bridging the gap between your database and your fundraising 2010 nsfa
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Bridging the gap between your database and your fundraising
Bridging the Gap between Your Database and Your
Fundraising
Mike Kierce
Bridging the gap between your database and your fundraising
When you hear “fundraising database” – what do you think of?
Bridging the gap between your database and your fundraising
When you hear “fundraising database” – what do you think of?
…how do you feel?
Bridging the gap between your database and your fundraising
While your database can’t…
• Read your mind• Raise money• Think• Replace human interaction• Or solve every problem…
Bridging the gap between your database and your fundraising
Your database can, and should…
• Streamline processes
• Automate routine tasks
• Give you easy access to information
• Allow you to grow your fundraising and be more effective!
Bridging the gap between your database and your fundraising
Your database can, and should…• Help you communicate better
• Help you improve the donor stewardship experience
• Expand your Internet presence
• Provide historical analysis
• Help with strategic planning
Bridging the gap between your database and your fundraising
Agenda:
• The Basics - Why a good database is more important now than ever before
• Traditional versus New - selecting a database• Expanding Relationships
• Contact Management• Relationship Tracking• Communications• Integrated Tools• Analysis
Bridging the gap between your database and your fundraising
• Your organization and the recession– Knowing your constituencies
• How are they affected; regionally & individually• Be ‘donor centered’
– Your donors, members, and prospects do not stop caring about your mission during a recession.• Compassionately manage your relationships
What Smart Nonprofits know about raising money during challenging times – Why a good database is more important now
more than ever before
Bridging the gap between your database and your fundraising
New Breed of Prospect/Donor/Member
o Reads email before snail mailo Busy, satisfy interests on their schedule
o Expect to find information onlineo Expects information to be personalizedo Expects immediate feedbacko Demands information/stewardship
The Basics…
Bridging the gap between your database and your fundraising
Why an integrated database system is more important now more than ever
An Integrated Strategy
In Person Meetings
Phone
Events
BlogsText MessagingSocial Networking Sites
Your Web Site
Bridging the gap between your database and your fundraising
The Basics
Age?
Internet use?
Gift size?
Interests?
Communication preference?
Children?
Volunteer interests?
Bridging the gap between your database and your fundraising
ID Your Key Needs
• Needs – not Features
• Remember the 80/20 Rule
• Envision growth and future needs
The Basics…
Prospect Research
Executive Reports
Planned Gift CalculatorseReceipting
Moves Management or RaisingMoreMoney
Advanced Security
Data Hygiene Tools
eCommerce
Outlook IntegrationWishList
Grant Explorer
Websites
Advanced Email
Matching Gifts
Bridging the gap between your database and your fundraising
The Basics…Know your Resources
Time
Staff
Expertise
Money
Technology
Bridging the gap between your database and your fundraising
The Basics…Something usable by Key Stakeholders
Admin staff
Board members
Executive staff
Volunteers
Researchers
Bridging the gap between your database and your fundraising
Traditional versus New…
Traditional (Client Server) New (ASP)
• Bought or Built
• In-House Computer Systems
• Continual Maintenance
• Limited Users
• Limited Access
• Not all bad!
• Rented
• Internet
• Automatic Updates
• Unlimited Users
• Remote Access
• Integrate to Web Services
Bridging the gap between your database and your fundraising
Use your database to help expand relationships…
• Contact Management
• Relationship Tracking
• Communications
• Integrated Tools
• Analysis
Bridging the gap between your database and your fundraising
Contact Management…
Every phone call
Every email
Every conversation
Every event
Record it in your database!
Bridging the gap between your database and your fundraising
Constituent interactions
"I open up my database and look at the journal entries to see the last time we talked. If I don’t know them very well, I can see who introduced them to the organization. It’s really powerful."
Connie Sherman, Connie Sherman, Executive Director, St. Mary's Child Center
Bridging the gap between your database and your fundraising
Outlook Integration
Bridging the gap between your database and your fundraising
Complete info on one page
Bridging the gap between your database and your fundraising
Complete info on one page
Bridging the gap between your database and your fundraising
Future Contacts/Calendaring
Bridging the gap between your database and your fundraising
Future Contacts/Calendaring
Bridging the gap between your database and your fundraising
Relationship Tracking…
Six Degrees of
Bridging the gap between your database and your fundraising
Track Relationships
Bridging the gap between your database and your fundraising
Relationships
Bridging the gap between your database and your fundraising
Track Relationships
Bridging the gap between your database and your fundraising
Communications…
&
Bridging the gap between your database and your fundraising
Bridging the gap between your database and your fundraising
Communications & Tracking All in One Place
Bridging the gap between your database and your fundraising
Envelopes Templates
Bridging the gap between your database and your fundraising
Newsletter Templates
Bridging the gap between your database and your fundraising
Events & Invitation Templates
Bridging the gap between your database and your fundraising
E-Newsletters
Bridging the gap between your database and your fundraising
Thank You Letters
Bridging the gap between your database and your fundraising
Special Event Invitations
Bridging the gap between your database and your fundraising
How else should our database help us raise money?
Bridging the gap between your database and your fundraising
Integrated Tools…
Matching Gift Resources
Prospect Research
Online Giving
Website Integration
How else should our database help us raise money?
Bridging the gap between your database and your fundraising
Don’t miss out on GOLDEN opportunities!
• Quite Simply a Doubling of Donation Amounts!
• Most Often Money that Falls Through the Cracks
• Relationships, Relationships, Relationships
• Again Leveraging Your Technology Investment
Bridging the gap between your database and your fundraising
An Overall Strategy
Sign Up for Newsletter
Multiple Ways To Support & Get Involved
Donate Now
Bridging the gap between your database and your fundraising
eCommerce
More than 1 in 3 donors to an online fundraising website say they would not have given at all without an online option.”
Source: Justgiving, 2005
Online Giving Integration?
Bridging the gap between your database and your fundraising
# 1 reason donors’ say they give online is convenience – it’s easier than writing a check. Source: Network for Good – ‘06
eCommerce
Bridging the gap between your database and your fundraising
Online Giving
Bridging the gap between your database and your fundraising
Registration Capabilities (Volunteer/Events)
Bridging the gap between your database and your fundraising
Volunteer Registration (page continued)
Bridging the gap between your database and your fundraising
Website IntegrationWish-List
Bridging the gap between your database and your fundraising
Website Integration
Bridging the gap between your database and your fundraising
Website Integration
Bridging the gap between your database and your fundraising
Personalized Fundraising Pages
Bridging the gap between your database and your fundraising
Reporting/Analysis…
• Who are your top donors?
• Who are your top prospects?
• How many new donors do you have?
• How many donors increase/decrease giving?
• How many donors are lapsing?
Bridging the gap between your database and your fundraising
How are gifts designated?
Fund Activity Summary
Bridging the gap between your database and your fundraising
How are gifts designated?
Drillable Reporting Options
Bridging the gap between your database and your fundraising
Top Donor Report
Who are your top donors?
Bridging the gap between your database and your fundraising
How many new, increasing, decreasing, lapsed…?
Giving Dynamics
Bridging the gap between your database and your fundraising
How many new, increasing, decreasing, lapsed…?
Giving Dynamics (cont.)
Bridging the gap between your database and your fundraising
Benchmark Reporting & Donor Loyalty
Additional Analysis Tools – How they can help!
Keys to your Future Success!!!
Bridging the gap between your database and your fundraising
Benchmarking - What is it?
• Now, for the very first time, you can get dynamic reports that let you compare your fundraising activities and results to other nonprofit organizations! You can even filter the data to match your results to organizations that are similar to you in type, size and location.
• Benchmark Reporting module is designed to gather aggregate statistics from a large number of participating eTapestry/FEP customer databases. The data is then displayed side-by-side with the same statistics from your own database, giving you a comparison between your organization and other nonprofits.
• Having access to this data will allow you to see where your strengths and weaknesses lie in comparison to similar groups. This valuable data supports growth-oriented strategic planning and budgeting for your fundraising programs, enabling you to raise more money!
Bridging the gap between your database and your fundraising
Why Benchmark Reporting is Important?
• Direct Comparisons are Powerful
• Accurate Data from Thousands of Non-Profits
• Ability to Isolate Peer Groups
• Focus Your Team on Areas with the Greatest Impact
Bridging the gap between your database and your fundraising
We are losing current donors, not focusing enough of our development time on lapsed donors, and
spending more money to acquire donors• Benchmark Giving Dynamics, Status,
Trends, Comparisons
Bridging the gap between your database and your fundraising
Donor Loyalty• Your ability to fund your mission is dependent on
the generosity of donors. However, the loyalty of donors is what allows you to sustain, plan, and expand your mission. Do you know if your donors are “loyal” to your organization?
• Can provide a scientific measurement of individual donor loyalty, which provides accurate insight into future donor behavior.
Bridging the gap between your database and your fundraising
Donor Loyalty
Bridging the gap between your database and your fundraising
Conclusion:
Selecting your database – (know your needs & your donors)
Traditional vs. New Technology Offerings
Use your Database to Expand Relationships Contact Management Relationship Tracking Communications Integrated Tools Analysis
• Every piece of information you collect, put it in the database
Don’t be Afraid to try something
Bridging the gap between your database and your fundraising
Thank you!For a Copy of Slides . . . [email protected]