Bridging the Gap between Your Database and Your Fundraising by Sean Guilfoy eTapestry [email_address]
When you hear “fundraising database” – what do you think of?
When you hear “fundraising database” – what do you think of? … how do you feel?
<ul><li>While your database can’t… </li></ul><ul><ul><ul><li>Read your mind </li></ul></ul></ul><ul><ul><ul><li>Raise mone...
<ul><li>Your database can, and should… </li></ul><ul><ul><ul><li>Streamline processes </li></ul></ul></ul><ul><ul><ul><li>...
<ul><li>Your database can, and should… </li></ul><ul><ul><ul><li>Help you communicate better </li></ul></ul></ul><ul><ul><...
<ul><li>Agenda: </li></ul><ul><ul><li>The Basics – selecting a database </li></ul></ul><ul><ul><li>Traditional versus New ...
The Basics… 1. Know your Donors Age? Internet use? Gift size? Interests? Communication preference? Children? Volunteer int...
New Breed of Prospect/Donor/Member <ul><li>Reads email before snail mail </li></ul><ul><li>Busy, satisfy interests on thei...
2. ID Your Key Needs <ul><li>Needs – not Features </li></ul><ul><li>Remember the 80/20 Rule </li></ul><ul><li>Envision gro...
The Basics… 3. Know your Resources Time Staff Expertise Money Technology
The Basics… 4. Something usable by Key Stakeholders Admin staff Board members Executive staff Volunteers Researchers
Traditional versus New… Traditional (Client Server) <ul><li>Bought or Built </li></ul><ul><li>In-House Computer Systems </...
Traditional versus New… Traditional (Client Server) New (ASP) <ul><li>Bought or Built </li></ul><ul><li>In-House Computer ...
Use your database to help expand relationships… <ul><ul><ul><li>Contact Management </li></ul></ul></ul><ul><ul><ul><li>Rel...
Contact Management… Every phone call Every email Every conversation Every event Record it in your database!
 
 
 
 
 
 
Relationship Tracking… Six Degrees of
 
 
 
Communications… Mail versus Email
Communications…
Build your Email List & integrate it into your database and stewardship <ul><li>Not about the Web site! </li></ul><ul><li>...
 
 
 
E-Newsletters
Thank You Letters
Special Event Invitations
Integrated Tools… Grant Research Matching Gift Resources Planned Gift Calculators Prospect Research Online Giving Website ...
Grant Research
Grant Research
Grant Research
Matching Gifts
Matching Gifts
Matching Gifts
Planned Gift Calculators
Planned Gift Calculators
Planned Gift Calculators
Prospect Research
Prospect Research John Marshall John Marshall John Marshall
Prospect Research John Marshall John Marshall John Marshall John Marshall
Online Giving “ More than one in three donors to an online fundraising website say they would not have given at all withou...
“ More than one in three donors to an online fundraising website say they would not have given at all without an online op...
“ More than one in three donors to an online fundraising website say they would not have given at all without an online op...
An Overall Strategy Sign Up For  Newsletter Multiple Ways  To Support & Get Involved Donate Now
Online Ministry Sign Ups, Adult Faith Formation, Prayer Request, What else?
 
 
 
Website Integration
Website Integration
Website Integration
Website Integration
 
 
Analysis… <ul><li>How are gifts designated? </li></ul><ul><li>Who are your top donors? </li></ul><ul><li>Who are your top ...
How are gifts designated?
How are gifts designated?
Top donor report Who are your top donors?
For Impact Report Who are your top prospects?
Who are your top prospects?
How many new, increasing, decreasing, lapsed…?
How many new, increasing, decreasing, lapsed…?
Benchmarking And Donor Loyalty “ Up and Coming” Analysis Tools
Benchmarking - What is it? <ul><li>Now, for the very first time, you can get dynamic reports that let you compare your fun...
We are losing current donors, not focusing enough of our development time on lapsed donors, and spending more money to acq...
Donor Loyalty <ul><li>Your ability to fund your mission is dependent on the generosity of donors.  However, the loyalty of...
Donor Loyalty
Conclusion: Selecting your database – ( know your needs and your donors )
Conclusion: Selecting your database – ( know your needs and your donors ) Traditional versus New technologies
Conclusion: Selecting your database – ( know your needs and your donors ) Traditional versus New technologies <ul><ul><li>...
Thank you! For a Copy of Slides . . .  [email_address]
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Bridging The Gap Between Your Database And Your Fundraising Cleveland

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  • Bridging The Gap Between Your Database And Your Fundraising Cleveland

    1. 2. Bridging the Gap between Your Database and Your Fundraising by Sean Guilfoy eTapestry [email_address]
    2. 3. When you hear “fundraising database” – what do you think of?
    3. 4. When you hear “fundraising database” – what do you think of? … how do you feel?
    4. 5. <ul><li>While your database can’t… </li></ul><ul><ul><ul><li>Read your mind </li></ul></ul></ul><ul><ul><ul><li>Raise money </li></ul></ul></ul><ul><ul><ul><li>Think </li></ul></ul></ul><ul><ul><ul><li>Replace human interaction </li></ul></ul></ul><ul><ul><ul><li>Or solve every problem… </li></ul></ul></ul>
    5. 6. <ul><li>Your database can, and should… </li></ul><ul><ul><ul><li>Streamline processes </li></ul></ul></ul><ul><ul><ul><li>Automate routine tasks </li></ul></ul></ul><ul><ul><ul><li>Give you easy access to information </li></ul></ul></ul><ul><ul><ul><li>Allow you to grow your fundraising and be more effective! </li></ul></ul></ul>
    6. 7. <ul><li>Your database can, and should… </li></ul><ul><ul><ul><li>Help you communicate better </li></ul></ul></ul><ul><ul><ul><li>Help you improve the donor Christian stewardship experience </li></ul></ul></ul><ul><ul><ul><li>Expand your Internet presence </li></ul></ul></ul><ul><ul><ul><li>Provide historical analysis </li></ul></ul></ul><ul><ul><ul><li>Help with strategic planning </li></ul></ul></ul>
    7. 8. <ul><li>Agenda: </li></ul><ul><ul><li>The Basics – selecting a database </li></ul></ul><ul><ul><li>Traditional versus New </li></ul></ul><ul><ul><li>Expanding Relationships </li></ul></ul><ul><ul><ul><li>Contact Management </li></ul></ul></ul><ul><ul><ul><li>Relationship Tracking </li></ul></ul></ul><ul><ul><ul><li>Communications </li></ul></ul></ul><ul><ul><ul><li>Integrated Tools </li></ul></ul></ul><ul><ul><ul><li>Analysis </li></ul></ul></ul>
    8. 9. The Basics… 1. Know your Donors Age? Internet use? Gift size? Interests? Communication preference? Children? Volunteer interests?
    9. 10. New Breed of Prospect/Donor/Member <ul><li>Reads email before snail mail </li></ul><ul><li>Busy, satisfy interests on their schedule </li></ul><ul><li>Expect to find information online </li></ul><ul><li>Expects information to be personalized </li></ul><ul><li>Expects immediate feedback </li></ul><ul><li>Demands information/stewardship </li></ul>The Basics…
    10. 11. 2. ID Your Key Needs <ul><li>Needs – not Features </li></ul><ul><li>Remember the 80/20 Rule </li></ul><ul><li>Envision growth and future needs </li></ul>The Basics… Prospect Research Executive Reports Planned Gift Calculators eReceipting Moves Management or RaisingMoreMoney Advanced Security Data Hygiene Tools eCommerce Outlook Integration WishList Grant Explorer Websites Advanced Email Matching Gifts
    11. 12. The Basics… 3. Know your Resources Time Staff Expertise Money Technology
    12. 13. The Basics… 4. Something usable by Key Stakeholders Admin staff Board members Executive staff Volunteers Researchers
    13. 14. Traditional versus New… Traditional (Client Server) <ul><li>Bought or Built </li></ul><ul><li>In-House Computer Systems </li></ul><ul><li>Continual Maintenance </li></ul><ul><li>Limited Users </li></ul><ul><li>Limited Access </li></ul><ul><li>Not all bad! </li></ul>
    14. 15. Traditional versus New… Traditional (Client Server) New (ASP) <ul><li>Bought or Built </li></ul><ul><li>In-House Computer Systems </li></ul><ul><li>Continual Maintenance </li></ul><ul><li>Limited Users </li></ul><ul><li>Limited Access </li></ul><ul><li>Not all bad! </li></ul><ul><li>Rented </li></ul><ul><li>Internet </li></ul><ul><li>Automatic Updates </li></ul><ul><li>Unlimited Users </li></ul><ul><li>Remote Access </li></ul><ul><li>Integrate to Web Services </li></ul>
    15. 16. Use your database to help expand relationships… <ul><ul><ul><li>Contact Management </li></ul></ul></ul><ul><ul><ul><li>Relationship Tracking </li></ul></ul></ul><ul><ul><ul><li>Communications </li></ul></ul></ul><ul><ul><ul><li>Integrated Tools </li></ul></ul></ul><ul><ul><ul><li>Analysis </li></ul></ul></ul>
    16. 17. Contact Management… Every phone call Every email Every conversation Every event Record it in your database!
    17. 24. Relationship Tracking… Six Degrees of
    18. 28. Communications… Mail versus Email
    19. 29. Communications…
    20. 30. Build your Email List & integrate it into your database and stewardship <ul><li>Not about the Web site! </li></ul><ul><li>Push works better than pull </li></ul><ul><li>Key methods </li></ul><ul><ul><li>Email newsletter sign-up </li></ul></ul><ul><ul><li>Online contests/campaigns </li></ul></ul><ul><ul><li>Opt-in during online data gathering </li></ul></ul><ul><ul><li>Pass along push to current subscribers </li></ul></ul><ul><ul><li>Offline opportunities are critical </li></ul></ul><ul><ul><ul><li>At events (postcards, live data entry) </li></ul></ul></ul><ul><ul><ul><li>In the mail (renewals, acknowledgements) </li></ul></ul></ul><ul><ul><ul><li>On the phone </li></ul></ul></ul> 2005 ePhilanthropyFoundation.org
    21. 34. E-Newsletters
    22. 35. Thank You Letters
    23. 36. Special Event Invitations
    24. 37. Integrated Tools… Grant Research Matching Gift Resources Planned Gift Calculators Prospect Research Online Giving Website Integration
    25. 38. Grant Research
    26. 39. Grant Research
    27. 40. Grant Research
    28. 41. Matching Gifts
    29. 42. Matching Gifts
    30. 43. Matching Gifts
    31. 44. Planned Gift Calculators
    32. 45. Planned Gift Calculators
    33. 46. Planned Gift Calculators
    34. 47. Prospect Research
    35. 48. Prospect Research John Marshall John Marshall John Marshall
    36. 49. Prospect Research John Marshall John Marshall John Marshall John Marshall
    37. 50. Online Giving “ More than one in three donors to an online fundraising website say they would not have given at all without an online option.” Source: Justgiving, 2005
    38. 51. “ More than one in three donors to an online fundraising website say they would not have given at all without an online option.” Source: Justgiving, 2005 Online Giving
    39. 52. “ More than one in three donors to an online fundraising website say they would not have given at all without an online option.” Source: Justgiving, 2005 Online Giving
    40. 53. An Overall Strategy Sign Up For Newsletter Multiple Ways To Support & Get Involved Donate Now
    41. 54. Online Ministry Sign Ups, Adult Faith Formation, Prayer Request, What else?
    42. 58. Website Integration
    43. 59. Website Integration
    44. 60. Website Integration
    45. 61. Website Integration
    46. 64. Analysis… <ul><li>How are gifts designated? </li></ul><ul><li>Who are your top donors? </li></ul><ul><li>Who are your top prospects? </li></ul><ul><li>How many new donors do you have? </li></ul><ul><li>How many donors increase/decrease giving? </li></ul><ul><li>How many donors are lapsing? </li></ul>
    47. 65. How are gifts designated?
    48. 66. How are gifts designated?
    49. 67. Top donor report Who are your top donors?
    50. 68. For Impact Report Who are your top prospects?
    51. 69. Who are your top prospects?
    52. 70. How many new, increasing, decreasing, lapsed…?
    53. 71. How many new, increasing, decreasing, lapsed…?
    54. 72. Benchmarking And Donor Loyalty “ Up and Coming” Analysis Tools
    55. 73. Benchmarking - What is it? <ul><li>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.  </li></ul><ul><li>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. </li></ul><ul><li>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! </li></ul>
    56. 74. We are losing current donors, not focusing enough of our development time on lapsed donors, and spending more money to acquire donors <ul><li>Benchmark Giving Dynamics, Status, Trends, Comparisons </li></ul>
    57. 75. Donor Loyalty <ul><li>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? </li></ul><ul><li>Can provide a scientific measurement of individual donor loyalty, which provides accurate insight into future donor behavior. </li></ul>
    58. 76. Donor Loyalty
    59. 77. Conclusion: Selecting your database – ( know your needs and your donors )
    60. 78. Conclusion: Selecting your database – ( know your needs and your donors ) Traditional versus New technologies
    61. 79. Conclusion: Selecting your database – ( know your needs and your donors ) Traditional versus New technologies <ul><ul><li>User your Database to Expand Relationships </li></ul></ul><ul><ul><ul><ul><ul><li>Contact Management </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Relationship Tracking </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Communications </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Integrated Tools </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Analysis </li></ul></ul></ul></ul></ul>
    62. 80. Thank you! For a Copy of Slides . . . [email_address]

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