Are your channels working in unison or against each other Should you mail first or phone first? How can you better utilize email to maximize your annual giving results? During this interactive session with Josh Robertson, VP for Product Development, and Chris Hughes, Director of Fundraising Strategies, you will learn what it takes to build an integrated multichannel program to optimize your program’s results.

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7. Utilize
Multiple
channels
Cross-
Channel
Strategy
Omnichannel
Experience

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Two, 12%
Three,
38%Four, 29%
Five, 7%
Six-plus,
14%

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25%
69%
26%
18%
58%
21%
1S T T IME DONOR LY BUNT 1 Y E A R LA P S E D
IMPACT OF DATA QUALITY ON
RETENTION RATE
Overall No Phone Retention Rate

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2,354
2,187
1,927
2,129
3,063
60%
63% 66%
80%
64%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
-
500
1,000
1,500
2,000
2,500
3,000
3,500
2009 2010 2011 2012 2013
5 YEAR DONOR RETENTION

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Solicitations Tue 7/01/14 Tue 6/30/15
Fall DM Renewal Mailing Fri 8/01/14 Sun 9/07/14
Fall DM Renewal Email Fri 8/08/14 Fri 8/22/14
Fall Phonathon Mon 9/08/14 Sat 11/15/14
Deans Fund Fall Renewal Thu 10/16/14 Fri 11/21/14
Calendar Year End DM Fri 11/21/14 Sat 12/27/14
Calendar Year End Email Mon 12/01/14 Mon 12/15/14
Calendar Year End Tax Email Sun 12/28/14 Sun 1/11/15
Renewal Clean Up Calling Wed 1/21/15 Sat 2/28/15
Student Renewal DM Thu 3/05/15 Fri 4/10/15
Student Renewal Email Follow Up Thu 3/12/15 Thu 3/26/15
2nd Gift and Refusal Calling Fri 4/10/15 Sun 5/10/15
Late Spring DM Renewal Appeal Wed 5/06/15 Fri 6/05/15
Late Spring Renewal Email Follow Up Wed 5/13/15 Wed 5/27/15
FYE Renewal Email Mon 6/15/15 Mon 6/29/15
FYE Last Chance Renewal Email Tue 6/30/15 Tue 6/30/15

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56%
44%
56%
62%
70%
77%
79% 80% 80%
69%
FY14 Lybunt Retention Rate
(by FY13 Gift Size)

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58%
49%
44%
43%
31%
10%
0% 10% 20% 30% 40% 50% 60% 70%
More accurate decision
Better business result
More efficient use of resources & reduced cost
ID new opportunity
Faster decision
None/other

32. SWOT
Analysis
Determine
Goals
Build Data
Enrichment
Plan
Revamp
Solicitation
Plan
Develop
Cultivation
Plan to
Support
Solicitation
Strategy
Build
Stewardship
Plan Based
on Goals
Execute
Measure
Results
Be Dynamic

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