2. Bridging the Gap between Your Database and Your Fundraising by Pam Dechert, CFRE, ePMT eTapestry [email_address]

3. When you hear “fundraising database” – what do you think of?

4. When you hear “fundraising database” – what do you think of? … how do you feel?

14. Appeals E-News Renewal Upgrade Holistic Planning JAN. FEB. MAR. APR. MAY JUNE JULY AUG. SEPT. OCT. NOV. DEC. 2 2 2 0 1 1 2 3 3 1 0 0 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1

15. Why an integrated database system is more important now more than ever An Integrated Strategy In Person Meetings Phone Events Blogs Text Messaging Social Networking Sites Your Web Site E-Mail Print Other Tools

16. The Basics Age? Internet use? Gift size? Interests? Communication preference? Children? Volunteer interests?

18. The Basics… 3. Know your Resources Time Staff Expertise Money Technology

19. The Basics… 4. Something usable by Key Stakeholders Admin staff Board members Executive staff Volunteers Researchers

22. Contact Management… Every phone call Every email Every conversation Every event Record it in your database!

23. Constituent interactions "I open up my database and look at the journal entries to see the last time we talked. If I don’t know them very well, I can see who introduced them to the organization. It’s really powerful." Connie Sherman, Connie Sherman, Executive Director, St. Mary's Child Center

24. Outlook Integration

25. Complete info on one page

26. Complete info on one page

27. Future Contacts/Calendaring

28. Future Contacts/Calendaring

29. Relationship Tracking… Six Degrees of

30. Track Relationships

31. Relationships

32. Track Relationships

33. Pure Fundraising Tools: Recurring Gifts, Pledges, Segmented Gifts, Auto Processing

34. Communications… Mail & Email

35. Communications…

37. Communications & Tracking All in One Place

38. Envelopes Templates

39. Newsletter Templates

40. Events & Invitation Templates

41. E-Newsletters

42. Thank You Letters

43. Special Event Invitations

44. Grant Research

45. Grant Research

46. Grant Research

47. Matching Gifts

48. Matching Gifts

49. Matching Gifts

50. Planned Gift Calculators

51. Planned Gift Calculators

52. Planned Gift Calculators

53. Prospect Research

54. Prospect Research John Marshall John Marshall John Marshall

55. Prospect Research John Marshall John Marshall John Marshall John Marshall

56. “ 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

57. Integrated Online Tools/Relationship Building

59. Phone-A-Thon improved because … Easier and faster to record pledge / gift information Last year we have a lot of duplicate sheets printed somehow Cheaper & “greener” in the future without having to print 13,000 sheets of paper. Our $31,000 increase in phone-a-thon completely paid for our database system within the first two weeks of it going live! St. Thomas Aquinas Newman Center – Phone – A- Thon

70. “ 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

71. “ 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

72. An Overall Strategy Sign Up For Newsletter Multiple Ways To Support & Get Involved Donate Now

73. Online Ministry Sign Ups, Adult Faith Formation, Prayer Request, What else?

77. Integrated Relationship Building – Personal Fundraising & Cart – Building Relationships, Loyalty …

78. Website Integrat ion

79. Other Integrated Tools… Grant Research Matching Gift Resources Planned Gift Calculators Prospect Research Online Giving Website Integration

82. How are gifts designated?

83. How are gifts designated?

84. Top donor report Who are your top donors?

85. For Impact Report Who are your top prospects?

86. Who are your top prospects?

87. How many new, increasing, decreasing, lapsed…?

88. How many new, increasing, decreasing, lapsed…?

89. Benchmarking And Donor Loyalty “ Up and Coming” Analysis Tools

93. Donor Loyalty

94. Conclusion: Selecting your database – ( know your needs and your donors )

95. Conclusion: Selecting your database – ( know your needs and your donors ) Traditional versus New technologies

97. Thank you! For a Copy of Slides . . . [email_address]