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Bridging the Gap between Your Database and Your Fundraising<br />Mike Kierce<br />eTapestry<br />Mike.kierce@etapestry.com...
When you hear “fundraising database” – what do you think of?<br />
When you hear “fundraising database” – what do you think of?<br />…how do you feel?<br />
While your database can’t…<br /><ul><li> Read your mind
 Raise money
 Think
 Replace human interaction
 Or solve every problem…</li></li></ul><li>Your database can, and should…<br /><ul><li> Streamline processes
 Automate routine tasks
 Give you easy access to information
 Allow you to grow your fundraising and     be more effective!</li></li></ul><li>Your database can, and should…<br /><ul><...
 Help you improve the donor stewardship experience
 Expand your Internet presence
 Provide historical analysis
 Help with strategic planning</li></li></ul><li>Agenda:<br /><ul><li> The Basics - Why a good database is more important 	...
 Traditional versus New - selecting a database
 Expanding Relationships
 Contact Management
 Relationship Tracking
 Communications
 Integrated Tools
 Analysis</li></li></ul><li>Your organization and the recession<br /> Knowing your constituencies<br />How are they affect...
The Basics…<br />New Breed of Prospect/Donor/Member<br /><ul><li>Reads email before snail mail
Busy, satisfy interests on their schedule
Expect to find information online
Expects information to be personalized
Expects immediate feedback
Demands information/stewardship</li></li></ul><li>Why an integrated database system is more important now more than ever <...
The Basics<br />Interests?<br />Age?<br />Communication preference?<br />Volunteer interests?<br />Internet use?<br />Chil...
Outlook Integration<br />WishList<br />eReceipting<br />Planned Gift Calculators<br />Moves Management or RaisingMoreMoney...
 Remember the 80/20 Rule
 Envision growth and future needs</li></li></ul><li>The Basics…<br />Know your Resources<br />Time<br />Money<br />Staff<b...
The Basics…<br />Something usable by Key Stakeholders<br />Executive staff<br />Admin staff<br />Board members<br />Volunt...
Traditional versus New…<br />Traditional (Client Server)<br />New (ASP)<br /><ul><li>Bought or Built
In-House Computer Systems
Continual Maintenance
Limited Users
Limited Access
Not all bad!
 Rented
 Internet
 Automatic Updates
 Unlimited Users
 Remote Access
 Integrate to Web Services</li></li></ul><li>Use your database to help expand relationships…<br /><ul><li> Contact Management
 Relationship Tracking
 Communications
 Integrated Tools
 Analysis</li></li></ul><li>Contact Management…<br />Every phone call<br />	Every email<br />		Every conversation<br />			...
Constituent interactions<br />&quot;I open up my database and look at the journal entries to see the last time we talked. ...
Outlook  Integration<br />
Complete info on one page<br />
Complete info on one page<br />
Future Contacts/Calendaring<br />
Future Contacts/Calendaring<br />
Relationship Tracking…<br />Six Degrees of <br />
Track Relationships<br />
Relationships<br />
Track Relationships<br />
Communications…<br />Mail<br />		&<br />				Email<br />
Communications & Tracking All in One Place<br />
Envelopes Templates<br />
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Bridging The Gap Between Your Database And Your Fundraising 2010 NSFA

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Bridging The Gap Between Your Database And Your Fundraising 2010 NSFA

  1. 1. Bridging the Gap between Your Database and Your Fundraising<br />Mike Kierce<br />eTapestry<br />Mike.kierce@etapestry.com<br />
  2. 2. When you hear “fundraising database” – what do you think of?<br />
  3. 3. When you hear “fundraising database” – what do you think of?<br />…how do you feel?<br />
  4. 4. While your database can’t…<br /><ul><li> Read your mind
  5. 5. Raise money
  6. 6. Think
  7. 7. Replace human interaction
  8. 8. Or solve every problem…</li></li></ul><li>Your database can, and should…<br /><ul><li> Streamline processes
  9. 9. Automate routine tasks
  10. 10. Give you easy access to information
  11. 11. Allow you to grow your fundraising and be more effective!</li></li></ul><li>Your database can, and should…<br /><ul><li> Help you communicate better
  12. 12. Help you improve the donor stewardship experience
  13. 13. Expand your Internet presence
  14. 14. Provide historical analysis
  15. 15. Help with strategic planning</li></li></ul><li>Agenda:<br /><ul><li> The Basics - Why a good database is more important now than ever before
  16. 16. Traditional versus New - selecting a database
  17. 17. Expanding Relationships
  18. 18. Contact Management
  19. 19. Relationship Tracking
  20. 20. Communications
  21. 21. Integrated Tools
  22. 22. Analysis</li></li></ul><li>Your organization and the recession<br /> Knowing your constituencies<br />How are they affected; regionally & individually<br />Be ‘donor centered’ <br />Your donors, members, and prospects do not stop caring about your mission during a recession.<br />Compassionately manage your relationships<br />What Smart Nonprofits know about raising money during challenging times – Why a good database is more important now more than ever before<br />
  23. 23. The Basics…<br />New Breed of Prospect/Donor/Member<br /><ul><li>Reads email before snail mail
  24. 24. Busy, satisfy interests on their schedule
  25. 25. Expect to find information online
  26. 26. Expects information to be personalized
  27. 27. Expects immediate feedback
  28. 28. Demands information/stewardship</li></li></ul><li>Why an integrated database system is more important now more than ever <br />In Person Meetings<br />Your Web Site<br />Events<br />An Integrated Strategy<br />Phone<br />Blogs<br />Text Messaging<br />Social Networking Sites<br />
  29. 29. The Basics<br />Interests?<br />Age?<br />Communication preference?<br />Volunteer interests?<br />Internet use?<br />Children?<br />Gift size?<br />
  30. 30. Outlook Integration<br />WishList<br />eReceipting<br />Planned Gift Calculators<br />Moves Management or RaisingMoreMoney<br />Grant Explorer<br />Executive Reports<br />Matching Gifts<br />Advanced Email<br />Advanced Security<br />Prospect Research<br />Data Hygiene Tools<br />eCommerce<br />Websites<br />The Basics…<br />ID Your Key Needs<br /><ul><li> Needs – not Features
  31. 31. Remember the 80/20 Rule
  32. 32. Envision growth and future needs</li></li></ul><li>The Basics…<br />Know your Resources<br />Time<br />Money<br />Staff<br />Technology<br />Expertise<br />
  33. 33. The Basics…<br />Something usable by Key Stakeholders<br />Executive staff<br />Admin staff<br />Board members<br />Volunteers<br />Researchers<br />
  34. 34. Traditional versus New…<br />Traditional (Client Server)<br />New (ASP)<br /><ul><li>Bought or Built
  35. 35. In-House Computer Systems
  36. 36. Continual Maintenance
  37. 37. Limited Users
  38. 38. Limited Access
  39. 39. Not all bad!
  40. 40. Rented
  41. 41. Internet
  42. 42. Automatic Updates
  43. 43. Unlimited Users
  44. 44. Remote Access
  45. 45. Integrate to Web Services</li></li></ul><li>Use your database to help expand relationships…<br /><ul><li> Contact Management
  46. 46. Relationship Tracking
  47. 47. Communications
  48. 48. Integrated Tools
  49. 49. Analysis</li></li></ul><li>Contact Management…<br />Every phone call<br /> Every email<br /> Every conversation<br /> Every event<br />Record it in your database!<br />
  50. 50. Constituent interactions<br />&quot;I open up my database and look at the journal entries to see the last time we talked. If I don’t know them very well, I can see who introduced them to the organization. It’s really powerful.&quot;<br />Connie Sherman, Connie Sherman, Executive Director, St. Mary&apos;s Child Center<br />
  51. 51. Outlook Integration<br />
  52. 52. Complete info on one page<br />
  53. 53. Complete info on one page<br />
  54. 54. Future Contacts/Calendaring<br />
  55. 55. Future Contacts/Calendaring<br />
  56. 56. Relationship Tracking…<br />Six Degrees of <br />
  57. 57. Track Relationships<br />
  58. 58. Relationships<br />
  59. 59. Track Relationships<br />
  60. 60. Communications…<br />Mail<br /> &<br /> Email<br />
  61. 61.
  62. 62. Communications & Tracking All in One Place<br />
  63. 63. Envelopes Templates<br />
  64. 64. Newsletter Templates<br />
  65. 65. Events & Invitation Templates<br />
  66. 66. E-Newsletters<br />
  67. 67. Thank You Letters<br />
  68. 68. Special Event Invitations<br />
  69. 69. Communications…<br />
  70. 70. How else should our database help us raise money?<br />
  71. 71. How else should our database help us raise money?<br />Integrated Tools…<br /> Matching Gift Resources<br /> Prospect Research<br /> Online Giving<br /> Website Integration<br />
  72. 72. Don’t miss out on GOLDEN opportunities!<br /><ul><li>Quite Simply a Doubling of Donation Amounts!
  73. 73. Most Often Money that Falls Through the Cracks
  74. 74. Relationships, Relationships, Relationships
  75. 75. Again Leveraging Your Technology Investment </li></li></ul><li>Matching Gifts<br />
  76. 76. Matching Gifts<br />
  77. 77. Matching Gifts<br />
  78. 78. Planned Gift Calculators<br />
  79. 79. Planned Gift Calculators<br />
  80. 80. Planned Gift Calculators<br />
  81. 81. Prospect Research<br />
  82. 82. Prospect Research<br />
  83. 83. An Overall Strategy<br />Donate Now<br />Multiple Ways <br />To Support & Get Involved<br />Sign Up for <br />Newsletter<br />
  84. 84. eCommerce<br />Online Giving Integration?<br />More than 1 in 3 donors to an online fundraising website say they would not have given at all without an online option.”<br />Source: Justgiving, 2005<br />
  85. 85. eCommerce<br /># 1 reasondonors’ say they give online isconvenience– it’s easier than writing a check.<br /> Source: Network for Good – ‘06<br />
  86. 86. Online Giving<br />
  87. 87. Registration Capabilities (Volunteer/Events)<br />
  88. 88. Volunteer Registration (page continued)<br />
  89. 89. Website Integration<br />Wish-List<br />
  90. 90. Website Integration<br />
  91. 91. Website Integration<br />
  92. 92. Personalized Fundraising Pages<br />
  93. 93. Reporting/Analysis…<br /><ul><li> Who are your top donors?
  94. 94. Who are your top prospects?
  95. 95. How many new donors do you have?
  96. 96. How many donors increase/decrease giving?
  97. 97. How many donors are lapsing?</li></li></ul><li>Fund Activity Summary<br />How are gifts designated?<br />
  98. 98. Drillable Reporting Options<br />How are gifts designated?<br />
  99. 99. Top Donor Report<br />Who are your top donors?<br />
  100. 100. Giving Dynamics<br />How many new, increasing, decreasing, lapsed…?<br />
  101. 101. Giving Dynamics (cont.)<br />How many new, increasing, decreasing, lapsed…?<br />
  102. 102. Additional Analysis Tools – How they can help!<br />Benchmark Reporting & Donor Loyalty<br />Keys to your Future Success!!!<br />
  103. 103. Benchmarking - What is it?<br />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. <br />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. <br />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!<br />
  104. 104. Why Benchmark Reporting is Important?<br /><ul><li>Direct Comparisons are Powerful
  105. 105. Accurate Data from Thousands of Non-Profits
  106. 106. Ability to Isolate Peer Groups
  107. 107. Focus Your Team on Areas with the Greatest Impact</li></li></ul><li>We are losing current donors, not focusing enough of our development time on lapsed donors, and spending more money to acquire donors<br />Benchmark Giving Dynamics, Status, Trends, Comparisons<br />
  108. 108. Donor Loyalty<br />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?<br />Can provide a scientific measurement of individual donor loyalty, which provides accurate insight into future donor behavior.<br />
  109. 109. Donor Loyalty<br />
  110. 110. Conclusion:<br /><ul><li>Selecting your database – (know your needs & your donors)
  111. 111. Traditional vs. New Technology Offerings
  112. 112. Use your Database to Expand Relationships
  113. 113. Contact Management
  114. 114. Relationship Tracking
  115. 115. Communications
  116. 116. Integrated Tools
  117. 117. Analysis
  118. 118. Every piece of information you collect, put it in the database
  119. 119. Don’t be Afraid to try something</li></li></ul><li>Thank you!<br />For a Copy of Slides . . . <br />Mike.kierce@etapestry.com<br />

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