byte me: turning data into dollars

Byte Me

About Cathy & Mack

Agenda

• Groundbreaking Best Practices

• Case Studies

• Big Data

• Obstacles

GroundbreakingBest Practices

Groundbreaking Best

Practice #1Collect Data

Best Practices• Collect

• Areas of collection

• Challenge of Events

• Relationship Manager Info

• Form design

• Store

• Knowing Your System

• Accuracy/Consistency (turnover)

• Good P&P

• What not to collect

• List dumping - plan to use

• Knowing the Output Plan

• Maintain

• NCOA

• Deceased records

• Duplicate

• Email

• Role of the Gift Officer

• Use

• Wealth screenings

• Segmentation (Dear Friend)

• The Informed Ask

Case Studies

• Resource Center Wealth Screening

• Collected, Not Stored, but Used

• PC&S Bereavement List

• Collected, Stored & Not Used

• Jonathan’s Place Newsletter

Big Data• You are not an individual, you are a data

cluster.

• Using data that is available to you.

• Facebook advertising

• Not necessarily fundraising, but program support

• Google ads

Obstacles • Cost

• ROI

• Data management

• wealth screenings

• technology

• Staffing Bandwidth

• Excel

Recap

• Your database will never be perfect. It can be good