T echnology to Compete for the Next Generation of Donors and Funders
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Transcript of T echnology to Compete for the Next Generation of Donors and Funders
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Technology to Compete forthe Next Generation of Donors and Funders
Aligning Mission and Technology with CRM
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©2011 Convio, Inc. | Page 2
The Pace of Change is Only Increasing
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Jennifer Darrouzet Rachel Muir Kevin Burpo@jendarra @rachelmuir @kellpartners
Facing Change & Thinking StrategicallyBy the end of this presentation, you’ll have hard data re:
• The evolving expectations of supporters
• How to inform your strategic plan
• Strategic technology usage to compete for
Who are we?
The Next Generation
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©2011 Convio, Inc. | Page 4
Impetus for our Next Gen Study
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Bucking the Trend: bright spots in acquisition
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# Email Records
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The Next Generation Study
b. 1946-196467% Give52.2M donors$901 yr/avg5.2 charities
b. ≤194579% Give30.8M donors$1066 yr/avg6.3 charities
b. 1965-198058% Give35.9M donors$796 yr/avg4.2 charities b. 1981-1991
56% Give28.5M donors$341 yr/avg3.6 charities
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38%
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% Giving via Telemarketing
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Other Growing Channels for Giving
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WebsiteMobile/TextSocial Networking Site
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What about Plain Old Communications?
49%
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Where Donors Increasingly Get Updates
eNewsWebsiteSubscribe to issue updatesSocial MediaTextTwitter
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The Future is Profoundly Multi-Channel
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“Our text advocacy appeals drive 5x higher response than email.”
Leading Nonprofit
Exponential Growth in MobileMonthly Mobile Usage by Age
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“Another expectation to add to my plate.”
“More work to add to my plate”
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Back-Office vs. Front-Office• Take a critical look & ask: are you harnessing
technology equally, externally & internally?
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Back-Office vs. Front-Office• Take a critical look & ask: are you harnessing
technology equally, externally & internally?
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Mobile
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Be Mobile!
• Not so fast• $10 cap on gifts• Thousands to set up• ROI poor so far for
local & regional groups
BUT STAY TUNED!May be unavoidable in 5 years…
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Mobile for the Back-Office
Laptop screenshot
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Back-Office vs. Front-Office• Can you write down 1 area where mobile tech
could help you deliver on your mission? accountable…
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Social
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Be Social!
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Project on Government Oversight
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©2011 Convio, Inc. | Page 24
Managing Relationships
Track individual to individual relationships
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Managing Social Donor Insights
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Back-Office vs. Front-Office• What’s 1 idea where your nonprofit can be
social (internally) to advance your mission?
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Accountable
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• You know orgs compete on accountability externally• Amazon-style
“you might also like…”
Be Accountable!
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Managing Volume Gift Entry
Create custom data entry screens
Apply default values to all or
some transactions
Validate entries for missing
information and against totals
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Managing Donations and Pledges
Split gifts by two or more “funds” or designations
Create a donor specific payment
schedule for pledge payments
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Managing Rapid-Response
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Managing Soft Credits
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Managing Major Gifts Pipeline
Board Prospecting
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Managing Cash Flow
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Managing Gift Acknowledgments
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Managing Gift Acknowledgements
Create and share custom
dashboards
Schedule automatic
delivery via email
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Back-Office vs. Front-Office• Write down 1 idea where technology can help
your org be more accountable…
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Omniscient
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Be Omniscient!
Donors
Events
Programs
Prospects
Funders
Media
Board Members
Businesses
Academics
Volunteers
CRM as central nervous system
PractitionersAdvocates Partners
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©2011 Convio, Inc. | Page 40
Be Omniscient!
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• Mission is to serve community for artistic, educational, and charitable benefit.
• CRM insights saved them $65K in taxes!
The Paramount Theater
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The Paramount Theater
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• One centralized database• Donors , researchers, public officials, support
group leaders, corporate sponsors, doctors, and patients
C3
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C3
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Stump the SpeakersDrop a business card for a chance to win a
custom Funder-Feed concept during this workshop!
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• Mission is to build community around children through acceptance in schools as a fitness and nutrition program.
• Key metrics• Connections to schools and districts via teachers &
parents• Acceptance in market cities throughout the
country.
Marathon Kids
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Marathon Kids
Market City acceptance comparison
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©2011 Convio, Inc. | Page 48
• Key Metrics to support mission• Classrooms available• Volunteer sign-ups• Volunteers trained• Classrooms filled
Austin Partners in Education
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Fair Trade USA audits and certifies international suppliers•Were workers paid fairly?•Are working conditions safe?•Is the environment managed sustainably?
Fair Trade USA
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Fair Trade USA• Fair Trade Certified™ Product Database
• Purchase and Sale Reporting
• Tracking & Executing All Onsite Audits
• Tracking All Product Supply Contracts
• Global Customer Support (internal and partners)
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With Omniscience, you need precision!
Define and combine multiple criteria to create
an appeal segment
Classify contacts to ensure the right
message to the right audience
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Back-Office vs. Front-Office• Jot down your ideas for how a centralized
database could help automate a Funder Feed
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Adaptable
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Be Adaptable!
44%Percent of volunteers who said that if a charity cannot take advantage of their specific skills, they will seek out another group instead
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Be Adaptable!
10xHow much more money volunteers give, vs. those who don’t volunteer
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• Mission: Create and foster community and school partnerships that provide all AISD students preparation for college and career.• Classroom Coaching places volunteers in
classrooms
Austin Partners in Education
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©2011 Convio, Inc. | Page 57
• Technology makes it feasible & cost-effective• Online volunteer shift sign-up• Teacher and Coordinator portals for direct feedback
Austin Partners in Education
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©2011 Convio, Inc. | Page 58
• Large volunteer support for event, managed by a volunteer!
• Custom role-based permissions set up for volunteer placement only.• Coordinators see only volunteer info.
• Full internal users see much more!
Sante Fe International Folk Art Market
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Sante Fe International Folk Art Market
• Volunteer specific Qualifications
• Find Volunteer Shifts based on Qualifications
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Sustainable
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Be Sustainable!
It is with mixed emotions that I write…
Subject: Organizational Update
Appointed as interim director will be…
We are immensely grateful for her leadership.
The search committee will…
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Managing the Next Generation Workforce
1 in 4The number of people who have been in their job less than one year
8-10%The average annual F/T employee turnover in the nonprofit sector 11
How many employers the average worker has before retirement
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Moves Management
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• What if you automated action plans for ALL key constituents• One for a new patient• A new practitioner• A new reporter• Even a new staff member…
• SURPRISE DRAWING for a custom action plan• Any last business cards?• Drawing for 1 free hour consultation with Rachel Muir
Managing sustainable best practices
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Back-Office vs. Front-Office• Write down 1 idea where technology can help
your org be more sustainable…
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Did You Stump the Speakers?Funder-Feeds On-the-Fly
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©2011 Convio, Inc. | Page 6767
Is tech helping, front-office & back?
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©2011 Convio, Inc. | Page 68
Convio (booth #3)
• Nonprofit software & services to increase community support
• Download materials at convio.com/AFPSanAntonio
• Products shown here start at $200/month
1-888-528-9501 ext. 1
Kell Partners (booth #4)
• Consulting firm ensuring nonprofits get maximum return on tech investments
• Over 100 clients using Convio Common Ground database; certified Convio Solution Provider
512.850.KELL (5355)
Talk to Convio & Kell