So you’ve been told all about how your database is going to revolutionize your fundraising and overall organizational effectiveness. You’ve been tracking your donor activity and it’s a great place to look for contact information, but how exactly is it helping you grow your fundraising? You’ve heard the old phrase: garbage in, garbage out, but what about diamonds in, diamonds out? If you’re using your database effectively, then you have plenty of historical data on all of your contacts and know who your best donors are. But you can go one step further by adding new dimensions to your dataset such as personal wealth information, giving propensity, current address information, and other indicators you can use to help refine your fundraising.
There is a host of information available about most of us as a by-product of our increasingly digital lives. Several companies in the big data marketplace are clearinghouses for this aggregated information and can use full names, address, email, phone, and other key pieces of your constituents’ information to match to datasets from government agencies, credit unions, and so on to provide some insights into your existing and potential donors. You can use this information to guide your fundraising and help you concentrate efforts on those most likely to give and on those who might be able to give the most.Read More
When new donors give to your organization, you receive a bit of information about donors that tell you a little bit about themselves. Generally you know the following information: name, sex, address, campaign, program, and maybe some behavioral tracking from your website (if you’re using systems like Hubspot or ExactTarget). This isn’t very much to go off of, but it gives you a great starting point to build relationships and turn these first time donors into lifelong evangelists.
One pretty important thing to be aware of, is that 90% of new donors give to an organization for emotional reasons. This could be because of a picture you posted online, a video they saw, a story they read or because a friend has asked them to donate. Approximately 70% of those new donors do not donate again the next year. That’s a pretty significant drop off that is very preventable. A majority of the drop off (about 53%) is due to a lack of communication, a credit card expiration date, didn’t know what your organization did with the money or they didn’t receive a thank you note.
So what do you do to increase communication and therefore increase the lifetime of these donors? These are ways Stayclassy presented during their webinar with Heller Consulting on this very topic.Read More
Heller Consulting recently updated their report on the top 5 donor management applications for Salesforce with updates focusing on Blackbaud’s Luminate CRM.
Luminate CRM was spun off in 2010-2011 as a separate product and descendant of the original Common Ground product offered by Convio, which was acquired by Blackbaud in mid-2012. Blackbaud has focused its Luminate CRM development efforts on strengthening the integration with Luminate Online while has also designing Luminate Analytics to be a powerful segmentation and reporting tool for the Luminate suite. This is a large App that interacts heavily with many Salesforce.com standard objects, meaning that Luminate CRM customers, and all Salesforce customers in general, should carefully design and test additional non-fundraising uses of Salesforce.com.Read More
Blackbaud offers many different content management system (CMS) solutions for their users including PageBuilder, Luminate Online CMS (LO CMS) and NetCommunity (BBNC). We’ve already reviewed PageBuilder and LO CMS and today we will be reviewing the Blackbaud NetCommunity solution, which is the only CMS on the market that is natively designed to integrate with Blackbaud’s Raiser’s Edge® (RE) and Education Edge® (EE) applications.Read More
You’ve probably heard the old adage: Proper Planning Prevents Poor Performance, aka the 5 Ps. (Or perhaps you prefer the 6 Ps: Proper Planning Prevents P*** Poor Performance.) Either way, the 5 Ps are an important principle to live by when you’re undertaking a web site redesign process. As with any large undertaking, it is important to plan and prepare appropriately before diving in.
We like to plan, and when the plan wanted to come up with 5 more Ps – the 5 Ps you should pay attention to BEFORE starting a web site redesign project.Read More
When it comes to getting your nonprofit’s message out there, list segmentation is as important as content construction. Savvy nonprofits know that blanket solicitations, whether through direct mail or email, rarely yield the best results.
Out of the box, Salesforce offers flexible reporting that allows you to build lists of contacts and leads based off of relevant and available criteria, such as where constituents live or the last time they donated. These lists can then be added to campaigns so that your targeted message reaches its intended audience. But what if you want to leverage your existing campaigns to create a segmented list based off of which communications your constituents received from you, or better yet, how they responded? Sure, you could start from scratch in reports, but that isn’t very efficient. Plus, segmenting gets a bit messy when you begin adding multiple inclusion and exclusion criteria based off of campaign and response.
This is an issue that I’ve run into a few times with clients. For instance, a client recently wanted to create an email list of everyone who did not open the last email they sent and exclude everyone who was about to receive their upcoming direct mailing. While this isn’t impossible in reports, it can be difficult to keep the filter logic straight, or to even know which report to start with, especially for non-DBA staff who may not spend much time in Salesforce Reports Luckily, I found Campaign Combiner by Groundwire which allows you to take list segmentation in Salesforce to the next level. With Campaign Combiner, you can build off of your existing campaigns, creating both inclusion and exclusion lists, with just a few clicks and no reports needed.Read More