The document discusses using data-driven approaches for fundraising. It begins by outlining why data is important for fundraising, noting generational shifts in donors and declining participation rates. When to implement analytics is discussed, highlighting the importance of auditing current data and identifying goals. How to incorporate analytics is demonstrated through a case study showing how targeting investments based on modeling led to increased revenue, response rates, and average gift size. The benefits of understanding donor behavior through data are emphasized.
The document discusses how analytics can improve fundraising through a model called the Charity Dynamics TEMpOTM Technology Engagement Model. It presents three buckets for fundraising: do-it-yourself, integrated fundraising, and mobile. It also discusses using user generated video content, understanding constituent demographics, transparent loyalty programs, and valuing accelerated growth. The presentation aims to provide strategies for managing online investment to drive ongoing engagement and maximize fundraising success.
This document discusses how non-profit organizations can take control of the donor journey through more effective multi-channel communication, marketing automation, and data integration. It highlights common challenges such as siloed data and the need to engage donors across channels. The presentation provides tips for acquiring, engaging, and retaining donors at different stages of the lifecycle through personalized automated communications on multiple platforms including email, mobile, and social media.
This document provides guidance on how to build leadership support for new technology investments. It outlines the changing fundraising landscape and need for organizations to adapt. Key points include trends showing donors increasingly interacting with charities online and the importance of an integrated digital strategy. The document then offers tips for conducting research, identifying needs, making the business case to leadership and addressing common concerns about cost, fit with goals and evaluating alternatives. Case studies demonstrate how technology can boost fundraising returns. Overall it aims to equip readers to effectively pitch a new online solution to decision-makers.
This document discusses how financial institutions can build emotional connections with customers through content marketing to drive sales. It notes that while marketers' top priorities are improving customer share of wallet and acquiring new customers, emotional engagement is more important than rational considerations in driving human decisions. The document advocates using content marketing to teach customers rather than sell to them directly. It argues financial institutions should focus on delivering relevant content around life events when customers are more open to buying, and should engage customers through multiple channels like websites, email, social media and mobile to initiate dialogs with advisors. Finally, it discusses options to build or buy a turnkey content marketing system for financial institutions.
NonProfit Content Marketing Strategy Workshop for ESCHouston Nov 2013Sarah M Worthy
This document provides guidance on developing a strategic web content marketing plan for a nonprofit organization. It discusses key aspects of an effective content strategy such as setting measurable goals, identifying target audiences through donor personas, developing an editorial calendar, and publishing and distributing content across various channels. The document emphasizes that a content strategy should focus on what is most relevant to both what the nonprofit cares about and what donors care about. It also stresses the importance of consistency, preparation, and curation in an organization's web content marketing efforts.
The Donor Journey: A Step-by-Step Guide to Lifecycle Marketing for your Nonpr...hjc
Join hjc and Oracle where we'll explain the importance of integrating a multi-channel presence to build stronger and long lasting relationships. You will walk away with:
hands on examples of everything from customer experience to personalizing donor journeys
a fool proof system for uncovering, cultivating, and soliciting existing and new donors
how to implement a multi-channel presence
best practices on the do's and donts' of creating a good supporter survey
how to measure success of breakthrough fundraising results
Heather McLean, Senior Fundraising Advisor of hjc, and Brian Walsh, CX Architect North American Applications of Oracle, will show you how your organization can tap into your donor base and build deeper relationships through a multi-channel presence. Using the latest data and riveting case studies, you’ll learn how to maximize your organization’s fundraising potential.
Parachute Digital showcase 5 things charities and non-profits can do to create online donation pages that deliver real revenue.
1. Keep the form to one page with minimal fields
2. Make it easy to use on mobile devices
3. Chunk the content
4. Make sure the form is safe and data is validated
5. Be grateful and say thank you well
4 Steps to Converting Event Donors Into Long-Term DonorsJono Smith
Your event is over and you have a new pool of donors that have been introduced to your organization. How do you turn this group of one-time supporters into long-term advocates and donors?
Download Event 360's new white paper to learn how to build your donor pipeline by identifying, engaging, qualifying and cultivating your event donors.
The document discusses how analytics can improve fundraising through a model called the Charity Dynamics TEMpOTM Technology Engagement Model. It presents three buckets for fundraising: do-it-yourself, integrated fundraising, and mobile. It also discusses using user generated video content, understanding constituent demographics, transparent loyalty programs, and valuing accelerated growth. The presentation aims to provide strategies for managing online investment to drive ongoing engagement and maximize fundraising success.
This document discusses how non-profit organizations can take control of the donor journey through more effective multi-channel communication, marketing automation, and data integration. It highlights common challenges such as siloed data and the need to engage donors across channels. The presentation provides tips for acquiring, engaging, and retaining donors at different stages of the lifecycle through personalized automated communications on multiple platforms including email, mobile, and social media.
This document provides guidance on how to build leadership support for new technology investments. It outlines the changing fundraising landscape and need for organizations to adapt. Key points include trends showing donors increasingly interacting with charities online and the importance of an integrated digital strategy. The document then offers tips for conducting research, identifying needs, making the business case to leadership and addressing common concerns about cost, fit with goals and evaluating alternatives. Case studies demonstrate how technology can boost fundraising returns. Overall it aims to equip readers to effectively pitch a new online solution to decision-makers.
This document discusses how financial institutions can build emotional connections with customers through content marketing to drive sales. It notes that while marketers' top priorities are improving customer share of wallet and acquiring new customers, emotional engagement is more important than rational considerations in driving human decisions. The document advocates using content marketing to teach customers rather than sell to them directly. It argues financial institutions should focus on delivering relevant content around life events when customers are more open to buying, and should engage customers through multiple channels like websites, email, social media and mobile to initiate dialogs with advisors. Finally, it discusses options to build or buy a turnkey content marketing system for financial institutions.
NonProfit Content Marketing Strategy Workshop for ESCHouston Nov 2013Sarah M Worthy
This document provides guidance on developing a strategic web content marketing plan for a nonprofit organization. It discusses key aspects of an effective content strategy such as setting measurable goals, identifying target audiences through donor personas, developing an editorial calendar, and publishing and distributing content across various channels. The document emphasizes that a content strategy should focus on what is most relevant to both what the nonprofit cares about and what donors care about. It also stresses the importance of consistency, preparation, and curation in an organization's web content marketing efforts.
The Donor Journey: A Step-by-Step Guide to Lifecycle Marketing for your Nonpr...hjc
Join hjc and Oracle where we'll explain the importance of integrating a multi-channel presence to build stronger and long lasting relationships. You will walk away with:
hands on examples of everything from customer experience to personalizing donor journeys
a fool proof system for uncovering, cultivating, and soliciting existing and new donors
how to implement a multi-channel presence
best practices on the do's and donts' of creating a good supporter survey
how to measure success of breakthrough fundraising results
Heather McLean, Senior Fundraising Advisor of hjc, and Brian Walsh, CX Architect North American Applications of Oracle, will show you how your organization can tap into your donor base and build deeper relationships through a multi-channel presence. Using the latest data and riveting case studies, you’ll learn how to maximize your organization’s fundraising potential.
Parachute Digital showcase 5 things charities and non-profits can do to create online donation pages that deliver real revenue.
1. Keep the form to one page with minimal fields
2. Make it easy to use on mobile devices
3. Chunk the content
4. Make sure the form is safe and data is validated
5. Be grateful and say thank you well
4 Steps to Converting Event Donors Into Long-Term DonorsJono Smith
Your event is over and you have a new pool of donors that have been introduced to your organization. How do you turn this group of one-time supporters into long-term advocates and donors?
Download Event 360's new white paper to learn how to build your donor pipeline by identifying, engaging, qualifying and cultivating your event donors.
2015 iof national convention blackbaud future of fundraising workshopSandra Luther
The document discusses the future of fundraising and how charities can better connect with donors, noting that donors' preferences are shifting towards more personalized engagement through technology like mobile devices and social media, and recommends that charities leverage tools like marketing automation, predictive analytics, and the cloud to provide a more donor-centric experience tailored to each individual's interests and preferred methods of giving.
Inspired by Jim Collin’s ‘Good to Great’ methodology, learn the process for evolving your online fundraising program into one that produces lasting change and results. It starts with 10 steps that any organization can implement with the right planning and technology. This session doesn’t just focus on tactics, but ways your organization can create long term success by changing the fundraising culture. You will also learn about the latest trends in US giving and how it impacts efforts today.
This document provides tips for non-profits to create a pipeline of donor support through diversified fundraising strategies. It recommends segmenting donors and targeting communications based on their interests. Non-profits should focus on recognition, stewardship and engaging donors through impactful storytelling. The tips suggest optimizing websites for conversion, asking donors for gifts multiple times a year with a thank you in between, and establishing do-it-yourself fundraising events where donors can participate. Implementing these tactics through an integrated multi-channel plan can help non-profits raise more funds over time from their donor base.
This document provides tips for non-profits to create a pipeline of donor support. It recommends developing a diversified fundraising plan with multiple streams of income. It also stresses optimizing websites for conversion and creating customized donor journeys through segmentation. Additional tips include focusing on recognition and stewardship of donors, developing engaging content, asking for donations multiple times a year with a thank you in between, and establishing do-it-yourself fundraising events. Data shows non-profits that implement these tactics see increased donations over time. The presentation aims to help non-profits strengthen online fundraising as an important pipeline for growth.
Shanelle Newton Clapham, a digital marketing consultant with 11 years of experience, gave a presentation on making the most of mobile for non-profits. She discussed how mobile has overtaken desktop usage, provided statistics on mobile engagement and fundraising, and gave examples of using mobile technologies like beacons, QR codes, NFC, geo-fencing and SMS for events, peer-to-peer fundraising, and donations. She concluded by asking attendees if they were interested in partnering on a mobile project or had any other questions.
How to Reinvigorate Your Donor Base Using Peer to Peer FundraisingArrevaSoftware
Could your donor base use a pick me up? Are you searching for a renewed and rejuvenated set of fundraisers? Then look no further than the fundraising fountain of youth: peer to peer fundraising.
In a world where crowdfunding sites are just a click away, peer to peer fundraising has the ability to engage younger generations more easily than other, more traditional forms of fundraising.
During this webinar we will outline how peer to peer fundraising:
-Engages Gen Z and Millennial volunteers.
-Yields more gifts from Baby Boomer and Mature donors.
-Increases your organization's reach across social media.
-Helps to spread mission awareness to newer audiences.
The document provides a 5-step framework for stopping conflict before it begins on online communities. The steps are to 1) create and share guiding principles, 2) write or rewrite community guidelines with clear rules and consequences, 3) empower moderators through training and support, 4) seek ongoing feedback through surveys and reporting, and 5) encourage self-care for community leaders and moderators.
In April 2017 Policy in Practice releases the new version of our popular Universal Benefit and Budgeting calculator. We call it our UBBC for short.
The software will be faster, more accurate and easier to use. As well as receiving a beautiful makeover to the user interface, the calculator will be super-charged with new features and improved navigation.
These slides, from our launch webinar on Wednesday 15 March, detail some of the changes we have in store. They cover:
Brief introduction to Policy in Practice
The need for a benefit calculator
Evolution of our software
What’s new
Let’s look at 3 cases
Questions and answers
Next steps
This presentation was given by Anita Hansen of TRG Arts and Charlie Wade, consultant and former director of marketing, Atlanta Symphony at the 2013 Association of California Symphony Orchestras Conference.
Description:
Talk about a changing universe! What does the future hold if subscriptions are truly a thing of the past? Current thinking postulates that a long-term decline in audience commitment is inevitable. A meteoric shower of “one-time” promotions and discounts – crowdsourcing, Goldstar, Fill-A-Seat, Living Social – has captivated the general public and given us options for filling our venues. But is this solution sustainable? Let’s assess the situation and determine if belief in accepted prevailing societal trends will lead to an ever-downward spiral to obscurity. Identify the “hidden” and unique performance assets you already possess to cultivate patron loyalty and grow participation. Perhaps there’s a way to re-create a winning game with new awareness of how to play.
Storymakers 2014: Creating a Breakout Story (Hosted by TechSoup)See3 Communications
This document summarizes a webinar on creating break-out stories for non-profits. The webinar discussed how storytelling is important for making sense of actions and experiences. It also explained that digital stories can inspire hope, connect communities, and provide information. The presenters provided strategies for crafting effective stories, including identifying a hero, and using a four-paragraph structure of connect, context, crisis, and conclusion. Examples were given of how digital stories have been used in various social causes. The webinar concluded with information on upcoming events and resources for non-profit storytelling.
A presentation Chip Grizzard and I gave at the 2016 annual Missions Getaway conference. The topic of the presentation was reconnecting with donors and constituents and optimizing communications for effectiveness.
Play it Again, Sam: Monthly Giving Programs for Sustaining Donations "As Time...hjc
Speakers: SPEAKERS: Wendy Marinaccio Husman, Donordigital, Drew Seman, Senior Manager of Fundraising and Outreach, Ocean Conservancy
This session will highlight efforts you can take to grow your organization's monthly donor program. We’ll feature examples from The Ocean Conservancy, No Kid Hungry, and other nonprofits representing a variety of organization and sustainer program sizes. Learn strategies for monthly donor recruitment, upgrades, retention, and reinstatement; gather ideas for sustainer campaigns and conversion tactics; and come away with some information you can put to use right away.
Webinar: Profiling your DHP budget to mitigate the impact of welfare reforms Policy in Practice
Deven Ghelani and Zoe Charlesworth, Policy in Practice, discuss how local authorities can spend their DHP budgets most effectively, to ensure people who need the support the most receive it.
View these slides to learn:
1. How DHP money is spent nationwide and why underspends occur
2. How to identify individual households most in need and what support they need
3. How to know if your DHP support is reaching the right people
4. Where to target your DHP engagement campaigns
Central government has increased the DHP budget by £35m in 2017-2018 to help with the transition of welfare reforms and it is important that the increased funding is made available to those who need it most.
Whilst some assessments of the impact of reforms have taken place, DWP advise local authorities to carry out more detailed work to identify those most in need of discretionary support.
"You may want to profile your caseload to identify certain groups among those potentially affected by the changes, and establish the level of demand among those groups. Although DWP has already carried out various Equality Impact Assessments in relation to HB reform you may want to carry out a more detailed assessment for your area."
Discretionary Housing Payments Guidance Manual, DWP, Dec 2016
Policy in Practice has helped local authorities identify individual households most at risk from aggregate and cumulative welfare reforms so that support programmes can be targeted where they are most needed.
This webinar was held on Wednesday 1 March 2017 at 10:30
View YouTube recording here https://youtu.be/sjNreOrBMWc
Presented by Megan Lee, See3 Communications as workshop for the Women In Development North group. Marketing and communications take place today in an attention economy. When time and focus of your constituents is at a premium, your strategy and approach must earn and retain their attention in order to tell your story, convey your value, and engage your constituents in your mission.
Building digital support systems. Digital communications trends 2016 and beyo...CharityComms
Jo Wolfe, director of digital, Breast Cancer Care
Visit the CharityComms website to view slides from past events, see what events we have coming up and to check out what else we do: www.charitycomms.org.uk
How to Market Your Nonprofit's Impact to Maximize Your Fundraising ROIHubSpot
This document summarizes a presentation about marketing nonprofit impact to maximize fundraising returns. It discusses why people give (emotionally or as informed investors), retaining donors through the donor funnel, and case studies of charities that effectively communicate impact. The presentation emphasizes telling a compelling story that appeals to emotion and intellect, highlighting tangible impact through metrics, building community, and using a narrative arc in communications. Key tactics include email marketing, video, social media, and online fundraising.
Oregon State University was facing declining donor participation and retention rates, with only 69% of alumni retaining their donor status over three years, indicating a "leaky bucket". The university implemented a "Donor Experience Program" using donor experience officers and technology to provide personalized outreach at scale, with goals of 90% donor retention, 33% reactivation of lapsed donors, and growing the major gift pipeline. Initial results showed improved donor retention rates, open rates, and reactivated donors, demonstrating the potential of this new approach.
Using Empathy Maps to unlock audience insights and improve CX | Charity digit...CharityComms
The document describes empathy mapping, which is a technique used to understand audiences better. It involves characterizing target audiences by mapping out their needs, influences, actions, feelings, and pain points. Empathy mapping is beneficial as it provides insights into customers and helps inform customer experience projects. The document outlines how to conduct an empathy mapping workshop, which involves collaboratively mapping key audiences using post-it notes to document different elements of the empathy map.
Turning Peer to Peer Fundraising Benchmark Data into ActionBlackbaud
This document provides an overview and summary of a peer-to-peer fundraising benchmark study. It discusses key findings from the study, including that participant retention, team participation, and engagement are important metrics. The document then outlines five top metrics that matter: participant retention, team participation, percentage of zero-dollar fundraisers, engagement through participation, and donor contributions. For each metric, it provides data on industry benchmarks and suggestions for actions nonprofit can take to improve their performance based on the benchmarks.
Addressing the Second-Level Donor PyramidBlackbaud
The document discusses strategies for identifying and cultivating second level donors who can make major gifts. It describes how Target Analytics uses screening models and large databases to identify prospects with the inclination, capacity, and assets to become major donors. Case studies show how screening identified many more high-capacity prospects for two nonprofits, allowing them to significantly expand fundraising goals and results.
2015 iof national convention blackbaud future of fundraising workshopSandra Luther
The document discusses the future of fundraising and how charities can better connect with donors, noting that donors' preferences are shifting towards more personalized engagement through technology like mobile devices and social media, and recommends that charities leverage tools like marketing automation, predictive analytics, and the cloud to provide a more donor-centric experience tailored to each individual's interests and preferred methods of giving.
Inspired by Jim Collin’s ‘Good to Great’ methodology, learn the process for evolving your online fundraising program into one that produces lasting change and results. It starts with 10 steps that any organization can implement with the right planning and technology. This session doesn’t just focus on tactics, but ways your organization can create long term success by changing the fundraising culture. You will also learn about the latest trends in US giving and how it impacts efforts today.
This document provides tips for non-profits to create a pipeline of donor support through diversified fundraising strategies. It recommends segmenting donors and targeting communications based on their interests. Non-profits should focus on recognition, stewardship and engaging donors through impactful storytelling. The tips suggest optimizing websites for conversion, asking donors for gifts multiple times a year with a thank you in between, and establishing do-it-yourself fundraising events where donors can participate. Implementing these tactics through an integrated multi-channel plan can help non-profits raise more funds over time from their donor base.
This document provides tips for non-profits to create a pipeline of donor support. It recommends developing a diversified fundraising plan with multiple streams of income. It also stresses optimizing websites for conversion and creating customized donor journeys through segmentation. Additional tips include focusing on recognition and stewardship of donors, developing engaging content, asking for donations multiple times a year with a thank you in between, and establishing do-it-yourself fundraising events. Data shows non-profits that implement these tactics see increased donations over time. The presentation aims to help non-profits strengthen online fundraising as an important pipeline for growth.
Shanelle Newton Clapham, a digital marketing consultant with 11 years of experience, gave a presentation on making the most of mobile for non-profits. She discussed how mobile has overtaken desktop usage, provided statistics on mobile engagement and fundraising, and gave examples of using mobile technologies like beacons, QR codes, NFC, geo-fencing and SMS for events, peer-to-peer fundraising, and donations. She concluded by asking attendees if they were interested in partnering on a mobile project or had any other questions.
How to Reinvigorate Your Donor Base Using Peer to Peer FundraisingArrevaSoftware
Could your donor base use a pick me up? Are you searching for a renewed and rejuvenated set of fundraisers? Then look no further than the fundraising fountain of youth: peer to peer fundraising.
In a world where crowdfunding sites are just a click away, peer to peer fundraising has the ability to engage younger generations more easily than other, more traditional forms of fundraising.
During this webinar we will outline how peer to peer fundraising:
-Engages Gen Z and Millennial volunteers.
-Yields more gifts from Baby Boomer and Mature donors.
-Increases your organization's reach across social media.
-Helps to spread mission awareness to newer audiences.
The document provides a 5-step framework for stopping conflict before it begins on online communities. The steps are to 1) create and share guiding principles, 2) write or rewrite community guidelines with clear rules and consequences, 3) empower moderators through training and support, 4) seek ongoing feedback through surveys and reporting, and 5) encourage self-care for community leaders and moderators.
In April 2017 Policy in Practice releases the new version of our popular Universal Benefit and Budgeting calculator. We call it our UBBC for short.
The software will be faster, more accurate and easier to use. As well as receiving a beautiful makeover to the user interface, the calculator will be super-charged with new features and improved navigation.
These slides, from our launch webinar on Wednesday 15 March, detail some of the changes we have in store. They cover:
Brief introduction to Policy in Practice
The need for a benefit calculator
Evolution of our software
What’s new
Let’s look at 3 cases
Questions and answers
Next steps
This presentation was given by Anita Hansen of TRG Arts and Charlie Wade, consultant and former director of marketing, Atlanta Symphony at the 2013 Association of California Symphony Orchestras Conference.
Description:
Talk about a changing universe! What does the future hold if subscriptions are truly a thing of the past? Current thinking postulates that a long-term decline in audience commitment is inevitable. A meteoric shower of “one-time” promotions and discounts – crowdsourcing, Goldstar, Fill-A-Seat, Living Social – has captivated the general public and given us options for filling our venues. But is this solution sustainable? Let’s assess the situation and determine if belief in accepted prevailing societal trends will lead to an ever-downward spiral to obscurity. Identify the “hidden” and unique performance assets you already possess to cultivate patron loyalty and grow participation. Perhaps there’s a way to re-create a winning game with new awareness of how to play.
Storymakers 2014: Creating a Breakout Story (Hosted by TechSoup)See3 Communications
This document summarizes a webinar on creating break-out stories for non-profits. The webinar discussed how storytelling is important for making sense of actions and experiences. It also explained that digital stories can inspire hope, connect communities, and provide information. The presenters provided strategies for crafting effective stories, including identifying a hero, and using a four-paragraph structure of connect, context, crisis, and conclusion. Examples were given of how digital stories have been used in various social causes. The webinar concluded with information on upcoming events and resources for non-profit storytelling.
A presentation Chip Grizzard and I gave at the 2016 annual Missions Getaway conference. The topic of the presentation was reconnecting with donors and constituents and optimizing communications for effectiveness.
Play it Again, Sam: Monthly Giving Programs for Sustaining Donations "As Time...hjc
Speakers: SPEAKERS: Wendy Marinaccio Husman, Donordigital, Drew Seman, Senior Manager of Fundraising and Outreach, Ocean Conservancy
This session will highlight efforts you can take to grow your organization's monthly donor program. We’ll feature examples from The Ocean Conservancy, No Kid Hungry, and other nonprofits representing a variety of organization and sustainer program sizes. Learn strategies for monthly donor recruitment, upgrades, retention, and reinstatement; gather ideas for sustainer campaigns and conversion tactics; and come away with some information you can put to use right away.
Webinar: Profiling your DHP budget to mitigate the impact of welfare reforms Policy in Practice
Deven Ghelani and Zoe Charlesworth, Policy in Practice, discuss how local authorities can spend their DHP budgets most effectively, to ensure people who need the support the most receive it.
View these slides to learn:
1. How DHP money is spent nationwide and why underspends occur
2. How to identify individual households most in need and what support they need
3. How to know if your DHP support is reaching the right people
4. Where to target your DHP engagement campaigns
Central government has increased the DHP budget by £35m in 2017-2018 to help with the transition of welfare reforms and it is important that the increased funding is made available to those who need it most.
Whilst some assessments of the impact of reforms have taken place, DWP advise local authorities to carry out more detailed work to identify those most in need of discretionary support.
"You may want to profile your caseload to identify certain groups among those potentially affected by the changes, and establish the level of demand among those groups. Although DWP has already carried out various Equality Impact Assessments in relation to HB reform you may want to carry out a more detailed assessment for your area."
Discretionary Housing Payments Guidance Manual, DWP, Dec 2016
Policy in Practice has helped local authorities identify individual households most at risk from aggregate and cumulative welfare reforms so that support programmes can be targeted where they are most needed.
This webinar was held on Wednesday 1 March 2017 at 10:30
View YouTube recording here https://youtu.be/sjNreOrBMWc
Presented by Megan Lee, See3 Communications as workshop for the Women In Development North group. Marketing and communications take place today in an attention economy. When time and focus of your constituents is at a premium, your strategy and approach must earn and retain their attention in order to tell your story, convey your value, and engage your constituents in your mission.
Building digital support systems. Digital communications trends 2016 and beyo...CharityComms
Jo Wolfe, director of digital, Breast Cancer Care
Visit the CharityComms website to view slides from past events, see what events we have coming up and to check out what else we do: www.charitycomms.org.uk
How to Market Your Nonprofit's Impact to Maximize Your Fundraising ROIHubSpot
This document summarizes a presentation about marketing nonprofit impact to maximize fundraising returns. It discusses why people give (emotionally or as informed investors), retaining donors through the donor funnel, and case studies of charities that effectively communicate impact. The presentation emphasizes telling a compelling story that appeals to emotion and intellect, highlighting tangible impact through metrics, building community, and using a narrative arc in communications. Key tactics include email marketing, video, social media, and online fundraising.
Oregon State University was facing declining donor participation and retention rates, with only 69% of alumni retaining their donor status over three years, indicating a "leaky bucket". The university implemented a "Donor Experience Program" using donor experience officers and technology to provide personalized outreach at scale, with goals of 90% donor retention, 33% reactivation of lapsed donors, and growing the major gift pipeline. Initial results showed improved donor retention rates, open rates, and reactivated donors, demonstrating the potential of this new approach.
Using Empathy Maps to unlock audience insights and improve CX | Charity digit...CharityComms
The document describes empathy mapping, which is a technique used to understand audiences better. It involves characterizing target audiences by mapping out their needs, influences, actions, feelings, and pain points. Empathy mapping is beneficial as it provides insights into customers and helps inform customer experience projects. The document outlines how to conduct an empathy mapping workshop, which involves collaboratively mapping key audiences using post-it notes to document different elements of the empathy map.
Turning Peer to Peer Fundraising Benchmark Data into ActionBlackbaud
This document provides an overview and summary of a peer-to-peer fundraising benchmark study. It discusses key findings from the study, including that participant retention, team participation, and engagement are important metrics. The document then outlines five top metrics that matter: participant retention, team participation, percentage of zero-dollar fundraisers, engagement through participation, and donor contributions. For each metric, it provides data on industry benchmarks and suggestions for actions nonprofit can take to improve their performance based on the benchmarks.
Addressing the Second-Level Donor PyramidBlackbaud
The document discusses strategies for identifying and cultivating second level donors who can make major gifts. It describes how Target Analytics uses screening models and large databases to identify prospects with the inclination, capacity, and assets to become major donors. Case studies show how screening identified many more high-capacity prospects for two nonprofits, allowing them to significantly expand fundraising goals and results.
This document summarizes the essentials of successful fundraising. It discusses that successful fundraising comes down to having a compelling mission, a relational approach to donors, a strong relationship-building program, and understanding how fundraising connects to the entire organization. It also emphasizes that annual giving is essential, as it reaches the most donors and influences donor loyalty. Finally, it stresses the importance of using tools like eTapestry to analyze donor relationships and communications, in order to strengthen relationships and increase fundraising success over time.
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
The document discusses building and managing a major gift program using eTapestry. It covers identifying major gift prospects through annual giving donors and tools in eTapestry, managing relationships and tracking progress in major gift tracking fields, and customizing reporting for measuring results. Key aspects include starting with annual donors, finding prospects through tools like recurring gifts and birthdates, creating major gift master contacts, and using eTapestry features like journals, fields and reports to strategically develop prospects.
This document outlines best practices for optimizing communications with participants in TeamRaiser fundraising campaigns. It discusses using autoresponders, follow-up autoresponders, milestones, suggested messages, coaching emails, and the participant center news feed to engage participants at different stages of the fundraising process. The presentation provides examples of how to personalize messages using participant data and segment participants into relevant groups. It emphasizes making communications mobile-friendly and promoting behaviors that increase fundraising.
Hot Topics Panel: How to Take Your Peer to Peer Fundraising Program from Good...Blackbaud
The document discusses strategies for improving peer-to-peer fundraising programs. It describes symptoms of a condition called A.T.A.P Syndrome that was affecting fundraising results. Various organizations then share strategies they implemented to address A.T.A.P Syndrome, increase participation, fundraising amounts, and overall program success through tactics like segmentation, tailored communications, and coaching. Key lessons learned are to continually work and update plans to engage participants and meet fundraising goals.
Take Your Peer-to-Peer Fundraising Program from Good to Great!Shana Masterson
The document discusses strategies for improving peer-to-peer fundraising programs. It begins with presentations from various organizations on overcoming "A.T.A.P Syndrome", which refers to lackluster fundraising results. Presenters then discuss specific strategies their organizations implemented to improve team captain recruitment, engagement, and fundraising. These include tailored communications, recognition programs, and focusing fundraising around specific events or challenges. Data is presented showing the successful results of these strategies.
Crowdsourcing, Transparency and Results Based Charity RatingsCharityNav
Charity Navigator's President & CEO, Ken Berger, presented on the topic of “Crowdsourcing, Transparency and Results Based Charity Ratings: The Next Generation of Nonprofit Evaluation” at Columbia University.
Developing a Data-Driven Major Gift CultureBlackbaud
Developing a Data Driven Culture is a presentation about how establishing a data-driven foundation can impact organizational culture. It discusses how analyzing donor data through modeling can provide insights into donors' likelihood and capacity to give, identifying new prospects. This allows for improving fundraising strategies, increasing revenue potential by millions, and feeling more confident in engaging the community.
Life is Never Random … How to Make the Most of Your Data StrategyMerkle
Presentation from this year's Bridge Conference that covers how nonprofit marketers can make the most of their data strategy to drive donor acquisitions.
The document discusses how to utilize the over 40 standard reports in eTapestry. It provides an agenda that covers the difference between queries and reports, the standard report sets, and how to view what is included in each report. Examples are given of common questions that can be answered using reports, such as identifying top donors or tracking donor retention. The benefits of being able to run reports automatically are also mentioned.
This document summarizes a presentation about email marketing best practices. The presentation covered the following key points:
1. The speaker discussed using the five questions framework for email marketing - defining your goals, understanding your audience, crafting the right message, choosing delivery tactics, and measuring results.
2. Different types of emails were reviewed - informational, relational, and promotional. Informational emails aim to increase exposure, relational emails focus on building relationships, and promotional emails seek to obtain donations or drive attendance.
3. Audience segmentation and targeting the right message to the right groups was a major theme. Tools like eTapestry allow querying lists and personalizing content for different supporter types.
Fundraising Data & Trends: Putting It All TogetherBlackbaud
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The Constituent Engagement Journey: Growing Engagement, Loyalty, and Lifetime...Blackbaud
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Ratings, Overhead, and Measuring Impact: How to Use Your Social Sector Excell...Bloomerang
https://bloomerang.co/resources/webinars/
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Similar to The When, Why, and How of Data-Driven Fundraising (20)
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Here are the key points I would highlight in telling the story of ROI with Raiser's Edge NXT:
1. Consolidate disparate systems and vendors onto one integrated platform, reducing total cost of ownership.
2. Eliminate ongoing IT maintenance costs like server hardware refreshes, backups, downtime expenses with a fully hosted cloud solution.
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4. Utilize online fundraising and marketing automation tools to drive more ongoing annual revenue.
5. Quantify potential increased identification of major donors and associated increased major gift revenue.
6. Obtain a cost quote from your Blackbaud
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This document discusses modern design trends for websites. It notes that modern trends are built for responsive design and create the best user experience across all screen sizes. Responsive, clean designs are viewed more favorably by search engines and have faster conversions on mobile. Modern trends emphasize simplicity, organization, and maximizing usability. They also allow for customization to convey an organization's unique identity. The document advises keeping designs updated and engaging to stay relevant and attract visitors. It provides examples of modern design techniques like large design elements, long scrolling sites, minimalism, photography, and storytelling layouts.
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Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
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In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
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Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.
GraphSummit Singapore | The Future of Agility: Supercharging Digital Transfor...Neo4j
Leonard Jayamohan, Partner & Generative AI Lead, Deloitte
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Cosa hanno in comune un mattoncino Lego e la backdoor XZ?Speck&Tech
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
Enchancing adoption of Open Source Libraries. A case study on Albumentations.AIVladimir Iglovikov, Ph.D.
Presented by Vladimir Iglovikov:
- https://www.linkedin.com/in/iglovikov/
- https://x.com/viglovikov
- https://www.instagram.com/ternaus/
This presentation delves into the journey of Albumentations.ai, a highly successful open-source library for data augmentation.
Created out of a necessity for superior performance in Kaggle competitions, Albumentations has grown to become a widely used tool among data scientists and machine learning practitioners.
This case study covers various aspects, including:
People: The contributors and community that have supported Albumentations.
Metrics: The success indicators such as downloads, daily active users, GitHub stars, and financial contributions.
Challenges: The hurdles in monetizing open-source projects and measuring user engagement.
Development Practices: Best practices for creating, maintaining, and scaling open-source libraries, including code hygiene, CI/CD, and fast iteration.
Community Building: Strategies for making adoption easy, iterating quickly, and fostering a vibrant, engaged community.
Marketing: Both online and offline marketing tactics, focusing on real, impactful interactions and collaborations.
Mental Health: Maintaining balance and not feeling pressured by user demands.
Key insights include the importance of automation, making the adoption process seamless, and leveraging offline interactions for marketing. The presentation also emphasizes the need for continuous small improvements and building a friendly, inclusive community that contributes to the project's growth.
Vladimir Iglovikov brings his extensive experience as a Kaggle Grandmaster, ex-Staff ML Engineer at Lyft, sharing valuable lessons and practical advice for anyone looking to enhance the adoption of their open-source projects.
Explore more about Albumentations and join the community at:
GitHub: https://github.com/albumentations-team/albumentations
Website: https://albumentations.ai/
LinkedIn: https://www.linkedin.com/company/100504475
Twitter: https://x.com/albumentations
Why You Should Replace Windows 11 with Nitrux Linux 3.5.0 for enhanced perfor...SOFTTECHHUB
The choice of an operating system plays a pivotal role in shaping our computing experience. For decades, Microsoft's Windows has dominated the market, offering a familiar and widely adopted platform for personal and professional use. However, as technological advancements continue to push the boundaries of innovation, alternative operating systems have emerged, challenging the status quo and offering users a fresh perspective on computing.
One such alternative that has garnered significant attention and acclaim is Nitrux Linux 3.5.0, a sleek, powerful, and user-friendly Linux distribution that promises to redefine the way we interact with our devices. With its focus on performance, security, and customization, Nitrux Linux presents a compelling case for those seeking to break free from the constraints of proprietary software and embrace the freedom and flexibility of open-source computing.
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
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Generative AI Deep Dive: Advancing from Proof of Concept to ProductionAggregage
Join Maher Hanafi, VP of Engineering at Betterworks, in this new session where he'll share a practical framework to transform Gen AI prototypes into impactful products! He'll delve into the complexities of data collection and management, model selection and optimization, and ensuring security, scalability, and responsible use.
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Welcome to UiPath Test Automation using UiPath Test Suite series part 5. In this session, we will cover CI/CD with devops.
Topics covered:
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Speaker:
Lyndsey Byblow, Test Suite Sales Engineer @ UiPath, Inc.
Sudheer Mechineni, Head of Application Frameworks, Standard Chartered Bank
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1. 10/7/2013 #bbcon 1
The Why, When and How of Data
Driven Fundraising
Presented by:
Jenny Cooke Smith
Page Bullington
2. 10/7/2013 #bbcon 2
• Why Data Driven Fundraising?
- Explore Macro Trends of Donors and Dollars
- Review generational shifts in donors
• When to Implement?
- Data Points to Audit
- Giving Scorecard
• How to Incorporate Analytics?
- Case Studies showing data driven approach
• Let’s Hear from the Experts:
- Panel of peers for Q&A
TODAY’S AGENDA
3. 10/7/2013 #bbcon 3
• Having data and using data are two different states
• Consider what should you be buying or building to better support
your efforts
• What should you collect to help with your analysis and segmentation
• Consider which data points should act as a trigger to change
cultivation efforts
• Embrace the value of benchmarks – try not to fix the wrong thing
POINTS TO PONDER
4. 10/7/2013 #bbcon 4
TARGET ANALYTICS
Leading Provider of Supporter Insight & Analytics to the Nonprofit Sector
Division of Blackbaud, Inc.
7,000+ Customers, Across All Nonprofit Segments
Key Assets:
Cooperative Database - Industry’s largest donor database; over 2B
philanthropic transactions from 80M+ households
NOZA Database - Industry’s largest searchable database; over 65M
uniquely identified gift records
donorCentrics – Nonprofit’s largest & most established performance
benchmarking practice, with more than 530 participating organizations
Key Product Lines:
Direct Marketing Solutions
Major Gift Fundraising Solutions
Data Enrichment Services
Performance Benchmarking & Reporting
5. 10/7/2013 #bbcon 5
QUOTE FROM THE COURAGE CENTER
We had lots of cold prospects, so we used
modeling to find out [which prospects] were
warm enough to cultivate. Within five
months, I identified 300 people for the major
gift program and each has a target range —
which allowed our officers to spend their
time more productively.
— KRISTEN BARLOW, PROSPECT RESEARCHER
10. 10/7/2013 #bbcon 10
CHANGING DEMOGRAPHICS
How they give is different too!
Better Understand Your Donors by Leveraging
Similarities and Managing Differences!
» 52% give via the mail
» 34% give in honor or tribute
Matures
» 40% give via the mail
» 30% give in honor or tribute
» 46% give via work
» 21% give monthly
» 42% give via organizational
websites
Baby Boomers
» 50% give via retail transactions
» 50%+ give via work
» Close to 50% of Gen X and
62% of Gen Y would give via
mobile
» 46%+ fundraise on behalf of
organizations
» 40%+ give via organizational
websites
Generation X & Y
11. 10/7/2013 #bbcon 11
Donor Truths we have learned for ALL types of organizations
WHO IS GIVING…
Retention
Reactivation
Acquisition
Donor Migration (i.e. pipeline to major giving)
12. 10/7/2013 #bbcon 12
. . . donors giving at higher levels are more likely to retain
WHO RETAINS?
Source: donorCentrics - two consortium groups of public and private Higher
Education institutions examining Fiscal Year 12 data.
39%
60%
65%
70%
79% 80% 79%
86% 85% 86% 87%
82%
42%
51%
60%
65%
73% 74%
77%
82% 81%
77% 76%
85%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Private
Public
13. 10/7/2013 #bbcon 13
. . . the longer a donor the more likely to continue giving
WHO RETAINS?
Source: donorCentrics – consortium group of Cultural Organizations
examining Calendar Year 2012 data
Donor Loyalty Median Retention Rate
New 35%
2 years 62%
3 -4 years 72%
5+ years 84%
14. 10/7/2013 #bbcon 14
. . . The more frequent the gift, the more likely to retain
WHO RETAINS?
Source: donorCentrics – consortium group of International Relief Organizations
examining Calendar Year 2012 data
Gifts per Year Median Retention Rate
1 48%
2 63%
3+ 86%
15. 10/7/2013 #bbcon 15
RECURRING GIVING: THE VALUE OF
SUSTAINERS
$434,304
$183,662
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
$500,000
1 2 3 4 5 6
CumulativeRevenue
Years on File
6 Year Value of 1,000 New Donors
Sustainer Revenue
Single Gift Revenue
Figures are based on the Calendar Year Data for organizations (not Higher Ed) participating in
Sustainer benchmarking
16. 10/7/2013 #bbcon 16
. . . the longer a donor prior to lapsing, the more likely to reactivate
WHO REACTIVATES?
Figures are based on the Calendar Year Data for organizations (not Higher Ed) participating in
Environmental benchmarking
Donor Loyalty (before lapsing) Median Reactivation Rate
New 5%
2 consecutive years 12%
3-4 consecutive years 15%
5+ consecutive years 19%
17. 10/7/2013 #bbcon 17
HOW ACQUISITIONS ARE OCCURING?
Direct Mail
Face to Face
Online Marketing
Direct TV
Phone
Resident
Peer to Peer
18. 10/7/2013 #bbcon 18
WHY IS IT IMPORTANT TO UNDERSTAND
DONOR GIVING BEHAVIOR?
It is much easier and cost-effective to keep your
donors on file than to acquire new donors
The old standards still hold true
» Recency, Frequency, and $ still drives a program
» The downside of not managing these metrics closely
can hurt a program through lost revenue and donors
» Capitalizing on giving patterns can create new
opportunities for your organization
New donors are out there
» We are not solely relying on a few donors who give
frequently to fuel acquisition
» Newly Acquired Younger donors may not be solicited as
heavily as older donors who give frequently. Old
assumptions on channel behavior may not hold true in all
cases
• Analyze before assuming
20. 10/7/2013 #bbcon 20
• Audit your data ‘warehouse’
- What data do you have? Age, Wealth, Channel behavior, etc?
• Perform a file assessment
- What does your donor base look like?
- Where are the opportunities?
- Where are the holes/risks?
• Identify organizational goals
- Align your data leads with organizational goals
• Ask questions
- What tools exist to help you achieve your goals; utilizing internal and
external data
DATA POINTS THAT SAY “IT’S TIME”
21. 10/7/2013 #bbcon 21
Major Gift Scorecard
Leverage Your Existing Fundraising Potential
Organization The Becker Institute
Nonprofit Sector Higher Education
Constituent Records 70,000
Major Gift Level $15,000
Model Justification
The gift-level and contribution calculations identified in the prospect
screening results were based on the following types of wealth and
philanthropic information linked to your major gift prospects:
Recommendations
Based on the issues identified, Target Analytics recommends the
following solutions / techniques to convert the unrecognized
potential detailed above:
• Principal Giving (All Prospects)
• Major Gift Likelihood Modeling (All Prospects)
• Target Gift Range Modeling (All Prospects)
• Comprehensive Wealth Screening (Top 10%)
• Echelon Power Segmentation (Top 10%)
Prospect Screening
We’ve screened your current supporter base to establish their
giving potential, and have identified the individuals that are
performing optimally, are under-performing, or are severely
underperforming relative to where they should be:
Data Point Count
Number of $10,000 Gifts To Your Organization (Last 5
Years)
275
Number of $10,000 Gifts To Other Nonprofits (Last 5
Years)
435
Constituents With $1,000,000+ In Identified Total
Assets
112
Constituents With $1,000,000+ In Non-Real Estate
Assets
235
Constituents With $250K+ In Household Income 365
Constituents With $80K+ in Discretionary Spending 2,311
Optimal Gift
Level
Optimized
Donors
Under
Performers
Severe Under
Performers
$500,001 - $1,000,000 6 3 3
$200,001 - $500,000 1 2 3
$100,001 - $200,000 6 4 5
$50,001 - $100,000 14 1 1
$25,001 - $50,000 17 2 1
$10,001 - $25,000 4 1 0
$5,001 - $10,000 239 302 123
Total 53% 31% 16%
22. 10/7/2013 #bbcon 22
WHY DOES ‘WHEN’ MATTER?
Knowing When-
You won’t know ‘when’
unless you understand
your organizational
goals, areas of
opportunity and risk, and
have a sense where you
are succeeding/failing
Goals-
Understanding your
organizational goals and
benchmarking your
progress towards these
goals can help guide
where additional data
and analysis is needed
Costs-
Understanding priorities
can help align budgets
with data and analytic
needs. Sound
investment can be made
in a methodical yet
fiscally responsible way
24. 10/7/2013 #bbcon 24
The Challenge
• Large # of low-level donors (< $1K)
• Sub-optimal response rates
• Upcoming budget cuts & streamlining
CASE STUDY
Goals & Objectives
• Migrate lower-level donors to $1K+
• Increase response rates across gift levels
• Grow revenue while cutting costs
25. 10/7/2013 #bbcon 25
• Pre-project estimates indicated that
while the obstacles where
substantial, the goals were fully
attainable
• Projected a 65-75% increase in
known constituents likely to give
between $50 - $250
• Estimated a 500% increase in
known constituents that were likely
to give $1000+
ANALYTICS RESULTS / STRATEGY
26. 10/7/2013 #bbcon 26
Recommended Strategy
- Targeted investment increases in those
individuals identified as “most likely to give”
(largely via additional solicitations)
- Reduce or eliminate interactions with those
that are unlikely to contribute
- Apply a data-driven ask amount based on
TGR; not to exceed 25% of last gift
- Implement a specialized mailing campaign
specifically targeted at $1K-$5K prospects.
- Solicitor assignment for individuals $5K+ or
over, as defined by Target Gift Range
STRATEGY / RESULTS
35% Increase in
Revenue
22% Increase in
Responders
50% Increase in
AVG Gift Size
27. 10/7/2013 #bbcon 27
HOW: CASE STUDY- LOYALTY DATA
Results Using Loyalty Insights (Client identifies wasted mailings on unprofitable & unresponsive segments)
Example: National Relief Organization
Solution Used: Loyalty Insights (descriptive analytics model) to leverage donor loyalty that compares donor giving
behaviors to the organization with other non-profit orgs they support.
• Used to communicate differently with best segments via messaging and offer treatments and identify areas of reduced
investment for least loyal segments
Results Using Traditional RFM Model (Recency, Frequency, Monetary Amount)
28. 10/7/2013 #bbcon 28
HOW: CASE STUDY- LOYALTY DATA
Case Studies from clients and agencies identifying, developing, and finding
successful strategies using Insights
Case Study A: Client used Insights to target for their Sustainer Invite. They segmented out the LI codes
that were part of their normal data select for the invite call (i.e. they didn’t pull in other top Insights names;
only those they would have normally mailed).
Results- They saw stronger gift response rate across the three most loyal donor groups and an
increase in sustainer pledges as well. Client is crediting this strategy for turning around their phone
invite program. The # of pledges in one campaign equated to the sum of all sustainers acquired in all
3 sustainer invite calls all year.
Case Study B: Client utilized the top 3 audiences for Planned Giving mailings with success; one large gift
can make all the difference! In addition to Planned Giving usage, Client B also used Insights for ask string
testing:
TEST:
Best of the Best & New and Noteworthy- tested current membership $ (control) vs. 1.5% and
1.25% the current membership year $
Habitually Generous- tested current membership $ (control) vs. test panels of current
membership $ +$10 and current membership $ +$20
Results-
Best of the Best & New and Noteworthy-
BOB- tests resulted in RR% lift of 17% and lift in gift of 8.9%
NEW- tests resulted in RR% decrease but decrease was replaced with 18% lift in gift-
net flat
Habitually Generous- flat response (test vs. control) but 20% lift in gift
29. 10/7/2013 #bbcon 29
• Utilize predictive modeling to reactivate Lapsed universes. Lapsed Tags are a letter rating
(A-J) assigned for lapsed donors, indicating a likelihood to reactivate via a direct marketing
appeal
• This predictive solution helps an organization identify the likelihood to reactivate; enabling
better marketing focus, allocation of marketing budget, and suppression of low response
donors
HOW: REACTIVATE LAPSED DONORS
30. 10/7/2013 #bbcon 30
WELL DESIGNED AND EXECUTED
ANALYTICS…
• Uncover supporter insights that aren’t
easily derived from wealth screening
alone
• Streamline the process of interacting
day-to-day with supporters
• Direct our investment towards the
constituents & initiatives which yield
the highest ROI
• Produce results that far surpass past
performance, in terms of revenue and
efficiency
32. 10/7/2013 #bbcon 32
Kristin A. Heller
• Executive Director of Prospect Development and
Information Strategy at The College of William and Mary in
Williamsburg, VA
Jeff Lindauer
• Associate Vice President for Development at the Indiana
University Foundation
John Perell
• Director of Direct Response and Shared Services at the
Smithsonian
Sandra Miao
• Director of Direct Response at The National Wildlife Federation
PARTICIPANTS
33. 10/7/2013 #bbcon 33
AVAILABLE FREE RESOURCES FROM
TARGET ANALYTICS
Resource Examines . . . Updates
The Blackbaud Index Overall and Online Giving that
incorporates $12 Billion in US
charitable giving
Monthly
Index of National Fundraising
Performance
Giving trends from Animal
Welfare, Arts and Culture,
Environment, Health, Human
Services and International
Relief
Quarterly
Index of Higher Education
Fundraising Performance
Giving trends in Higher
Education with subsets for
Private and Public Institutions
Annually
npEngage Collection of nonprofit blogs
highlighting best practices and
industry trends
Regularly
34. 10/7/2013 #bbcon 34
Session Title Timing Presenter(s)
ResearchPoint Roadmap Monday
8:30-9:45 AM
Anthony Tomaino, David
Lamb
Annapolis 1-2
Drive Offline Response with
Online Advertising
Monday
10:00 – 11:15 AM
Richard Becker
Earning That Society-Level
Gift
Monday
10:00 – 11:15 AM
George Durney,
Page Bullington
Keys to Success for Growing
a Sustainer Program
Monday
1:30 -2:45 PM
Nicola Bach
AJ. Minogue
Addressing the 2nd-Level
Donor Pyramid
Tuesday
9:15-10:30 AM
Page Bullington
Lifetime Loyalty and Lasting
Legacies
Tuesday
10:45 AM – 12:00 PM
Lawrence Henze, Katherine
Swank
TARGET ANALYTICS AT BB CON