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Bridging the Gap between Your Database and Your Fundraising by Sean Guilfoy eTapestry [email_address]
When you hear “fundraising database” – what do you think of?
When you hear “fundraising database” – what do you think of? … how do you feel?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Basics… 1. Know your Donors Age? Internet use? Gift size? Interests? Communication preference? Children? Volunteer interests?
New Breed of Prospect/Donor/Member ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Basics…
2. ID Your Key Needs ,[object Object],[object Object],[object Object],The Basics… Prospect Research Executive Reports Planned Gift Calculators eReceipting Moves Management or RaisingMoreMoney Advanced Security Data Hygiene Tools eCommerce Outlook Integration WishList Grant Explorer Websites Advanced Email Matching Gifts
The Basics… 3. Know your Resources Time Staff Expertise Money Technology
The Basics… 4. Something usable by Key Stakeholders Admin staff Board members Executive staff Volunteers Researchers
Traditional versus New… Traditional (Client Server) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Traditional versus New… Traditional (Client Server) New (ASP) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Use your database to help expand relationships… ,[object Object],[object Object],[object Object],[object Object],[object Object]
Contact Management… Every phone call Every email Every conversation Every event Record it in your database!
 
 
 
 
 
 
Relationship Tracking… Six Degrees of
 
 
 
Communications… Mail versus Email
Communications…
Build your Email List & integrate it into your database and stewardship ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object], 2005 ePhilanthropyFoundation.org
 
 
 
E-Newsletters
Thank You Letters
Special Event Invitations
Integrated Tools… Grant Research Matching Gift Resources Planned Gift Calculators Prospect Research Online Giving Website Integration
Grant Research
Grant Research
Grant Research
Matching Gifts
Matching Gifts
Matching Gifts
Planned Gift Calculators
Planned Gift Calculators
Planned Gift Calculators
Prospect Research
Prospect Research John Marshall John Marshall John Marshall
Prospect Research John Marshall John Marshall John Marshall John Marshall
Online 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
“ 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 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 Online Giving
An Overall Strategy Sign Up For  Newsletter Multiple Ways  To Support & Get Involved Donate Now
Online Ministry Sign Ups, Adult Faith Formation, Prayer Request, What else?
 
 
 
Website Integration
Website Integration
Website Integration
Website Integration
 
 
Analysis… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How are gifts designated?
How are gifts designated?
Top donor report Who are your top donors?
For Impact Report Who are your top prospects?
Who are your top prospects?
How many new, increasing, decreasing, lapsed…?
How many new, increasing, decreasing, lapsed…?
Benchmarking And Donor Loyalty “ Up and Coming” Analysis Tools
Benchmarking - What is it? ,[object Object],[object Object],[object Object]
We are losing current donors, not focusing enough of our development time on lapsed donors, and spending more money to acquire donors ,[object Object]
Donor Loyalty ,[object Object],[object Object]
Donor Loyalty
Conclusion: Selecting your database – ( know your needs and your donors )
Conclusion: Selecting your database – ( know your needs and your donors ) Traditional versus New technologies
Conclusion: Selecting your database – ( know your needs and your donors ) Traditional versus New technologies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank you! For a Copy of Slides . . .  [email_address]

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Bridging The Gap Between Your Database And Your Fundraising Cleveland