Essentials of fundraising with eTapestry 2014

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Essentials of Fundraising with eTapestry presented at the 2014 Blackbaud User's Conference BBCON.

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  • 1. Essentials of SuccessfulFundraising with eTapestryPRESENTED BY PAM DECHERT, CFRE SENIORCONSULTANT

2. Im using eTapestry for successfulfundraising by #bbcon2 #bbconTweet this now 3. What are the essentials ofsuccessful fundraising?3 #bbcon 4. Today, well cover: What are the keys to successful fundraising in 2014and beyond? How is fundraising doing? What tools in eTapestry should you be using to buildrelationships and raise more money for your annualfund?4 #bbcon 5. Weve all got an opinion on thisBut ultimately successfulfundraising comes down to: A compelling, strong, passionatemission your donors connectwith; A relational approach to yourdonors (its about relationships,not numbers or money) A vigorous relationship-buildingprogram (which implies the useof multiple strategies), and An understanding of theconnection between fundraisingand every other function of yourorganization. 6. 2013 CHARITABLE GIVING TRENDS KEY TAKEAWAYSOnline Giving was up 13.5% in2013, compared to the overallgiving increase of 4.9% 7. 2013 Charitable giving trends key takeaways Large organizations had thegreatest increase in overallcharitable giving in 2013,while small organizationshad the greatest increase inonline giving during 2013. Online giving accounted for6.4% of all charitable givingin 2013. Faith-based organizationshad the greatest increase inonline giving in 2013 (18.1%)7 #bbcon 8. 2013 Charitable giving trends key takeaways Large organizations had thegreatest increase in overallcharitable giving in 2013,while small organizationshad the greatest increase inonline giving during 2013. Online giving accounted for6.4% of all charitable givingin 2013. Faith-based organizationshad the greatest increase inonline giving in 2013 (18.1%)8 #bbcon 9. 2013 Charitable giving trends key takeaways More than one-third (33.6%) of overallcharitable giving happens in the last threemonths of the year, with the highestpercentage (17.5%) coming in December. February is the slowest month for overallgiving. January is the slowest month for online giving. December is the biggest month for all onlineand offline giving. 10. MULTI CHANNEL AND MULTI GENERATIONAL IS THENEW NORMBUT 11. Annual giving essentials offundraising success start here New donors start out by giving to yourannual fund It is the beginning of donor loyalty (ornot) It reaches the largest group ofindividuals New donors and multi year donors willincrease overall fundraising 12. How are we doing at keeping our annualfund donors? 2013 FEP 13. HOWS YOUR RELATIONSHIP? What is your retention rate? What is your average gift? What is your upgrade/downgraderate? How do you compare do yourself andothers? Do you have a goal to increaseretention and donor loyalty? How well do you know these donors? What is a loyal donor? 14. HOW ARE YOUR RELATIONSHIPS?Do you Benchmark? 15. HOW ARE YOUR RELATIONSHIPS? 16. DONOR RENEWAL AND GIVING DYNAMICS 17. CAMPAIGN & APPROACH ANALYSIS 18. CONSECUTIVE MONTHS AND YEARS 19. BUILT IN AND CUSTOM QUERIES TO USE Built in: LYBUNT/SYBUNT Top Donor Custom: All new donors to the Annual Campaign Compound query of all first time donors to your Annual Campaign All donors this week and subtract out All donations before this week 20. HOW DO WE USE THESE TO IMPROVERELATIONSHIPS AND RESULTS? Based on these queries & reports; create custom queries to identify keydonors to communicate with and thank for upgraded gift, new gifts,downgraded gifts. Use Mass Update to mass add contacts Use Custom Account query to add calendar items Segment thank yous and communications based on these. New donor thank you and welcome to your group Thank you for being a loyal donor letter Thank you for increasing your supports Thank you for coming back and supporting us again Communicate how their money is making a difference 21. HOW DO WE USE THESE TO IMPROVERELATIONSHIPS AND RESULTS? Set realistic fundraising goals and donor retention rategoals What if you increase donor retention by 4%,6%,10%? Measureable by quarter Set regular communications with these constituents 22. Hows your relationship?What is the minimum data you require for: A donor record Salutations Address, City, State Account Type needs to beREQUIRED Gift Entry Campaign & Approach needs to beREQUIRED 23. Hows your relationship? Donor Profile: What do you know about the relationship? What do know about the donor? Do you set regular communications with each donor and track themin the donors record? Do you track your informal communication? Do you regularly do NCOA updates? Do you track volunteering? Do you target any of these donors to build a great profile? 10, 20? Ask board and staff about information, birthday, interest in yourgroup. Informal and Formal research? Do you assign staff donors tomanage or to research? Do we ask them their preferences? Why not? 24. Hows the relationship? 25. Hows the relationship? Queries and Reports on the dashboard Calendar of Relationship to dos Progress and donors to communicate with 26. To sum up on essentials of fundraisingsuccess Starts with building loyalty and AnnualGiving You need a healthy relationship that isbuilt on your mission AND solid data,analysis, communication to keep andbuild a strong donor base that knowsyou make a difference with their helpand giving. Use the tools in eTapestry to track, buildand maintain those relationships thatlead to fundraising success! 27. Resources eTapestry can help youPOWER ON! NP Experts Webinars & eBook: https://www.blackbaud.com/nonprofit-resources/npexperts?utm_source=blackbaud&utm_medium=website&utm_content=homepage&utm_term=corp&utm_campaign=npEXPERTS2014#.VDHFPPldXhA eTapestry Resources for you: https://www.blackbaud.com/fundraising-crm/etapestry/resources NEW eTapestry User Community:http://community.convio.com/t5/eTapestry/ct-p/BBeTap eTapestry Consulting Services: etapconsulting@blackbaud.com pam.dechert@blackbaud.com 28. Did this session give you the jolt you needed?Dont forget to completea session survey!Each completed survey enters you into a drawing to win acomplimentary registration to bbcon 2015 in Austin, Texas*.*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not beexchanged, applied to, or combined with any other offer.28 #bbcon