noza: tips & tricks

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NOZA: Tips & Tricks

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  • 1.NOZA: Tips & Tricks Facilitator:Kami Griffiths, TechSoup Presenters:DeAndrea Russell, U.S. Fund for UNICEF Nat Caldwell, Middlebury College Michelle Linville, Options for IndividualsKathleen Rogers, NOZA July 9, 2008 Webinar Conference Call:866-740-1260;Code: 6339392

2. Using ReadyTalk

  • Chat & raise hand
  • Mute = *6,Unmute = *7
  • If you lose your internet connection, reconnect using the link emailed to you.
  • If you lose your phone connection, r e-dial the phone number and re-join.

3. You are being recorded

  • Online seminars will be available for replay on the TechSoup and NOZA websites.
  • You will receive a link this afternoon.

4. Todays Speakers Kami Griffiths VolunteersJacqui Higgins & Raquel Ogaz (NOZA Customer Support) Chris Peters & Matt Palmer (TechSoup) Michelle Linville DeAndrea Russell Nat Caldwell Kathleen Rogers 5. What is NOZA?

  • NOZA is the worlds largest source ofsearchableindividual, corporate and foundation giving data.

6. Where does NOZA data come from?

  • NOZA technology locates unstructured, publicly available charitable giving facts and convertsthem into an online searchable database.
  • This allows NOZA users to search,download and save data anytime,quickly, easily and affordably.
  • And this reflects the NOZA mission: To help nonprofits raise more moneyand spend less money doing it.

Source: Annual Report 2005-06 7. Prospect Research Defined

  • Prospect Research = Fundraising Intelligence
  • Discovery andanalysis of meaningful, relevant information about donors.
  • Information discovered ranges from the very specific to the very broad
    • Donor's philanthropic history
    • Donors career steps
    • Larger economic trends likely to affect the donor
    • Discovery may include the tracking of an ongoing story (company takeover, etc.)
  • Researchers package the information clearly and concisely and provide it the fundraising operation's front line, the gift officers.
  • The successful researcher is a trusty, savvy advisor to the fundraising operation's front line.
  • In small nonprofits, the executive officer may also be the researcher and major gift officer.

8. Why Prospect Research Matters

  • Research feeds the fundraising cycle and the fundraising cycle feeds your non-profit money.
    • Help you achieve your mission and provide programs and services to local, national and international communities.

9. The Fundraising Cycle (c) Nat Caldwell 2008

  • Research -- and NOZA -- come into play at three key phases of the cycle.
    • Identification
    • Cultivation
    • Solicitation

10. Get the Most Out of TechSoup

  • At TechSoup, youll find a range of technology services to help your nonprofit:
    • Read helpful articlesin our Learning Center
    • Request donated software , hardware, and online services
    • Join our community forumsto learn from your colleagues
    • Browse upcoming eventsand conferences

11. TechSoup Stock Vendor Partners

  • Microsoft
  • Symantec
  • Adobe
  • eTapestry
  • Intuit
  • Mailshell
  • Business Objects
  • Readytalk
  • Alpha Software
  • Atlas Business Solutions

12. NOZA Special Offer: July 23 at TechSoup

  • TechSoup & NOZA pleased to present exclusive offer to help your nonprofit boost its fundraising:
    • For 8 hours only on July 23 at TechSoup
    • Eligible organizations can request package to access 4,175 NOZA records
    • Specially discounted $99 admin fee (retail value is $250)
  • Learn more atwww.techsoup.org (click on NOZA logo)

13. Continue the Discussion

  • Have more comments about philanthropy research using NOZA? Post them on our community forums:
    • TechSoup:www.techsoup.org/fb/index.cfm?fuseaction=forums.showSingleForum&forum=2022&cid=117&
    • The NOZASearch Bloghttp://blog.nozasearch.com

14. Thank you to our Webinar Sponsor! 15. For More Information Contact: Kami Griffiths TechSoup 415-633-9392 [email_address] www.techsoup.org NOZA questions or training requestsContact: Jacqui Higgins NOZA Customer Relations Manager 1-888-964-NOZA (toll free) [email_address]