The document discusses best practices for constituent management in nonprofits. It recommends treating every donor like a major donor by listening to what they care about, making their experience convenient, and inspiring their support. Specific tips include asking donors about their interests, offering personalized online access, enabling donors to track their donations, and encouraging donors to spread the word. The presentation also provides examples of how organizations can integrate different tools and improve data management practices to better engage constituents.

1. Best Practices for Constituent Management Natasha Deganello Giraudie, Papilia Cheryl Gipson, Network for Good/Groundspring Chris Pokrana, Points of Light Foundation Track: Nonprofits

3. Natasha Deganello Giraudie CEO [email_address]

4. Papilia – Treat Every Donor Like a Major Donor SM Kay Sprinkel Grace Ken Burnett Karen Osborne Founded in 2002. San Francisco, California, USA.

5. Papilia - Partial Customer List Jewish Family and Children Services

6. The Challenges Currently… Donor Gives 1. Expensive Acquisition High Impact Philanthropy - Kay Sprinkel Grace, Alan Wendroff (A) Mal Warwick, Cygnus Research, Oxfam, and others ‘03-’05. (B) Stephen Lee, International Fundraising Congress ‘02. (C) McKinsey Quarterly Report ‘01.

7. The Challenges Currently… Donor Gives 2. Excessive Attrition 1. Expensive Acquisition High Impact Philanthropy - Kay Sprinkel Grace, Alan Wendroff (A) Mal Warwick, Cygnus Research, Oxfam, and others ‘03-’05. (B) Stephen Lee, International Fundraising Congress ‘02. (C) McKinsey Quarterly Report ‘01.

8. The Challenges Twice as many nonprofits as in 1990. 1

9. The Challenges Currently… Donor Gives 2. Excessive Attrition 1. Expensive Acquisition 3. Steep Competition High Impact Philanthropy - Kay Sprinkel Grace, Alan Wendroff (A) Mal Warwick, Cygnus Research, Oxfam, and others ‘03-’05. (B) Stephen Lee, International Fundraising Congress ‘02. (C) McKinsey Quarterly Report ‘01.

10. The Challenges Currently… Donor Gives 2. Excessive Attrition 1. Expensive Acquisition The Opportunity 3. Steep Competition 1. Understanding Donor Interest of all the org does, what does the donor care about most Major Donor Fundraising High Impact Philanthropy - Kay Sprinkel Grace, Alan Wendroff (A) Mal Warwick, Cygnus Research, Oxfam, and others ‘03-’05. (B) Stephen Lee, International Fundraising Congress ‘02. (C) McKinsey Quarterly Report ‘01.

11. The Challenges Currently… Donor Gives 2. Excessive Attrition 1. Expensive Acquisition The Opportunity 3. Steep Competition Major Donor Fundraising 2. Confirmation gift has been set to work as intended High Impact Philanthropy - Kay Sprinkel Grace, Alan Wendroff (A) Mal Warwick, Cygnus Research, Oxfam, and others ‘03-’05. (B) Stephen Lee, International Fundraising Congress ‘02. (C) McKinsey Quarterly Report ‘01.

12. The Challenges Currently… Donor Gives 2. Excessive Attrition 1. Expensive Acquisition The Opportunity 3. Steep Competition Major Donor Fundraising 3. Assurance gift is yielding results that are meaningful High Impact Philanthropy - Kay Sprinkel Grace, Alan Wendroff (A) Mal Warwick, Cygnus Research, Oxfam, and others ‘03-’05. (B) Stephen Lee, International Fundraising Congress ‘02. (C) McKinsey Quarterly Report ‘01.

13. The Challenges High Impact Philanthropy - Kay Sprinkel Grace, Alan Wendroff (A) Mal Warwick, Cygnus Research, Oxfam, and others ‘03-’05. (B) Stephen Lee, International Fundraising Congress ‘02. (C) McKinsey Quarterly Report ‘01. Currently… Donor Gives 2. Excessive Attrition 1. Expensive Acquisition The Opportunity 3. Steep Competition Donor Gives 2 Treat Every Donor like a Major Donor Increases 4 With Papilia. . . Engage 1 Tells-a-friend 5 Repeats 3

15. Treating Every Donor Like a Major Donor Ask every donor and prospect what interests them most.  Listen to What Your Supporters Care About  Make their Experience Convenient  Inspire their Championship

16. Treating Every Donor Like a Major Donor  Listen to What Your Supporters Care About  Make their Experience Convenient  Inspire their Championship Send email updates based on their specific interests. Help them understand the impact of their gifts.

17. Treating Every Donor Like a Major Donor  Listen to What Your Supporters Care About  Make their Experience Convenient  Inspire their Championship Offer secure, private access to their own version of the website. My American Prairie Foundation

18. Treating Every Donor Like a Major Donor  Listen to What Your Supporters Care About  Make their Experience Convenient  Inspire their Championship Personalize their web experience so that they can see progress relative to their interests.

19. Treating Every Donor Like a Major Donor  Listen to What Your Supporters Care About  Make their Experience Convenient  Inspire their Championship Offer a way for supporters to easily stay in touch. Edit contact information. Manage subscriptions for email updates.

20. Treating Every Donor Like a Major Donor Recognize supporters as they are giving. Pre-populate their contact information.  Listen to What Your Supporters Care About  Make their Experience Convenient  Inspire their Championship

21. Treating Every Donor Like a Major Donor Enable them to track all their gifts & print their own tax receipts.  Listen to What Your Supporters Care About  Make their Experience Convenient  Inspire their Championship

22. Treating Every Donor Like a Major Donor  Listen to What Your Supporters Care About  Make their Experience Convenient  Inspire their Championship Encourage supporters to spread the word. Quickly import address books. Share with friends.

23. Papilia for Salesforce: On-demand Data Synch Treat Every Donor Like a Major Donor

26. Cheryl Gipson Director Nonprofit Services Network for Good [email_address]

33. Email subscriptions begin the contact profile description (web to lead) Demographic Data

34. Start building the data – but make it optional Provide content & frequency choice – leave room for flexibility in contact Demographic Data

35. The more you know about a contact, the deeper the relationship can grow: if you have a strategy Here’s our web to lead data Demographic Data

36. Gift coding is critical to segmentation Gift Giving and Donation Data

37. We take a look at email subscriber behavior and match it to other habits and “re-mail” if we have the opt-in Email Subscriber Behavior

40. Chris Pokrana CRM Director [email_address]

45. NATASHA DEGANELLO GIRAUDIE CEO CHERYL GIPSON Director, Nonprofit Services CHRIS POKRANA CRM Director QUESTION & ANSWER SESSION