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6/17/2013 1
EXTENDING THE RAISER’S EDGE
WITH THE POWER OF “I”
6/17/2013 2
Is picky about who to support
Is targeted by multiple organizations
Wants to be spoken to on own terms
Wants transparency, accountability and ROI
FUNDRAISING REQUIRES A COMPREHENSIVE APPROACH
THE 21ST CENTURY DONOR
6/17/2013 3
FUNDRAISING REQUIRES A COMPREHENSIVE APPROACH
Can you keep their attention?
Can you tell a compelling story?
Can you get them to give?
Do you know where to start?
YOUR CHALLENGE
GETTING SHARE OF WALLET. GETTING SHARE OF MIND
YOU NEED
A COMPREHENSIVE SET OF TOOLS TO MANAGE
TODAY’S FUNDRAISING COMPLEXITY
6/17/2013 4
Answers your questions
THE RAISER’S EDGE(i)™
6/17/2013 4
A solution that facilitates the journey between
your organization and your supporters
THE FIRST COMPREHENSIVE FUNDRAISING SOLUTION
6/17/2013 5
6/17/2013 6
THE FIRST STEP IS A CLEAN CONTACT DATABASE
DATA
ENRICHMENT
SERVICES
Ensuring every
contact is active
and reachable



Address Finder™
DeceasedRecordFinder™
Email Finder™
Phone Finder™
6/17/2013 7
Long-Shot
VIP
NEXT STEP | ASSESS CAPACITY AND LIKELIHOOD TO GIVE
Fan
Acquaintance
Alicia Jill
DaveJoe
6/17/2013 8
Fan
Alicia
VIP
Jill
Long-Shot
Dave
Acquaintance
THE GIVING SCORE | TELLS YOU WHERE & HOW TO START
Acquaintance
Dude
Fan
Alicia
VIP
Jill
Long-Shot
Dave
LIKELIHOODtogive
CAPACITY to give
Fan
Alicia
VIP
Jill
Long-Shot
Dave
Acquaintance
Dude
LIKELIHOODtogive
CAPACITY to give
Fan
Alicia
VIP
Jill
Long-Shot
Dave
Acquaintance
Dude
• Score based on
• Over 3 billion proprietary
donor transactions collected
over ten years
• Publicly available financial and
demographics data
• Correctly focus efforts on the
best potential donors
• Raise more money from those
who have the capacity to give
• Reduce cost per gift by
focusing less on those not
likely to give.
Acquire & Upgrade Cultivate & Steward
Minimize & Monitor Qualify & Inspire
6/17/2013 9
6/17/2013 10
EFFICIENT METHODS FOR COMMUNICATIONS & EDUCATION
Reach them
on their
terms
Email
Direct Mail
Phone
Web
Face to face
Social Media
JILLALICIADAVEDUDE
6/17/2013 11
COMMUNICATION MADE EASY | MS OFFICE INTEGRATION
EASILY MANAGE
CALENDARS
EASILY MANAGE
DIRECT MAIL
6/17/2013 12
COMMUNICATION MADE EASY | eMARKETING
Manage online profiles
Send emails
Increase website visits
6/17/2013 13
CONNECT SOCIALLY
Directly connect
your donation page
to your Facebook
network
6/17/2013 14
6/17/2013 15
MULTI FACETED GIVING. MULTIFACETED RECEIVING
One-time
Recurring
Tribute
Major
Planned
JILLALICIADAVEDUDE
6/17/2013 16
JILLALICIADAVEDUDE
THEIR TIME AND TALENT. YOUR MISSION DELIVERY
Special Events
MANAGE HOW THEY ENGAGE
6/17/2013 17
JILLALICIADAVEDUDE
THEIR TIME AND TALENT. YOUR MISSION DELIVERY
Volunteer Programs
6/17/2013 18
JILLALICIADAVEDUDE
THEIR TIME AND TALENT. YOUR MISSION DELIVERY
Membership Programs
6/17/2013 19
6/17/2013 20
STAY CONNECTED WITH YOUR SUPPORTERS
Cut Down The Effort
Built-in “Thank You” emails can
be automatically setup and sent
with a click of a button.
6/17/2013 21
CONNECTED WHEN YOUR ON THE GO!
Data portability and ease of update
Access constituent record information
View record details
Dashboards for quick access to gifts & actions
6/17/2013 22
RETAIN DONORS
Built-in Fundraising
Effectiveness
Capabilities uses donor
retention info against other
peer organizations.
6/17/2013 23
migrate prospects to loyal donors & build
better relationships with supporters.
Constituent Profile
Alicia
Alicia
Alicia
EVENTS
EMAIL
WEBSITE COMMS &
ONLINE TRENDS
DIRECT MAIL DONATIONS
HOLISTIC VIEW OF YOUR CONSTITUENTS
6/17/2013 24
6/17/2013 25
MEASURE TO MANAGE
Dashboards views
Built-in libraries of reports,
queries and filter
Easily drill into details
6/17/2013 26
Easily drill into details
MEASURE TO MANAGE
Email and online
giving stats
6/17/2013 27
MEASURE TO MANAGE
Easily drill into details
Reports
Libraries
6/17/2013 28
THE RAISER’S EDGE(i)™ | RECAP
6/17/2013 28
Your solution to
1. Target and identify best prospects
2. Personalize communication for every audience
3. Better manage events and raise more money
4. Grow supporters through giving of time,
treasure and talent
5. Provide one holistic view of supporters
6. Increase efficiency saving time and money
7. Measure success

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R ei an overview

  • 1. 6/17/2013 1 EXTENDING THE RAISER’S EDGE WITH THE POWER OF “I”
  • 2. 6/17/2013 2 Is picky about who to support Is targeted by multiple organizations Wants to be spoken to on own terms Wants transparency, accountability and ROI FUNDRAISING REQUIRES A COMPREHENSIVE APPROACH THE 21ST CENTURY DONOR
  • 3. 6/17/2013 3 FUNDRAISING REQUIRES A COMPREHENSIVE APPROACH Can you keep their attention? Can you tell a compelling story? Can you get them to give? Do you know where to start? YOUR CHALLENGE GETTING SHARE OF WALLET. GETTING SHARE OF MIND YOU NEED A COMPREHENSIVE SET OF TOOLS TO MANAGE TODAY’S FUNDRAISING COMPLEXITY
  • 4. 6/17/2013 4 Answers your questions THE RAISER’S EDGE(i)™ 6/17/2013 4 A solution that facilitates the journey between your organization and your supporters THE FIRST COMPREHENSIVE FUNDRAISING SOLUTION
  • 6. 6/17/2013 6 THE FIRST STEP IS A CLEAN CONTACT DATABASE DATA ENRICHMENT SERVICES Ensuring every contact is active and reachable    Address Finder™ DeceasedRecordFinder™ Email Finder™ Phone Finder™
  • 7. 6/17/2013 7 Long-Shot VIP NEXT STEP | ASSESS CAPACITY AND LIKELIHOOD TO GIVE Fan Acquaintance Alicia Jill DaveJoe
  • 8. 6/17/2013 8 Fan Alicia VIP Jill Long-Shot Dave Acquaintance THE GIVING SCORE | TELLS YOU WHERE & HOW TO START Acquaintance Dude Fan Alicia VIP Jill Long-Shot Dave LIKELIHOODtogive CAPACITY to give Fan Alicia VIP Jill Long-Shot Dave Acquaintance Dude LIKELIHOODtogive CAPACITY to give Fan Alicia VIP Jill Long-Shot Dave Acquaintance Dude • Score based on • Over 3 billion proprietary donor transactions collected over ten years • Publicly available financial and demographics data • Correctly focus efforts on the best potential donors • Raise more money from those who have the capacity to give • Reduce cost per gift by focusing less on those not likely to give. Acquire & Upgrade Cultivate & Steward Minimize & Monitor Qualify & Inspire
  • 10. 6/17/2013 10 EFFICIENT METHODS FOR COMMUNICATIONS & EDUCATION Reach them on their terms Email Direct Mail Phone Web Face to face Social Media JILLALICIADAVEDUDE
  • 11. 6/17/2013 11 COMMUNICATION MADE EASY | MS OFFICE INTEGRATION EASILY MANAGE CALENDARS EASILY MANAGE DIRECT MAIL
  • 12. 6/17/2013 12 COMMUNICATION MADE EASY | eMARKETING Manage online profiles Send emails Increase website visits
  • 13. 6/17/2013 13 CONNECT SOCIALLY Directly connect your donation page to your Facebook network
  • 15. 6/17/2013 15 MULTI FACETED GIVING. MULTIFACETED RECEIVING One-time Recurring Tribute Major Planned JILLALICIADAVEDUDE
  • 16. 6/17/2013 16 JILLALICIADAVEDUDE THEIR TIME AND TALENT. YOUR MISSION DELIVERY Special Events MANAGE HOW THEY ENGAGE
  • 17. 6/17/2013 17 JILLALICIADAVEDUDE THEIR TIME AND TALENT. YOUR MISSION DELIVERY Volunteer Programs
  • 18. 6/17/2013 18 JILLALICIADAVEDUDE THEIR TIME AND TALENT. YOUR MISSION DELIVERY Membership Programs
  • 20. 6/17/2013 20 STAY CONNECTED WITH YOUR SUPPORTERS Cut Down The Effort Built-in “Thank You” emails can be automatically setup and sent with a click of a button.
  • 21. 6/17/2013 21 CONNECTED WHEN YOUR ON THE GO! Data portability and ease of update Access constituent record information View record details Dashboards for quick access to gifts & actions
  • 22. 6/17/2013 22 RETAIN DONORS Built-in Fundraising Effectiveness Capabilities uses donor retention info against other peer organizations.
  • 23. 6/17/2013 23 migrate prospects to loyal donors & build better relationships with supporters. Constituent Profile Alicia Alicia Alicia EVENTS EMAIL WEBSITE COMMS & ONLINE TRENDS DIRECT MAIL DONATIONS HOLISTIC VIEW OF YOUR CONSTITUENTS
  • 25. 6/17/2013 25 MEASURE TO MANAGE Dashboards views Built-in libraries of reports, queries and filter Easily drill into details
  • 26. 6/17/2013 26 Easily drill into details MEASURE TO MANAGE Email and online giving stats
  • 27. 6/17/2013 27 MEASURE TO MANAGE Easily drill into details Reports Libraries
  • 28. 6/17/2013 28 THE RAISER’S EDGE(i)™ | RECAP 6/17/2013 28 Your solution to 1. Target and identify best prospects 2. Personalize communication for every audience 3. Better manage events and raise more money 4. Grow supporters through giving of time, treasure and talent 5. Provide one holistic view of supporters 6. Increase efficiency saving time and money 7. Measure success

Notas del editor

  1. Expressing software sw solution without being feature/function specific
  2. So you have all this data and don’t know where to start. You’re probably wondering: How can I use data to drive better decision making? How can I ensure my database is clean and accurate? How can I identify and reach my best potential supporters?
  3. Directional score to define their capacity and likelihood to giveStrategy for each:VIPsCultivate them with high-touch, personal communicationYour VIPs are the supporters who should receive your greatest attention AcquaintancesMinimize investment as the majority of these individuals do not have interest or capacity to make a giftMonitor if there is tie to the organization in some other way (i.e. young alumni) FansRetain their support through personalized appeals and keep them on your list for potential upgradesLongShotsInspirethem with mission driven stories about your organization’s impact on the community
  4. Now that you’ve have clean data and have an idea of where to start thanks to The Giving Score™, you’re now wondering: How do I best communicate mission?How can I capture the hearts and minds of potential new supporters? How can I speak to my supporters on their terms?
  5. And finally, The Raiser’s Edge(i) has eMarketing tools that let you manage online profiles, send emails and increase visits to your website.
  6. Once you’ve educated supporters on your mission, you need them to help you achieve it. You’re wondering:How can I inspire support for my mission? How can I get my supporters to give more and give more often? How can I build better relationships with my supporters?
  7. Then supportEventsVolunetterMembership programsAlumni program.Then how we sell it – how they engage….Everything except volunetter and events – add on module (i) event(i) Volunteer – fully on-line / off-line for managing multiple events
  8. Then supportEventsVolunetterMembership programsAlumni program.Then how we sell it – how they engage….Everything except volunetter and events – add on module (i) event(i) Volunteer – fully on-line / off-line for managing multiple events
  9. Then supportEventsVolunetterMembership programsAlumni program.Then how we sell it – how they engage….Everything except volunetter and events – add on module (i) event(i) Volunteer – fully on-line / off-line for managing multiple events
  10. Once you’ve educated supporters on your mission, you need them to help you achieve it. You’re wondering:How can I inspire support for my mission? How can I get my supporters to give more and give more often? How can I build better relationships with my supporters?
  11. Data portability:Optimized 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 update: Meets 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 actionsAccess constituent record information: Easy to read contact informationEmail, call or text right from the constituent recordSee Profile, Giving, Notes, Actions, Relationships
  12. FEP survey
  13. And finally, you have to do all this while measuring and managing your efforts. You’re asking: How can I measure supporter activity and trends? How can I use my resources more efficiently? How can I show impact on my mission?
  14. The 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.
  15. Dashboards: email/online giving stats
  16. Reports library