Data2Donors:

DATA IN - AlumniFinder

A) Grab Tab – Click red arrow to open/close Control Panel. Click square to toggle Viewer Window between full screen/window mode. Click mic icon to mute/unmute your audio.

B) Audio Pane – Select audio format. Click Audio Setup to verify Speakers & Microphone.

C) Questions Pane – Attendees can submit questions and review answers.

D) Type your question and click Send to submit it to the presenters.

A

B

C

D

Get Involved

Julia Riseman and Kevin MartoneJulia@hgf.org Kevin@hgf.org

Sorry I can’t join you today!

I’m presenting at a Board meeting right now.

1. Announcements

2. Data IN – AlumniFinder

3. Your appointment with Kevin

4. Looking Ahead – WealthEngine

5. AlumniFinder Presentation

Agenda

1. Appointment with Kevin: GO

right now and sign up at:Google Doc sign up sheet

http://bit.ly/D2DImport (case sensitive)Careful of double entries

2. Use of Flags for D2D

3. Deadline for data out

(WealthEngine) next week –

Wednesday, 5 PM EST

Announcements

Don’t forget Tracking Records

1. Results of AlumniFinder

2. Uploading the results

3. Appointment with Kevin

Data In

AlumniFinder – What to do with the results?

(A message from Julia - who isn’t here!) Finding good new addresses is not good

enough Get back in touch with long-lost Alumni Implement Welcome Packets Volunteers to personalize contact Track first-contact in database Don’t give up on missing information – keep

working the problem

Facebook: Camp Sabra

Data2Donors Ahead:

Next Week: “Data Out”

February – Creating a top donor prospect list

March – Supporting Major Donor Fundraising

Talk with your Camp Mentor and schedule March

training

April – Data hygiene / end of program

Benefits of WealthEngineSubmitting your dataDeadline for submitting your recordsCheck you are submitting them correctly

(Office Hour on Thursday)When you will get the results back

WealthEngine Data Upload

Include:- Contacts with a good US Address- NOT Canadian

Note: Please let us know if you have any UK contacts with Addresses

Internal ID # Reserved Salutation

First Name

Middle Name

Last Name Suffix Address Address 2 City State Zip Gift Total

Years Given

# of Gifts

Last Gift Amount

100 Mr. Kevin Martone67 Hunt Street Suite 100 Agawam MA 01001 $1518 5 5 $18

Last Gift Date

Largest Gift Amount

Largest Gift Date Reserved

Date of Birth Age

Home Phone

Business Phone Employer Reserved Reserved

Spouse First Name

Spouse Middle Name

Spouse Last Name Camp Email

3/24/2013$1000 1/15/2010 413-439-1974

Harold Grinspoon Foundation Andrea Martone Camp Wonderful

kevin@hgf.org

Check Your Data Before Submitting Remove names with no address information Remove names from outside the US

UK records? Keep ALL the addresses are good Make sure all states are official State or Province

abbreviations Check all columns – is the correct type of data in that

column for all records? i.e., emails only in email field?

Note additional fields – i.e., Spouse information Make sure you have your Camp name in the Camp field

for every record you submit Verify that the ID field you have in the spreadsheet is

the official ID in your database and will allow us to re-import the data based on that ID

Sign Up for Re-import Assistance

JT PiribekAccount Director

AlumniFinder, a division of AccuData Integrated Marketing

Questions?