ap fundraising part 1 - niug presentations/fundraising part 1... · fundraising part 1 –the...
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FUNDRAISING PART 1 – THE MECHANICS
ROBERT LANE, PH.D., LANE SERVICES, LLC
PRESENTER
• Robert Lane, Ph.D. – CEO, Lane Services, LLC
– CEO, Lane Services, LLC (since 2003)
– Authorised iMIS Fundraising Professional
– Certified iMIS Professional
– PhD in Information Systems (dissertation on fundraising software)
– Use iMIS Fundraising with COMMON Education Foundation (board member & ‘iMIS Guy’)
– Fundraising since college
– Presented sessions at NiUG AP since 2013
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AGENDA
• The basics – terminology
• Pledges v. Requests
• Set-up options (funds, campaigns, appeals, oh my!)
• Fundraising Profile (desktop)
• Fundraising dashboard (staff site)
• Donor Profiles on Staff Site
• Moves Management/Planned Giving/Major Gift Management
WHAT CAN YOU DO WITH FUNDRAISING
FUNDRAISING?
• Internet giving & processing
• Membership dues billing with voluntary gifts included
• Special events may be designated as fundraising events
(using the events module)
• Premium processing (t-shirts, mugs, etc.)
• Close integration with the relationships module
• Installment pledge billing
• Works with IQA, Opportunity Management, Acquisition
Management & Marketing Suite (Campaign,
Segmentation & RFM Analysis)
• Standard reporting
• Use iParts to show campaign progress charts/graphs
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FUNDRAISING TERMINOLOGY
• Appeal – a short-term activity with a specific objective & a specific instance of a request (e.g. mass mailing, telemarketing event, fun run) – Appeals are not required in iMIS
• Campaign – an orchestrated fundraising effort that lasts a certain period of time and may contain a series of appeals (e.g. erect a new building, capital campaign) –Campaigns are not required in iMIS
FUNDRAISING TERMINOLOGY
• Fund – a legal entity within an organization with a separate set of books (e.g. endowment fund, building fund) – A fund designation is required in iMIS
• Distribution – Preset combination of a fund, campaign, and appeal (not necessary to have all three) that determines how the gift or pledge is recorded (i.e. the account #) – A distribution is required in iMIS
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FUNDRAISING TERMINOLOGY
• Donor club – A method to recognize the various levels of giving (e.g. Century Club - $100-$499; Benefactor - $500-$999; Patron - $1,000-$4,999)
• In-Kind Contribution – A non-cash contribution with monetary value (e.g. professional services, equipment, supplies). An in-kind contribution is usually used within 12 months
FUNDRAISING TERMINOLOGY
• Pledge – A donor agrees to make a payment sometime in the future. It may be a one-time contribution or one made in installments. If an initial payment is made at the time of the pledge, the initial payment is treated as a gift or down payment on the pledge. This creates A/R.
• Request – A method of recording an appeal that you are reasonably confident will result in a gift or pledge. A request is recorded at the time it happens. This does not create A/R.
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SET –UP OPTIONS
• Fund
• Campaign
• Appeal
• Distribution/Premium
• Donor Club
FUND (ENTITY)
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CAMPAIGN
APPEAL
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DISTRIBUTION/PREMIUM
DONOR CLUB
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FUNDRAISING REPORTS
STANDARD REPORTS (DESKTOP/AAC)
• Appeal Activity
• Appeal Performance
• Campaign Activity
• Campaign Performance
• Distribution by Campaign
• Distribution Activity
• Distribution Performance
• Pledge Forecast
• Response Analysis
• Solicitor Performance
• Donor Renewal
• Donor Analysis
• Donor Trend
• First, Greatest, Last
• Geographical Analysis
• Gift Range
• LYBUNT
• SYBUNT
• Top ‘N’ Donor
• Yearly Giving Comparison
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IQA – PRE-DEFINED BUSINESS OBJECTS
• CsDonations
• CsDonationsDetail
• CsDonorDetail
• CsAppeal
• CsCampaign
• CsPledges
• CsSalutations
• CsSolicitorData
• CsName_FR
• CsTrans
• CsInvoice
• Donation
• Gift
• GiftHistory
• GiftHistorySummary
• GiftsReceived
ENTER/EDIT GIFTS - OVERVIEW
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ENTER/EDIT GIFTS – DONOR INFORMATION
ENTER/EDIT GIFTS – SPLIT GIFTS AMONG
FUNDS
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ENTER/EDIT GIFTS – NOTES
(PERTAINING TO THIS GIFT)
ENTER/EDIT GIFTS – INSTALLMENT
PLEDGES
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SOFT CREDIT
ATTACH PREMIUM TO APPEAL (CLICK
PREMIUM BOX)
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SELECT PREMIUM DURING GIFT ENTRY
STAFF SITE – FIND FUNDS (DISTRIBUTIONS)
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STAFF SITE – ENTER GIFT ‘ON BEHALF OF’
STAFF SITE – ENTER GIFT ‘ON BEHALF OF’
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STAFF SITE – PROCESS GIFT
FUNDRAISING PROFILE (CRYSTAL)
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STAFF SITE DONOR DATA
STAFF SITE GIVING HISTORY
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STAFF SITE FUNDRAISING DASHBOARD
STAFF SITE DASHBOARD QUERIES
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STAFF SITE DASHBOARD QUERIES
STAFF SITE DASHBOARD QUERIES
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MAJOR / PLANNED GIVING
(MOVES MANAGEMENT)
DESIGNATE AS MOVES MANAGER
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ASSIGN DONORS/PROSPECTS TO MANAGER
SET CULTIVATION PLAN & UPDATE
ACTIVITIES
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QUESTIONS??
WITH THANKS TO OUR SPONSORSNIUG DISCOVERY CONFERENCE