Technology For Ministry Donor Support

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Technology For Ministry Donor Support

  1. 1. Technology For MinistryUsing Technology to Make Partnership Development Easier<br />Roy Yabuki - DFW Director<br />Rebekah Miller – Web Coordinator<br />Bob Schwartz – Computers in Ministry<br />
  2. 2. Partnership Development (What is it all about?)<br />Re-connecting with many friends<br />Different place in relationship with each in regard to PD<br />Asking, Re-asking, asking if they sent the check yet. thanks<br />Simple process but need to stay on track with each person<br />About relationship, but with so many people it is hard to remember what shared with who and what promised<br />Tough… need to stay on task and focus on relationships… don’t need hassle of tools. Should make it easier not harder. <br />
  3. 3. Three Major Areas of PD<br />Raising Partners<br />Tracking Partners<br />Keeping Partners<br />
  4. 4. What do We Need? Raising Partners<br />List/address book of potential ministry partners with contact info<br />Way to keep track of where in the process of PD a person is<br />Way to keep track of actual interaction with people<br />Reminders for you to follow-up based on where they are in the process<br />Tracking Pledges vs. actual giving history<br />Analysis of response to activity (letters, appeals, website)<br />
  5. 5. What do We Need? Tracking Partners<br />What we get from home office?<br />Weekly Donor Report<br />Annual Donor Report<br />You learn <br />Who is giving? How often?<br />How and when giving?<br />
  6. 6. What do We Need? Tracking Partners<br />Statistics & Analysis – Crunching the data<br />Progress to Goal?<br />Summary of Donor giving Patterns?<br />Average monthly giving?<br />Last year but not this year givers?<br />Late donors...<br />Top givers? <br />Most consistent givers?<br />Giver profile? Who do I ask for more? How? <br />How are people giving? <br />Scott Morton stuff<br />
  7. 7. What do We Need? Keeping Partners<br />Way to keep track of interaction with people<br />Last time said thank you<br />How can we pray for our partners?<br />Way to get people to experience your ministry as if they are there...<br />Staying in contact with partners on a regular/personal basis<br />Mass e-mail/Calling/Social networking<br />Keeping people up on what is going on<br />Snail Mail newsletter/personal mail<br />Is someone giving more or less?  Why? <br />
  8. 8. Solution 1 – Microsoft Outlook<br />Get an Account from Rebekah!<br />Centralized contact manager – can be shared<br />Calendar / To-do<br />Keep track of interaction (journal) – searchable xobni add-on<br />Flags/Categories – Set Priorities/Groups/Status<br />Mail Merge – More work to personalize<br />Can be backed up/ synced with exchange server – Web/outlook/ Smart phone access with one database<br />Outlook for Business Contact Manager – workflow<br />
  9. 9. Solution 2 – MS Excel/Word<br />Simple searchable/sortable database<br />Analysis of giving – Data is Hand Keyed<br />One page showing of data <br />Mail Merge - Personalized<br />Snail mail<br />Email<br />
  10. 10. Solutions 3: TNTMPD – http://tntware.com<br />Free and specifically designed for partnership development<br />Built in support related address book, calendar, to-do functions and can be synced with Outlook, Access & Excel<br />Tracks where you are in the donor relationship workflow<br />Automated reminders/tasks in donor relationship workflow<br />
  11. 11. Solutions 3: TNTMPD – http://tntware.com<br />Tracks and analyzes giving (hand input of data with potential some day of syncing with home office system)<br />Tracks interaction with people and suggests next steps<br />Simple reports analyzing giving patterns<br />Birthday and Anniversary Report<br />Can do mail merging<br />
  12. 12. Tip 1: iContact / Constant Contact<br />http://icontact.com, http://constantcontact.com<br />Mass E-mail<br />Easily send attractive formatted semi-personalized e-mail messages to different types of partners<br />No spam blocking<br />Keep track of if your mailings are actually being effective<br />Scheduled e-mail follow-up<br />Approx $6-20 month<br />
  13. 13. Solution 4: Facebook & other social media (Youtube, Picasa, Flickr, Kodak photoshare)<br />Keep track of partner’s lives and interact with them as stuff happens on both sides<br />Partners see your interaction directly with students<br />Get in contact with &quot;long lost friends, potential partners, etc and they see you interacting directly with students<br />Share pictures & videos so partners/potential partners can experience your ministry as it is happening (as if they are there)<br />
  14. 14. Tip 2: Chalkline<br />Chalkline<br />Mass Snail mail<br />http://www.chalkline.org/<br />Expensive… but good in a pinch<br />
  15. 15. Other Options<br />Database Tools <br />Free<br />Donor Manager (www.donormanager.com)<br />Paid<br />ACT!/Goldmine & other CRM Tools<br />Microsoft Access!<br />Saleforce.com<br />
  16. 16. Other Options<br />Notepad(moleskin), Calendar, address book<br />Online slide shows (www.slideshare.net)<br />Zoho.com (wonderful online tools like google docs)<br />Writer<br />CRM<br />Notebook<br />
  17. 17. Important <br />Its not the tools but its your heart, your relationships and God’s grace that drives partner development<br />It takes time to save time…<br />Set aside a day<br />Then 10 minutes a week…<br />
  18. 18. More Ideas?<br />Personal “Technology/Ideas” Blog - <br />Looking for articles! Help me help you! Send Questions, Comments, & Ideas and you will see them some day if this works. <br />Twitter: ismtips<br />E-mail: ismtips@gmail.com<br />Website/blog :http://ismtips.net<br />Network for learning from each other<br />

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