Post on 21-Oct-2014
description
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the Gap between Bridging the Gap between Your Database and Your Your Database and Your
FundraisingFundraisingbyby
Sean GuilfoySean GuilfoyeTapestryeTapestry
sean.guilfoy@etapestry.comsean.guilfoy@etapestry.com
Bridging the gap between youryour database and your fundraising
When you hear “fundraising When you hear “fundraising database” – what do you think of?database” – what do you think of?
Bridging the gap between youryour database and your fundraising
When you hear “fundraising When you hear “fundraising database” – what do you think of?database” – what do you think of?
……how do you feel?how do you feel?
Bridging the gap between youryour database and your fundraising
While your database can’t…While your database can’t…
• Read your mindRead your mind
• Raise moneyRaise money
• ThinkThink
• Replace human interactionReplace human interaction
• Or solve every problem…Or solve every problem…
Bridging the gap between youryour database and your fundraising
Your database can, and should…Your database can, and should…
• Streamline processesStreamline processes
• Automate routine tasksAutomate routine tasks
• Give you easy access to informationGive you easy access to information
• Allow you to grow your fundraising and Allow you to grow your fundraising and be more effective! be more effective!
Bridging the gap between youryour database and your fundraising
Your database can, and should…Your database can, and should…• Help you communicate betterHelp you communicate better
• Help you improve the donor Christian Help you improve the donor Christian stewardship experiencestewardship experience
• Expand your Internet presenceExpand your Internet presence
• Provide historical analysisProvide historical analysis
• Help with strategic planningHelp with strategic planning
Bridging the gap between youryour database and your fundraising
Agenda:Agenda:
• The Basics – selecting a databaseThe Basics – selecting a database• Traditional versus NewTraditional versus New• Expanding RelationshipsExpanding Relationships
• Contact ManagementContact Management• Relationship TrackingRelationship Tracking• CommunicationsCommunications• Integrated ToolsIntegrated Tools• AnalysisAnalysis
Bridging the gap between youryour database and your fundraising
The Basics…The Basics…1. Know your Donors
Age?
Internet use?
Gift size?
Interests?
Communication preference?
Children?Volunteer interests?
Bridging the gap between youryour database and your fundraising
New Breed of Prospect/Donor/Member
o Reads email before snail mailReads email before snail mailo Busy, satisfy interests on their scheduleBusy, satisfy interests on their scheduleo Expect to find information onlineExpect to find information onlineo Expects information to be personalizedExpects information to be personalizedo Expects immediate feedbackExpects immediate feedbacko Demands information/stewardshipDemands information/stewardship
The Basics…The Basics…
Bridging the gap between youryour database and your fundraising
2. ID Your Key Needs2. ID Your Key Needs• Needs – not FeaturesNeeds – not Features
• Remember the 80/20 RuleRemember the 80/20 Rule
• Envision growth and future needsEnvision growth and future needs
The Basics…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 youryour database and your fundraising
The Basics…The Basics…3. Know your Resources3. Know your Resources
Time
Staff
Expertise
Money
Technology
Bridging the gap between youryour database and your fundraising
The Basics…The Basics…4. Something usable by Key Stakeholders4. Something usable by Key Stakeholders
Admin staff
Board members
Executive staff
Volunteers
Researchers
Bridging the gap between youryour database and your fundraising
Traditional versus New…Traditional versus New…
Traditional (Client Server)Traditional (Client Server)• Bought or BuiltBought or Built
• In-House Computer SystemsIn-House Computer Systems
• Continual MaintenanceContinual Maintenance
• Limited UsersLimited Users
• Limited AccessLimited Access
• Not all bad!Not all bad!
Bridging the gap between youryour database and your fundraising
Traditional versus New…Traditional versus New…
Traditional (Client Server)Traditional (Client Server) New (ASP)New (ASP)•Bought or BuiltBought or Built
•In-House Computer SystemsIn-House Computer Systems
•Continual MaintenanceContinual Maintenance
•Limited UsersLimited Users
•Limited AccessLimited Access
•Not all bad!Not all bad!
• RentedRented
• InternetInternet
• Automatic UpdatesAutomatic Updates
• Unlimited UsersUnlimited Users
• Remote AccessRemote Access
• Integrate to Web ServicesIntegrate to Web Services
Bridging the gap between youryour database and your fundraising
Use your database to help expand relationships…
• Contact Management
• Relationship Tracking
• Communications
• Integrated Tools
• Analysis
Bridging the gap between youryour database and your fundraising
Contact Management…Contact Management…
Every phone callEvery phone call
Every emailEvery email
Every conversationEvery conversation
Every eventEvery event
Record it in your database!Record it in your database!
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Relationship Tracking…Relationship Tracking…
Six Degrees of Six Degrees of
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Communications…Communications…
MailMail
versusversus
EmailEmail
Bridging the gap between youryour database and your fundraising
Communications…Communications…
Bridging the gap between youryour database and your fundraising
Build your Email List & integrate it into your database and stewardship
• Not about the Web site!Not about the Web site!• Push works better than pullPush works better than pull• Key methodsKey methods
1.1. Email newsletter sign-upEmail newsletter sign-up2.2. Online contests/campaignsOnline contests/campaigns3.3. Opt-in during online data gatheringOpt-in during online data gathering4.4. Pass along push to current subscribers Pass along push to current subscribers 5.5. Offline opportunities are criticalOffline opportunities are critical
• At events (postcards, live data entry)At events (postcards, live data entry)• In the mail (renewals, acknowledgements)In the mail (renewals, acknowledgements)• On the phoneOn the phone
2005 ePhilanthropyFoundation.org
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
E-Newsletters
Bridging the gap between youryour database and your fundraising
Thank You Letters
Bridging the gap between youryour database and your fundraising
Special Event Invitations
Bridging the gap between youryour database and your fundraising
Integrated Tools…Integrated Tools…
Grant ResearchGrant Research
Matching Gift ResourcesMatching Gift Resources
Planned Gift CalculatorsPlanned Gift Calculators
Prospect ResearchProspect Research
Online GivingOnline Giving
Website IntegrationWebsite Integration
Bridging the gap between youryour database and your fundraising
Grant ResearchGrant Research
Bridging the gap between youryour database and your fundraising
Grant ResearchGrant Research
Bridging the gap between youryour database and your fundraising
Grant ResearchGrant Research
Bridging the gap between youryour database and your fundraising
Matching GiftsMatching Gifts
Bridging the gap between youryour database and your fundraising
Matching GiftsMatching Gifts
Bridging the gap between youryour database and your fundraising
Matching GiftsMatching Gifts
Bridging the gap between youryour database and your fundraising
Planned Gift CalculatorsPlanned Gift Calculators
Bridging the gap between youryour database and your fundraising
Planned Gift CalculatorsPlanned Gift Calculators
Bridging the gap between youryour database and your fundraising
Planned Gift CalculatorsPlanned Gift Calculators
Bridging the gap between youryour database and your fundraising
Prospect ResearchProspect Research
Bridging the gap between youryour database and your fundraising
Prospect ResearchProspect Research
John Marshall
John Marshall
John Marshall
Bridging the gap between youryour database and your fundraising
Prospect ResearchProspect Research
John Marshall
John Marshall
John Marshall
John Marshall
Bridging the gap between youryour database and your fundraising
Online GivingOnline Giving
“More than one in three donors to an online fundraising website say they would not have given at all without an online option.”
Source: Justgiving, 2005
Bridging the gap between youryour database and your fundraising
“More than one in three donors to an online fundraising website say they would not have given at all without an online option.”
Source: Justgiving, 2005
Online GivingOnline Giving
Bridging the gap between youryour database and your fundraising
“More than one in three donors to an online fundraising website say they would not have given at all without an online option.”
Source: Justgiving, 2005
Online GivingOnline Giving
Bridging the gap between youryour database and your fundraising
An Overall StrategyAn Overall Strategy
Sign Up For Newsletter
Multiple Ways To Support & Get Involved
Donate Now
Bridging the gap between youryour database and your fundraising
Online Ministry Sign Ups, Adult Faith Formation, Prayer Request, What else?
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Website IntegrationWebsite Integration
Bridging the gap between youryour database and your fundraising
Website IntegrationWebsite Integration
Bridging the gap between youryour database and your fundraising
Website IntegrationWebsite Integration
Bridging the gap between youryour database and your fundraising
Website IntegrationWebsite Integration
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Bridging the gap between youryour database and your fundraising
Analysis…Analysis…
• How are gifts designated?How are gifts designated?
• Who are your top donors?Who are your top donors?
• Who are your top prospects?Who are your top prospects?
• How many new donors do you have?How many new donors do you have?
• How many donors increase/decrease giving?How many donors increase/decrease giving?
• How many donors are lapsing?How many donors are lapsing?
Bridging the gap between youryour database and your fundraising
How are gifts designated?
Bridging the gap between youryour database and your fundraising
How are gifts designated?
Bridging the gap between youryour database and your fundraising
Top donor report
Who are your top donors?
Bridging the gap between youryour database and your fundraising
For Impact Report
Who are your top prospects?
Bridging the gap between youryour database and your fundraising
Who are your top prospects?
Bridging the gap between youryour database and your fundraising
How many new, increasing, decreasing, lapsed…?
Bridging the gap between youryour database and your fundraising
How many new, increasing, decreasing, lapsed…?
Bridging the gap between youryour database and your fundraising
BenchmarkingBenchmarkingAnd Donor LoyaltyAnd Donor Loyalty
““Up and Coming”Up and Coming” Analysis Tools Analysis Tools
Bridging the gap between youryour database and your fundraising
Benchmarking - What is it?
• Now, for the very first time, you can get dynamic reports that let you Now, for the very first time, you can get dynamic reports that let you compare your fundraising activities and results to other nonprofit compare your fundraising activities and results to other nonprofit organizations! You can even filter the data to match your results to organizations! You can even filter the data to match your results to organizations that are similar to you in type, size and location. organizations that are similar to you in type, size and location.
• Benchmark Reporting module is designed to gather aggregate Benchmark Reporting module is designed to gather aggregate statistics from a large number of participating eTapestry/FEP statistics from a large number of participating eTapestry/FEP customer databases. The data is then displayed side-by-side with customer databases. The data is then displayed side-by-side with the same statistics from your own database, giving you a the same statistics from your own database, giving you a comparison between your organization and other nonprofits. comparison between your organization and other nonprofits.
• Having access to this data will allow you to see where your Having access to this data will allow you to see where your strengths and weaknesses lie in comparison to similar groups. This strengths and weaknesses lie in comparison to similar groups. This valuable data supports growth-oriented strategic planning and valuable data supports growth-oriented strategic planning and budgeting for your fundraising programs, enabling you to raise more budgeting for your fundraising programs, enabling you to raise more money!money!
Bridging the gap between youryour 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, ComparisonsBenchmark Giving Dynamics, Status, Trends, Comparisons
Bridging the gap between youryour database and your fundraising
Donor Loyalty
• Your ability to fund your mission is dependent on Your ability to fund your mission is dependent on the generosity of donors. However, the loyalty the generosity of donors. However, the loyalty of donors is what allows you to sustain, plan, of donors is what allows you to sustain, plan, and expand your mission. Do you know if your and expand your mission. Do you know if your donors are “loyal” to your organization?donors are “loyal” to your organization?
• Can provide a scientific measurement of Can provide a scientific measurement of individual donor loyalty, which provides accurate individual donor loyalty, which provides accurate insight into future donor behavior.insight into future donor behavior.
Bridging the gap between youryour database and your fundraising
Donor Loyalty
Bridging the gap between youryour database and your fundraising
Conclusion:Conclusion:
Selecting your database – (Selecting your database – (know your needs and your donorsknow your needs and your donors))
Bridging the gap between youryour database and your fundraising
Conclusion:Conclusion:
Selecting your database – (Selecting your database – (know your needs and your donorsknow your needs and your donors))
Traditional versus New technologiesTraditional versus New technologies
Bridging the gap between youryour database and your fundraising
Conclusion:Conclusion:
Selecting your database – (Selecting your database – (know your needs and your donorsknow your needs and your donors))
Traditional versus New technologiesTraditional versus New technologies
User your Database to Expand RelationshipsUser your Database to Expand RelationshipsContact ManagementContact ManagementRelationship TrackingRelationship TrackingCommunicationsCommunicationsIntegrated ToolsIntegrated ToolsAnalysisAnalysis
Bridging the gap between youryour database and your fundraising
Thank you!Thank you!For a Copy of Slides . . . For a Copy of Slides . . . sean.guilfoy@etapestry.comsean.guilfoy@etapestry.com