2014 guidestar delc conference evan paul presentation 5-28-14 for distrib

GuideStar Product StrategySupporting Diverse Decisions in the Social Sector

Evan PaulVP of ProductsMay 28, 2014

GuideStar DonorEdge Learning Community

GoalsThe Role of GuideStar ProductsNext Steps

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OUTLINE

Provide the stakeholders of social change with the information they need to make good decisions that help drive nonprofit effectiveness.

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Generate earned revenue for GuideStar.2

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Outcomes

GOALS

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“…stakeholders…”

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1 GOALS

Nonprofit Organizations

Institutional Funders

Professional Services

Technology Providers

Researchers

Individual Donors/Volunteers

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“…stakeholders…”

Nonprofit Organizations, Healthcare Nonprofits, Religious Organizations

Private Foundation, Community Foundation, Corporate Foundation / Giving, Government & Public AdminConsulting, Advertising and Marketing, Financial Services, Legal / Accounting, Fundraising / Grant Writing

Philanthropy Software, Cause Related Marketing Platforms

Schools & Universities, Media

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1 GOALS

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“Generate earned revenue…”

GOALS

Grants

Earned Reven

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Overview

THE ROLE OF GUIDESTAR PRODUCTS

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• GuideStar.org

• Data Collection– GuideStar Exchange

• Data Distribution– Subscription Products

– DonorEdge & Hosted Solutions

– APIs

– Data

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GuideStar.org

THE ROLE OF GUIDESTAR PRODUCTS

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2

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GuideStar.org: Traffic

THE ROLE OF GUIDESTAR PRODUCTS

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2

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

2010 2011 2012 2013 2014

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GuideStar Exchange

THE ROLE OF GUIDESTAR PRODUCTS2

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Impact and effectiveness information

Financial information

Basic information

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GuideStar Exchange: Partners in creating the Gold level

THE ROLE OF GUIDESTAR PRODUCTS

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2

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GuideStar Exchange: Benefits partners

THE ROLE OF GUIDESTAR PRODUCTS

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2

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GuideStar Exchange

THE ROLE OF GUIDESTAR PRODUCTS

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2

1-Jul 1-Aug 1-Sep 1-Oct 1-Nov 1-Dec 1-Jan 1-Feb 1-Mar 1-Apr 1-May 1-Jun0

5000

10000

15000

20000

25000

30000

35000

40000

45000

GX Participants by Participation Level 2013-2014

BronzeSilverGold

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Subscription Products

THE ROLE OF GUIDESTAR PRODUCTS

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• Premium & Pro Search

• Charity Check

• Financial SCAN

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• Premium & Pro Search is used by a variety of different stakeholders for:– Comparison and funder

identification by nonprofits– Due diligence by foundations

and donors– Comparison of clients to

peers, as well as prospecting, by Professional Services.

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1 THE ROLE OF GUIDESTAR PRODUCTS2

Subscription Products: Premium & Pro Search

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Subscription Products: Charity Check

• Used for pre-grant due diligence by foundations• Only 100% IRS compliant product of its kind• Included in Donor Edge

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Subscription Products: Charity Check

• Used to evaluate a nonprofit’s financial health by nonprofits themselves, foundations, accountants, and others.

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Donor Edge & Hosted Solutions

THE ROLE OF GUIDESTAR PRODUCTS

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• You will be talking about Donor Edge throughout the next two days

• What is Hosted Solutions?

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APIs

THE ROLE OF GUIDESTAR PRODUCTS

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• Exchange API

• Search API

• Advanced Search API

• Charity Check API

• Detail API

• See data.guidestar.org for more details

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APIs

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1 THE ROLE OF GUIDESTAR PRODUCTS2

Data

• Redesign GuideStar.org and measure performance by segment

3 NEXT STEPS

Build, Measure, Learn

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3 NEXT STEPS

Build: New homepage design

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3 NEXT STEPS

Build: New registration by segment

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3 NEXT STEPS

Build: New dashboard page by segment and user profile

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3 NEXT STEPS

Build: New, more intuitive, report pages

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3 NEXT STEPS

Measure & Learn: Mixpanel analytics on user behavior

• What decisions does the platform currently support? What additional decisions could it be designed to support?

• How do we measure the quality of those decisions supported through the platform?

• How can Donor Edge be complimentary to, not competitive with, other donor management platforms?

• How can the functionality be repurposed for other user groups in the social sector (e.g. government, financial services, smaller foundations, consulting, etc.) to broaden the base of support and adoption?

3 NEXT STEPS

Key questions to consider for Donor Edge

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