Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Raiser's Edge 7.92
1. THE RAISER’S EDGE
7.92 RELEASE PREVIEW
Allison Van Diest
843-654-3262
@AVDiest
Allison.vandiest@blackbaud.com
02/13/2012 1
2. NEW FEATURES
You spoke, we listened!
• Easier to use Queries
• Query lists
• Where’s my query used?
• Events
• Better record keeping improvements
• Preventing duplicates
• Import, search, constituent entry and duplicate report
• Export Categories
• Built-in Market Intelligence
• Resource Center
02/13/2012 2
4. QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES
1
02/13/2012 4
5. QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES
2
1
1. Automatically suppresses duplicates, default columns
2. Ability to add or remove constituent/s from the query list
3. Query List can be used every where a query is currently being used in
the system
02/13/2012 5
10. D U P L I C AT E P R E V E N T I O N
02/13/2012 10
11. DUPLICATE PREVENTION ALGORITHM
Incorporated an algorithm to prevent duplicates
• Uses first name, last name, middle initial, suffix, address, phone
number and email
• Phone and Email have been added to Constituent Search
• Used in constituent search, import and duplicate report
• Prevent adding duplicate constituents individually and through import
• Intelligently shows the best results
• Shows the best results with the strongest matches at the top
• Fuzzy search
• Still returns results even if you misspell something on the record
or in the search
02/13/2012 11
20. THE GIVING SCORE™
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
• Improving efficiency with managing your supporters in RE
The Giving Score™ Applies Smart Analytics to your Database:
• Segments your constituents into four unique groups
• Focuses cultivation and solicitation efforts on who is likely and
capable to give
How we do it:
• Target Analytics looked at hundreds of external demographic and
financial characteristics and combined that data with historical
giving information from your organization to build the score
02/13/2012 20
21. S C O R I N G Y O U R D ATA B A S E
02/13/2012 21
29. WHERE DO THE SCORES SHOW UP IN RE?
2
1
02/13/2012 29
30. THE GIVING SCORE: THE FANS
Who are they?
• Fans tend to by loyal donors or
FAN VIP may be high scoring non-donors
Cultivate &
Acquire & Upgrade • They have a high affinity for your
Steward
organization and are passionate
about your mission
• They are likely to give you a gift
when asked and have the
Acquaintance LongShot potential to be upgraded to
Minimize & Monitor Qualify & Inspire higher ask amounts
• Strong annual donors and many
are potential prospects for
CAPACITY TO GIVE planned gifts
02/13/2012 30
31. THE GIVING SCORE: FAN STRATEGY
• The Goal
• Retain and Upgrade to larger gifts
VIP • The Strategy
FAN
Cultivate & • Retain their support through
Acquire & Upgrade
Steward personalized appeals and keep
them on your list for potential
upgrades
• The Action
• Ask for higher ask amounts over
Acquaintance LongShot time
Minimize & Monitor Qualify & Inspire • Focus on upgrade potential and
moving to a high end annual donor
and future mid-level or major
CAPACITY TO GIVE donor
02/13/2012 31
32. THE GIVING SCORE: THE ACQUAINTANCES’
Who are they:
FAN VIP • They are the most challenging
Cultivate & people to acquire as donors
Acquire & Upgrade
Steward
• They may be new to your
organization and not had an
opportunity to give or they may
have no interest in your mission
Acquaintance LongShot • They scored very low due to
Minimize & Monitor Qualify & Inspire having no capacity or affinity to
make a gift
• Most likely non-donors
CAPACITY TO GIVE
02/13/2012 32
33. THE GIVING SCORE: ACQUAINTANCE STRATEGY
• The Goal
• Reduce Costs and Staff Time
• The Strategy
FAN VIP • Minimize investment as the
Cultivate & majority of these individuals do not
Acquire & Upgrade
Steward have interest or capacity to make
a gift
• Monitor if there is tie to the
organization in some other way
(i.e. young alumni)
Acquaintance LongShot • The Action
Minimize & Monitor Qualify & Inspire
• Do not mail to this group of
individuals
• Use inexpensive tactics like email
CAPACITY TO GIVE • Monitor those with ties to the
organization to tailor your
communication plan
02/13/2012 33
34. THE GIVING SCORE: THE LONG-SHOTS
Who are they:
FAN VIP • LongShots have high capacity to
Cultivate &
Acquire & Upgrade give but have little to no
Steward
relationship with your organization
• They may be wealthy people who
were manually added to your
database or attended a special
Acquaintance LongShot event
Minimize & Monitor Qualify & Inspire • They need to be sold on your
mission
CAPACITY TO GIVE
02/13/2012 34
35. THE GIVING SCORE: LONG-SHOT STRATEGY
• The Goal
• Qualify potential VIPs
FAN VIP
Cultivate & • The Strategy
Acquire & Upgrade
Steward • Inspire them with mission driven
stories about your organization’s
impact on the community
• The Action
• Identify and qualify major gift
Acquaintance LongShot potential and focus investment on
Minimize & Monitor Qualify & Inspire long term cultivation.
CAPACITY TO GIVE
02/13/2012 35
36. THE GIVING SCORE: THE VIP
VIP Who are they:
FAN
Acquire & Upgrade
Cultivate & • VIPs are proven, loyal donors or
Steward may be a newly discovered
prospect who has been flying under
the radar
• They have high affinity and high
capacity to make a gift to your
Acquaintance LongShot organization and they are waiting to
Minimize & Monitor Qualify & Inspire
be asked for a gift
CAPACITY TO GIVE
02/13/2012 36
37. THE GIVING SCORE: VIP STRATEGY
• The Goal
• Encourage VIP’s to give a major gift
FAN VIP • The Strategy
Cultivate & • Cultivate them with high-touch, personal
Acquire & Upgrade
Steward communication
• Your VIPs are the supporters who should
receive your greatest attention
• The Action
LongShot • Understand previous history with your
Acquaintance organization- refine the list using giving
Minimize & Monitor Qualify & Inspire
history
• Contact immediately!
• Identify hard assets and other indicators
CAPACITY TO GIVE of wealth with WealthPoint for Raiser’s
Edge
• Use face-to-face meetings and
solicitations from you or your board
members
02/13/2012 37
38. W E A LT H P O I N T F O R T H E R A I S E R ’ S E D G E
02/13/2012 38
48. MOBILE FUNCTIONALITY
Data Portability
- Optimized presentation of constituent
information for smartphone
- Up-to-date information for constituent
profiles—no more printing static copies
- Access recent gift data
- No more lugging around binders or laptops
- Add constituents as Favorites for offline
access
- Leverage native smartphone functions like
click-to-call, mapping, email, text
Ease of Update
- Meet users where they are used to working
- Add/edit notes and call reports on the
road—right into the constituent record
- Complete your assigned actions and add
new actions
Targeted Release Date: 1H12
02/13/2012 48
49. MOBILE FUNCTIONALITY
Prototype products you will be seeing are under
development and are subject to change prior to
commercial release.
Targeted Release Date: 1H12
02/13/2012 49
