0830 Academy session slides

1. Welcome to
Bloomerang Academy
Thank you for joining us!

2. Join the Online Audio or Dial in!
+1 669 900 6833

3. Ask questions

4. Live Transcript

5. Do you currently use DonorSearch?
How well do you identify with this
statement: Our organization is fully
utilizing the information from
DonorSearch?
Poll

6. Bloomerang and DonorSearch: Uncover
the Secret Giving Power of your
Constituents

7. Kirst Wantland
Kirsten Wantland has had a wealth of experience in
the nonprofit sector in addition to her Master’s
Degree in Nonprofit Management and Leadership.
She has held many positions, mostly in
customer-facing roles focused on Guest Relations,
Volunteer Management, and Fine Arts Events
Management at the Art Institute of Chicago, Frank
Lloyd Wright Trust, Local Living History Museum, and
Private College’s Fine Arts Department. She has
been with Bloomerang for almost 2 years with
experience in the Support Department and on the
Database Strategy Team.
When she is not working, she enjoys photography,
camping, reading, and spending time with her
husband and pets.
Database Consultant, Database Strategy Team

8. Today’s Agenda!
What is Wealth Screening?
Benefits of Wealth Screening
Learn about Donor Search & Your options
When should I do a batch Screen, and
how often?
What data is included in the Batch
Screen and how do you recommend
using it?
Generosity Score vs. Engagement Score
Report Building
Q&A Session

9. Why are we here
today?
Understand when it would be beneficial to
do a Batch Screen.
Learn how you can utilize Batch Screen data
to segment your constituents for certain
asks!
Understand the Purpose and Power of
Wealth Screening.
Learning Objectives!

10. What is Wealth Screening in General?
Wealth screening is a way for organizations to research their donors' past
giving history and current assets to see how much a donor is able to give
and/or help determine what an organization should ask.
Past Giving
History
Current
Assets
Wealth Potential
Past Giving History is the best indicator of future giving!
Objective 1: Understand the Purpose and Power

11. Allows you to make
targeted
solicitations based
on their actual
capacity to give!
Uncover donors
with large capacity
already in your
database!
Instantly enhances
the data in your
database!
The Importance of Wealth Screening,
and the Benefits!
Objective 1: Understand the Purpose and Power

12. Donor Search Add On’s!
● Prospect View
○ allows you to research the public wealth
information and charitable giving history of
individuals directly from your Bloomerang
database. The data is not imported into your
Bloomerang database.
● Batch Screen
○ Batch screening enables you to research
thousands of your constituents at once. The
DonorSearch data is imported into your
Bloomerang database.
● Online Suite of Tools
○ Find new prospects based on previous giving, search
the philanthropic history and habits of corporations and
foundations, and more
DonorSearch combines Giving History,
Mission-affinity, and Wealth data to analyze
prospects.
Donor Search, Bloomerang’s Wealth
Screening Partner is already built into your
database for a general Generosity Scan!
This is something you can take advantage
of immediately.
Segmentation & Prioritization!
Objective 1: Understand the Purpose and Power

13. When should my organization complete a
batch screen, and who can be included?
Batch screens can look for any
individual constituents with a first name,
last name, and valid US address!
For the first time:
● Large Fundraising Events
● Capital Campaign
● Annual Fund Contributions
How Often?
● Recommended every 1-2 Years
● Large Influx of New Donors
Objective 2: Understand when to utilize

14. Where does this information live in the database?
If you haven’t done a
batch screen, your
Generosity button will
look like this!
Objective 3: Understand how to utilize

15. Fields included in the Batch Screen
All of these fields can be used in reporting as filters and columns!
Objective 3: Understand how to utilize

16. Engagement Score
The engagement level takes into
account a variety of factors,
including: giving history, upgrades
and downgrades in giving, soft
credits, constituent communication
preferences, volunteer engagement,
and other constituent-initiated and
organization-initiated interactions.
Generosity Score
(Cold, Cool, Warm, Hot, On Fire!)
Generosity Score is determined by the
DS rating from DonorSearch. The DS
rating is DonorSearch’s ranking of a
propensity to make $5,000+ donations.

17. How to use the data to segment in reports!
● Master Batch Screen Details
○ Shows all constituents included in the batch screen
○ Add filter for ‘Generosity Details’
● Major Gift Prospects
○ Shows constituents to consider for Major Gift Asks/Pipeline
○ Add filter for High Engagement, High Generosity
● Cultivation List
○ Shows High Capacity Donors in your Database with low engagement
○ Add filter for Low Engagement, High Generosity
● One Time Donors
○ Look at donors who only have one gift, add metrics to decide which way to cultivate
○ Start with the One-Time Donor template, add columns for Major and Annual Fund
Likelihood
● First Time Donors
○ First Time Donors in X time frame with batch screen details
Objective 3: Understand how to utilize

18. Would you like a follow-up about any
of the following services?
ProspectView
Batch Screening
Online Suite of Tools
Personal Coaching
Poll

19. Resources
Knowledgebase
DonorSearch Integration
DonorSearch Basics
DonorSearch Generosity Details Explained
How is Engagement Level Calculated?
Bloomerang Academy
General Academy Landing Page
Bloomerang + Donorsearch: Six Markers of
Philanthropy
Intermediate Reports Part 1
Intermediate Reports Part 2
Track Donor Engagement and Boost Your
Fundraising Efforts

20. Resources
Bloomerang Knowledgebase and Support Portal