This document provides tips on how nonprofit organizations can use their fundraising databases more effectively. It discusses the importance of clean, well-maintained data and designating a database manager. Current fundraising trends like donor retention, source diversification, and new channels are also covered. The document encourages organizations to monitor key metrics in their database like donor acquisition and retention rates to inform strategy. Automating processes and focusing on high-value donors are presented as ways to maximize database potential.
Institutional funding opportunities & strategies during Covid-19MzN International
What are institutional donors doing in response to Covid-19?
What are their priorities and strategies?
What does that mean for funding for contractors and implementers?
What funding opportunities do exist and how are current funding opportunities impacted?
The most protracted, complex and pressing problems we have in the world today need innovative solutions, sustained over time. That does not match a donor template. Most organisations tackling these problems need a better business model.
Income is not our first priority.
Funding in Covid-19 and principles of a good income stream.
Donor’s response in the pandemic.
Practical steps to build a sustainable income stream.
Institutional funding opportunities & strategies during Covid-19MzN International
What are institutional donors doing in response to Covid-19?
What are their priorities and strategies?
What does that mean for funding for contractors and implementers?
What funding opportunities do exist and how are current funding opportunities impacted?
The most protracted, complex and pressing problems we have in the world today need innovative solutions, sustained over time. That does not match a donor template. Most organisations tackling these problems need a better business model.
Income is not our first priority.
Funding in Covid-19 and principles of a good income stream.
Donor’s response in the pandemic.
Practical steps to build a sustainable income stream.
A GOOD PARTNERSHIP SCHEME STARTS WITH IDENTIFYING THE RIGHT PARTNERS
Does the proposed partnership benefit both?
Is the partnership aligned with both partners strategies?
Do both partners have complimentary concerns, target areas or key programme users?
Do any of the exiting programmes match with each other?
TIP: Design the philanthropic partner profile to your programme / organisation with all key characteristics involved (Beliefs, values, passions, connecting life experiences, causes priority)
Learn about the most common questions that every proposal should answer to be successful. Our funding team uses these questions to ensure that every proposal we prepare with our NGO partners maximizes its chances for shortlisting and, ultimately, a funding award. This webinar will also offer an opportunity to discuss your proposal with members of our team.
The future NGO is agile, entrepreneurial and digitalMzN International
How we deliver impact in a disrupted world
- Committed to deliver amidst disruption
- Agile is a buzzword: Here‘s what it comes down to
- Digital and entrepreneurial - essential to becoming agile
- Five lessons from agile transformations in 2020
- Action recommendations
Why an agile, distributed organisation makes sense and how to build it.
- Change is the NEW NORMAL
- How to change
- „Check & action“ over „See & mend“
- Remote is not distributed (a warning)
- Action recommendations
BETTER FUNDING MODELS THROUGH & BEYOND THE COVID-19 CRISISMzN International
Joint MzN and CONCORD Seminar:
Funding is not the No.1 priority.
Delivering your mandate is!
Funding should be mandate driven – not the other way around!
Funds-flow dictate de-facto strategy.
We therefore need to strategise your funds flow!
This is difficult at any time, but especially
during this crisis. But we can use crises to get
funding right in the “NEW NORMAL”!
Change drivers
1. Disruption in the operating environment
2. Localisation & power shift to global south is a priority
3. Businesses push into sustainability
4. Grant funding is inconsistent and insufficient
5. Poverty is on the rise, again
In this webinar, we look at our turnaround experience helping financially distressed NGOs over the past 10 years. Hear about past and current case studies (with permission of our clients) and learn about the top three factors that make a turnaround successful.
A GOOD PARTNERSHIP SCHEME STARTS WITH IDENTIFYING THE RIGHT PARTNERS
Does the proposed partnership benefit both?
Is the partnership aligned with both partners strategies?
Do both partners have complimentary concerns, target areas or key programme users?
Do any of the exiting programmes match with each other?
TIP: Design the philanthropic partner profile to your programme / organisation with all key characteristics involved (Beliefs, values, passions, connecting life experiences, causes priority)
Learn about the most common questions that every proposal should answer to be successful. Our funding team uses these questions to ensure that every proposal we prepare with our NGO partners maximizes its chances for shortlisting and, ultimately, a funding award. This webinar will also offer an opportunity to discuss your proposal with members of our team.
The future NGO is agile, entrepreneurial and digitalMzN International
How we deliver impact in a disrupted world
- Committed to deliver amidst disruption
- Agile is a buzzword: Here‘s what it comes down to
- Digital and entrepreneurial - essential to becoming agile
- Five lessons from agile transformations in 2020
- Action recommendations
Why an agile, distributed organisation makes sense and how to build it.
- Change is the NEW NORMAL
- How to change
- „Check & action“ over „See & mend“
- Remote is not distributed (a warning)
- Action recommendations
BETTER FUNDING MODELS THROUGH & BEYOND THE COVID-19 CRISISMzN International
Joint MzN and CONCORD Seminar:
Funding is not the No.1 priority.
Delivering your mandate is!
Funding should be mandate driven – not the other way around!
Funds-flow dictate de-facto strategy.
We therefore need to strategise your funds flow!
This is difficult at any time, but especially
during this crisis. But we can use crises to get
funding right in the “NEW NORMAL”!
Change drivers
1. Disruption in the operating environment
2. Localisation & power shift to global south is a priority
3. Businesses push into sustainability
4. Grant funding is inconsistent and insufficient
5. Poverty is on the rise, again
In this webinar, we look at our turnaround experience helping financially distressed NGOs over the past 10 years. Hear about past and current case studies (with permission of our clients) and learn about the top three factors that make a turnaround successful.
Take Charge of Your Data to Meet Fundraising Goalsfundchat
A presentation delivered at the annual AFP-NNE Conference on Nov. 8, 2013 by Chris Bicknell of Little Green Light, Kathy Howrigan of Marts & Lundy, and Brendan Kinney of Vermont Public Radio.
Finding Meaning in the Numbers: Making Data-Informed Decisions Across Your Or...TechSoup Canada
Does your nonprofit track vital data -- but lack the time and resources to make sense of it? Don't worry! TechSoup Canada is here to help make your data work for you.
Join us to learn how to create a reasonable and manageable data strategy, and how to foster a culture of data-informed decision making across your entire organization.
In this webinar, you will learn how to:
-harness the potential of business intelligence and Big Data
-create and implement an integrated data strategy
-overcome institutional resistance and foster a culture of data-informed decision making
-use dashboards to gain insight into a variety of data sources
As part of your fundraising campaigns and online engagement, you likely collect many metrics and data points. But do you take the time to reflect on this data and use it to improve for next time? In this session, we’ll discuss metrics you can collect, share each other’s best practices for data collection processes, and demo dashboard tools that will help you see the big picture.
If you attended bbcon, you'll know that it was 'standing room only' for Cath Hoban's session.
The Head of Fundraising for The Wilderness Society took us on an exploration of how a Fairy Possum (along with a kick-ass content and asking strategy) helping them generate an additional $77,011 in e-appeal cash donations from 1,499 new donors.
If like many organisations, you're facing a major headwind change in the F2F market, then don't miss Cath's tips for acquiring regular givers online using your Blackbaud technology.
When you have your supporter data hosted in the Cloud, you can be confident your most important donor information is secure and allows you to access information from any web based device.
Let the modern day way of accessing data give you access to fundraising tools wherever and whenever you need it. If you’re not up to date with what being on the Cloud means for your organisation this is a must attend session for you.
Learn about the importance of embracing new technology for successful implementation of outcomes measurement by watching this free webinar presented by Maya Romic, Consultant at Results Leadership Group Australia.
By watching this webinar recording you will learn:
Why it is important to invest in new technology for measuring outcomes
How to use technology to implement and maintain outcomes measurement
How the new Results Scorecard® Module in Efforts to Ou
Building Better Relationships: It's all about that baseBlackbaud Pacific
Building better relationships with your supporters will help you accomplish your mission. But how can your database help in creating those relationships?
Addressing the Risks & Opportunities of Implementing an Outcomes Based Strategy Blackbaud Pacific
Presented by Brenda Dolieslager, Registered Psychologist & Outcome Measurement Consultant
In this webinar Brenda looks at the risks & opportunities that come with implementing an outcomes based strategy.
By watching this webinar you will:
• Learn what is and is not required to successfully adopt an outcomes based strategy.
• Understand how you are positioned to adopt an outcomes based strategy and what should be your next steps
• Assess the risks involved and learn how they can be mitigated
• Be armed with information to commence of further internal and external conversations around outcomes based strategies.
To view the full webinar please visit: https://www.blackbaud.com.au/notforprofit-events/webinars/past
Stewardship or Donor Relations – Making it all come together with Amanda StanesBlackbaud Pacific
In this presentation Amanda Stanes, Associate Director Donor Stewardship at The University of Auckland Business School shares how you can build a donor relationship program into your existing fundraising practices.
To view the full webinar please visit: https://www.blackbaud.com.au/notforprofit-events/webinars/past
The use of performance data with innovative marketing and fundraising techniques has driven success in the NFP sector.
See how a variety of organisations have mastered the collection, management and use of program performance data to successfully communicate their community impact.
In this presentation Wayne McKenzie CFRE, FFINZ, Senior Consultant at Global Philanthropic shares how to review and develop your fundraising program to please all sides of your organisation.
Visit our website to view the full recording: https://www.blackbaud.com.au/events-webinar-recordings
Making Mobile Matter: How to be a Tinder NFP presented by Nick AllenBlackbaud Pacific
In this presentation Nick Allen, Director of Nuevo Fundraising & one of our bbcon 2014 keynotes will show some provocative examples of what NGOs around the world have been doing to develop relationships with donors and prospects using mobile and online, telephone, and other channels.
View the full recording online at https://www.blackbaud.com.au/notforprofit-events/webinars/past#June2014
How to ensure successful leadership and capacity building in your organisatio...Blackbaud Pacific
In this free webinar Elise Sernik, Founder of Leadership Space, and Director of People for Purpose provides the tools, ideas and perspectives which will help to make you more successful in your leadership roles.
Watch the on demand webinar at www.blackbaud.com.au/notforprofit-events/webinars/past
Separating fact from fiction, the true benefits of testing with Mark Stewart,...Blackbaud Pacific
In this webinar Mark Stewart, Head of Marketing and Fundraising at Greenpeace Australia Pacific, discusses the increased role testing has played in all fundraising, marketing and communications activities at Greenpeace in the past twelve months.
To view this webinar visit: http://www.blackbaud.com.au/notforprofit-events/webinars/past
Building Your Community with Blackbaud NetCommunity; Making Your Site Audienc...Blackbaud Pacific
In this webinar Lianne McGrory, Manager of the Account Management Team and Adam Ziman, Blackbaud’s Web Developer & NetCommunity Consultant, walks you through developing an audience-centric website in NetCommunity by determining where you are and where you want to be.
To view the recording of this webinar please visit: https://www.blackbaud.com.au/notforprofit-events/webinars/bbnc-boot-camp.
Email Marketing with Blackbaud NetCommunity- Boot Camp SeriesBlackbaud Pacific
In this webinar Chris Bell, Blackbaud’s Web Developer and Kaine Costello, Blackbaud's Enterprise Account Manager, look at the simple, efficient and effective email designs within NetCommunity that will help your email marketing's response and deliverability.
To view the recording of this webinar please visit: https://www.blackbaud.com.au/notforprofit-events/webinars/bbnc-boot-camp.
The A to Z of Sending a Targeted Appeal with Blackbaud NetCommunity - BBNC Bo...Blackbaud Pacific
In this webinar, Justin Noble, Blackbaud’s Account Manager, provides a detailed checklist with the steps you need to send a targeted appeal with The Raiser's Edge and NetCommunity.
To view the recording of this webinar please visit: https://www.blackbaud.com.au/notforprofit-events/webinars/bbnc-boot-camp.
Analytics and Analysis with Blackbaud NetCommunity - Boot Camp SeriesBlackbaud Pacific
In this webinar Ray Villarica, Blackbaud's Education Manager and Chris Bell, Blackbaud’s Web Developer & NetCommunity Consultant, discusses analytics and tools within The Raiser's Edge and NetCommunity to help you measure and manage your data.
To view the recording of this webinar please visit: https://www.blackbaud.com.au/notforprofit-events/webinars/bbnc-boot-camp
Mobile Optimisation with Blackbaud NetCommunity - Boot Camp SeriesBlackbaud Pacific
In this webinar Teresa Judd, Blackbaud's New Zealand Manager and Chris Bell, Blackbaud’s Web developer, discussed the importance of mobile optimisation for your website and how mobile works with NetCommunity.
To view the recording and other NetCommunity sessions please visit our website: https://www.blackbaud.com.au/notforprofit-events/webinars/bbnc-boot-camp
Developing effective partnerships with the corporate sector with Annette Hosk...Blackbaud Pacific
In this webinar Annette Hoskisson, Director of Resourceful Communities Consulting and Business, and a community partnership specialist discusses how you can develop your business partners into life-long financial supporters and advocates for your cause.
To view this webinar recording please visit: https://www.blackbaud.com.au/notforprofit-events/webinars/past
New Donor Trends: Why donor retention is key in 2013 with Chuck LongfieldBlackbaud Pacific
In this webinar Chuck Longfield, Senior Vice President and Chief Scientist at Blackbaud, discusses the importance of donors to your organisation and provides advice on how you can improve your donor retention.
View the recording for this webinar online at: https://www.blackbaud.com.au/notforprofit-events/webinars/past
Measure Your Organization’s Impact with Performance Management with Josie All...Blackbaud Pacific
In this webinar Josie Alleman, Strategic Initiatives Consultant at Social Solutions discusses how to discover the impact of your programs with performance management techniques and tools.
To view the recording please visit: https://www.blackbaud.com.au/notforprofit-events/webinars/past
Code reviews are vital for ensuring good code quality. They serve as one of our last lines of defense against bugs and subpar code reaching production.
Yet, they often turn into annoying tasks riddled with frustration, hostility, unclear feedback and lack of standards. How can we improve this crucial process?
In this session we will cover:
- The Art of Effective Code Reviews
- Streamlining the Review Process
- Elevating Reviews with Automated Tools
By the end of this presentation, you'll have the knowledge on how to organize and improve your code review proces
First Steps with Globus Compute Multi-User EndpointsGlobus
In this presentation we will share our experiences around getting started with the Globus Compute multi-user endpoint. Working with the Pharmacology group at the University of Auckland, we have previously written an application using Globus Compute that can offload computationally expensive steps in the researcher's workflows, which they wish to manage from their familiar Windows environments, onto the NeSI (New Zealand eScience Infrastructure) cluster. Some of the challenges we have encountered were that each researcher had to set up and manage their own single-user globus compute endpoint and that the workloads had varying resource requirements (CPUs, memory and wall time) between different runs. We hope that the multi-user endpoint will help to address these challenges and share an update on our progress here.
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...Juraj Vysvader
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I didn't get rich from it but it did have 63K downloads (powered possible tens of thousands of websites).
Paketo Buildpacks : la meilleure façon de construire des images OCI? DevopsDa...Anthony Dahanne
Les Buildpacks existent depuis plus de 10 ans ! D’abord, ils étaient utilisés pour détecter et construire une application avant de la déployer sur certains PaaS. Ensuite, nous avons pu créer des images Docker (OCI) avec leur dernière génération, les Cloud Native Buildpacks (CNCF en incubation). Sont-ils une bonne alternative au Dockerfile ? Que sont les buildpacks Paketo ? Quelles communautés les soutiennent et comment ?
Venez le découvrir lors de cette session ignite
Globus Connect Server Deep Dive - GlobusWorld 2024Globus
We explore the Globus Connect Server (GCS) architecture and experiment with advanced configuration options and use cases. This content is targeted at system administrators who are familiar with GCS and currently operate—or are planning to operate—broader deployments at their institution.
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...Shahin Sheidaei
Games are powerful teaching tools, fostering hands-on engagement and fun. But they require careful consideration to succeed. Join me to explore factors in running and selecting games, ensuring they serve as effective teaching tools. Learn to maintain focus on learning objectives while playing, and how to measure the ROI of gaming in education. Discover strategies for pitching gaming to leadership. This session offers insights, tips, and examples for coaches, team leads, and enterprise leaders seeking to teach from simple to complex concepts.
Experience our free, in-depth three-part Tendenci Platform Corporate Membership Management workshop series! In Session 1 on May 14th, 2024, we began with an Introduction and Setup, mastering the configuration of your Corporate Membership Module settings to establish membership types, applications, and more. Then, on May 16th, 2024, in Session 2, we focused on binding individual members to a Corporate Membership and Corporate Reps, teaching you how to add individual members and assign Corporate Representatives to manage dues, renewals, and associated members. Finally, on May 28th, 2024, in Session 3, we covered questions and concerns, addressing any queries or issues you may have.
For more Tendenci AMS events, check out www.tendenci.com/events
Cyaniclab : Software Development Agency Portfolio.pdfCyanic lab
CyanicLab, an offshore custom software development company based in Sweden,India, Finland, is your go-to partner for startup development and innovative web design solutions. Our expert team specializes in crafting cutting-edge software tailored to meet the unique needs of startups and established enterprises alike. From conceptualization to execution, we offer comprehensive services including web and mobile app development, UI/UX design, and ongoing software maintenance. Ready to elevate your business? Contact CyanicLab today and let us propel your vision to success with our top-notch IT solutions.
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...informapgpstrackings
Keep tabs on your field staff effortlessly with Informap Technology Centre LLC. Real-time tracking, task assignment, and smart features for efficient management. Request a live demo today!
For more details, visit us : https://informapuae.com/field-staff-tracking/
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...Globus
Large Language Models (LLMs) are currently the center of attention in the tech world, particularly for their potential to advance research. In this presentation, we'll explore a straightforward and effective method for quickly initiating inference runs on supercomputers using the vLLM tool with Globus Compute, specifically on the Polaris system at ALCF. We'll begin by briefly discussing the popularity and applications of LLMs in various fields. Following this, we will introduce the vLLM tool, and explain how it integrates with Globus Compute to efficiently manage LLM operations on Polaris. Attendees will learn the practical aspects of setting up and remotely triggering LLMs from local machines, focusing on ease of use and efficiency. This talk is ideal for researchers and practitioners looking to leverage the power of LLMs in their work, offering a clear guide to harnessing supercomputing resources for quick and effective LLM inference.
May Marketo Masterclass, London MUG May 22 2024.pdfAdele Miller
Can't make Adobe Summit in Vegas? No sweat because the EMEA Marketo Engage Champions are coming to London to share their Summit sessions, insights and more!
This is a MUG with a twist you don't want to miss.
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar
The European Union Agency for Law Enforcement Cooperation (Europol) has suffered an alleged data breach after a notorious threat actor claimed to have exfiltrated data from its systems. Infamous data leaker IntelBroker posted on the even more infamous BreachForums hacking forum, saying that Europol suffered a data breach this month.
The alleged breach affected Europol agencies CCSE, EC3, Europol Platform for Experts, Law Enforcement Forum, and SIRIUS. Infiltration of these entities can disrupt ongoing investigations and compromise sensitive intelligence shared among international law enforcement agencies.
However, this is neither the first nor the last activity of IntekBroker. We have compiled for you what happened in the last few days. To track such hacker activities on dark web sources like hacker forums, private Telegram channels, and other hidden platforms where cyber threats often originate, you can check SOCRadar’s Dark Web News.
Stay Informed on Threat Actors’ Activity on the Dark Web with SOCRadar!
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Healthcare providers often struggle with the complexities of chronic conditions and remote patient monitoring, as each patient requires personalized care and ongoing monitoring. Off-the-shelf solutions may not meet these diverse needs, leading to inefficiencies and gaps in care. It’s here, custom healthcare software offers a tailored solution, ensuring improved care and effectiveness.
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Come join this talk to see some tips and tricks for using Quarkus and some of the lesser known features, extensions and development techniques.
We describe the deployment and use of Globus Compute for remote computation. This content is aimed at researchers who wish to compute on remote resources using a unified programming interface, as well as system administrators who will deploy and operate Globus Compute services on their research computing infrastructure.
How to Position Your Globus Data Portal for Success Ten Good PracticesGlobus
Science gateways allow science and engineering communities to access shared data, software, computing services, and instruments. Science gateways have gained a lot of traction in the last twenty years, as evidenced by projects such as the Science Gateways Community Institute (SGCI) and the Center of Excellence on Science Gateways (SGX3) in the US, The Australian Research Data Commons (ARDC) and its platforms in Australia, and the projects around Virtual Research Environments in Europe. A few mature frameworks have evolved with their different strengths and foci and have been taken up by a larger community such as the Globus Data Portal, Hubzero, Tapis, and Galaxy. However, even when gateways are built on successful frameworks, they continue to face the challenges of ongoing maintenance costs and how to meet the ever-expanding needs of the community they serve with enhanced features. It is not uncommon that gateways with compelling use cases are nonetheless unable to get past the prototype phase and become a full production service, or if they do, they don't survive more than a couple of years. While there is no guaranteed pathway to success, it seems likely that for any gateway there is a need for a strong community and/or solid funding streams to create and sustain its success. With over twenty years of examples to draw from, this presentation goes into detail for ten factors common to successful and enduring gateways that effectively serve as best practices for any new or developing gateway.
How to Position Your Globus Data Portal for Success Ten Good Practices
How to Use Your Database to Power Your Fundraising - FINZ 2014 Presentation
1. Section heading hereHow to Use Your Database to
Power Your Fundraising
Naomi Hamilton-Hakim
Senior Marketing & Partnerships Manager
Blackbaud Pacific
2. A brief introduction
Blackbaud is leading provider of software and
services to the global not for profit community
Founded 1981
29,000 not for profit Customers
Serving 60 Countries
Implement fundraising databases for a variety of NFPs in NZ (eTapestry, The
Raiser’s Edge, Blackbaud CRM)
Consulting
3. How database savvy are you?
Remain standing if:
Your organisation uses a fundraising database solution (not Excel, Access etc)
You have a dedicated database manager
You have clear database procedures in place
You have an active data hygiene program
You have an active database training program in place for staff
Your CEO knows where to find and read system reports, and finds these useful
You know your current donor acquisition rates per channel
You know your current donor retention rates per channel (for 12, 24, 36 & 48
months)
You know who your most passionate donors are!
4. The plan (agenda)
Today we’re going to discuss:
Why your database is so important
How you can setup your database to provide a strong foundation for your
fundraising
Current trends in fundraising
How you can enable your database to help you measure success
5. Why focus on your database?
Because it’s one of your biggest fundraising assets!
Your database is your key to building a relationship with your donors
Successful not for profits are data-driven
You can use your data to create actionable insights
Your data will tell you what’s working and what’s not
You can use your database to track ROI
Enables sophisticated segmentation (RFM)
You can create workflows, simplify administration and automate some tasks
6. What are the consequences of a
badly maintained database?
7. You will lose donors & dollars!
• incomplete addressDirect Mail
• no email addressElectronic Direct Mail
• lack of contact detailsMajor Gifts
• no birthdateBequests
• incorrect deadlinesTrusts & Foundations
• no contact nameCorporate Partnerships
8. 3 pinnacles of a powerful
fundraising database
CLEAN
• No duplicate records
• No missing
information
• Similar information
stored together
• Good code tables
WELL MAINTAINED
• Schedule of
maintenance
• Error-free output
• Easily generates
output
• Secure
STRONG
• Essential data
captured
• Needs little
maintenance
• Organisation/mission
specific information
• Helps everyone do
their jobs!
9. 8 tips to creating a truly powerful
database
1. Choose the right system for your needs
2. Designate ownership
3. Confirm security & disaster recovery procedures
4. Keep your data clean
5. Engage & train your whole team
6. Confirm data entry policies & procedures
7. Ensure your reports are relevant & accurate
8. Consider the data you really need
10. 1. Select the right database
REQUIREMENTS
• Staff
• Revenue
• Capacity
• Growth
FUNCTIONALITY
• Compile list of expectations
• Be as specific as possible
• Prioritise requirements
• Consider any existing systems you have in place
TIMELINE
• Set a realistic time frame
• Consider implementation time
• Understand the project complexity
• Have a clear project deadline
FUNDING
• Establish a clear budget
• Consider hardware, conversion, training, maintenance and support
11. 2. Own It
You need a Database Manager to:
Assist your organisation’s database users with support questions
Conduct regular user group meetings with key users
Produce weekly, monthly, quarterly, and any other necessary reports for
distribution
Maintain the structure of attributes, business rules and all other structural
functions
Maintain data integrity by establishing regular system checks
Handle global changes, importing, and other global database functions
Maintain and update the policy and procedures guide
12. 3. Confirm security & disaster
recovery procedures
Ensure that your database is secure and that you
have a disaster recovery plan:
Should every staff member/volunteer/board member be able to access
everything?
Backup, backup, backup!
Ensure your processes are agreed and documented
Protect your data and ensure your organisation’s future
13. 4. Keep your data clean
Garbage in, garbage out!
Ensure top down support
Audit/assessment
Deal with areas/issues identified
Begin data cleansing
Ask for help
Be proactive
Maintain
14. 5. Your whole team needs to be
engaged & trained
Database
Manager
Systems
Administrator
Administrative
Assistants
Fundraising
Manager/Senior
Leadership/CEO
Program Staff
Gift
Processors
Relationship
Manager
15. 6. Create clear processes and
procedures
Continually check your procedures and ensure:
Data accuracy from all sources
Efficient input of data
Effective input of data
CEE (confirm, edit and enhance!)
That you have a documented, detailed
policies and procedures manual that is up-to-date!
16. 7. Effective and accurate
reporting
Continually check:
Have relevant been dashboards enabled per user?
Is all data captured and kept relevant for data analysis?
Is all of the relevant data being looked at? Reported on?
Do you need different reports?
Do you need different data?
17. 8. How ‘big’ is your data?
Ensure that you effectively capture the data you
need to drive your fundraising activities:
Insight vs. information
How much ‘rich’ data do you need?
Be aware of privacy laws governing data collection
Don’t get overwhelmed – take it one step at a time!
18. Time to network!
Take 5 minutes and discuss with the person next to
you:
What your current database setup is
What do you well with your database currently?
How could improve your database usage?
19. Current fundraising trends
What’s happening in fundraising right now?
Increasing global focus on donor value through upgrading and acquisition of
donors with a higher long-term value (donor conversion)
Integrated channel approach (source diversification)
Search for new channels
Growing awareness of retention challenges
Automation
Source: DonorCentrics Benchmarking
20. Focus on donor long-term value
Key aims to:
Upgrade existing donors
Acquire donors with high term value
Spend less time on donors that are low value
21. Monitor donor value with your
database
How is your organisation performing?
How many donors do you have?
What is the average value per donor?
What’s your (new) donor conversion rate?
What is your conversion rate across subsequent years?
Which ‘groups’ of donors convert better?
Which channels convert better?
Which donors are low value for your organisation?
Which groups of low value donors can you drop in favour of investing more value in high
value conversions? What’s your capacity?
22. Source diversification
Vital to successful fundraising as provides:
Flexibility (changes in market circumstances)
Stability (ability to shift investments quickly, easily with predictable outcome)
Increased performance (able to adjust channels to alter growth & return)
Donor choice
Enhanced exposure to existing and potential donors
24. Source diversification & your
database
Have you enabled a variety of ways for donors to give?
Do you have a clear idea of which donors are coming through which sources?
How frequently do you report on source success?
Use source success to drive investment decisions
25. Search for new fundraising
channels
There is no silver bullet, but channels of interest
include:
Social
Online
List sharing/co-operatives
SMS
Crowdfunding
Responsive TV (future)
Retargeting
27. Helping the search
Need to ensure that continue to invest in legacy
programs while exploring new options:
Ensure that you track the source & channel of all donations
Continue to look for trends in your data
Examine demographics
Keep some funds for innovation
Collaborate, network & share ideas!
28. Donor retention
Finding new donors is hard, but retaining
them is even harder!
Cost to acquire a new donor is 6-7 times that to retain an existing donors
Top 18 charities had a massive 1% change in the number of donors on file
2011 - 2012. They lost 28% and gained 29%!
We estimate they spent over $60m to basically stand still.
A 10% increase in donor retention can increase the lifetime value of the donor
database by up to 200% .
Adrian Sargeant, Ph.D. from Indiana University’s Center on Philanthropy
30. Donor retention & your database
What’s a not for profit to do?
Establish a fanatical relationship management culture
Become donor-centric versus campaign-centric
Treat your donors as your most valuable asset
Monitor your first-year donor retention, multi-year donor retention, retention per
channel, donor reactivation, total donor file size, total revenue and revenue per
donor
Thank, thank and thank again!
Stop the leaky bucket
31. Monetise your data
What happens when someone tells you they love
you?
Monetise daily interactions by scoring 1 – 5 (love variable)
Incentivise the staff recording this data
Align those that love you with those that have the resources to give (or are
giving) and concentrate on these
Create ‘hurdles’ and track the results
32. Automation
Let your data save you time and money by
automating:
Thank you emails
Donor nurturing processes
Receipting
Regular gift processing
Birthday congratulations
Touch points with lapsed donors
Any recurring processes!
33. Fundraising & your database
Use your database to:
Record your supporters actions in an easily usable format
Ensure that you have a multi-channel fundraising approach
Get creative!
Focus on key retention metrics and execute best practice retention approaches
Ensure you treat your donors as your most valuable asset
Enable your data to assist you in making investment decision and track results
Contrast your results against industry benchmarks
34. Group work
Break into pairs and answer the following
questions:
Did you learn anything new today? What was it?
Which 3 changes will you make to your database when you get back to the
office?
How will you continue to educate your colleagues on the importance of your
data & database on an ongoing basis?
35. Further Resources
• Fundraising Database Management Training:
https://www.blackbaud.com.au/notforprofit/training/f
undraising-database-management
• Blackbaud Database Health Check
• Blackbaud Database Review
• Blackbaud Data Hygiene Services
www.blackbaud.com.au