donor profiles
TRANSCRIPT
Donor ProfilesA Julie Fainberg Presentation
At a GlanceMOU ReviewDonor ResearchFocus GroupTemplates GaloreAlpha Release
MOU Review
New Naming
Conventions
Assignment of Unique Identifier
Identification of Fund
Types
Identification of Original
DonorsHard Copy
MOUs
New Naming Conventions
Last Name
First Name
Fund Type Unit
Fund Sort
Name
SMITH ROB SCH BUS SMITHROB
SCHBUS
Unique Identifier Assignment
Classification Goal
• Enables simple navigation of endowments
• Provides quick summary of the endowed fund
Classification Purpose
• Provides in-depth description of the endowed fund
Classification
Assignment
• Based on the Administration section of the endowment’s MOU
Fund Type IdentificationPrimary Identification
• Fund type was identified on the MOU under the Purpose and Administration sections
Secondary Identification
• Fund type was identified on the Advance server under the Historical and Reporting Narratives
Final Identification
• Identifiers were given final assignments based upon traditional fund type classification established by the University
Original Donor Identification
• High-lighted name of original donor who signed MOU
MOU Identificatio
n
• Noted original donors listed in Advance
Virtual Identificatio
n • Compared original donor between Advance and MOU
Cross-Reference
Hard Copy MOUsFront PageInside MOUOrganization
• Fund sort name• Unique identifier• Fund summary
• High-lighted key information• High-lighted original donor(s)
• Alpha-order by fund sort name
Donor ResearchDonor ListEndowed Fund DonorsQualified DonorsDonor Document
Donor List
Compiled list of selected
donors
Researched affiliation
with University
Separated by relationship
with University
Endowed Fund Donors
Research• Isolated every
selected donor’s giving history
Identification• Qualified all selected
donors with active endowed funds established in their name for the next phase
Qualified Donors
Selection Guidelines
LocalMore
than one active fund
Active within
the Universit
y
Stewardee or Original
Donor
Donor DocumentName of selected
donor
University affiliation
Name of endowed
funds
Description of endowed
funds
Occupation
Focus Group
GoalGuiding Questions
Questionnaire Instrument
DonorCommunicatio
n
Donor Communication
Review
Identify a group of 10-15 donors who
would be most qualified to
participate in the focus group
Collaborate
Work with other staff members to add or remove donors from
the focus group contact list
Contact
After approval, begin communication with
donors about the project and focus
group
Questionnaire Instrument• No more than 9 questionsSimple
• No “yes-or-no” questionsOpen-ended• Create questions that relate to the
donorsThought
Provoking• Avoid boring generic open-ended
questionsEngaging
Guiding Questions
• Ask questions about the project as a whole
• Don’t focus on a specific area
Keep it General
• Focus groups are made for collaboration, let them give feedback
• Long winded questions take a lot of originality away from responses
Keep it Short • The donors are
donating their time, don’t waste it
• Meaningful questions give meaningful answers
Keep it Meaningful
• The experience should be pleasant for all who are involved
• This project is meant to high-light our donors, don’t make them seem boring
Keep it Fun
Goal
Enhance• questionnair
e instrument
Involve• donors in
the project
Obtain Feedback• about the
project
Alter• project if
necessary
Templates Galore
QuestionnaireInvitations
Donor ProfileThank You Letter
Questionnaire
Introduction
•Introduce the project
•Instructions for completing the instrument
Questions
•7-9 open-ended questions
•2 optional “fun” questions
InvitationsExplanation
General information about the
project
What information
will be on the profiles
How they will impact the
final product
Participation Participating is optional
Explain benefits of
participating
FeedbackEncourage frequent
participation and feedback
Questionnaire
Insert questionnaire
with BREEmail link to
questionnaire
Donor Profile
General Structure
• Standardized format for the
profile
Fast Fact• Offer space for
an optional fast fact bullet
list
Translation• Create a way for
the donor responses to be
crafted into unique but consistent profile pages
Thank-You LettersPersonalization
Future Involvement
• Alpha letters sent to smaller audience
• Standardized hand-written letters
• Encourage continued involvement with project
• Feedback is always welcome
Alpha Release
Invitation Distribution Creation Feedback Thank-You
InvitationGather
ParticipantsIdeal
participants have more than two endowed
funds
Target is between 20 and 25 total participants
Outline Benefits
Explain they are among a small hand
selected group
They will have the option of participating
Their feedback will shape the final product
Questionnaire DistributionHard Copy
Questionnaire will be mailed after donor agrees to
participate in the Alpha
By request only
Virtual Copy
Link to online questionnaire will be embedded in
invitation and as a link at the bottom of the invitation
Default method of distribution
CreationCo
nsol
idat
ion
Gather completed questionnaire responsesOrganize responses by donor into story parts• Introduction,
build-up, climax, moral, etc. Tr
ansla
tion
Take their responses and draft a storyDon’t lose the original message from the donor
Editi
ng
Edit draft through two other parties
Rele
ase
Send the final profile back to the donor
Feed
back
Compile feedback from donors for the Beta trial
FeedbackOrganize
• Place feedback in Excel file• Separate into groups based on type of
feedback• Positive• Negative• Suggestions
Review • Hold small meeting to go over feedback• Brainstorm solutions to negative feedback
Debrief• Discuss changes to make for Beta release• Communicate with donors in Alpha about
changes
Thank-You
Honest Humble
Be transparent about what issues their involvement
uncovered and how we fixed it
Keep the overall
message honest
Create hand-written
thank-you notes for
Alpha participants
This project couldn’t have happened
without the participants in the
AlphaTheir contributions
are vital in the overall success of the
project
Heartfelt