />After discussing various projects, including the new Veterinary Clinic, Frank sat back and ...
© Pareto Fundraising 2009<br />“I suppose you want to know how much I am worth?”<br />
© Pareto Fundraising 2009<br />Graeme was very surprised – he had no idea, and didn’t expect this at all!<br />
© Pareto Fundraising 2009<br />Helping Graeme relax, he told us that his estate was worth four million dollars. <br />He w...
© Pareto Fundraising 2009<br />After recovering from the shock, Graeme remembered why he was there … and asked Frank for t...
© Pareto Fundraising 2009<br />Frank wrote a cheque for $50,000 to <br />go toward our capital campaign<br />
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Bangkok Fundraisers Forum

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Presentation at Bangkok Fundraisers Forum, Sep 09. Where money comes from, and a cute case study.

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Transcript of "Bangkok Fundraisers Forum"

  1. 1. Making the most of your data<br />Fundraisers in Thailand Network<br />© Pareto Fundraising 2009<br />
  2. 2. Introductions<br />© Pareto Fundraising 2009<br />
  3. 3. © Pareto Fundraising 2009<br />
  4. 4. Vilfredo and the Pareto Principle<br />© Pareto Fundraising 2009<br />
  5. 5.
  6. 6. Data<br />© Pareto Fundraising 2009<br />
  7. 7. ENVIRONMENTAL<br /><ul><li>How much is given
  8. 8. Growth
  9. 9. Competition</li></ul>TECHNICAL DATA<br />- used<br />STRATEGIC DATA<br />- informs<br />ANALYTICAL<br /><ul><li>Your Growth
  10. 10. Your donor </li></ul>Behaviour<br /><ul><li>Used for targeting</li></ul>PERSONAL<br /><ul><li>Transactions
  11. 11. Legacy status
  12. 12. Pet name</li></ul>© Pareto Fundraising 2008<br />
  13. 13. Environmental<br />© Pareto Fundraising 2009<br />
  14. 14. The Big Picture<br />Overall Fundraising Strategy<br />Government<br />Consider<br />Corporate &Events<br />Consider<br />Associations, groups<br />Trusts & foundations<br />Individuals – Long term growth<br />Bequests / Legacies<br />Major Donors<br />Regular Giving<br />The Giving Constituency<br />
  15. 15. Long Term Growth<br />Mail appeals<br />Donor care<br />Acquisition<br />Individuals – Long term growth<br />Regular Giving<br />Bequests<br />Individual giving is currently the ONLYlong term solution for growth<br />Major Donors<br />?<br />* We are always looking for the next!<br />
  16. 16. Growth from Individuals<br />
  17. 17. AUD$59m<br />AUD$28m<br />
  18. 18. 2008 charitable giving USA <br />Source and (c) Giving USA Foundation™<br />
  19. 19. © Pareto Fundraising 2009<br />?<br />
  20. 20. © Pareto Fundraising 2009<br />97%<br />70%<br />93%<br />70%<br />
  21. 21. NakhonPathom<br />© Pareto Fundraising 2009<br />
  22. 22. © Pareto Fundraising 2009<br />
  23. 23. © Pareto Fundraising 2009<br />
  24. 24. Analytical<br />© Pareto Fundraising 2009<br />
  25. 25. © Pareto Fundraising 2009<br />Recency<br />Frequency<br />Value<br />Attrition<br />Second gift rate<br />Life time value<br />
  26. 26. Personal<br />© Pareto Fundraising 2009<br />
  27. 27. © Pareto Fundraising 2009<br />
  28. 28. © Pareto Fundraising 2009<br />
  29. 29. Connect with the donor<br />© Pareto Fundraising 2009<br />Have pet name <br />v <br />No pet name<br />
  30. 30. For impact, not for fun<br />Knowing Bilbo increases upgrade rates by 43%!<br />© Pareto Fundraising 2009<br />
  31. 31. It’s all about stories<br />© Pareto Fundraising 2009<br />
  32. 32. Supporter Relationship Management<br />© Pareto Fundraising 2009<br />
  33. 33. © Pareto Fundraising 2009<br />
  34. 34. © Pareto Fundraising 2009<br />
  35. 35. © Pareto Fundraising 2009<br />
  36. 36. © Pareto Fundraising 2009<br />
  37. 37. © Pareto Fundraising 2009<br />What do you<br />think about<br />these packs?<br />
  38. 38. © Pareto Fundraising 2009<br />Irrelevant<br />without data!<br />
  39. 39. © Pareto Fundraising 2009<br />
  40. 40. © Pareto Fundraising 2009<br />
  41. 41. © Pareto Fundraising 2009<br />
  42. 42. © Pareto Fundraising 2009<br />Frank Samways:<br />A story from <br />The <br />Lost Dogs’ Home<br />
  43. 43. Frank was always very interested and supportive of the wonderful work Graeme has done at the Home. <br />He thought Graeme did a wonderful job and the success of the Home was due to his hard work and passion for abandoned animals. <br />These were common themes in his notes sent with his donations.<br />
  44. 44. Frank started as a cash donor around 1990 after purchasing some merchandise. <br />We then added him to our mailing list. <br />
  45. 45. He responded to every appeal (five a year) we sent. Initially giving $60 but then consistently sending $250 after each mailing.<br />Each time Frank donated or wrote a note he received a handwritten note from Graeme.<br />
  46. 46. Around 2003, we tried a new ask strategy and Frank regularly started donating $5,000 to our Winter and Christmas appeals. <br />He also became a Friend of PAWs donor (regular giving program) donating $250 per month.<br />
  47. 47. In 2004, after hearing a news item in which Graeme and the Home had featured, Frank sent a donation of $10,000.<br />When we became tax deductable in 2006, Frank was very pleased as he was then able to give even larger donations.<br />
  48. 48. $30,000<br />$50,000<br />We were pleased too!<br />
  49. 49. Then, in 2007, we invited Frank in to talk about some of the capital projects we had planned at the Home.<br />© Pareto Fundraising 2009<br />Because Frank always refused to come inside the shelter – he found it ‘too upsetting’ - we took him over to the old house across the road to share our vision for one of our capital projects - a Training and Education centre.<br />
  50. 50. © Pareto Fundraising 2009<br />After discussing various projects, including the new Veterinary Clinic, Frank sat back and asked…<br />
  51. 51. © Pareto Fundraising 2009<br />“I suppose you want to know how much I am worth?”<br />
  52. 52. © Pareto Fundraising 2009<br />Graeme was very surprised – he had no idea, and didn’t expect this at all!<br />
  53. 53. © Pareto Fundraising 2009<br />Helping Graeme relax, he told us that his estate was worth four million dollars. <br />He went on to let us know that he planned on leaving half of his estate to the Home. <br />
  54. 54. © Pareto Fundraising 2009<br />After recovering from the shock, Graeme remembered why he was there … and asked Frank for the gift he was going to ask for all along.<br />
  55. 55. © Pareto Fundraising 2009<br />Frank wrote a cheque for $50,000 to <br />go toward our capital campaign<br />
  56. 56. Just before he died, he gave another $50,000 towards the Sick and Injured Facility.<br />© Pareto Fundraising 2009<br />Tragedy struck in 2007. Frank was found outside his front door, just out of sight after falling and fracturing his hip. <br />Unable to move, he later died from the cold.<br />
  57. 57. Franks estate is worth $9 million (250 million Baht). <br />© Pareto Fundraising 2009<br />We will receive almost 50%. <br />So far we have received $3.5 million<br />
  58. 58. Frank Samwayswas perhaps The Lost Dogs’ Home’s number one supporter and certainly our most generous. <br />© Pareto Fundraising 2009<br />He made a significant impact on our ability to care for thousands of dogs and cats throughout his life time with his generous donations.<br />
  59. 59. “Frank was a man who had charisma. He was able to make everyone he feel very special. It was the common theme that was communicated at his funeral.”<br />Dr. Graeme Smith<br />
  60. 60. Thank you<br />
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