The document provides details about how Newman Center - St. Thomas Aquinas Church used the donor management and fundraising software eTapestry to significantly increase their annual fundraising and successfully execute a $25 million capital campaign. Some key points:
- eTapestry helped optimize their phone-a-thons, increasing annual funds raised from $21,818 to over $123,000.
- Student registration data in eTapestry allowed them to better engage and cultivate current students as future major donors.
- Wealth screening and prospect research tools in eTapestry helped verify a capital campaign was feasible and identify top prospective major donors.
- Through continued use of eTapestry, the capital campaign exceeded its
Recently, Katy Dubina and Chris McKinley presented on behalf of the Integrated Marketing Advisory Board (IMAB) at the recent Blackbaud Conference (BBcon 2013). The session addressed busting organizational silos through maintaining a razor sharp donor focus. Having a donor focus, and perspective, at all times can be a tool to busting down silos. Byproducts can be increased growth and retention through improved-integrated marketing strategies and implementation.
The session focused on 4 primary needs in order to bust silos:
1. Ability (to deliver)
2. Coordination
3. Cooperation
4. Connection
Unfortunately, there is video embedded within the deck that is not enabled.
Katy Dubina is the Director of Digital Marketing at CDR Fundraising and Chris McKinley is the VP of Strategy at Grizzard Communications Group
General Synod February 2019 digital and publishing fringe sessionThe Church of England
The document summarizes digital campaigns and resources produced by the Church of England in 2018 and plans for 2019. Some of the key points include:
- The #FollowTheStar Christmas campaign in 2018 reached over 7.9 million people on social media and distributed over 120,000 reflection booklets.
- Resources for Lent and Easter in 2019 will include the LentPilgrim and EasterPilgrim reflections available via booklets, email, app, audio and A Church Near You.
- The website A Church Near You had over 1.6 million page views during the Christmas period and plans are in place to improve the resource hub and add new features in 2019.
- Major projects for 2019 include supporting
The document outlines the agenda and panelists for an alumni volunteer leadership forum at Choate Rosemary Hall. It discusses the roles and goals of alumni volunteers in activities like class agent calls, the annual fund, and regional/reunion events. The annual fund has set participation and fundraising records but goals for the current year aim to broaden engagement given impacts of the recession. The document provides an overview of the class agent process and how new volunteers can get started.
Take a look at this multi-school research study that was conducted in late 2015 to determine the most popular tones and topics used by alumni relations and annual giving department social media feeds.
Wilhelm Reich was an Austrian psychoanalyst who lived from 1907 to 2003. He developed the concept of orgone energy and created devices called orgone energy accumulators which were intended to concentrate this hypothetical universal life force energy. In 1970, one of Reich's books received the Caldecott Award.
1. The document is a presentation about the eTapestry software platform for nonprofits, which provides database, fundraising, and communication tools.
2. eTapestry guarantees 10 benefits to customers including an internet strategy, access to data from anywhere, easy operation, better recordkeeping, improved communications, secure data, outstanding support, innovative tools, fast implementation, and cost savings.
3. The presentation discusses eTapestry's pricing options and additional optional services that can be added, and invites questions from attendees.
Recently, Katy Dubina and Chris McKinley presented on behalf of the Integrated Marketing Advisory Board (IMAB) at the recent Blackbaud Conference (BBcon 2013). The session addressed busting organizational silos through maintaining a razor sharp donor focus. Having a donor focus, and perspective, at all times can be a tool to busting down silos. Byproducts can be increased growth and retention through improved-integrated marketing strategies and implementation.
The session focused on 4 primary needs in order to bust silos:
1. Ability (to deliver)
2. Coordination
3. Cooperation
4. Connection
Unfortunately, there is video embedded within the deck that is not enabled.
Katy Dubina is the Director of Digital Marketing at CDR Fundraising and Chris McKinley is the VP of Strategy at Grizzard Communications Group
General Synod February 2019 digital and publishing fringe sessionThe Church of England
The document summarizes digital campaigns and resources produced by the Church of England in 2018 and plans for 2019. Some of the key points include:
- The #FollowTheStar Christmas campaign in 2018 reached over 7.9 million people on social media and distributed over 120,000 reflection booklets.
- Resources for Lent and Easter in 2019 will include the LentPilgrim and EasterPilgrim reflections available via booklets, email, app, audio and A Church Near You.
- The website A Church Near You had over 1.6 million page views during the Christmas period and plans are in place to improve the resource hub and add new features in 2019.
- Major projects for 2019 include supporting
The document outlines the agenda and panelists for an alumni volunteer leadership forum at Choate Rosemary Hall. It discusses the roles and goals of alumni volunteers in activities like class agent calls, the annual fund, and regional/reunion events. The annual fund has set participation and fundraising records but goals for the current year aim to broaden engagement given impacts of the recession. The document provides an overview of the class agent process and how new volunteers can get started.
Take a look at this multi-school research study that was conducted in late 2015 to determine the most popular tones and topics used by alumni relations and annual giving department social media feeds.
Wilhelm Reich was an Austrian psychoanalyst who lived from 1907 to 2003. He developed the concept of orgone energy and created devices called orgone energy accumulators which were intended to concentrate this hypothetical universal life force energy. In 1970, one of Reich's books received the Caldecott Award.
1. The document is a presentation about the eTapestry software platform for nonprofits, which provides database, fundraising, and communication tools.
2. eTapestry guarantees 10 benefits to customers including an internet strategy, access to data from anywhere, easy operation, better recordkeeping, improved communications, secure data, outstanding support, innovative tools, fast implementation, and cost savings.
3. The presentation discusses eTapestry's pricing options and additional optional services that can be added, and invites questions from attendees.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
These presentations were part of the main plenary. Slides include Peter Lewis, Andrew Morris and Craig Dearden-Phillips MBE presentations.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Giving Days & the Great Canadian Fundraising Landscape hjc
This week, hjc and Kimbia presents Giving Days & the Great Canadian Landscape webinar. Register for this webinar to learn:
- What is a Giving Day, and why your nonprofit should start now
- The state of the Canadian Fundraising landscape
- Real life case studies and how to benchmark yourselves
The document discusses county-focused leadership councils (LCs) as a way to further engagement and fundraising efforts for Big Brothers Big Sisters. It outlines how to recruit LC members, coordinate meetings, and provide tools to empower volunteers. A case study highlights the success of the Pinellas LC in raising funds and recruiting mentors. The presentation then takes questions from LC co-chairs on their roles and what makes for a successful council.
Paul Cwynar has over 30 years of experience in development, fundraising, and ministry. He is currently the Professional Development Director at Multiplication Network Ministries, where he coordinates donor acquisition and stewardship. Previously he has held positions such as Pastor, Development Director, and Annual Giving Manager at various faith-based non-profits and churches. He has a proven track record of increasing revenues and managing capital campaigns. Cwynar has extensive experience managing staff, volunteers, and interns.
This document summarizes a presentation about developing successful monthly giving programs. It discusses strategies for recruitment, upgrades, retention, and testing to increase the number and lifetime value of monthly donors. Key aspects include targeted asks across channels, stewardship of existing donors, and focusing on stopping lapsed donations as much as gaining new ones. Testing different donation forms and segmentation is important to continually improve programs. Long-term tracking of metrics like revenue and donor duration is also recommended.
Social Media and Your Higher Education CampaignBlackbaud
The document discusses social media strategies for higher education fundraising campaigns. It provides examples from the University of Michigan's Victors for Michigan campaign, which had goals of raising awareness, demonstrating impact, and tracking engagement. Specifically, it describes their 30-day social media countdown leading up to the campaign launch, including gathering impact stories, creating graphics, and coordinating approvals across the decentralized university. It also outlines metrics for measuring the success of social media activities during the campaign kickoff events.
This document discusses using crowd funding and social media for nonprofit fundraising. It provides tips on launching a crowdfunding campaign, including defining clear goals and deadlines, telling compelling stories, being creative with images and videos, promoting through various channels, actively engaging on social media, and thanking donors. Specific examples are given of successful crowdfunding campaigns and how to leverage social networks, influencers, and multichannel efforts to maximize fundraising results through crowd funding and social media.
CoalitionU Engaging Donors for NonprofitsTivoni Devor
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This document outlines strategies for raising funds to support more staff and greater impact. It discusses setting fundraising goals and priorities, and guiding principles for choosing revenue streams that are substantial, sustainable, mission-driven, and diverse. Potential revenue streams are listed, including fee-for-service projects, fundraising events, partner matches, leadership training programs, and collaborative grants. The overall goal is to raise funds to support high impact learning for Bonner students through direct community service, programs, and engagement.
With 17 weeks left until Giving Tuesday, the time to start planning your End of Year campaign is now. Our fundraising and user experience experts discuss tips, trends, and strategies to jump-start your End of Year planning.
The document discusses strategies to improve awareness of library resources offered by the Lackawanna County Library System (LCLS) in Pennsylvania. It analyzes the library's financial stability and technology capabilities. Recommendations include increasing the library's social media presence, conducting educational workshops, and partnering with marketing professionals to develop a branding and awareness campaign.
What does IMAP stand for? Iowa Microenterprise Assistance Project, which provides grants to affiliate community foundations, facilitates endowment building activities, and financially supports entrepreneur and microenterprise development activities.
What Fundraisers Can Do to Retain Year-End DonorsBloomerang
The document provides tips for nonprofit fundraisers to retain year-end donors. It recommends thanking year-end donors quickly and personalizing communications based on donor segmentation including past giving levels, channels, and interests. Personal touches like thank you calls can increase future donations. Fundraisers should have a communications plan to steward donors after their year-end gifts before soliciting future support.
This document outlines a social media strategy for a campaign to raise awareness of child poverty in the North East of England. It identifies three objectives: raise awareness, exert pressure on MPs, and forge long-term engagement. Strategies include creating an awareness video to share on partner organizations' social media pages and measuring engagement. Quarterly campaign ideas and website qualities are discussed to achieve the objectives through ongoing evaluation and dynamic approaches.
This document contains an agenda and notes for a GlobalGiving webinar. The agenda includes introductions, updates on GlobalGiving campaigns and calendar, a discussion on effectiveness, and information on GlobalGiving Rewards. During introductions, participants shared their name, organization, and a 2016 highlight. GlobalGiving's 2016 fundraising totals and upcoming campaigns in 2017 like Giving Tuesday were presented. Participants then discussed how to define and measure effectiveness at their organizations. GlobalGiving Rewards was introduced as a system to recognize nonprofits for engagement and effectiveness activities to boost their visibility. Participants were asked to identify ways to gain more rewards points.
This document summarizes the work of the Institute of Fundraising (IoF), a membership organization for UK charities. It discusses IoF's founding, members, services provided, and the current fundraising climate in the UK and Wales. Austerity measures have increased competition for donations while public needs rise. However, data shows that well-run campaigns, community fundraising, and digital outreach can continue growing income. The IoF offers training to help members improve fundraising techniques and remain successful amid challenges.
Marketing a Peer-to-Peer Fundraising CampaignHubSpot
Online fundraising campaigns can be tremendously effective for raising money and acquiring new donors, but they don't automatically succeed. Too many promising campaigns wind up missing the mark because they aren't rolled out and promoted properly. In this webinar you will learn the best practices that will help you tee up your next peer-to-peer fundraising campaign for maximum success!
This document discusses best practices for data health in eTapestry. It emphasizes the importance of clean data for relationships, retention, and donations. Regular data cleaning should address issues like addresses, deceased records, phone numbers, emails, and more. The presentation provides tips for conducting data health audits and ongoing maintenance through practices like mass updates, imports, and third-party services. Attendees are encouraged to develop a formal data health plan and process to continuously improve data quality.
Essentials of fundraising with eTapestry 2014Pam Dechert
The document discusses essentials for successful fundraising using eTapestry. It outlines that successful fundraising comes down to having a compelling mission, a relational approach to donors, and understanding how fundraising connects to the organization's other functions. It then provides details on 2013 charitable giving trends, noting that online giving and faith-based organizations saw the largest increases. The remainder discusses how to use tools in eTapestry like queries and reports to improve donor relationships and fundraising results by tracking communications, gifts, and other data to better engage donors.
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The presentation was part of the Funding Conference in London on Monday 23 February 2015.
These presentations were part of the main plenary. Slides include Peter Lewis, Andrew Morris and Craig Dearden-Phillips MBE presentations.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
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- The state of the Canadian Fundraising landscape
- Real life case studies and how to benchmark yourselves
The document discusses county-focused leadership councils (LCs) as a way to further engagement and fundraising efforts for Big Brothers Big Sisters. It outlines how to recruit LC members, coordinate meetings, and provide tools to empower volunteers. A case study highlights the success of the Pinellas LC in raising funds and recruiting mentors. The presentation then takes questions from LC co-chairs on their roles and what makes for a successful council.
Paul Cwynar has over 30 years of experience in development, fundraising, and ministry. He is currently the Professional Development Director at Multiplication Network Ministries, where he coordinates donor acquisition and stewardship. Previously he has held positions such as Pastor, Development Director, and Annual Giving Manager at various faith-based non-profits and churches. He has a proven track record of increasing revenues and managing capital campaigns. Cwynar has extensive experience managing staff, volunteers, and interns.
This document summarizes a presentation about developing successful monthly giving programs. It discusses strategies for recruitment, upgrades, retention, and testing to increase the number and lifetime value of monthly donors. Key aspects include targeted asks across channels, stewardship of existing donors, and focusing on stopping lapsed donations as much as gaining new ones. Testing different donation forms and segmentation is important to continually improve programs. Long-term tracking of metrics like revenue and donor duration is also recommended.
Social Media and Your Higher Education CampaignBlackbaud
The document discusses social media strategies for higher education fundraising campaigns. It provides examples from the University of Michigan's Victors for Michigan campaign, which had goals of raising awareness, demonstrating impact, and tracking engagement. Specifically, it describes their 30-day social media countdown leading up to the campaign launch, including gathering impact stories, creating graphics, and coordinating approvals across the decentralized university. It also outlines metrics for measuring the success of social media activities during the campaign kickoff events.
This document discusses using crowd funding and social media for nonprofit fundraising. It provides tips on launching a crowdfunding campaign, including defining clear goals and deadlines, telling compelling stories, being creative with images and videos, promoting through various channels, actively engaging on social media, and thanking donors. Specific examples are given of successful crowdfunding campaigns and how to leverage social networks, influencers, and multichannel efforts to maximize fundraising results through crowd funding and social media.
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The document summarizes a panel discussion on engaging new donors that took place on March 24, 2014 at Peirce College. The panel included James Mergiotti, President and CEO of Peirce College; Lynn Marie Johnson-Porter of Children's Hospital of Philadelphia; Aimee Miller of Fairmount Ventures; and Ina Lipman of Children's Scholarship Fund Philadelphia. They discussed topics like prospecting for new donors, ways to engage new donors, cultivating relationships with existing donors, and closing the deal to secure funding. The panel provided tips such as engaging current donors, creating compelling videos, demonstrating good ethics to build trust, and following up donation requests with thank you notes.
This document outlines strategies for raising funds to support more staff and greater impact. It discusses setting fundraising goals and priorities, and guiding principles for choosing revenue streams that are substantial, sustainable, mission-driven, and diverse. Potential revenue streams are listed, including fee-for-service projects, fundraising events, partner matches, leadership training programs, and collaborative grants. The overall goal is to raise funds to support high impact learning for Bonner students through direct community service, programs, and engagement.
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The document discusses strategies to improve awareness of library resources offered by the Lackawanna County Library System (LCLS) in Pennsylvania. It analyzes the library's financial stability and technology capabilities. Recommendations include increasing the library's social media presence, conducting educational workshops, and partnering with marketing professionals to develop a branding and awareness campaign.
What does IMAP stand for? Iowa Microenterprise Assistance Project, which provides grants to affiliate community foundations, facilitates endowment building activities, and financially supports entrepreneur and microenterprise development activities.
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This document contains an agenda and notes for a GlobalGiving webinar. The agenda includes introductions, updates on GlobalGiving campaigns and calendar, a discussion on effectiveness, and information on GlobalGiving Rewards. During introductions, participants shared their name, organization, and a 2016 highlight. GlobalGiving's 2016 fundraising totals and upcoming campaigns in 2017 like Giving Tuesday were presented. Participants then discussed how to define and measure effectiveness at their organizations. GlobalGiving Rewards was introduced as a system to recognize nonprofits for engagement and effectiveness activities to boost their visibility. Participants were asked to identify ways to gain more rewards points.
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Raise More Money with eTapestry! How one customer raised $19 million!
1. How to Raise More Money with eTapestry
Newman Center – St. Thomas Aquinas Church
At the University of Nebraska-Lincoln
A Case Study
PRESENTED BY JUDE M. WERNER, MA
3. The First Century
1906
• Newman Club established at the University of Nebraska-Lincoln
• Begins decades of serving Catholic college students as a collegiate club
1960
• First Newman Center – St. Thomas Aquinas Church is built
• Consistent growth as a student parish
1997
• Father Robert Matya is assigned as Newman Center’s Pastor
• Visionary leader who sets a course for expansion
1998
• FOCUS (Fellowship of Catholic University Students) joins UNL Newman Center
• Facilitate up to 100 weekly student Bible studies, with 700 participants
2006
• Jude Werner is hired to established a Development Office
• A minimal volunteer-led annual fund program existed previously
3 #bbcon
4. The Modern (eTapestry) Era
4 #bbcon
December, 2007
• eTapestry was purchased as the Newman Center’s development software
March, 2008
• eTapestry goes live, ~72 hours before phone-a-thon
August, 2008
• Fall student outreach is managed through eTapestry for the first time
October, 2009
• Target Analytics wealth screening was completed by Blackbaud
March, 2010
• Capital campaign feasibility study completed by an independent consulting firm
• Our consultants suggest that $7 - $9 million is likely a successful campaign goal
July, 2010
• Father Matya has a huge vision of what the UNL Newman Center could become
• A strategic expansion plan was developed
• Newman Center launches its first capital campaign in 104-year history
• $25 Million ‘A Great Problem to Have’ Capital Campaign Goal!
5. How to Raise More Money with eTapestry
5 #bbcon
I. A Great Problem to Have …
Overview of Newman Center’s expansion project
II. Phone-A-Thon (with 72 hours to spare)
eTapestry, a Powerful Tool to Grow Your Annual Fund Program
III. Donor Focused – Mission Driven
Student Registration with eTapestry Today – Strengthen Your Major Gift Asks for Life
IV. Trust, but Verify …
Target Analytics by Blackbaud can Help You Prepare for Your Capital Campaign
V. Reach Out and Touch Someone
Building a Dynamic Donor Communication Strategy with eTapestry
13. Too many college students looking to
grow in their faith …
‘A Great Problem to Have!’
13 #bbcon
14. A Phone-A-Thon (with 72 hours to spare)
Growing Your Annual Fund Program
14 #bbcon
15. Phone-A-Thon, The Early Years
UNL Newman Center had a Volunteer-Led Phone-A-Thon for 10 Years
• As many as 10,000 individual call sheets were needed each year
• Each was printed, recorded and manually coded into an Access spreadsheet
• It was months before an official fundraising tally was available
• The result: INEFFICIENT, NOT MOTIVATING and a STATIC FUNDRAISER
• Averaged $24,000 annually in revenue (less opportunity costs)
15 #bbcon
16. Phone-A-Thon, The Early Years
Newman Center's Phone-A-Thon
16 #bbcon
$45,000.00
$40,000.00
$35,000.00
$30,000.00
$25,000.00
$20,000.00
$15,000.00
$10,000.00
$5,000.00
$0.00
1997-1998 1998-1999 1999-2000 2000-2001 2001-2002 2002-2003 2003-2004 2004-2005 2005-2006
18. Phone-A-Thon with eTapestry
A Custom Web-Based Platform was Created for Phone-A-Thon
• During our initial eTapestry setup, phone-a-thon integration was a priority
What Our Student Volunteer Website Enables:
• A student calling script
• Specific donor information is populated into the script
• Donor salutations
• Contact information
• Time zone
• Phone-a-thon gift history
• Students can update any fields (including phone and email addresses)
• Phone-a-thon pledges are recorded
• Credit and debit card are processed immediately
• Instant updates on the phone-a-thon’s raised total after each call
18 #bbcon
24. Phone-A-Thon with eTapestry
• Phone-A-Thon with an eTapestry Boost – Year 1
• 2006 (last year of pre-historic PAT) = $21,818 raised
• 2007 (first year with eTapestry) = $58,883 raised
• $37,065 increase over the year prior
• 170% increase
• Phone-A-Thon with an eTapestry Boost – Year 2
• 2007 (first year with eTapestry) = $58,883 raised
• 2008 (second year with eTapestry) = $91,301 raised
• $32,418 increase over the year prior
• 55% increase
• Phone-A-Thon 2006 vs. 2012
• 2006 = $21,818 raised
• 2012 = $123,839 raised
• $102,021 increase
• 467% increase
24 #bbcon
27. Phone-A-Thon with eTapestry version 2.0
New Phone-A-Thon Calling Center
• 50 MB (megabytes per second) fiber optic internet
• No more slow DSL
• All VoIP (Voice over Internet Protocol) phones
• No more used cell phones with bad reception
• 50 new all-in-one, touch screen computers
• Potentially, no more manual dialing of phone numbers
Expected Outcomes
HIGHLY EFFICIENT
EXCITING FOR STUDENT VOLUNTEERS
DRAMATIC GROWTH IN FUNDRAISING POTENTIAL
27 #bbcon
28. Phone-A-Thon with eTapestry version 2.0
28 #bbcon
$250,000.00
$200,000.00
$150,000.00
$100,000.00
$50,000.00
$0.00
Newman Center's Phone-A-Thon
33. Donor Focused – Mission Driven
Strengthen Your Major Gift Asks
33 #bbcon
34. Donor Focused – Mission Driven
What’s the Golden Rule of Fundraising?
“No. 1: The urgent need for your nonprofit is to know your donors
as well as you possibly can.”
7 Golden Rules for Nonprofit Fundraising Success
htp://www.entrepreneur.com
34 #bbcon
35. Donor Focused – Mission Driven
Know Thy Donors!
• Why are they interested in your organization?
• What is their history of engagement?
• What is it about your organization that is their personal hot-button?
Train Thy Donors to Give
• Program engagement and building a habit of giving early on lays the foundation for
a life-time of giving later.
Can you answer the Nuclear Questions?
• Before I write this check, has Johnny been involved at the Newman Center?
• Susie says that she isn’t involved because no one has contacted her yet.
• My grandson can’t stop talking about the wonderful FOCUS missionary whom he
meets with. What’s his name?
35 #bbcon
38. 2014 Student Parish Registration
Parish Registration Sunday
• During their first weekend on campus, students complete a parish registration card.
• Student volunteers enter data into “Student” eTapestry accounts
• On average, 520 Mass registration cards are entered by Monday at noon
• Data is collected under their “Persona” and “UDFs”
• A series of 168 queries assembles the data
• The data is then used to generate over 200 detailed reports
• Students are sorted by age, gender, interests and residence halls
• These reports maximize our outreach efficiency and effectiveness during the critical
first week on campus and result in higher student engagement.
Additional Data Sources
• New Student Enrollment during the summer
• Student activity fair on campus
• Referrals from parents, grandparents, schools and parish priests
• Referrals from other organizations
• A total of 1,883 student registrations were entered this year alone.
38 #bbcon
40. Train Thy Donors …
Getting Started Early
• Major-gift donors often have a history of giving to an
organization, with the size and impact of contributions
steadily increasing.
• Why wait to start that process when they’re in the 40’s,
50’s or later?
• Once recorded in eTapestry, the Newman Center can
begin to invite students to become small monthly
donors.
• $16.67 per month is a typical first pledge
= $1,000 over five years
• Over time, the size of the gifts steadily increase
A Major Impact
• 195 students donors
= $1,293 average donation
• $252,185 raised in capital campaign alone
40 #bbcon
41. Know Thy (grown-up) Donors …
Why are they interested in your organization?
• Let’s assume that you’re planning a first meeting with a great new prospect.
• Wouldn’t it be helpful to know if they were an alum of your organization?
• If so, what were they involved with, if anything?
• What events did they attend?
• What years were they involved and what was the organizational culture at the
time?
• If negative, has your organization improved its culture since their
experience?
• Was there a retreat or pilgrimage trip that they attended as a student?
• Were they involved in a FOCUS Bible study?
• Were they members of a Greek house?
• The oldest Phi Kappa Theta Fraternity Alumnus are only in the late 20’s
• As alumni, the fraternity is a hot-button interest specific to them
• We have already raised $150,275 from 62 former members
41 #bbcon
43. An Alumni Success Story
Were They a “Success Story” of Your Organization?
• For us, that is often a student who became increasingly involved with the Newman
Center and, consequently, grew spiritually and into a student leader.
• Alumni who were deeply engaged as students make some of the best donors
today, especially if they can meet current students with similar interests as theirs.
43 #bbcon
44. The Nuclear Questions
eTapestry is Easily Accessible on Your Smart Phone
Can you Answer the Nuclear Questions?
• Before I write this check, has Johnny been getting involved?
• Susie says that she isn’t involved because no one has contacted her yet.
• My grandson can’t stop talking about the wonderful FOCUS missionary whom he
meets with. What’s his name?
44 #bbcon
45. The urgent need for your nonprofit is
to KNOW YOUR DONORS as well as
you possibly can … so start today!
45 #bbcon
47. By the Fall of 2009…
• Father Matya’s vision to grow the our ministries was becoming a reality.
• Our Development Office had also been already rather successful.
• We raised $2,018,558 in the first forty months.
• A strategic process began to develop our comprehensive expansion plan.
• Acquisition of four parcels of land
• Relocating two other existing businesses
• Constructing four new buildings, totaling 100,000 square feet
• Launching the Newman Center’s first-ever capital campaign
• “I have complete confidence that Jude can raise whatever amount of
money we need.” – Father Matya
• His trust was flattering, but the responsibility was also daunting.
• I had faith that God would bless our efforts if the project was His will.
• However, I needed to verify that a capital campaign was even feasible.
47 #bbcon
48. Newman Center, St. Thomas Aquinas
Catholic Church
October 2009
Kate Lindsay Breck
Consultant
49. Target Analytics™ Process
Constituent Data
External Financial and
Demographic Data
Appended
File Preparation,
Model Building,
Extensive Testing
Application of
Models to
Constituents
WealthPoint
Obtained 15,849 donors and non-donors
from your organization’s
database: Names, Addresses,
Giving History, Other Characteristics
Appended Hundreds of Financial
and Demographic Characteristics
Determine the Common Characteristics
of Different Types and Levels of Donors
Scored Constituents based on how
well they fit each model; added
appended variables to matched
constituents; returning all records
Top 1,500 records screened through
WealthPoint for additional prospect
research
50. Past Giver Type
Regular donor: a minimum of one gift in each of the past three years
Occasional donor: one or two gifts in the past three years
Non-donor: no gifts in the past three years; could be lapsed donor
57. Interesting Findings
• 75 millionaires
• 12 millionaires with more than $5 million in assets
• 164 Prospects with Hidden Wealth
(Larkspur hits where assets < $1 Million)
• 90 Prospects with contributions of $10K+
(political or charitable)
• 86 have given less than $10K in a single gift to you
Note: Of the prospects screened through WealthPoint
58. Interesting Findings
• 219 Company Officers
(Owner, President, CEO, Chair, Chief)
• 8 Public Company Insiders
• 70 Prospects with property >= $1M
• 9 have more than $5 million
• 66 Prospects hold property in a trust
Note: Of the prospects screened through WealthPoint
59. Statistical Potential Analysis – Target Gift
Range
Gift Level in 12 Months Gift Total in Largest
Giving Year
Target Gift Range
Projection
$0 12,468
$1 - $49 2,004 4,663
$50 - $99 557 5,696
$100 - $249 453 2,630
$250 - $499 175 1,501
$500 - $999 88 834
$1,000 - $2,499 67 270
$2,500 - $4,999 17 126
$5,000 - $9,999 12 79
$10,000 + 8 50
The Target Gift Range is a capacity model that predicts a range of giving to your organization in a 12-month period
62. Reach Out and Touch Someone
Building a Dynamic Donor Communication Strategy with eTapestry
62 #bbcon
63. eTapestry and Your Donor Communication Plan
What do we all know about (or should) about donor communications?
• At least seven donor touches per year
• Donors want to feel appreciated, included and informed.
• Should be timely, engaging and provide an opportunity to give
Why not use eTapestry’s communications module?
• E-Newsletters and emails can be timely
• Target specific messages for specific account types or other demographics
• Link your eCommerce page for an immediate donor response
• Combine with your favorite social media for even more impact!
63 #bbcon
64. Special Event Invites & Program Updates
Printed Invitations vs Emailed
• Mail printed invitations to select donors
• Email a digital invitation to everyone
• Saves printing and postage
• Everyone feels included
• Even if they live across the country
• A reminder for the select donors to RSVP
Keep Donors Informed and Involved
• Tell donors about ministry events that
their students may be interested in
• Invite donors to events they may want to
attend
• Encourage donors to volunteer and pray
for upcoming events
64 #bbcon
65. eTapestry and Your Donor Communication Plan
Seasonal Solicitations
• Supplement your annual fund solicitations and newsletters
• A targeted and timely solicitation can be fun and successful
• Immediately prior to a major holiday
• Finishing a last minute shopping list is easily with an honorary donation
• Dramatic market gains
• Donating appreciated stocks has significant tax benefits
• Post-harvest season
• Giving agricultural commodities is a tangible, easy donation with tax benefits
Major Donors You Didn’t Know You Had
• Donors responded with major gifts we would never have solicited. We
simply didn’t know they had an interest or capacity.
• Agricultural Commodities email = $2,500 gift in corn
• Christmas Wish List email = $1,000 and $7,500 “Christmas Gifts”
• Bell Blessing email = $1,500 and $45,000 gifts from out-of-state donors
65 #bbcon
70. eTapestry and Your Donor Communication Plan
Exciting Contributions
• Raising $45,000 in response to our Bell Blessing invite email was really exciting
• It’s affirming that your broader marketing and communication plan is working
• Likely, it’s $45,000 that I would never have solicited
70 #bbcon
71. eTapestry and Your Donor Communication Plan
Game Changing Contributions
• After raising $13.5 million in the first three
years of our capital campaign, we were
preparing to break ground on the new
Newman Center and church.
• A policy change put that into jeopardy.
• Demolition was approved, but construction
was now to be completed in two stages,
adding $1.4 million in construction costs.
• However, if another $1.3 million could be
raised over a 45 day period, we could
proceed with the entire project as planned.
• That’s where the collaborative power of
eTapestry and Facebook comes in …
71 #bbcon
78. Game Changing Contributions
One Gratifying Groundbreaking!
• After successfully raising the additional $1.3 million
• Including $567,136 in 45 days
• Granted permission to build the St. Thomas Aquinas Church and Newman Center
• A truly Historic moment for the UNL Newman Center
78 #bbcon
79. Leveraging the power of eTapestry
and Facebook, $567,123 was raised
and $1.4 million saved (in 45 days)
79 #bbcon
80. How to Raise More Money with eTapestry
II. Phone-A-Thon (with 72 hours to spare)
• eTapestry, a Powerful Tool to Grow Your Annual Fund Program
• $37,065 Increase over the year prior – 170% Increase
• $32,418 Increase over the year prior – Another 55% Increase
III. Donor Focused – Mission Driven
• Student Registration with eTapestry Today – Strengthen Your Major Gift Asks for Life
• $252,185 raised in Capital Campaign from Current Students
• $150,275 raised from 62 former Phi Kappa Theta Fraternity members
80 #bbcon
IV. Trust, but Verify …
• Target Analytics by Blackbaud can Help You Prepare for Your Capital Campaign
• Target Analytics predicted we could raise $15,923,565+ over five years
V. Reach Out and Touch Someone
• Building a Dynamic Donor Communication Strategy with eTapestry
• $55,500 raised using eTapestry emails and eCommerce
• $567,136 raised through eTapestry and Facebook combined effort
86. eTapestry Helped to
Make our Dreams a Reality …
And It Can Help You Too!
86 #bbcon
87. Did this session give you the jolt you needed?
Don’t forget to complete
a session survey!
Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
exchanged, applied to, or combined with any other offer.
87 #bbcon