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Where Does Waldo Work?Maximizing Employment Data Sponsored by AFP and HEP
Carl Pitruzzello
HEP Development Services
AFP Member
July 14, 2011
Learning Objectives
How to obtain employment information from your constituents
Apply employment information more effectively in advancing the mission of your organization
Establish and improve matching gift information internally and with your donors
Tools to increase your matching gifts income Reactive Proactive
Where Does Waldo Work? And why do I care?
Employment information is key in major gift prospect identification
Employment information and contact numbers are critical elements for major gift fundraisers
Employment information will help drive a more effective matching gift program
Where Does Waldo Work?
Who needs Waldo’s work information: Major Gifts and Leadership programs to contact Annual Giving for Matching Gifts Dollars Prospect Identification for Research, Major Gifts,
Volunteers and Members Corporate/Fdn to maintain, expand relationships. Records to clean, connect, enhance value
Where Does Waldo Work? Internal sources for finding employment
information Staff Fellow constituents Events Telemarketing solicitations Survey’s Asking for update info on your website Social networking sites
Where Does Waldo Work?
Keep up with the sources
Where Does Waldo Work?
External sources of employment information Individual Employer Government
Tax records Real estate holdings Securities filings
Research Companies
Where Does Waldo Work? Research companies
With name, address, e-mail, research is possible across many publicly available databases
Corporate Affiliations (Lexis/Nexis) provides work data (Search-one at a time) Over 1 million personnel names and titles
HEP Data offers “Employer Find” (Search Many at one time) Mines more than 100 databases (w/import capability) Meshes with matching gift identification service…
Characteristics of a Successful Matching Gift Program
Key Matching Gift Stats
CAE –Matching Gifts Statistics
Data Elements: the Building Blocks
Sample Email Append Results
Employer Find Sample Results
Biggest Challenge
Small Non Profit Example
Sample Letter July 1, 2011
Mr. and Mrs. David M. Smith 818 Broadway Ave New York, NY 10011
Dear Mr. and Mrs. Smith:
Got a match?
We recently received your gift to YOUR ORG HERE, and we are most grateful for it. You may not know, however, that your gift could be matched by your company if you contact your human resources department for the correct form to send us.
After you send us the matching gift form, we will let your employer know about your generosity, and all three of us will be philanthropic partners. You will feel good about helping support all the good teaching and Real-Life Learning at YOUR ORG HERE; your company will take its place among other similar companies seeking to be good corporate citizens; and the YOUR ORG HERE will be enhanced by both gifts.
This is your opportunity to double your philanthropy. We will be doubly grateful.
We hope to hear from you soon, when you return your matching gift form from your company.
Sincerely,
STAFF NAME
Director of Corporate & Foundation Relations
Waldo’s Summary
Efforts to maintain current employment information can benefit organizations in many ways
Individuals are the best source of employment information and should be solicited for this information at multiple points of contact
Companies are increasingly providing services that will research employment information for nonprofit organizations
Matching Gifts potential can be identified and increased with more employment data from donors
Reactive/Proactive/ROI
E-match Page – Reactive – Immediate Email Append – Proactive – immediate/multiple
ROI Employer Screening – Proactive – Great ROI Automatch – Proactive Immediate ROI
Further Questions?
Carl Pitruzzello [email protected] 860-655-0839
Joan Graham [email protected] 954-598-4571
