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Bridging The Gap Between Your Database And Your Fundraising 2010 NSFA
- 1. Bridging the Gapbetween Your Database and Your FundraisingMike KierceeTapestryMike.kierce@etapestry.com
- 2. When you hear“fundraising database” – what do you think of?
- 3. When you hear“fundraising database” – what do you think of?…how do you feel?
- 4. While your databasecan’t… Read your mind
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- 7. Replace humaninteraction
- 8. Or solveevery problem…Your database can, and should… Streamline processes
- 9. Automate routinetasks
- 10. Give youeasy access to information
- 11. Allow youto grow your fundraising and be more effective!Your database can, and should… Help you communicate better
- 12. Help youimprove the donor stewardship experience
- 13. Expand yourInternet presence
- 14. Provide historicalanalysis
- 15. Help withstrategic planningAgenda: The Basics - Why a good database is more important now than ever before
- 16. Traditional versusNew - selecting a database
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- 22. AnalysisYour organizationand the recession Knowing your constituenciesHow are they affected; regionally & individuallyBe ‘donor centered’ Your donors, members, and prospects do not stop caring about your mission during a recession.Compassionately manage your relationshipsWhat Smart Nonprofits know about raising money during challenging times – Why a good database is more important now more than ever before
- 23. The Basics…New Breedof Prospect/Donor/MemberReads email before snail mail
- 24. Busy, satisfy interestson their schedule
- 25. Expect to findinformation online
- 26. Expects information tobe personalized
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- 28. Demands information/stewardshipWhy anintegrated database system is more important now more than ever In Person MeetingsYour Web SiteEventsAn Integrated StrategyPhoneBlogsText MessagingSocial Networking Sites
- 29. The BasicsInterests?Age?Communication preference?Volunteerinterests?Internet use?Children?Gift size?
- 30. Outlook IntegrationWishListeReceiptingPlanned GiftCalculatorsMoves Management or RaisingMoreMoneyGrant ExplorerExecutive ReportsMatching GiftsAdvanced EmailAdvanced SecurityProspect ResearchData Hygiene ToolseCommerceWebsitesThe Basics…ID Your Key Needs Needs – not Features
- 31. Remember the80/20 Rule
- 32. Envision growthand future needsThe Basics…Know your ResourcesTimeMoneyStaffTechnologyExpertise
- 33. The Basics…Something usableby Key StakeholdersExecutive staffAdmin staffBoard membersVolunteersResearchers
- 34. Traditional versus New…Traditional(Client Server)New (ASP)Bought or Built
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- 45. Integrate toWeb ServicesUse your database to help expand relationships… Contact Management
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- 49. AnalysisContact Management…Everyphone call Every email Every conversation Every eventRecord it in your database!
- 50. Constituent interactions"I openup 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."Connie Sherman, Connie Sherman, Executive Director, St. Mary's Child Center
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- 52. Complete info onone page
- 53. Complete info onone page
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- 62. Communications & TrackingAll in One Place
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- 65. Events & InvitationTemplates
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- 70. How else shouldour database help us raise money?
- 71. How else shouldour database help us raise money?Integrated Tools… Matching Gift Resources Prospect Research Online Giving Website Integration
- 72. Don’t miss outon GOLDEN opportunities!Quite Simply a Doubling of Donation Amounts!
- 73. Most Often Moneythat Falls Through the Cracks
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- 75. Again Leveraging YourTechnology Investment Matching Gifts
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- 83. An Overall StrategyDonateNowMultiple Ways To Support & Get InvolvedSign Up for Newsletter
- 84. eCommerceOnline Giving Integration?Morethan 1 in 3 donors to an online fundraising website say they would not have given at all without an online option.”Source: Justgiving, 2005
- 85. eCommerce# 1 reasondonors’say they give online isconvenience– it’s easier than writing a check. Source: Network for Good – ‘06
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- 88. Volunteer Registration (pagecontinued)
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- 93. Reporting/Analysis… Who areyour top donors?
- 94. Who areyour top prospects?
- 95. How manynew donors do you have?
- 96. How manydonors increase/decrease giving?
- 97. How manydonors are lapsing?Fund Activity SummaryHow are gifts designated?
- 98. Drillable Reporting OptionsHoware gifts designated?
- 99. Top Donor ReportWhoare your top donors?
- 100. Giving DynamicsHow manynew, increasing, decreasing, lapsed…?
- 101. Giving Dynamics (cont.)Howmany new, increasing, decreasing, lapsed…?
- 102. Additional Analysis Tools– How they can help!Benchmark Reporting & Donor LoyaltyKeys to your Future Success!!!
- 103. Benchmarking - Whatis it?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. 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. 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!
- 104. Why Benchmark Reportingis Important?Direct Comparisons are Powerful
- 105. Accurate Data fromThousands of Non-Profits
- 106. Ability to IsolatePeer Groups
- 107. Focus Your Teamon Areas with the Greatest ImpactWe are losing current donors, not focusing enough of our development time on lapsed donors, and spending more money to acquire donorsBenchmark Giving Dynamics, Status, Trends, Comparisons
- 108. Donor LoyaltyYour abilityto 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?Can provide a scientific measurement of individual donor loyalty, which provides accurate insight into future donor behavior.
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- 110. Conclusion:Selecting your database– (know your needs & your donors)
- 111. Traditional vs.New Technology Offerings
- 112. Use yourDatabase to Expand Relationships
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- 118. Every pieceof information you collect, put it in the database
- 119. Don’t beAfraid to try somethingThank you!For a Copy of Slides . . . Mike.kierce@etapestry.com
Editor's Notes
- #29 Another key facet of your database should be its ability to assist you in creating personalized communications, whether we are talking physical or e-mail. In the past, physical communication has been the preferred method (both organization & recipient). Looking forward, we see a big move
- #67 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. 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. 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!