The document discusses strategies for collecting, storing, analyzing, and using data in fundraising and development work. It provides guidance on collecting data from various sources, ensuring data is stored securely and can support reporting needs, analyzing the makeup and health of donor files and programs, and using data for targeting, messaging, and determining appropriate gift amounts. Key areas covered include identifying new data streams, database administration, and understanding donor profiles and performance indicators.

3.  Development Vision
 Goals
 Strategies
 Success Indicators

4. Collecting
Data
Using Development Storing
Data Data
Strategy
Analyzing
Data

6. Events
Gifts Relational
Database or
Spreadsheet
Collecting Data

7. Web /
Events Social
Media
Relational Email
Direct Mail Screenings
Gift Officer White Mail
Gifts CRM Prospect
Research
Collecting Data

8.  Asking for Information
 “People often give only because they were
asked”
 5 W’s & the H
 Information you will use
 Information that will result in a future gift
Collecting Data

9.  Asking for Information
 Creating Streams of Data
 Identify new streams of Data
 Analytic services
Collecting Data

10.  Response Device Design Principles
 Reinforce mission through design
 Be concise and clear
 Complete the form yourself first
Collecting Data

11. Collecting Data

12. Collecting Data

13. Collecting Data

15.  Awareness of Development strategic plan
 Assessment of success indicators
 Assemble data fields to support output/reporting
requirements
Storing Data

16.  Awareness of Development strategic plan
 Measurables: fundraising
campaign, appeals, moves
 Timeframe: monthly, bi-annual, annually
 Goals: increase donors, increase
revenues, increase moves/activity
Storing Data

17.  Awareness of Development strategic plan
 Assessment of success indicators
 What data or timeline frequency measures
success?
 What fields or codes are needed to capture
data?
 What reports are required?
 Staff involvement?
Storing Data

18.  Awareness of Development strategic plan
 Assessment of success indicators
 Assemble data fields to support output/reporting
requirements
 Earmark qualified fields
 Campaign, fund, appeal/approach, moves/actions
 Append goals/number solicited
Storing Data

19.  Database Administration Principles
 Clear, defined role for database manager and
other users
 Comprehensive data entry best business
practices guide
 “Cheat sheet” – quick reference for the
Development team
Storing Data

20.  Protect the database’s integrity
 Simple weekly/monthly data audits
 NCOA (National Change of Address)
 Frequent review of code methodologies
Storing Data

22.  Understanding make up of your donor file
 Segments and their value
Analyzing Data

23.  Understanding make up of your donor file
 Understanding the profiles of your donor
constituencies
 By giving source, frequency, status, LTV
Analyzing Data

24.  Understanding make up of your donor file
 Understanding the profiles of your donor
constituencies
 Understanding the source of your donors
 Cost, renewal and attrition rates
Analyzing Data

25.  Understanding health of your development
program
 Key performance indicators, lapsed
donors, monthly status updates
Analyzing Data

26.  Understanding health of your development
program
 Understanding performance of
efforts, activities, programs
 ROI, giving by date, amount, medium
Analyzing Data

28.  Targeting
 Who, what, when, why, and how
Using Data

29.  Targeting
 Messaging
 Donor motivation, recognition
Using Data

30.  Targeting
 Messaging
 Asking
 Appropriate gift ask amount
Using Data

31.  Amanda White
SYNC Non-Profit Consulting Group
awhite@syncresults.com
 Mack Campbell
On Your Mark Consulting
mack@onyourmarkllc.com
 Dana Heter
DirectStrategies
dana@dirstrat.com