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WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Five Tips t...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Getting More from Existing Donors
1. Understand Current Donors and...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Understanding Your Donors
• Do you have complete, up-to-date
infor...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Filling the Information Gaps
• Data Cleansing
• Standard formattin...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Giving History
• Giving history should include:
• Amount of last g...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Ask for the Right Amount
• Analyse donor data to determine the bes...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Refresh Your Message
• Tell how their donation impacts your missio...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Use a Personal Touch
• Personalise your communications
• Find out ...
WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
WealthEngine Can Help You Get More
• Data Appends – Wealth, demogr...
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Five Tips for Getting More from Your Existing Donors

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Get more from your existing donors with WealthEngine.

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Five Tips for Getting More from Your Existing Donors

  1. 1. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Five Tips to Getting More from Your Existing Donors
  2. 2. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Getting More from Existing Donors 1. Understand Current Donors and Fill Information Gaps 2. Giving History – How Often, How Much and When 3. Ask for the Right Amount 4. Refresh Your Message 5. Use a Personal Touch
  3. 3. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Understanding Your Donors • Do you have complete, up-to-date information? • Full name, contact information (required) • Age, gender and other demographic information (required) • Contact preferences (required) • Family, business and organisational relationships (need to have) • Other interests (bonus)
  4. 4. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Filling the Information Gaps • Data Cleansing • Standard formatting • Correct missing or outdated information • Data Appending • Incorporate new or missing information • Change of address • Wealth data • Family or business data • Other interests
  5. 5. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Giving History • Giving history should include: • Amount of last gift • Total amount of all gifts • How frequently they donate • Date of their last gift • Regular or repeat donors should be getting special attention • Does their giving history align to their wealth profile? (Maybe you should be asking for more)
  6. 6. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Ask for the Right Amount • Analyse donor data to determine the best ask amount • Prior donor behavior • Wealth and giving capacity • Consider giving tiers – even for small gifts • If the only gift option you offer is £25, then that’s all they will give
  7. 7. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Refresh Your Message • Tell how their donation impacts your mission • Have multiple versions of fundraising communications • Test to see which resonate and with which audience • Vary your message • One-time donors, lapsed donors and repeat donors should get different messages • Change the ask based on the audience
  8. 8. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Use a Personal Touch • Personalise your communications • Find out what they want to hear – and how they want to hear it • Not every communication should be an ask • Try a newsletter or blog • Solicit on their schedule • Someone who gives quarterly may be annoyed by a monthly solicitation • Consider loyalty programs for donors – and cultivation for higher level gifts
  9. 9. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 WealthEngine Can Help You Get More • Data Appends – Wealth, demographic and lifestyle attributes • Circle of Friends – Uncover family, business and organisation connections • Analytics – Detailed insight into donors and prospects • Segmentation • Profiling • Feasibility Studies • Ask Amount • Gift Models

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