Raiser's Edge 7.92

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Slides from Blackbaud Forum at New York Law School on Feb 10, 2012 highlighting the new features coming in 7.92 this spring.

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Raiser's Edge 7.92

  1. 1. THE RAISER’S EDGE 7.92 RELEASE PREVIEW Allison Van Diest 843-654-3262 @AVDiest Allison.vandiest@blackbaud.com02/13/2012 1
  2. 2. NEW FEATURES You spoke, we listened! • Easier to use Queries • Query lists • Where’s my query used? • Events • Better record keeping improvements • Preventing duplicates • Import, search, constituent entry and duplicate report • Export Categories • Built-in Market Intelligence • Resource Center02/13/2012 2
  3. 3. Q U E RY L I S T S02/13/2012 3
  4. 4. QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES 102/13/2012 4
  5. 5. QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES21 1. Automatically suppresses duplicates, default columns 2. Ability to add or remove constituent/s from the query list 3. Query List can be used every where a query is currently being used in the system 02/13/2012 5
  6. 6. QUERY LISTS 102/13/2012 6
  7. 7. WHERE IS MY QUERY BEING USED? 102/13/2012 7
  8. 8. E V E N T PA R T I C I PA N T S U P D AT E S02/13/2012 8
  9. 9. MARKING ATTENDEES & UPDATED NUMBERS ABOUT EVENT 1 202/13/2012 9
  10. 10. D U P L I C AT E P R E V E N T I O N02/13/2012 10
  11. 11. DUPLICATE PREVENTION ALGORITHM Incorporated an algorithm to prevent duplicates • Uses first name, last name, middle initial, suffix, address, phone number and email • Phone and Email have been added to Constituent Search • Used in constituent search, import and duplicate report • Prevent adding duplicate constituents individually and through import • Intelligently shows the best results • Shows the best results with the strongest matches at the top • Fuzzy search • Still returns results even if you misspell something on the record or in the search02/13/2012 11
  12. 12. NEW CONSTITUENT SEARCH02/13/2012 12
  13. 13. DUPLICATE CHECK ON ADD 1 202/13/2012 13
  14. 14. IMPORT REPORT02/13/2012 14
  15. 15. 102/13/2012 15
  16. 16. DUPLICATE REPORT 1 202/13/2012 16
  17. 17. EXPORT CATEGORIES 102/13/2012 17
  18. 18. RESOURCE CENTER IN RE02/13/2012 18
  19. 19. RE7.92 THE GIVING SCORE02/13/2012 19
  20. 20. THE GIVING SCORE™ Helps you raise more money by: • Giving you the power to target and identify your best supporters • Saving you time and money by knowing who to invest in • Improving efficiency with managing your supporters in RE The Giving Score™ Applies Smart Analytics to your Database: • Segments your constituents into four unique groups • Focuses cultivation and solicitation efforts on who is likely and capable to give How we do it: • Target Analytics looked at hundreds of external demographic and financial characteristics and combined that data with historical giving information from your organization to build the score02/13/2012 20
  21. 21. S C O R I N G Y O U R D ATA B A S E02/13/2012 21
  22. 22. SCORING YOUR DATABASE 102/13/2012 22
  23. 23. SCORING YOUR DATABASE02/13/2012 23
  24. 24. SCORING YOUR DATABASE02/13/2012 24
  25. 25. SCORING YOUR DATABASE02/13/2012 25
  26. 26. SCORING YOUR DATABASE02/13/2012 26
  27. 27. SCORING YOUR DATABASE 102/13/2012 27
  28. 28. SCORING YOUR DATABASE 102/13/2012 28
  29. 29. WHERE DO THE SCORES SHOW UP IN RE? 2 102/13/2012 29
  30. 30. THE GIVING SCORE: THE FANS Who are they? • Fans tend to by loyal donors or FAN VIP may be high scoring non-donors Cultivate & Acquire & Upgrade • They have a high affinity for your Steward organization and are passionate about your mission • They are likely to give you a gift when asked and have the Acquaintance LongShot potential to be upgraded to Minimize & Monitor Qualify & Inspire higher ask amounts • Strong annual donors and many are potential prospects for CAPACITY TO GIVE planned gifts02/13/2012 30
  31. 31. THE GIVING SCORE: FAN STRATEGY • The Goal • Retain and Upgrade to larger gifts VIP • The Strategy FAN Cultivate & • Retain their support through Acquire & Upgrade Steward personalized appeals and keep them on your list for potential upgrades • The Action • Ask for higher ask amounts over Acquaintance LongShot time Minimize & Monitor Qualify & Inspire • Focus on upgrade potential and moving to a high end annual donor and future mid-level or major CAPACITY TO GIVE donor02/13/2012 31
  32. 32. THE GIVING SCORE: THE ACQUAINTANCES’ Who are they: FAN VIP • They are the most challenging Cultivate & people to acquire as donors Acquire & Upgrade Steward • They may be new to your organization and not had an opportunity to give or they may have no interest in your mission Acquaintance LongShot • They scored very low due to Minimize & Monitor Qualify & Inspire having no capacity or affinity to make a gift • Most likely non-donors CAPACITY TO GIVE02/13/2012 32
  33. 33. THE GIVING SCORE: ACQUAINTANCE STRATEGY • The Goal • Reduce Costs and Staff Time • The Strategy FAN VIP • Minimize investment as the Cultivate & majority of these individuals do not Acquire & Upgrade Steward have interest or capacity to make a gift • Monitor if there is tie to the organization in some other way (i.e. young alumni) Acquaintance LongShot • The Action Minimize & Monitor Qualify & Inspire • Do not mail to this group of individuals • Use inexpensive tactics like email CAPACITY TO GIVE • Monitor those with ties to the organization to tailor your communication plan02/13/2012 33
  34. 34. THE GIVING SCORE: THE LONG-SHOTS Who are they: FAN VIP • LongShots have high capacity to Cultivate & Acquire & Upgrade give but have little to no Steward relationship with your organization • They may be wealthy people who were manually added to your database or attended a special Acquaintance LongShot event Minimize & Monitor Qualify & Inspire • They need to be sold on your mission CAPACITY TO GIVE02/13/2012 34
  35. 35. THE GIVING SCORE: LONG-SHOT STRATEGY • The Goal • Qualify potential VIPs FAN VIP Cultivate & • The Strategy Acquire & Upgrade Steward • Inspire them with mission driven stories about your organization’s impact on the community • The Action • Identify and qualify major gift Acquaintance LongShot potential and focus investment on Minimize & Monitor Qualify & Inspire long term cultivation. CAPACITY TO GIVE02/13/2012 35
  36. 36. THE GIVING SCORE: THE VIP VIP Who are they: FAN Acquire & Upgrade Cultivate & • VIPs are proven, loyal donors or Steward may be a newly discovered prospect who has been flying under the radar • They have high affinity and high capacity to make a gift to your Acquaintance LongShot organization and they are waiting to Minimize & Monitor Qualify & Inspire be asked for a gift CAPACITY TO GIVE02/13/2012 36
  37. 37. THE GIVING SCORE: VIP STRATEGY • The Goal • Encourage VIP’s to give a major gift FAN VIP • The Strategy Cultivate & • Cultivate them with high-touch, personal Acquire & Upgrade Steward communication • Your VIPs are the supporters who should receive your greatest attention • The Action LongShot • Understand previous history with your Acquaintance organization- refine the list using giving Minimize & Monitor Qualify & Inspire history • Contact immediately! • Identify hard assets and other indicators CAPACITY TO GIVE of wealth with WealthPoint for Raiser’s Edge • Use face-to-face meetings and solicitations from you or your board members02/13/2012 37
  38. 38. W E A LT H P O I N T F O R T H E R A I S E R ’ S E D G E02/13/2012 38
  39. 39. WEALTHPOINT DATA SOURCES02/13/2012 39
  40. 40. WEALTHPOINT02/13/2012 40
  41. 41. GIVING SCORE REPORT02/13/2012 41
  42. 42. GIVING SCORE REPORT02/13/2012 42
  43. 43. GIVING SCORE DASHBOARDS02/13/2012 43
  44. 44. GIVING SCORE DASHBOARDS 1 2 302/13/2012 44
  45. 45. G I V I N G S C O R E Q U E RY02/13/2012 45
  46. 46. GIVING SCORE QUERY1 23 4 5 8 7 6 02/13/2012 46
  47. 47. BEYOND 7.92… MOBILE FUNCTIONALITY02/13/2012 47
  48. 48. MOBILE FUNCTIONALITY Data Portability - Optimized presentation of constituent information for smartphone - Up-to-date information for constituent profiles—no more printing static copies - Access recent gift data - No more lugging around binders or laptops - Add constituents as Favorites for offline access - Leverage native smartphone functions like click-to-call, mapping, email, text Ease of Update - Meet users where they are used to working - Add/edit notes and call reports on the road—right into the constituent record - Complete your assigned actions and add new actions Targeted Release Date: 1H1202/13/2012 48
  49. 49. MOBILE FUNCTIONALITY Prototype products you will be seeing are under development and are subject to change prior to commercial release. Targeted Release Date: 1H1202/13/2012 49

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