DEV meet-up UiPath Document Understanding May 7 2024 Amsterdam
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
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
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
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
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
Mike
MikeSource: 2011 donorCentrics Internet and Multichannel Giving Benchmarking Report
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
Chris
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
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
Mike
Mike
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.
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
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
Chris
Chris
Chris
Chris
Mike
MikeThemes:Don’t be afraid to ask.Leverage all of the info you have in your database.
Mike
Mike
Chris
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.
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
Mike
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.