Where Does Waldo Work? T raining Webinar Sponsored by AFP and HEP June 23, 2010 Terry Handler, T....
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Where Does Waldo Work? Training Webinar Sponsored by AFP and HEP June 23, 2010 Terry Handler, T. Handler Consulting
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Transcript of Where Does Waldo Work? T raining Webinar Sponsored by AFP and HEP June 23, 2010 Terry Handler, T....
Where Does Waldo Work?Training Webinar
Sponsored by AFP and HEP
June 23, 2010
Terry Handler, T. Handler Consulting
Learning Objectives
After participating in this session, you will be able to: Identify new opportunities for obtaining
employment information from your constituents Be able to approach vendors who have
employment information for your constituents Apply employment information more effectively in
advancing the mission of your organization Establish and improve matching gift information
internally and with your donors Increase your matching gifts income
Where Does Waldo Work?
And why do I care??? Employment information is key in prospect
identification Many constituents may prefer to receive
information from your organization at their place of work
Employment information and contact numbers are critical for major gift fundraisers and relationship building
Employment information can help drive a more effective matching gift program
Where Does Waldo Work?
Who needs Waldo’s work information: Prospect Identification for Research, Major Gifts,
Volunteers and Members Major Gifts and Leadership programs to contact Annual Giving for Matching Gifts $ increases Corporate/Fdn to maintain, expand
relationships. Records to clean, connect, enhance value Gifts to identify, confirm and limit surprises
Where Does Waldo Work?
Sources of employment information Individual Employer Government Research Companies
Where Does Waldo Work?
Points of contact with individual for finding employment information Membership directories On-line communities Fellow constituents Events Telemarketing solicitations Social networking sites
Where Does Waldo Work?
Companies Fellow employees Professional directories Association membership
Where Does Waldo Work?
Government Tax records Real estate holdings Securities filings
Where Does Waldo Work?
Research companies With name, address, e-mail, research is possible
across many publicly available databases AlumniFinder (Lexis/Nexis) offers “People at Work”
Mines networking sites (LinkedIn, Facebook, Twitter, MySpace)
Mines state and county records, probate, associations Corporate Affiliations (Lexis/Nexiis) provides work data
Over 1 million personnel names and titles HEP Data offers “Employer Find”
Mines more than 100 databases Meshes with their matching gift identification service
Where Does Waldo Work?
Refresh standards New data, content, locations
Setup and testing Workflow, update and management processes
Maturing needs Priorities and overlapping needs by user depts. Access and reporting
Cleaning and refreshing Consolidate resources, sources, techniques Communicate, participate and engage with users
Where Does Waldo Work?
Keep up with the sources
Where Does Waldo Work?
Keep up with the sources Electronic data sources and tools
Update data services, tools Use power of people
Projects and large updates Timing impact from and for depts Resources up front and in the plans
Ongoing and daily Prioritize, tie to business Enable data staff
Where Does Waldo Work?...... And is it a Matching Gift Company?
Finding Matching Gift Companies Donor Provided Information
Obtaining information from donors Approaches to encourage donors to find their
employers Services to Find Matching Gift Companies
Interactive services Online and look-up services Database matching services
Waldo’s E-Match Example - St. Jude Children’s Online Service (by HEP)
Example Tool to Find Matches - AutoMatch by HEP
Finds Matching Gift Eligible Donors by screening those not previously identified as match eligible against HEP’s database
Screens client files where client has employer information Hit rates average 4-12% over what they have
currently Newly released version of software
Example Service: AutoMatch
Totals & Statistics
Example Service: Employer Find
Finds Employer Information on 15-40% of a file when no client employer information is available
How it works Screen client files against ten+ databases
containing over 70+ million records Data comes from publicly available data and
databases including the internet Can then run that file using Automatch to
Find more matching gift eligible constituents Typical match for first time can be around 20%
Example Service: EmployerFind
Effective pages – The Maryland Affiliate of Susan G. Komen for the Cure®
Waldo’s Summary Efforts to maintain current employment
information can benefit organizations in many ways
Individuals are the best source of employment information and should be solicited for this information at multiple points of contact
Companies are increasingly providing services that will research employment information for nonprofit organizations
Matching Gifts potential can be identified and increased with more employment data from donors and with help from resources like HEP
THANK YOU!Waldo Works for a Matching Gift Company
Terry Handler, T. Handler Consulting
612-817-7752
AFP - www.afpnet.org
HEP/AFP - www.hepdata.com/afp
