Donor Analysis
Heather Harris, The Foraker Group
Goals of Pick.Click.Give.
• Increase number of donors to nonprofit
organizations
• Increase individual charitable giving
• Build a culture of individual philanthropy
Property of The Foraker Group 2014 2
Asset-
Estate-
Planned
Giving
Leadership / special gifts
Endowment campaigns
Capital and special campaigns
Personal contact only
Personal contact only
Consistent Annual giving
direct mail/ phone / Membership
First Time donors Entry level – annual giving Special Events
Universe of Prospects
Donor Commitment
Invest
Donor Growth
Involve--Interest
Donor Contact
Inform--Identify
Personal contact,
letter, phone call
Renewed /upgraded Annual Donors
Major Gifts
Individuals, corporations, foundations
12/15/2014 Property of The
Foraker Group 2014
Property of The Foraker Group 2014
Donor Relationship
Expectations of Time
• 30% Research
– Your Case
– Constituency identification
• 30% Relationships Building
– Education (mission connect)
– Communication- LISTEN
• 10% Request
– All ways: face-to-face, mail,
phone, web, events,
proposals
• 30% recognition / reporting
– Strategic and consistent
Relationship
Building
Request
Recognition /
Reporting
Research
4
What we know about
Pick.Click.Give. donors
• 50% remain anonymous
– Changes this year
– Double your dividend sweepstakes
Property of The Foraker Group 2014 5
Pick.Click.Give. Donors
Property of The Foraker Group 2014 6
-
5,000
10,000
15,000
20,000
25,000
30,000
2009 2010 2011 2012 2013
4,782
9,522
18,668
22,885
26,130
Pick.Click.Give. Revenue
Property of The Foraker Group 2014 7
$-
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
2009 2010 2011 2012 2013
$500,525
$908,250
$1,559,250
$2,164,575
$2,451,125
Pick.Click.Give. 2013 Male/Female Ratio
Property of The Foraker Group 2014 8
37%
63%
Individual Donors
Male
Female
Pick.Click.Give. 2013 Age
Property of The Foraker Group 2014 9
14%
19%
16%19%
22%
11%
0 - 21
22 - 34
35 - 44
45 - 54
55 - 64
65+
Pick.Click.Give. 2013 Repeat Donors
Property of The Foraker Group 2014 10
45%
24%
18%
9%
4%
One Time
2nd Time
3rd Time
4th Time
5th Time
Analyzing Your Data
• Donor Database
• Comparative Analysis
– Contributing 2 or more years
– Contribution increase or decrease
– Donors contribute outside of Pick.Click.Give.
• Who are your donors?
– Who do you know?
– Who does your team know?
– Who don’t you know?
• Examples of successful donor analysis that you
have found helpful?
Property of The Foraker Group 2014 11
Property of The Foraker Group 2014
Make a Plan
• Build a plan based on Relationship Cycle
• Segment donors for donor recognition
• Right communication to right donor
– All need to be thanked
– Tell a story, where does the donation go
– Thank them again with a reminder
• Danger Zones
12
Property of The Foraker Group 2014
Review
• You have great data for research
• Get to know your donors
• Make a Plan
• Say Thank you
• Questions
13
Next Webinar
Focusing your audience on your strategy:
Creating long-term donors
Laurie Wolf
Thursday, November 13th 2:00-2:45pm
Property of The Foraker Group 2014 14
For More Information
www.pickclickgive.org
Contact Us, Search function, information for
donors and organizations
www.forakergroup.org info@forakergroup.org
(907) 743-1200 • toll-free (877) 834-5003
Educational Opportunities, Organizational
Development, Shared Services, Advocacy
Property of The Foraker Group 2014 15

Analyzing Your Donor List

  • 1.
  • 2.
    Goals of Pick.Click.Give. •Increase number of donors to nonprofit organizations • Increase individual charitable giving • Build a culture of individual philanthropy Property of The Foraker Group 2014 2
  • 3.
    Asset- Estate- Planned Giving Leadership / specialgifts Endowment campaigns Capital and special campaigns Personal contact only Personal contact only Consistent Annual giving direct mail/ phone / Membership First Time donors Entry level – annual giving Special Events Universe of Prospects Donor Commitment Invest Donor Growth Involve--Interest Donor Contact Inform--Identify Personal contact, letter, phone call Renewed /upgraded Annual Donors Major Gifts Individuals, corporations, foundations 12/15/2014 Property of The Foraker Group 2014
  • 4.
    Property of TheForaker Group 2014 Donor Relationship Expectations of Time • 30% Research – Your Case – Constituency identification • 30% Relationships Building – Education (mission connect) – Communication- LISTEN • 10% Request – All ways: face-to-face, mail, phone, web, events, proposals • 30% recognition / reporting – Strategic and consistent Relationship Building Request Recognition / Reporting Research 4
  • 5.
    What we knowabout Pick.Click.Give. donors • 50% remain anonymous – Changes this year – Double your dividend sweepstakes Property of The Foraker Group 2014 5
  • 6.
    Pick.Click.Give. Donors Property ofThe Foraker Group 2014 6 - 5,000 10,000 15,000 20,000 25,000 30,000 2009 2010 2011 2012 2013 4,782 9,522 18,668 22,885 26,130
  • 7.
    Pick.Click.Give. Revenue Property ofThe Foraker Group 2014 7 $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 2009 2010 2011 2012 2013 $500,525 $908,250 $1,559,250 $2,164,575 $2,451,125
  • 8.
    Pick.Click.Give. 2013 Male/FemaleRatio Property of The Foraker Group 2014 8 37% 63% Individual Donors Male Female
  • 9.
    Pick.Click.Give. 2013 Age Propertyof The Foraker Group 2014 9 14% 19% 16%19% 22% 11% 0 - 21 22 - 34 35 - 44 45 - 54 55 - 64 65+
  • 10.
    Pick.Click.Give. 2013 RepeatDonors Property of The Foraker Group 2014 10 45% 24% 18% 9% 4% One Time 2nd Time 3rd Time 4th Time 5th Time
  • 11.
    Analyzing Your Data •Donor Database • Comparative Analysis – Contributing 2 or more years – Contribution increase or decrease – Donors contribute outside of Pick.Click.Give. • Who are your donors? – Who do you know? – Who does your team know? – Who don’t you know? • Examples of successful donor analysis that you have found helpful? Property of The Foraker Group 2014 11
  • 12.
    Property of TheForaker Group 2014 Make a Plan • Build a plan based on Relationship Cycle • Segment donors for donor recognition • Right communication to right donor – All need to be thanked – Tell a story, where does the donation go – Thank them again with a reminder • Danger Zones 12
  • 13.
    Property of TheForaker Group 2014 Review • You have great data for research • Get to know your donors • Make a Plan • Say Thank you • Questions 13
  • 14.
    Next Webinar Focusing youraudience on your strategy: Creating long-term donors Laurie Wolf Thursday, November 13th 2:00-2:45pm Property of The Foraker Group 2014 14
  • 15.
    For More Information www.pickclickgive.org ContactUs, Search function, information for donors and organizations www.forakergroup.org info@forakergroup.org (907) 743-1200 • toll-free (877) 834-5003 Educational Opportunities, Organizational Development, Shared Services, Advocacy Property of The Foraker Group 2014 15