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WHAT’S NEW FOR BLACKBAUD CANADA
   with guest speaker Michael Johnston




                                         Michael Beville Sr. Account Executive
                                         Chris Geady Sr. Solutions Consultant
                                         Craig White Director, Blackbaud Canada




5/31/2012   The Raiser’s Edge(i)    1
MASS MARKETING




5/31/2012               2
THE IMPORTANCE OF MULTI-CHANNEL MARKETING

 • Donors acquired online who give through
   multiple channels are worth up to 3X
   more than those who give through a single
   channel
                                                                              $200

 • Over a 4 year period…                                                                      ALL
                                                                              $150           GIFTS
        • Donors acquired online give an average $128
        • Donors acquired by mail give an average $63                                   WEB
                                                                                        ONLY
                                                                              $100
        • Donors acquired online but also give offline
          donate on average $197                                                                                ALL
                                                                                $50                       MAIL GIFTS
                                                                                                          ONLY


                                                                                 $0
                                                                                      Acquired Online   Acquired by Mail



       Details at: https://www.blackbaud.com/files/resources/downloads/WhitePaper_MultiChannelGivingAnalysis.pdf


5/31/2012                                                3
A SUCCESSFUL MULTI-CHANNEL APPROACH REQUIRES A
       FULLY INTEGRATED SOLUTION

                              The Raiser’s Edge i
                       Online Marketing and Engagement
                | Online Donations | Email | Targeted Content | Social Sharing|



                   Real-               Multi-channel              Enables a
             time, seamless            relationship             holistic view of
                integration            management                 supporters


                Constituent Relationship Management (CRM)
            | Direct Mail | Relationship Management |Prospect Identification | Moves
                                          Management |




5/31/2012                                     4
A MULTI-CHANNEL EXAMPLE: ROOM TO READ




5/31/2012                   5
A N A LY T I C S




5/31/2012                 6
TYPES OF ANALYTICS




                  Demographic        Behavioural




                            Wealth




5/31/2012                       7
ANALYTICS ENABLES YOU TO…

       • Know who you should be asking (and
         who you should not)
       • Gauge how much you should be
         asking for
       • Determine what type of gift you
         should be soliciting
       • Prescribe the appropriate channel for
         the ask




5/31/2012                              8
THE GIVING SCORE – SMART ANALYTICS
  IN THE RAISER’S EDGE
Helps you raise more money by:
• Giving you the power to target
  and identify your best
  supporters
• Saving you time and money
  by knowing who to invest in and
  who not to invest in
• Improving efficiency with
  managing your constituents in
  RE
• Segmenting your constituents
  into four unique groups based
  on their likelihood & capacity to
  give a gift to your organization

5/31/2012                             9
GIVING SCORE ANALYSIS – DASHBOARD REPORTS




5/31/2012               10
A WORKSPACE TO TURN THE SCORE INTO ACTION




5/31/2012               11
ACQUISITION




5/31/2012            12
USER REGISTRATION AND E-NEWS SIGNUP




5/31/2012                   13
MONTHLY DONORS




5/31/2012               14
EVENT SIGN UP




5/31/2012              15
EVENT SIGN UP

       • Different types of event sign up:
            -   Peer-to-peer
            -   Community based
            -   Third party event
            -   RSVP




5/31/2012                               16
C U LT I VAT I O N




5/31/2012                   17
TAKE A STEP FURTHER AND DRIVE OUTCOMES

                           Communicate
            Reach More                            Increase        Raise More
                               More
              People                             Participation      Money
                            Effectively

              Direct         Profile and             Event
                                                                    Targeted
             Marketing      Subscription         Calendars and
                                                                    Donations
              Tools         management           Registrations


                            Targeted and           Membership
                                                                    Recurring
             Newsletters     Conditional          and Volunteer
                                                                     Giving
                              Content               Sign-up


                              Advanced
             Blogs and                              Polls and      Tribute and
                            Segmentation
              Forums                                Surveys       Memorial Gifts
                            and Reporting



5/31/2012                                   18
E M A I L M A R K E T I N G C A M PA I G N E X E C U T I O N




               Mail          Landing           Donation
             Template         Page              Form

 5/31/2012                        19
B E N C H M A R K R E S U LT S




 5/31/2012                       20
MOBILE EXPERIENCE




5/31/2012                  21
DONOR EXPERIENCE VS. STAFF PRODUCTIVITY
5/31/2012                     22
THE RAISER’S EDGE MOBILE APP – IN DETAIL




5/31/2012                 23
R E P O R T I N G A N D A N A LY S I S




5/31/2012                            24
MEASURE TO MANAGE IN THE RAISER’S EDGE(i)

   Measure Key Performance
   Indicators (KPIs) Specific to
        Your Organization”


  Seamless integration with
   Online Forms and Email
        Marketing tool
     Easily drill into details
  Dashboards designed for
        your needs
     Library of pre-built
   queries, filters and reports


5/31/2012                          25
BENCHMARK USING AFP’S FUNDRAISING
       EFFECTIVENESS PROJECT
       • Analyzes critical metrics to evaluate potential areas for
         sustainable fundraising improvement.


            - Benchmarked metrics against peer group.
            - Discussed best practices to improve fundraising performance.
            - Identified areas of improvement with highest impact.




5/31/2012                                    26
FUNDRAISING EFFECTIVENESS PROJECT
       IN THE RAISER’S EDGE




5/31/2012               27
AFP FUNDRAISING BENCHMARKS/TRENDS

       • Donor Retention (2010):
            - New donors: 27%
            - Repeat donors: 70%
            - Overall: 41%


       • Average Yearly Giving (2010): $1,089 per donor
            - Increase of 4.4% compared to 2007


       • Average Donors per Organization (2010): 1,516
            - Decrease of 4.1% compared to 2007




       Details at: http://www.afpnet.org/files/ContentDocuments/FEP2011ReportSupplement-11-18-11.pdf


5/31/2012                                                28
RETURN ON INVESTMENT




5/31/2012               29
S A M P L E C U M U L AT I V E 5 Y E A R R O I
 $700,000




                                                                                                            $521K
 $500,000




                                                                                           $326K

 $300,000



                                                                      $173K



 $100,000
                                              $57K



             Year1                    Year2                   Year3                Year4            Year5
                     -$23K

-$100,000
                     Cumulative Investment     Cumulative Additional Revenue   Cumulative Net ROI




5/31/2012                                                30

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What's New for Blackbaud Canada

  • 1. WHAT’S NEW FOR BLACKBAUD CANADA with guest speaker Michael Johnston Michael Beville Sr. Account Executive Chris Geady Sr. Solutions Consultant Craig White Director, Blackbaud Canada 5/31/2012 The Raiser’s Edge(i) 1
  • 3. THE IMPORTANCE OF MULTI-CHANNEL MARKETING • Donors acquired online who give through multiple channels are worth up to 3X more than those who give through a single channel $200 • Over a 4 year period… ALL $150 GIFTS • Donors acquired online give an average $128 • Donors acquired by mail give an average $63 WEB ONLY $100 • Donors acquired online but also give offline donate on average $197 ALL $50 MAIL GIFTS ONLY $0 Acquired Online Acquired by Mail Details at: https://www.blackbaud.com/files/resources/downloads/WhitePaper_MultiChannelGivingAnalysis.pdf 5/31/2012 3
  • 4. A SUCCESSFUL MULTI-CHANNEL APPROACH REQUIRES A FULLY INTEGRATED SOLUTION The Raiser’s Edge i Online Marketing and Engagement | Online Donations | Email | Targeted Content | Social Sharing| Real- Multi-channel Enables a time, seamless relationship holistic view of integration management supporters Constituent Relationship Management (CRM) | Direct Mail | Relationship Management |Prospect Identification | Moves Management | 5/31/2012 4
  • 5. A MULTI-CHANNEL EXAMPLE: ROOM TO READ 5/31/2012 5
  • 6. A N A LY T I C S 5/31/2012 6
  • 7. TYPES OF ANALYTICS Demographic Behavioural Wealth 5/31/2012 7
  • 8. ANALYTICS ENABLES YOU TO… • Know who you should be asking (and who you should not) • Gauge how much you should be asking for • Determine what type of gift you should be soliciting • Prescribe the appropriate channel for the ask 5/31/2012 8
  • 9. THE GIVING SCORE – SMART ANALYTICS IN THE RAISER’S EDGE Helps you raise more money by: • Giving you the power to target and identify your best supporters • Saving you time and money by knowing who to invest in and who not to invest in • Improving efficiency with managing your constituents in RE • Segmenting your constituents into four unique groups based on their likelihood & capacity to give a gift to your organization 5/31/2012 9
  • 10. GIVING SCORE ANALYSIS – DASHBOARD REPORTS 5/31/2012 10
  • 11. A WORKSPACE TO TURN THE SCORE INTO ACTION 5/31/2012 11
  • 13. USER REGISTRATION AND E-NEWS SIGNUP 5/31/2012 13
  • 16. EVENT SIGN UP • Different types of event sign up: - Peer-to-peer - Community based - Third party event - RSVP 5/31/2012 16
  • 17. C U LT I VAT I O N 5/31/2012 17
  • 18. TAKE A STEP FURTHER AND DRIVE OUTCOMES Communicate Reach More Increase Raise More More People Participation Money Effectively Direct Profile and Event Targeted Marketing Subscription Calendars and Donations Tools management Registrations Targeted and Membership Recurring Newsletters Conditional and Volunteer Giving Content Sign-up Advanced Blogs and Polls and Tribute and Segmentation Forums Surveys Memorial Gifts and Reporting 5/31/2012 18
  • 19. E M A I L M A R K E T I N G C A M PA I G N E X E C U T I O N Mail Landing Donation Template Page Form 5/31/2012 19
  • 20. B E N C H M A R K R E S U LT S 5/31/2012 20
  • 22. DONOR EXPERIENCE VS. STAFF PRODUCTIVITY 5/31/2012 22
  • 23. THE RAISER’S EDGE MOBILE APP – IN DETAIL 5/31/2012 23
  • 24. R E P O R T I N G A N D A N A LY S I S 5/31/2012 24
  • 25. MEASURE TO MANAGE IN THE RAISER’S EDGE(i) Measure Key Performance Indicators (KPIs) Specific to Your Organization” Seamless integration with Online Forms and Email Marketing tool Easily drill into details Dashboards designed for your needs Library of pre-built queries, filters and reports 5/31/2012 25
  • 26. BENCHMARK USING AFP’S FUNDRAISING EFFECTIVENESS PROJECT • Analyzes critical metrics to evaluate potential areas for sustainable fundraising improvement. - Benchmarked metrics against peer group. - Discussed best practices to improve fundraising performance. - Identified areas of improvement with highest impact. 5/31/2012 26
  • 27. FUNDRAISING EFFECTIVENESS PROJECT IN THE RAISER’S EDGE 5/31/2012 27
  • 28. AFP FUNDRAISING BENCHMARKS/TRENDS • Donor Retention (2010): - New donors: 27% - Repeat donors: 70% - Overall: 41% • Average Yearly Giving (2010): $1,089 per donor - Increase of 4.4% compared to 2007 • Average Donors per Organization (2010): 1,516 - Decrease of 4.1% compared to 2007 Details at: http://www.afpnet.org/files/ContentDocuments/FEP2011ReportSupplement-11-18-11.pdf 5/31/2012 28
  • 30. S A M P L E C U M U L AT I V E 5 Y E A R R O I $700,000 $521K $500,000 $326K $300,000 $173K $100,000 $57K Year1 Year2 Year3 Year4 Year5 -$23K -$100,000 Cumulative Investment Cumulative Additional Revenue Cumulative Net ROI 5/31/2012 30

Hinweis der Redaktion

  1. Mike
  2. MikeSource: 2011 donorCentrics Internet and Multichannel Giving Benchmarking Report
  3. MikeA 360 degree view of the donor relationship and all activity improves understanding and enables excellent stewardshipAdd new donors to the prospect pool through improved integration with online and offline channels and by capturing program participantsExecute strategies informed by donor behavior to deliver the right message at the right time to the right personAmplify major, planned, and corporate alliances with research and moves management tools in the same solution
  4. Chris
  5. MikeImprove insight to into donor behaviors through research, giving trends and all interactions to effectively identify & leverage new fundraising opportunitiesStrategically design a full relationship path from acquisition through upgrades in involvement and givingMeasure and manage prospect pipelines with the ability to track time to identify, cultivate, solicit and land major and planned giftsPosition ADA with a solution that provides the ability to configure and tailor the system to meet evolving needs and opportunities as they arise
  6. MikeDemographic information includes data such as… AgeGenderMarital statusAddress (City, ZIP)Education levelBusiness name/TitleInterests and other attributesBehavioral analysis can indicate a supporter’s likelihood to give. Areas to explore = Donation historyWhen, where, how much, how often?ParticipationVolunteerismChannels of engagementOnline? Offline? Both?Wealth indicates capacity
  7. Mike
  8. Mike
  9. ChrisDashboards have brand new panels just for Giving ScoreThis panel gives you a breakdown of you Giving Score run. You can configure it to show which run you would like to see. It defaults to the last time the database was run.This panel shows you all your Giving Score Queries. You can access them and even add new queries right from here.This panel lets you breakdown your scored database by constituency. The example shows how all the Board Members are scored in the system. This panel too can be configured to accommodate any constituency the user wishes.
  10. MikeWithin this list you can… Add/Remove single or groups of constituents to the listFilter the list using a specialized query UIChange a constituent's Giving ScoreAssign a constituent a solicitor Access each constituent’s Giving HistoryRun a constituent through WeathPoint or View their WealthPoint dataView/manage each constituent’s actionsView/manage each constituent’s notesOpen a constituent’s full record …without ever having to leave the listWhat you are looking at is a new pattern affectionately called the “list view” . The essence of it is: a list of individuals you can add and remove from at will. You can save it, name it, print it, export it and use it anywhere a query can be used in RE7 (e.g. reports, global changes, mailings, export, etc…)This feature makes the Giving Score unique to the standard “list view” pattern (which we’ll see a little later). This is a special set of filters that can applied to the list. We will preload some filters we think Major Gift Officers may like to start with such as Total Giving and Constituency Code. They will have the ability to Edit the parameters of the filter using the Edit link and if they need to Add or Remove filters themselves, they can click the respective button available to the right.Add to List allows the user to add either a single constituent to the list or a group of constituents to the list (based on a query). Remove from list does the exact same thing except removes from the list. Note: Lists automatically suppress duplicates, so no person can be added more than once to a list.4/5. These two areas work in tandem with each other. (4) This area is the lists of constituents that are in this Giving Score query. As you click on each row, you get a summary of information in the panel to the right (5). 6. Shows recent notes7. Shows recent actions8. Shows giving history
  11. ChrisImprove fundraising initiative planning, design and monitoring through a single systemBetter enable corporate and foundation giving with the ability to roll up those entities to view an organization’s Better align constituent data and process to support world class major and gift planning programs
  12. Chris
  13. Chris
  14. Chris
  15. Chris
  16. Mike
  17. MikeThemes:Don’t be afraid to ask.Leverage all of the info you have in your database.
  18. Mike
  19. Mike
  20. Chris
  21. ChrisBlackbaud offers a mobile experience for both supporters/donors and staff.- Supporters/Donors access a mobile-optimized version of your website- Staff accessed an optimized version of The Raiser’s Edge on their mobile device.
  22. ChrisData PortabilityOptimized presentation of constituent information for smartphoneUp-to-date information for constituent profiles—no more printing static copiesAccess recent gift dataNo more lugging around binders or laptopsAdd constituents as Favorites for offline access Leverage native smartphone functions like click-to-call, mapping, email, textEase of UpdateMeets users where they are used to workingAdd/edit notes and call reports on the road—right into the constituent recordComplete your assigned actions and add new actionsConstituent RecordEasy to read contact informationEmail, call or text right from the constituent recordSee Details, Giving, Notes, Actions, Relationships
  23. Mike
  24. MikeThe Raiser’s Edge(i) uses easy to use dashboards to tell you which efforts are working and which ones aren’t.The Raiser’s Edge(i) also comes with a library of pre-built analytical reports, queries and filters to let you drill-down into the details.
  25. Mike
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  29. Mike