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Spotlight on Hospitals and Foundations
Alan Cooke, Segment Manager, Convio

Andrew Olsen, Annual Giving Officer, Gillette Children’s Specialty Healthcare
Vivek Venugopal, Philanthropy Associate, Northwestern Memorial Foundation

March 26, 2009




                                                                                © 2009 Convio, Inc.
Key Messages
■ Traditional fundraising model seeing flat to
         declining results. Recession heightened
         imperative to change.
■ Internet now mainstream, online fundraising is
         growing strongly and quite significant to some.
■ Online strategies should be part of a multi-
         channel strategy:
             ▶ Multi-channel donors give more frequently, and give more.

■ The online channel is increasingly important in
         cultivating the major donors of the future.

© 2009 Convio, Inc.                       2
Agenda
■ Hospitals and Foundations and Online Marketing

■ Online success strategies – Gillette Children’s Specialty
         Healthcare
             ▶ Before and after Convio Go!
             ▶ Building the house file, integrated online and offline
             ▶ Best Practices - Words of Wisdom
■ Online success strategies – Northwestern Memorial
         Foundation
             ▶ Evangelizing ePhilanthropy, Why it’s needed?
             ▶ What to expect
             ▶ Before and after Convio
             ▶ Best practice – Challenges and Words of Wisdom

■ Quick Start with Convio
© 2009 Convio, Inc.                          3
About Gillette
  • Gillette Children’s Specialty Healthcare provides specialized health care for
    people who have short-term and long-term disabilities that began during
    childhood. We help children, adults and their families improve their health,
    achieve greater well-being and enjoyment in life.

      • Major diagnoses treated at Gillette:
          • Cerebral palsy
          • Orthopaedic conditions
          • Spina bifida
          • Traumatic brain injury
          • Cleft lip/palate
          • Epilepsy
Pre-Convio Situation Analysis
  • Offline File Size: 70,000

  • Online File Size: 1,080 (1%)

  • Speed to Market: 30 – 90 Days

  • Donor Communication: One-way Only

  • Patient / Site Visitor Comm Strategy: Not fully developed

  • Online Strategy: Owned by Hospital Marketing/PR; Very little
    philanthropy

  • Homepage Presence: None (Not Even a Donate Button)
Stakeholder Concerns
                                              We’ve never tried
                                              anything like this
                                              before. Are you
          Does this
                                              sure it will work?
           violate
                                              Will it make any
                          We need an
           HIPAA?
                                                   money?
                            online
                           strategy!


            The IT
                                          Will this integrate with
          department
                                           our existing branding
         doesn’t have
                                          efforts? Will we get to
          the staff or
                                            approve everything
           budget to
                                            before it goes out?
          support this
         kind of thing.



                                          We aren’t
                                           violating
                                       anyone’s privacy,
                                           are we?
Solution: Convio Go! Program
  •Low cost of entry
      •   Allows us to test and prove the “will it work” question with minimal financial
          exposure
      •   90% Cost Recovery (on a three year contract) in 11 Months

  •Complete suite of essential online tools
      •   E-mail, Surveys, Donation Pages, Web Pages
      •   E-mail engine designed for permission-based marketing
      •   Tools built to our brand guidelines


  •Ongoing expert training for first year
      •   Taught us to fish
      •   Health care sector experience
      •   Convio Community


  •Doesn’t require highly technical staff
      •   Easy to use tools
      •   On-call expert support

  •Cohort model
It’s a Process
                 •Making progress, but not yet
                 optimal


                 •“Forcing” departments closer
                 together


                 •Engaging Convio in additional
                 ways to support enterprise-
                 wide improvements
Building Relationships
File Growth

              400% Growth in Six Months


               6,000
                               5,412

               5,000


               4,000

                                       2007
               3,000
                                       2008

               2,000

                       1,080
               1,000


                  0
Advocacy Campaigns

                     • Eight hour turn time
                     • Using only existing tools
                         •Key Message to State Legislature
                         •Key Message to Governor
                         •Viral list growth
                         •More engaged constituents
Integrating Mail & Online
Integrated Monthly Giving
FY08 Year End Campaign
                         • Integrated campaign
                            •$20,000 from web
                                 •$11,000 online
                                 •$9,000 offline


                            •Re-engaged several major
                            donors
                                 •Six-figure potential


                            •40% lift in overall campaign
                            revenue
Personal Fundraising
                       •Empower patient families,
                       volunteers, employees and
                       donors to rase $ on your
                       behalf


                       •Similar to CaringBridge, but
                       promotes your cause instead
                       of theirs


                       •Builds a community of online
                       advocates
Personal Fundraising
11 Months Later…

                                             • 61% increase in online-related
        Online Revenue
                                               revenue
                                   $40,300
   $45,000
                                             • Donors for whom we have an e-mail
   $40,000
                                               address:
   $35,000               $25,100
                                                 • Give 8.6% more gifts
   $30,000
                 $18,300
   $25,000
                                                 • Give a 116.3% higher average gift
   $20,000
   $15,000
   $10,000
                                             • Early success allowed us to
    $5,000
                                              increase our Convio relationship in
       $-

                                              year two:
                                                 • Connector
                                                 • Calendar
             2006 (Gillette)
                                                 • Strategy Engagement
             2007 (Gillette)
             Q3/Q4 (Gillette & Convio)
A Proven Prescription
For Online Fundraising

       March 26, 2009



              By
      Vivek Venugopal
    Philanthropy Associate
Agenda

• Background
• Startup – Setting Up Convio
• Status – Current Status
• Step Up – Offline/Online Integration
• Side Effects – Challenges
Northwestern Memorial Hospital
                   Chicago, Illinois
                                                            •   873-bed Academic Medical Center
                                                            •   Strong Tradition of Community
                                                                Service
                                                            •   Major Employer in City of Chicago
                                                            •   One of Five Healthcare Institutions in
                                                                the U.S. with an Aa+ Bond Rating
                                                            •   46,182 Inpatient Admissions
                                                            •   11,498 Deliveries -- Largest Birthing
                                                                Center in Illinois
                                                            •   79,560 Emergency Department Visits
                                                            •   521,264 Outpatient Registrations
                                                            •   7,144 Employees
                                                            •   1,571 Physicians on the Medical
                                                                Staff
                                                            •   99,000 Hours of Volunteer Service
Feinberg and Galter pavilions   Prentice Women’s Hospital
Northwestern Memorial Foundation
                   Background
• Primary Philanthropic Arm of Northwestern Memorial
  Hospital
• Based in Chicago, IL
• 38 Employees
• Experienced Leadership
Agenda

• Background
• Startup – Setting up Convio
• Status – Current Status
• Step-up – Offline/Online Integration
• Side-effects – Challenges
Startup
               The Need for ePhilanthropy
• Why ePhilanthropy?
  – Relationship Building; New Donors; New Demographics; Meeting Donor
    Expectation
  – Adds an Arrow to the Quiver
                                                   Annual Giving
    ePhilanthropy Program

                                                  Employee and
     BR/Stewardship                             Physician Campaign
                                                    Educational
     Planned Giving                              Programs/ Events

       Major Gifts                                Communications
Startup
                 The Need for ePhilanthropy
• Upgrade - ePhilanthropy on the NMF Website
   –   Basic Organizational Information
   –   Recognition Societies
   –   Toll Free Number
   –   Printable Form

• Donor Engagement
   –   Indiana University Survey
         – 57% - No longer felt
           personally connected
         – 42% - Too frequent
           solicitations
Startup
                             The Process

• Formed the NMFOnline committee
• Selected Convio
   – Philosophy
      – ePhilanthropy is More Than Giving Donations Online
   – Technology
      – State of the Art Technology
      – Relationship with Database Consultant
   – Overall Experience
      – Proposal, Presentation, Product
• Convinced a Skeptic
Agenda

• Background
• Startup – Setting up Convio
• Status – Current Status
• Step Up – Offline/Online Integration
• Side Effects – Challenges
Status
                      Current State of Program
• Program Up and Running
• Connector
• Statistics
   – Total Number of Transactions: 1,133
   – Total Number of Credit Card Donations: 746
   – Total Amount Raised: $296,507

• Most Importantly
   – ePhilanthropy Embraced as Part of NMF Culture

• Convio Tools
   – Donation Pages; Email Outreach; Surveys; Event Registration
Agenda

• Background
• Startup – Setting up Convio
• Status – Current Status
• Step-up – Offline/Online Integration
• Side-effects – Challenges
Step-up
                     Offline-Online Integration
• Donation Page
   – General
   – Customized
      – Tribute Pages
      – Appeal Pages
      – Renewal Pages
• Email outreach
   – Newsletters
   – Follow up to appeal letters
      – Acquisition
      – Renewal
• Survey
   – Feedback
   – Online Forms for Fundraising
Step-up
                           Donation Forms

• General
  – Hospital website
  – Affiliated organizations
• Customized
  – Tribute
  – Appeal
  – Renewal
Step-up
                          Email Outreach
• Newsletter
   – Covers multiple “arrows”
      – Major Gifts
      – Planned Giving
      – Communications
   – Connects donors to the hospital
   – Challenges
      – Coordinate with marketing and
         communications
• Appeal Follow-up
   – Acquisition
   – Renewal
Step-up
                           Surveys
• Donation Forms
• Event follow-up
• Free Event Registration
• Additional Information
Step-up
      Employee Campaign – using the tool kit

• Employee Campaign
  – 5 Different Response Options
      – Onetime Payroll
      – Recurring Payroll
      – Volunteer Only
      – Credit Card
      – No Donation
  – Video
  – Photo Album
  – Email Stewardship
Agenda

• Background
• Startup – Setting up Convio
• Status – Current Status
• Step Up – Offline/Online Integration
• Side Effects – Challenges
Side-Effects
        Challenges in a Healthcare Environment

• Startup
   – Aligning Departments
   – Developing Organizational Relationships
• Newsletter
   – Marketing/Communications
• Personal Fundraising
• Integration
   – Hospital-Wide Initiatives
Representative Clients




© 2009 Convio, Inc.   37
Get Started Today – Convio Go!
                        Convio online fundraising software


                              A proven action plan


                           A team of your peers and
                          Convio coaches to guide you



                          Tangible results today and the
                      knowledge to build on and expand your
                                online programs
© 2009 Convio, Inc.                     38
Get Started Today – TeamRaiser

  5 Key Success Factors                                       quot;Convio has enabled us to significantly increase the
                                                              amount of revenue we generate via the Internet. We are
           Better Participant Recruiting
  1.                                                          excited to continue to leverage Convio's functionality in
                                                              creative ways that help the Foundation raise more money
           Better Participant Retention
  2.                                                          to fund cancer research and care.“
           Better Participant to Fundraiser Conversion
  3.
                                                              Greg Douglas, Senior Director, Marketing and e-
                                                              Philanthropy
           Better Fundraiser Effectiveness
  4.
                                                              BC Cancer Foundation
           Better Constituent Relationship Building
  5.


TeamRaiser Gets Results
 ▶        Powering higher participant recruiting rates (Convio client average annual growth rate of
          participants is 51%)
 ▶        Growing event revenue by increasing both the number of participants fundraising and their
          fundraising effectiveness (Convio client average annual growth rate of funds raised is 54%)
 ▶        TeamRaiser powers 5 of the top 10 events, and 60% of the money raised by the top 10 events in
          the Run Walk Ride Fundraising Council Top Thirty.
 ▶        When looking at the entire top 30 events, TeamRaiser powers more events than any other vendor
          and over half of the money raised. Convio clients raised over $1B in 2008, $110M more than in
          2007. The rest of the competition only raised $27M more in 2008 than in 2007.

© 2009 Convio, Inc.                                      39
Get Started Today – Common Ground
         Convio Common Ground
■
             ▶        CRM for nonprofits
             ▶        Replaces your donor database
                      and consolidates all lists

         Convio Online Marketing
■
             ▶        Products are independent, but
                      deeply integrated

         Integration features
■
             ▶        Synchronizes constituents,
                      transactions, and campaign data
             ▶        Common Ground constituent
                      segments available in eCRM

         Results
■
             ▶        Staff focus less on integration
                      and more on creating effective
                      campaigns;
             ▶        360° constituent tracking

© 2009 Convio, Inc.
For Additional Information
■ Learn about our solutions for hospitals and
         foundations:
         http://www.convio.com/solutions/sectors/convio-
         for-hospitals-and-foundations.html

             ▶ You’ll find case studies, on-demand webinars, and
               other resources

■ Questions? www.convio.com/contactus




© 2009 Convio, Inc.                  41

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Convio Sector Spotlight Hospitals Slides

  • 1. Spotlight on Hospitals and Foundations Alan Cooke, Segment Manager, Convio Andrew Olsen, Annual Giving Officer, Gillette Children’s Specialty Healthcare Vivek Venugopal, Philanthropy Associate, Northwestern Memorial Foundation March 26, 2009 © 2009 Convio, Inc.
  • 2. Key Messages ■ Traditional fundraising model seeing flat to declining results. Recession heightened imperative to change. ■ Internet now mainstream, online fundraising is growing strongly and quite significant to some. ■ Online strategies should be part of a multi- channel strategy: ▶ Multi-channel donors give more frequently, and give more. ■ The online channel is increasingly important in cultivating the major donors of the future. © 2009 Convio, Inc. 2
  • 3. Agenda ■ Hospitals and Foundations and Online Marketing ■ Online success strategies – Gillette Children’s Specialty Healthcare ▶ Before and after Convio Go! ▶ Building the house file, integrated online and offline ▶ Best Practices - Words of Wisdom ■ Online success strategies – Northwestern Memorial Foundation ▶ Evangelizing ePhilanthropy, Why it’s needed? ▶ What to expect ▶ Before and after Convio ▶ Best practice – Challenges and Words of Wisdom ■ Quick Start with Convio © 2009 Convio, Inc. 3
  • 4.
  • 5. About Gillette • Gillette Children’s Specialty Healthcare provides specialized health care for people who have short-term and long-term disabilities that began during childhood. We help children, adults and their families improve their health, achieve greater well-being and enjoyment in life. • Major diagnoses treated at Gillette: • Cerebral palsy • Orthopaedic conditions • Spina bifida • Traumatic brain injury • Cleft lip/palate • Epilepsy
  • 6. Pre-Convio Situation Analysis • Offline File Size: 70,000 • Online File Size: 1,080 (1%) • Speed to Market: 30 – 90 Days • Donor Communication: One-way Only • Patient / Site Visitor Comm Strategy: Not fully developed • Online Strategy: Owned by Hospital Marketing/PR; Very little philanthropy • Homepage Presence: None (Not Even a Donate Button)
  • 7. Stakeholder Concerns We’ve never tried anything like this before. Are you Does this sure it will work? violate Will it make any We need an HIPAA? money? online strategy! The IT Will this integrate with department our existing branding doesn’t have efforts? Will we get to the staff or approve everything budget to before it goes out? support this kind of thing. We aren’t violating anyone’s privacy, are we?
  • 8. Solution: Convio Go! Program •Low cost of entry • Allows us to test and prove the “will it work” question with minimal financial exposure • 90% Cost Recovery (on a three year contract) in 11 Months •Complete suite of essential online tools • E-mail, Surveys, Donation Pages, Web Pages • E-mail engine designed for permission-based marketing • Tools built to our brand guidelines •Ongoing expert training for first year • Taught us to fish • Health care sector experience • Convio Community •Doesn’t require highly technical staff • Easy to use tools • On-call expert support •Cohort model
  • 9. It’s a Process •Making progress, but not yet optimal •“Forcing” departments closer together •Engaging Convio in additional ways to support enterprise- wide improvements
  • 11. File Growth 400% Growth in Six Months 6,000 5,412 5,000 4,000 2007 3,000 2008 2,000 1,080 1,000 0
  • 12. Advocacy Campaigns • Eight hour turn time • Using only existing tools •Key Message to State Legislature •Key Message to Governor •Viral list growth •More engaged constituents
  • 15. FY08 Year End Campaign • Integrated campaign •$20,000 from web •$11,000 online •$9,000 offline •Re-engaged several major donors •Six-figure potential •40% lift in overall campaign revenue
  • 16. Personal Fundraising •Empower patient families, volunteers, employees and donors to rase $ on your behalf •Similar to CaringBridge, but promotes your cause instead of theirs •Builds a community of online advocates
  • 18. 11 Months Later… • 61% increase in online-related Online Revenue revenue $40,300 $45,000 • Donors for whom we have an e-mail $40,000 address: $35,000 $25,100 • Give 8.6% more gifts $30,000 $18,300 $25,000 • Give a 116.3% higher average gift $20,000 $15,000 $10,000 • Early success allowed us to $5,000 increase our Convio relationship in $- year two: • Connector • Calendar 2006 (Gillette) • Strategy Engagement 2007 (Gillette) Q3/Q4 (Gillette & Convio)
  • 19. A Proven Prescription For Online Fundraising March 26, 2009 By Vivek Venugopal Philanthropy Associate
  • 20. Agenda • Background • Startup – Setting Up Convio • Status – Current Status • Step Up – Offline/Online Integration • Side Effects – Challenges
  • 21. Northwestern Memorial Hospital Chicago, Illinois • 873-bed Academic Medical Center • Strong Tradition of Community Service • Major Employer in City of Chicago • One of Five Healthcare Institutions in the U.S. with an Aa+ Bond Rating • 46,182 Inpatient Admissions • 11,498 Deliveries -- Largest Birthing Center in Illinois • 79,560 Emergency Department Visits • 521,264 Outpatient Registrations • 7,144 Employees • 1,571 Physicians on the Medical Staff • 99,000 Hours of Volunteer Service Feinberg and Galter pavilions Prentice Women’s Hospital
  • 22. Northwestern Memorial Foundation Background • Primary Philanthropic Arm of Northwestern Memorial Hospital • Based in Chicago, IL • 38 Employees • Experienced Leadership
  • 23. Agenda • Background • Startup – Setting up Convio • Status – Current Status • Step-up – Offline/Online Integration • Side-effects – Challenges
  • 24. Startup The Need for ePhilanthropy • Why ePhilanthropy? – Relationship Building; New Donors; New Demographics; Meeting Donor Expectation – Adds an Arrow to the Quiver Annual Giving ePhilanthropy Program Employee and BR/Stewardship Physician Campaign Educational Planned Giving Programs/ Events Major Gifts Communications
  • 25. Startup The Need for ePhilanthropy • Upgrade - ePhilanthropy on the NMF Website – Basic Organizational Information – Recognition Societies – Toll Free Number – Printable Form • Donor Engagement – Indiana University Survey – 57% - No longer felt personally connected – 42% - Too frequent solicitations
  • 26. Startup The Process • Formed the NMFOnline committee • Selected Convio – Philosophy – ePhilanthropy is More Than Giving Donations Online – Technology – State of the Art Technology – Relationship with Database Consultant – Overall Experience – Proposal, Presentation, Product • Convinced a Skeptic
  • 27. Agenda • Background • Startup – Setting up Convio • Status – Current Status • Step Up – Offline/Online Integration • Side Effects – Challenges
  • 28. Status Current State of Program • Program Up and Running • Connector • Statistics – Total Number of Transactions: 1,133 – Total Number of Credit Card Donations: 746 – Total Amount Raised: $296,507 • Most Importantly – ePhilanthropy Embraced as Part of NMF Culture • Convio Tools – Donation Pages; Email Outreach; Surveys; Event Registration
  • 29. Agenda • Background • Startup – Setting up Convio • Status – Current Status • Step-up – Offline/Online Integration • Side-effects – Challenges
  • 30. Step-up Offline-Online Integration • Donation Page – General – Customized – Tribute Pages – Appeal Pages – Renewal Pages • Email outreach – Newsletters – Follow up to appeal letters – Acquisition – Renewal • Survey – Feedback – Online Forms for Fundraising
  • 31. Step-up Donation Forms • General – Hospital website – Affiliated organizations • Customized – Tribute – Appeal – Renewal
  • 32. Step-up Email Outreach • Newsletter – Covers multiple “arrows” – Major Gifts – Planned Giving – Communications – Connects donors to the hospital – Challenges – Coordinate with marketing and communications • Appeal Follow-up – Acquisition – Renewal
  • 33. Step-up Surveys • Donation Forms • Event follow-up • Free Event Registration • Additional Information
  • 34. Step-up Employee Campaign – using the tool kit • Employee Campaign – 5 Different Response Options – Onetime Payroll – Recurring Payroll – Volunteer Only – Credit Card – No Donation – Video – Photo Album – Email Stewardship
  • 35. Agenda • Background • Startup – Setting up Convio • Status – Current Status • Step Up – Offline/Online Integration • Side Effects – Challenges
  • 36. Side-Effects Challenges in a Healthcare Environment • Startup – Aligning Departments – Developing Organizational Relationships • Newsletter – Marketing/Communications • Personal Fundraising • Integration – Hospital-Wide Initiatives
  • 38. Get Started Today – Convio Go! Convio online fundraising software A proven action plan A team of your peers and Convio coaches to guide you Tangible results today and the knowledge to build on and expand your online programs © 2009 Convio, Inc. 38
  • 39. Get Started Today – TeamRaiser 5 Key Success Factors quot;Convio has enabled us to significantly increase the amount of revenue we generate via the Internet. We are Better Participant Recruiting 1. excited to continue to leverage Convio's functionality in creative ways that help the Foundation raise more money Better Participant Retention 2. to fund cancer research and care.“ Better Participant to Fundraiser Conversion 3. Greg Douglas, Senior Director, Marketing and e- Philanthropy Better Fundraiser Effectiveness 4. BC Cancer Foundation Better Constituent Relationship Building 5. TeamRaiser Gets Results ▶ Powering higher participant recruiting rates (Convio client average annual growth rate of participants is 51%) ▶ Growing event revenue by increasing both the number of participants fundraising and their fundraising effectiveness (Convio client average annual growth rate of funds raised is 54%) ▶ TeamRaiser powers 5 of the top 10 events, and 60% of the money raised by the top 10 events in the Run Walk Ride Fundraising Council Top Thirty. ▶ When looking at the entire top 30 events, TeamRaiser powers more events than any other vendor and over half of the money raised. Convio clients raised over $1B in 2008, $110M more than in 2007. The rest of the competition only raised $27M more in 2008 than in 2007. © 2009 Convio, Inc. 39
  • 40. Get Started Today – Common Ground Convio Common Ground ■ ▶ CRM for nonprofits ▶ Replaces your donor database and consolidates all lists Convio Online Marketing ■ ▶ Products are independent, but deeply integrated Integration features ■ ▶ Synchronizes constituents, transactions, and campaign data ▶ Common Ground constituent segments available in eCRM Results ■ ▶ Staff focus less on integration and more on creating effective campaigns; ▶ 360° constituent tracking © 2009 Convio, Inc.
  • 41. For Additional Information ■ Learn about our solutions for hospitals and foundations: http://www.convio.com/solutions/sectors/convio- for-hospitals-and-foundations.html ▶ You’ll find case studies, on-demand webinars, and other resources ■ Questions? www.convio.com/contactus © 2009 Convio, Inc. 41