Successfully reported this slideshow.

Hiding In Plain Sight Compatible

338 views

Published on

Published in: Business, Education, Technology
  • Be the first to comment

  • Be the first to like this

Hiding In Plain Sight Compatible

  1. 3. <ul><li>Understanding data benchmarks and structural guidelines </li></ul><ul><li>Defining your donor universe </li></ul><ul><li>Data-based donor upgrade strategies </li></ul><ul><li>Maintaining data integrity </li></ul>
  2. 4. <ul><li>Easy-to-implement strategies to structuring your data </li></ul><ul><li>Using that data to define your donor universe </li></ul><ul><li>Creating donor upgrade strategies based on your defined donor universe </li></ul>
  3. 8. <ul><li>How do you define data in your system? </li></ul><ul><li>What data do you currently capture on your donors? </li></ul><ul><li>How do you ensure this data is captured? </li></ul><ul><li>What do you do with data once you’ve got it? </li></ul>
  4. 9. <ul><li>How do you define data in your system? </li></ul><ul><ul><li>Data coding </li></ul></ul><ul><ul><li>Multi-level </li></ul></ul><ul><ul><li>Based on giving status, prospect status, moves management etc. </li></ul></ul><ul><ul><li>Should include any official PP capacity (board member, honorary chair, committee member etc.) </li></ul></ul>
  5. 10. <ul><li>What data do you currently capture on your donors? </li></ul><ul><li>Giving history, biographical, business, philanthropy, relationship to PP, contact history, demographic, psychographic etc. </li></ul><ul><li>How do you ensure this data is captured? </li></ul>
  6. 11. <ul><li>Define what donor information you want and how you want to captured </li></ul><ul><li>Require those fields for your data entry staff/prospect managers </li></ul><ul><li>Define a series of giving levels </li></ul><ul><li>Define a series of relationship levels </li></ul><ul><li>Create definitive staff portfolios </li></ul>
  7. 13. <ul><li>Using established donor coding, how may constituents fall into each category? </li></ul><ul><li>What is the best way to reach these donors? </li></ul><ul><li>Do they have other things in common? </li></ul><ul><li>ex. How did they give? In response to what? </li></ul>
  8. 14. <ul><li>Using established donor levels, how may donors do you have in each giving category? </li></ul><ul><li>Assigned levels based on cumulative giving </li></ul><ul><li>Overlap giving with donor codes and response motivator </li></ul>
  9. 16. <ul><li>Works well with annual campaigns </li></ul><ul><li>Direct mail, Annual appeals, E-appeals, Telemarketing </li></ul><ul><li>Based on the defined donor universe </li></ul><ul><li>Utilizes list segmentation and preset donor upgrade levels </li></ul>
  10. 17. <ul><li>List segmentation—every donor list you pull for any appeal mailing should contain the following information: </li></ul><ul><ul><li>Donor name </li></ul></ul><ul><ul><li>Address </li></ul></ul><ul><ul><li>Phone number and year </li></ul></ul><ul><ul><li>Last 3-5 fiscal years of giving </li></ul></ul>
  11. 18. <ul><li>Divide list into sections </li></ul><ul><ul><li>Gave this FY and met previous FY giving </li></ul></ul><ul><ul><li>Gave this FY and haven’t met previous FY giving </li></ul></ul><ul><ul><li>LYBNT (last year but not this year) </li></ul></ul><ul><ul><li>SYBNT (some year but not this year) </li></ul></ul>
  12. 19. <ul><li>Create upgrade correlations </li></ul>Donor Level Ask Amount $0-$499 $600 $400-$999 $1,200 $1,000-$1,499 $1,700 $1,500-$1,999 $2,500 $2,000-$2,499 $3,000
  13. 20. <ul><li>Apply ask correlations to groups </li></ul><ul><ul><li>Gave this FY and met previous FY giving: no specific amount; “special gift” ask </li></ul></ul><ul><ul><li>Gave this FY and haven’t met previous FY giving: apply ask correlations </li></ul></ul><ul><ul><li>LYBNT (last year but not this year): apply ask correlations </li></ul></ul><ul><ul><li>SYBNT (some year but not this year): ask for your minimum “major donor” amount </li></ul></ul>
  14. 21. <ul><li>Bridge Donors </li></ul><ul><li> Donors who oscillate between major </li></ul><ul><li>donor giving and lower-dollar giving </li></ul><ul><li>Works well with programs that have both a direct mail and major donor/annual fund component </li></ul>
  15. 22. <ul><li>Periodic review of high dollar direct mail donors </li></ul><ul><li>Set an amount at which direct mail donors get moved to major donor/annual fund list </li></ul><ul><li>Monitor performance </li></ul><ul><li>Keep positioning fluid </li></ul>
  16. 23. <ul><li>Understand that data is not an obstacle to overcome </li></ul><ul><li>Communicate this effectively to your staff </li></ul><ul><li>Place emphasis on correct, accurate, and updated data </li></ul>
  17. 24. <ul><li>Assign responsibility for maintaining data integrity </li></ul><ul><li>Build that responsibility into performance evaluations </li></ul><ul><li>Set achievable goals and deadlines </li></ul><ul><li>Periodically review data sets, codes etc. for effectiveness and applicability </li></ul>

×