Monitoring, Understanding & Shaping Donor Behavior

FA 360 is a comprehensive Fundraising and Donor

Management Solution that presents rich Constituent

Data, Advanced Analytics and Reports delivered

through Microsoft Office SharePoint Server (MOSS) to

provide Donation based Not-For-Profit

Organizations with a strategic Constituent profile and

their interactions with the organization.

Fundraiser Analytics 360OVERVIEW

Donor, Event & Volunteer information scattered throughout the organization

Information resides within numerous systems…. Homegrown Externally hosted – i.e. Cornerstone, Convio Proprietary – i.e. Raiser’s Edge (Major Gifts &

Planned Giving) Duplicate entries, multiple formats, inconsistent naming

conventions, disparate databases

Fundraiser Analytics 360Not-For-Profit Business Issues

Fundraiser Analytics 360Not-For-Profit Data Issues

Too much data, not enough information Lack of confidence in numbers Difficult to compile into timely reports Lack of standards Too many manual spreadsheet manipulations Duplicate donor records Poor integration

Fundraiser Analytics 360Not-For-Profit Strategy Issues

No alignment of information with corporate strategy Weak departmental alignment with corporate strategy Poor reporting across the enterprise Lack of trending & data analysis – i.e. month-over-

month & year-over-year Need to manage accountability and change initiatives

Monitoring, Understanding & Shaping Donor Behavior

Solution Highlights

Fundraiser Analytics 360Component Overview

Fundraiser Analytics 360Executive Landing PageThis configurable landing page provides access to scorecards, graphs, gauges and interactive reporting and analytics features for “at-a-glance” view of fundraising initiatives

Executives can drill down to:

• View campaign progress, sales & marketing and trend analysis

• Evaluate donor acquisition, retention and recovery

• Examine donor demographics, segment statistics and plan strategies and execution

• Segment and identify major donors and substantive gift giving prospects

• Scrutinize donor churn ratios and variance trends

• Analyze donor performance and compare marketing costs and program revenues against targets

Fundraiser Analytics 360Campaign Manager Landing PageThe Campaign Manager landing page provides managers a focused view on particular campaigns and events and provides them insight and visibility into team performance

Campaign Managers can drill down to:

• Track period-over-period (i.e. monthly, quarterly, yearly) event and campaign growth and progress

• Evaluate and manage team performance

• Spot trends early to facilitate favorable campaign outcomes

• Analyze campaign drivers and performance metrics

Fundraiser Analytics 360Campaign Worker Landing PageExtensive views and reports into constituent, campaign and event information are available to help Campaign workers improve corporate accountability, visibility and performance.

Campaign Workers can drill down to:

• Analyze events, campaigns and donations metrics such as average donation size; donation commitments & fulfillments

• Quickly access detailed information about donors by value, donation frequency and donation history

• Track recurring events and corresponding revenue per event

• Compare year-over-year campaign performance and results

Fundraiser Analytics 360Geographical AnalysisLeveraging Microsoft’s Bing mapping engine and the embedded mapping capabilities in Fundraiser Analytics 360, users can visually display and discern geographic predictors of giving behavior and donor concentration

Fundraiser Analytics 360De-Duplication EngineAt the heart of the system resides the M.R.S. De-duplication Engine which consolidates duplicate records to provide a single and consistent view of donors.

About The De-Duplication engine:

• Configurable for confidence and similarity levels

• Non-destructive consolidation process so that no data is lost, changed or overwritten

• Automatic house-holding of records

• Web based user interface for disambiguating records

• Built-in address correction

Fundraiser Analytics 360

Built on a strong technology platform

Familiar SharePoint user interfaces for centralized management views, analysis tools, team collaboration, document management, and workflow

Powerful, scalable, and robust Microsoft SQL Server database back-end and reporting & analysis tools

Integration with Microsoft Office productivity programs

Fundraiser Analytics 360

Summary of the Benefits of FA360

Grow and protect donor revenues Understand donor tendencies, behaviours &

trends Ability to segment donors and perform

comparative analysis and annual trending View and analyze campaign results (in real

time) and compare with targets Integrate Mapping and Census information data Improve accountability throughout your

organization

For more information or to attend a free web demo

E-mail: marketing@mrscompany.comTelephone:1-888-967-8411

Website: www.mrscompany.com