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.
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B
C
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Get Involved
Julia Riseman and Kevin [email protected] [email protected]
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
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?