Embracing Technology for Moves Management Success · Embracing Technology for Moves Management...
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Embracing Technology for Moves Management Success THIS MATERIAL IS STRICTLY CONFIDENTIAL. The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information is strictly prohibited. If the reader of this document is not the intended recipient, please notify Blackbaud immediately by calling (800) 443-9441 and destroy all copies of this document and any attachments. Dawn Bailey Regional Solutions Manager June 28, 2010
Transcript of Embracing Technology for Moves Management Success · Embracing Technology for Moves Management...
Embracing Technology for Moves Management Success
THIS MATERIAL IS STRICTLY CONFIDENTIAL.
The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information is strictly
prohibited. If the reader of this document is not the intended recipient, please notify Blackbaud immediately by calling (800) 443-9441 and destroy all copies of this document and any attachments.
Dawn BaileyRegional Solutions ManagerJune 28, 2010
Moves Management Concepts
Moves Management | Slide #2 © 2010 Strictly Confidential Material and Property of Blackbaud
Moves Management Concepts
The Importance of Giving for the Affluent
Income Contributed to Charity by the Affluent
$65,780
$211,000
$488,000
$1.5 million
$5.5 million
34
.5%
57
.0%
$100,000
$1,000,000
$10,000,000
50%
60%
70%
80%
90%
100%Amount Contributed
Percent of Income
Moves Management | Slide #3 © 2010 Strictly Confidential Material and Property of Blackbaud
$65,780
$13,113
10
.6%
11
.6%
16
.5%
34
.5%
3.5
%
$1,000
$10,000
$100,000
$1-5 million $5-10 million $10-20 million $20-50 million$50-100 million $100+ million
Family Net Worth
0%
10%
20%
30%
40%
50%
Source: Boston College - Social Welfare Research Institute & Bankers Trust
A Demographic Shift
Moves Management | Slide #4 © 2010 Strictly Confidential Material and Property of Blackbaud
Psychographics: Financial Success and Security
Moves Management | Slide #5 © 2010 Strictly Confidential Material and Property of Blackbaud
Your Portfolio
Moves Management | Slide #6 © 2010 Strictly Confidential Material and Property of Blackbaud
Define Your Pool
Patrons Donors
Moves Management | Slide #7 © 2010 Strictly Confidential Material and Property of Blackbaud
Volunteers
Categorize Your Prospects
Moves Management | Slide #8 © 2010 Strictly Confidential Material and Property of Blackbaud
Moves Management
Moves Management | Slide #9 © 2010 Strictly Confidential Material and Property of Blackbaud
Moves Management
Balancing Resources
Moves Management | Slide #10 © 2010 Strictly Confidential Material and Property of Blackbaud
Research
Fundraisers
Donor Services
Qualify
• Financially viable
• Inclination
Strategize
• Interests
• Connections
• Who / when
Cultivate
• Site visits
• Introductions
• Engage
Solicit
• Proposal
• Case delivery
Steward
• Thank
• Report
Define Your Cycle
Moves Management | Slide #11 © 2010 Strictly Confidential Material and Property of Blackbaud
Research Qualify Cultivate Solicit Close Steward
Identify Research Qualify Strategize Cultivate Solicit Close Steward
Donor Pyramid Version I
Major/Planned
Giving
Mega
Co
nsti
tuen
t L
ifeti
me V
alu
e
Identification/
Involvement/
Investment
Transformation
Moves Management | Slide #12 © 2010 Strictly Confidential Material and Property of Blackbaud
Prospects
Volunteers
Annual Giving
Programs
Co
nsti
tuen
t L
ifeti
me V
alu
e
Identification/
Interest
Information/
Involvement
Donor Pyramid Version II
Major Giving
Endowment Campaigns
Planned Giving
Bequests Trusts, Gift Annuities,
etc.
Donor Growth
Donor Commitment
Moves Management | Slide #13 © 2010 Strictly Confidential Material and Property of Blackbaud
Annual Giving
Support Group Operations
Special Events and Benefit Events
Annual Giving Campaign/Direct Mail Program
Select Audiences
The Universe – Everyone in the Area
Endowment Campaigns
Capital and Special Campaigns
Major Gifts from Individuals
Major Gifts from Corporations and Foundations
Donor Growth
Donor Contact
Moves Management in The Raiser’s Edge
Moves Management | Slide #14 © 2010 Strictly Confidential Material and Property of Blackbaud
Moves Management in The Raiser’s Edge
Is your pipeline properly weighted?
Moves Management | Slide #15 © 2010 Strictly Confidential Material and Property of Blackbaud
Your Portfolio
Moves Management | Slide #16 © 2010 Strictly Confidential Material and Property of Blackbaud
Your Portfolio
Moves Management | Slide #17 © 2010 Strictly Confidential Material and Property of Blackbaud
Daily Tasks
Moves Management | Slide #18 © 2010 Strictly Confidential Material and Property of Blackbaud
Anatomy of a Proposal
Moves Management | Slide #19 © 2010 Strictly Confidential Material and Property of Blackbaud
Key Termso General Tab – overview
o Statuso Solicitoro Dates / dollars
o Action Tab – to do itemso Media - attachmentso Notes – strategy information
Proposal Pipeline
Moves Management | Slide #20 © 2010 Strictly Confidential Material and Property of Blackbaud
Questions?
Additional Resources
White Papers:
The Basics of Prospect Management
Embracing Technology for Moves Management Success
Reports:
Resources
Moves Management | Slide #22 © 2010 Strictly Confidential Material and Property of Blackbaud
Index of National Fundraising Performance
State of the Nonprofit Industry Survey
Tip Sheets:
Stewarding Donors in Tough Economic Times
Building a Major Gifts Program from the Ground Up
