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Welcome to the NXT ROADSHOW! July 16 th 2015 | New York, NY

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Page 1: New York NXT Roadshow

Welcome to theNXT ROADSHOW!

July 16th 2015 | New York, NY

Page 2: New York NXT Roadshow

Introductions

• Reed Smith, Director of Product Management• Mary Pat Donnellon, Vice President of Marketing• Lauren Culbertson, Marketing Manger for Raiser’s Edge NXT• Jenny Matheney, Product Marketing Director• David Kilmer, Principal Solutions Engineer• Bill Connors, Partner and Independent Consultant• Carey Carlson, Principal Solutions Engineer• Thomas Walker, Product Manager Financial Edge NXT

Page 3: New York NXT Roadshow

Today’s Agendas

Raiser’s Edge NXT Financial Edge NXT

Page 4: New York NXT Roadshow

Today’s Agendas

Raiser’s Edge NXT

Page 5: New York NXT Roadshow

And a special ask of our guests…

Share your experiences today!

We will pick one random tweet from Twitter to win an Apple Watch!

#theNXTera

Page 6: New York NXT Roadshow

Raiser’s Edge NXTTM

Vision and SolutionPresented by Reed Smith & Laurens Smith

Page 7: New York NXT Roadshow

Agenda

7

VISION

ROADMAP

DEMO

Page 8: New York NXT Roadshow

VISION: GUIDING PRINCIPLES

Page 9: New York NXT Roadshow

More people accessing information

anywhere…any time… any device

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Simple, beautiful interface…

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Smart, role-based experience

RE NXT will focus on the jobs to be done.

Delivering the right tool for the right job…

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Easy migration

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Easy migration

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SO, WHAT IS IT?

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Web View Focused on Jobs to Be Done

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Full Raiser’s Edge Feature Set: Database View

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Building Raiser’s Edge NXT by Role

YOUR MISSION.YOUR PEOPLE.ONE SOLUTION.

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19

Always Up-to-Date

Always on

Secure

Zero IT Hassle…lower cost of ownership

Built For The CloudRaiser’s Edge NXT

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Getting To The Cloud

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Raiser’s Edge 7Client – Local

Server

RE7 DB

RE7 Application

Local Server

Raiser’s Edge On-Premises Today

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Raiser’s Edge 7 Hosted

Raiser’s Edge 7Client - Server

RE7 DB Raiser’s Edge Moves to Hosting

Page 23: New York NXT Roadshow

Raiser’s Edge 7 Hosted

RE7 DB

Citrix

Current Customers: Raiser’s Edge Moves to Hosting

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“Database” View

Raiser’s Edge NXT

“NXT Web” Viewpower of The Raiser’s

Edgeflexible, SMART, & built for the future

Citrix

Built for the Cloud

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“Database” View

Raiser’s Edge NXT

“NXT Web” View

FundraisingExecutive Reporting

Membership

Events & Marketing

Data Entry

Volunteer

Citrix

Page 26: New York NXT Roadshow

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

FundraisingFundraisingExecutive Reporting

Membership

Events & Marketing

Data Entry

Volunteer

Citrix

Page 27: New York NXT Roadshow

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

FundraisingExecutive Reporting

FundraisingExecutive Reporting

Membership

Events & Marketing

Data Entry

Volunteer

Citrix

Page 28: New York NXT Roadshow

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

FundraisingExecutive ReportingEvents & Marketing

FundraisingExecutive Reporting

Membership

Events & Marketing

Data Entry

Volunteer

Citrix

Page 29: New York NXT Roadshow

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

Membership

FundraisingExecutive ReportingEvents & Marketing

Membership

Volunteer

FundraisingExecutive ReportingEvents & Marketing

Data Entry

Volunteer

Citrix

Page 30: New York NXT Roadshow

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

Data entry

FundraisingExecutive Reporting

Membership

Events & Marketing

Data Entry

Volunteer

FundraisingExecutive ReportingEvents & Marketing

Membership

Volunteer

Page 31: New York NXT Roadshow

A Completely New Experience

UserCommunity

Knowledgebase

TrainingCentral

Training Central and Help Tools

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YOUR MISSION.YOUR PEOPLE.ONE SOLUTION.

INFORMATIONACTIONABLE ANALYTICS &

FLEXIBLE REPORTING FOR

DEEPER INSIGHT

FUNDRAISINGTARGETED MARKETING,

ONLINE FUNDRAISING &

CROWDFUNDING

RELATIONSHIPSWORLD’S LEADING

CRM DATABASE FOR

NONPROFITS

FINANCIALSEASY GIFT & PAYMENT

PROCESSING POSTED

RIGHT

TO YOUR DATABASE

PROGRAMSBETTER MANAGEMENT:

EVENTS, MEMBERSHIP

VOLUNTEER PROGRAMS

SECURITY

TRAINING

BENCHMARKS

COMMUNITY

CLOUD

Page 33: New York NXT Roadshow

BUT ENOUGH TALK…

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ROADMAP

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Multi-hat Fundraiser• Deeper Add

and edit capabilities

• List building• Additional

Workflow management

Building the Experience by RolesNXT “Role” Roadmap

Executive Director• Web based BI• Overall

Performance Metrics

• Campaign, Fund, Appeal Reports

• Donor Dashboards

Frontline Fundraiser • Constituent

record• Fundraiser

Workcenter• Moves

Management• Initial BI for

Fundraisers• Support for key

add and edit

Major Giving Manager• Pipeline

Management• Assignment

Management• BI for major

giving

Others (Timing & Order TBD):• Annual Fund

Manager• Events Manager• Communications• Data Entry• Marketing• Membership• Volunteer

foundational product microservices, interactions and application capabilities

Summer 2015 Jun 2016

Page 36: New York NXT Roadshow

Roadmap

• Release Every 1-2 Months

• New features and new capabilities based on roles

• Never have to install software to receive updates

• Proactive communication of upcoming features

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THE FUNDRAISER ROLE

Raiser’s Edge NXT is being built specifically to help fundraisers to raise money more effectively, improve donor cultivation, and increase major donor revenue.

• Mobile constituent view helps you to access donor information while you are out of the office fundraising.

• Fundraiser Work Center built specifically to help you track the performance of your portfolio and pipeline.

• Wealth analytics easily identify which donors you should be targeting for a major gift.

• Online fundraising helps you raise money across all channels, no manual entry required.

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38

Fundraiser awareness… who needs attention?

We make it easy for Fundraisers by doing the heavy lifting for donor situations they need to made aware of.

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Make it easy for Fundraisers to pay attention to timely situations:

• Who has been recently assigned to you? • Who haven’t I contacted in 90 days?• Who haven’t I met with in in 180 days?• Who is Lapsing – no gift in 12-15 months• Who Lapsed – no gift in 15-24 months• Who I Lost – no gift in over 24 months• Who has High Wealth? • Who has Higher Giving Potential? • Who recently registered for Event?• Who has Overdue Pledges?• More…

• Fundraiser Overview page • Tile on constituent record• Columns and filters in lists

So what do we listen to?

Where will you see these situations?

NOTE: User defined situations coming in future releases…

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Updated: April 2014 Blackbaud Confidential

Moves Management:

Make it easy for fundraisers and the team to have context into the various donor stages and identify risk areas

• 1st class way of managing both prospect and proposal statuses over time

• Identify issues at certain stages with configuration for days in status.

• Following: Focused reporting and workflow around pipeline management

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Updated: April 2014 Blackbaud Confidential

Attachments –

Make it easy for fundraisers to attach supporting documents to the right places. Reduce overhead, data entry, and improve cohesion.

• Full web based attachments and web links.

• Will support initially: constituents, profile pictures, proposals, and actions.

• Utility to help you move your on premise media to the cloud in migration!

Page 42: New York NXT Roadshow

“I wish I could’ve recorded their [staff] facial expressions when they saw it [Raiser’s Edge NXT]. When they understood what it changed for them. They had been hesitant to make the change, but once they were working in it, their faces were glowing! And most of them have now said, ‘NOW, we are ready to do our jobs!’”

– Daysi Serrano, Olive Crest Treatment Centers

Page 43: New York NXT Roadshow

EXECUTIVE DIRECTOR

Job Titles: CEO, Director, President,

Foundation Director

Persona Profile: Business-oriented, reports to the

board

Goals: Achieving mission, growth of the

NPO, longterm stability

High Value NXT Features:Reports, Dashboards, Work Center,

Workflow planning

• How are we performing?

• Do I need to make any changes to our current stagey?

• Where should I spend my time today?

• Are there any donors that I should personally reach out to?

• How do I compare to my peers?

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Goals for executives (and eventually all staff) • You discover opportunities and problems faster• Knowledge is shared faster, easier across the org• We connect insights with features so you can take action • We scale our capability with your needs

Embedded insights and reports

Custom Report building and delivery

Integrate other data for reporting

The work for Executives will include the architectural foundation for all roles we approach reporting needs, enabling new capabilities overall

Page 45: New York NXT Roadshow

Updated: April 2014 Blackbaud Confidential

• Deliver critical performance metrics for the nonprofit overall

• Deliver insights for campaigns, funds, appeals and other high level areas

• Communicate key donor breakdowns to identify your base

• Enable simple

distribution of knowledge through NXT and offline

• Connect insights with key product functionality

Stage 1: Embedded Reports for Executives

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Free your data. Bring your organization together.

Page 47: New York NXT Roadshow

ARE YOU READY?

Page 48: New York NXT Roadshow

WHAT RAISER’S EDGE NXT MEANS FOR YOU AND ME

Bill ConnorsExpert, Independent Consulting and Training on Raiser's Edge

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What RE NXT Means for You and Me10.We have something new and exciting!

11.Anywhere, any time, any device

12.State of the art design and technology

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What RE NXT Means for You and Me7. API and the Blackbaud Marketplace

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What RE NXT Means for You and Me6. Better integration with Blackbaud’s

products and services

7. Ease of conversion and implementation

8. Cloud-based

9. Unlimited users

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What RE NXT Means for You and Me2. Prescriptive nature

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What RE NXT Means for You and Me1. Role focus, starting with fundraisers!

Page 55: New York NXT Roadshow

Q & A

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What is included in the NXT packages?

How can I use the tools in NXT to drive success?

How do I tell the story of ROI that I will get in NXT?

DRIVING SUCCESS WITH RAISER’S EDGE NXT

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INFORMATION

ACTIONABLEANALYTICS & FLEXIBLE

REPORTING FORDEEPER INSIGHT FUNDRAISING

TARGETED MARKETING,ONLINE FUNDRAISING,

& CROWDFUNDING

RELATIONSHIPS

WORLD’S LEADINGCRM DATABASE FOR

NONPROFITS

FINANCIALS

EASY GIFT & PAYMENTPROCESSING POSTED RIGHT

TO YOUR DATABASE

PROGRAMS

BETTER MANAGEMENT:EVENTS, MEMBERSHIP

VOLUNTEER PROGRAMS

YOUR MISSION.YOUR PEOPLE.ONE SOLUTION.

Page 58: New York NXT Roadshow

SU

BS

CR

IPTIO

N

PAC

KA

GE

SSTARTER

CLOUD ACCESS

Hosting (web & mobile) ü

Unlimited users ü

Training videos & chat support ü

FUNDRAISING & SUPPORTER MANAGEMENT

Online Express: Simple email & online fundraising ü

Everyday Hero: Crowd-fundraising ü

Recurring gifts (EFT) & payment processing ü

Tribute & memorial gifts

Planned giving

Prospect Research

Events, Membership, Volunteer, Alumni

DATA ENRICHMENT & ANALYTICS

Address updates & wealth ratings ü

Email & phone appends

Suggested major donors & ask amounts

ResearchPoint: Prospect research screening

EVERY SUBSCRIPTION PACKAGE INCLUDES:Modules, analytics, hosting, and online functionality in EVERY LEVEL.

ESSENTIALS

ü

ü

ü

ü

ü

ü

ü

Pick 1

ü

ü

ü

PRO

ü

ü

ü

ü

ü

ü

ü

ü

ü

Pick 3

ü

ü

ü

ü

Page 59: New York NXT Roadshow

DATA ENRICHMENT&

ANALYTICS

DATA ENRICHMENT

AUTOMATICALLY FINDAND CORRECT DATA

WEALTH ANALYTICS

SCREEN, TARGET,GET RESULTS

Page 60: New York NXT Roadshow

DATA ENRICHMENT

• Stay compliant with USPS

• Reduce returned mail costs

• Improve response rates

• Skip the mail house

ADDRESS UPDATES

VERIFIES, CORRECTS,& APPENDS MISSING ADDRESSES

15% of supporters change addresses each year.

Page 61: New York NXT Roadshow

DATA ENRICHMENT

• Grow your house file

• Drive response rates

• Reduce bounce-backs

Finds email addresses for ~20% of your contacts.

EMAIL APPENDS

IDENTIFIES & APPENDS MISSING EMAIL ADDRESSES

Page 62: New York NXT Roadshow

DATA ENRICHMENT

• Gear up for calling campaigns

• Stop calling dead numbers

• Keep in touch

PHONE UPDATES

VERIFIES, CORRECTS, & APPENDS MISSING PHONE NUMBERS

Page 63: New York NXT Roadshow

WEALTH ANALYTICS

SCREEN, TARGET,GET RESULTS

DATA ENRICHMENT&

ANALYTICS

Page 64: New York NXT Roadshow

WEALTH ANALYTICS

• Find wealthiest constituents (>$500K to $25M+)

• Segment your database

• Prioritize major gift efforts

WEALTH RATINGS

PROVIDES SIMPLE WEALTH RATING BASED ON PUBLIC

ASSETS

Page 65: New York NXT Roadshow

WEALTH ANALYTICS

• Identify top major donors

• Prioritize efforts based on expected return

• Maximize major gift amounts

SUGGESTED MAJOR DONOR & ASKS

IDENTIFIES MAJOR DONOR PROSPECTS AND ASK AMOUNTS

Identifies ~5% of annual donors that could become major donors.

Page 66: New York NXT Roadshow

WEALTH ANALYTICS

• Research top prospects

• See outside giving history

• Move donors through the pipeline

• Surface custom models

RESEARCHPOINT

INDIVIDUAL SCREENING USING HARD ASSET DATA

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ONLINEFUNDRAISING

EMAILMARKETING

COMMUNICATIONS THATENGAGE & INTERACT

SOCIALFUNDRAISING

GOVIRAL

MULTICHANNELGIVING

DRIVE ONLINEDONATIONS

Page 68: New York NXT Roadshow

ONLINE EXPRESS

COMMUNICATIONS THATENGAGE & INTERACT

• Segment lists using analytics

• Send professional emails (formatted for mobile devices)

• Measure open & conversion rates

EMAIL MARKETING

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ONLINE EXPRESS

MULTI-CHANNELGIVING

RECURRING GIFTS

PAYMENT SERVICES

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EVERYDAY HERO

SOCIAL FUNDRAISING

• Build pipeline of prospects

• Access new revenue stream

• Inspire advocates for your cause

Page 71: New York NXT Roadshow

Bringing it all together

One seamless experience

Find missing email addresses

Segment supporters

Send communication

Receive donationProcess donationReport results

EMAILMARKETING

EMAILAPPENDS

WEALTH RATINGS

ONLINEGIVING

PAYMENT PROCESSING

CROWD FUNDING

CRM DATABASE

Page 72: New York NXT Roadshow

Raiser’s Edge NXT Return on Investment

Page 73: New York NXT Roadshow

INFORMATION

WEALTH SCREENSPROSPECT RESEARCH

FUNDRAISING

ONLINE FUNDRAISINGEMAIL MARKETING

CROWDFUNDRAISING

RELATIONSHIPS

CRM DATABASENCOA

FINANCIALS

PAYMENT SERVICES

PROGRAMS

EVENTS VOUNTEER

MEMBERSHIP

Step 1: Add up annual spend on disparate solutions

Page 74: New York NXT Roadshow

Server hardware

Labor

Tech RefreshSoftware

Backup

Downtime$

BB

One predictable Cost

$

$

$

$

$

Client- Server Annual Costs NXT Cloud TCO

$

Step 2: Calculate annual IT maintenance costs

Page 75: New York NXT Roadshow

Major Donor Identification

Address Updates

Example: Organization with 50,000 Records

Step 3: Estimate NXT impact on annual performance

Email Appends

50Krecords

$7,500 ANNUAL SAVINGS

$1cost/ mail

15%move rate

X X =

50Krecords

$50K ANNUAL GAINS

$5gift/ email

20%append rate

X X =

5%ID rate

$125K ANNUAL GAINS

$500avg major

gift

25%convert

rate

X X =20Kannual donors

X

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Step 4: Get a quote from your BB Account Executive

STARTER

CLOUD ACCESS

Hosting (web & mobile) ü

Unlimited users ü

Training videos & chat support ü

FUNDRAISING & SUPPORTER MANAGEMENT

Online Express: Simple email & online fundraising ü

Everyday Hero: Crowd-fundraising ü

Recurring gifts (EFT) & payment processing ü

Tribute & memorial gifts

Planned giving

Prospect Research

Events, Membership, Volunteer, Alumni

DATA ENRICHMENT & ANALYTICS

Address updates & wealth ratings ü

Email & phone appends

Suggested major donors & ask amounts

ResearchPoint: Prospect research screening

ESSENTIALS

ü

ü

ü

ü

ü

ü

ü

Pick 1

ü

ü

ü

PRO

ü

ü

ü

ü

ü

ü

ü

ü

ü

Pick 3

ü

ü

ü

ü

Page 77: New York NXT Roadshow

Step 5: Calculate Return on Investment

COST SAVINGS $29,500

Annual spend on disparate solutions $12,000

Annual IT maintenance costs $10,000

Annual savings from returned mail $7,500

NEW REVENUE $175,000

Annual gains from house file growth $50,000

Annual gains from major donor identification $125,000

NXT INVESTMENT -$15,000

RETURN ON INVESTMENT

12.6

Page 78: New York NXT Roadshow

All Aboard! Destination: Raiser’s

Edge NXT

RAISER’S EDGE NXT

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WHAT YOU NEED TO WORK ON• Spread the word• Consider Blackbaud hosting• Talk with your account executive about the

best package for your organization

WHAT YOU DON’T NEEDTO WORRY ABOUT• Should I delete constituent records?• What about getting the data ready?• How much work is the implementation?

GETTING READY FOR NXT

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SHARE THE ENTHUSIASM!

Pick the 3 things you and your team are

most excited about!

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READY TO GO TO BLACKBAUD HOSTING?

THIS DOES APPLY TO

• Financial Edge integrations

• Omatic products

• Any work directly off the backend SQL Server tables

THIS DOES NOT APPLY TO

• Crystal Reports – fully supported

• Exporting and importing – fully supported

• Printing – fully supported

• Blackbaud online integrations – fully supported

If you’re already on Blackbaud hosting, you’re all set!*

Reach out to your account executive with specific questions

Do you have any integrations or processes that might have issues with hosting?

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SELECT YOUR NXT PACKAGE

NXT comes with significantly more than Raiser’s Edge 7 maintenance

• Hosting• Unlimited users• More modules• Online Express• Data enrichment services and

analytics• NXT

Compare what you’re paying now

For example:

• Blackbaud hosting, Blackbaud analytics, Blackbaud data enrichment services, Blackbaud online tools

• Replaces Wealth Engine, Constant Contact, Network for Good, etc.

• No Server or related expenses needed

REMEMBER. THIS REPLACES YOUR MAINTENANCE, NOT IN ADDITION TO IT

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PROBABLY NO

Let’s not replace one bad habit for another

Caution: There’s much more to a record than just gift history

Don’t just delete inactive records

Instead:

Run the Duplicate Report

Do the results there justify any must-do-first work?

(Remember, the count is of possible duplicates, not necessarily actual duplicates.

There are usually more not-duplicates than duplicates.)

SHOULD I DELETE CONSTITUENTS?

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Does the number of records you might possibly find justify the effort and risk?

Analysis of a database with 160,000 records:

49,586 records with no hard credit gift activity• 45,099 of those have no actions

• 44,804 of those have no linked event record• 44,500 of those have no volunteer assignment

• 21,002 of those have no volunteer time sheet (which means that 23,498 of these folks do have a volunteer time sheet)

• 20,999 have no proposal• 17,559 have no individual relationships

• 6,735 have no org relationships• 5,365 have no soft credit gifts • 3,437 have no notes

DELETINGRECORDS?

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WHAT DO I HAVE TO DO TO GET THE DATABASE READY?• Fundraisers (Solicitors) who will want to use the Work Center function of NXT: link constituent

records to user accounts.

• That’s it!

DATAPREPARATION

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WHAT’S THE IMPLEMENTATION LIKE?

IF YOU’RE NOT ALREADY ON BLACKBAUD HOSTING, TO MOVE TO HOSTING:1. When you’re ready2. Send Blackbaud a backup

IMPLEMENTATION

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MOVING TO HOSTING3. Upgrade to 7.94

IMPLEMENTATION

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MOVING TO HOSTING4. Install Citrix client on workstations only for those that need the Database View

IMPLEMENTATION

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MOVING TO HOSTING5. Set up Blackbaud hosting accounts only for those that need the Database View

IMPLEMENTATION

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MOVING TO HOSTING6. Train users on accessing and logging into hosting only if they need the Database View

IMPLEMENTATION

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MOVING TO HOSTINGThere might be some slight re-work of certain things now that you’re in the hosting environment, but these are usually quick and simple. For example:

• Move Crystal Reports and re-set report parameters• Set up User Options

IMPLEMENTATION

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NXT WEB VIEW SETUP• Google accounts or email?• 10 seconds per user to invite to NXT

IMPLEMENTATION

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NXT WEB VIEW SETUP• Tell users invitation email is coming so they know it’s legitimate and respond• Host a 30-60 minute walk-through with them

UH, THEN…THAT’S IT!• No software to install for NXT Web View users• No extensive training

IMPLEMENTATION

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OVER TIME, AFTER YOU’RE IN NXT…• Clean up solicitor assignments and portfolios• Clean up code tables that NXT web view users will be using most (e.g., Action and Note Types)• Clean up policies and procedures regarding Solicitors, Actions, Notes and Proposals

But… these are things we all “should” be doing anyway and being in NXT will help you get the buy-in from your users to make real progress on these things because they will care!

And you don’t even have to do any of this to get the NXT subscription benefits onRaiser’s Edge 7 now!

DATAPREPARATIO

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IT’S REALLY, REALLY EASY:

1. Present the new features and benefits to your team

2. Consider Hosting

3. Work with your account executive to get the right package

THAT’S IT! YOU CAN MOVE TO NXT.

SUMMARY

VisittheNXTera.com -- for a brief NXT demo

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Hi!I’M Jenny Matheney, Director, Marketing

At Blackbaud: 14 years

Hometown: Charleston, SC

Love to cook

Was the 6th grade Chess champion

Page 98: New York NXT Roadshow

THE VALUE OF

The right Cloud for nonprofits

Intuitive and friendly fundraiser experience

Embedded, powerful analytics for actionable insights

Integrated payment processing & financial management

Built-in nonprofit best practices- intellectual property built into the product

Included simple online fundraising & marketing

Page 99: New York NXT Roadshow

ACCELERATE MULTI-CHANNEL FUNDRAISING

ENGAGE MORE EFFECTIVELY

AUTOMATEPROCESSES

RAISE MORE MONEY

Page 100: New York NXT Roadshow

WHILE MANAGING THE EVOLVING INDUSTRY LANDSCAPE

HIGHER DONOR EXPECTATIONS

INCREASED DEMAND FOR SERVICES

GENERATIONAL GIVING SHIFTS

DECLINING DONOR RETENTION

INCREASED COMPETITION & DECREASED MIND SHARE

Page 101: New York NXT Roadshow

What if you could get even MORE value from

your Blackbaud solution?

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Developed for the modern nonprofit, Blackbaud’s leading constituent engagement solution,

withis an all-inclusive

donor management and digital marketing suite enabling you to

compete more effectively for attention and dollars.

Page 103: New York NXT Roadshow

5

Page 104: New York NXT Roadshow

DELIVER RIGHT MESSAGE. RIGHT PERSON.

ADVANCED SEGMENTATION & REPORTING

1

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POWERFUL ANALYTICS & INSIGHTS

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AUTOMATE & DELIVER PERSONALIZED EXPERIENCES

2

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AUTOMATED DIGITAL CAMPAIGNS

Luminate Online

$Luminate Online

Page 108: New York NXT Roadshow

AUTOMATED DIGITAL CAMPAIGNS

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MULTI-MESSAGE INTEGRATED CAMPAIGNS

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MULTI-CHANNEL FUNDRAISING AT ITS BEST

3

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EASILY EXPAND CHANNELS

Social media

Direct

mail

Phone

Email

In-person

Website

Peer-to-peer

Page 112: New York NXT Roadshow

PEER TO PEER, PERSONAL FUNDRAISING, & ADVOCACY

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DELIVERED WITH BEST PRACTICE STRATEGIC SERVICES

EMAIL MARKETING AUTOMATION

DONATION MANAGEMENT

CONTENT MANAGEMENT

CALENDAR EVENTS

ROBUST REPORTING

CONSTITUENT 360

Luminate Online

GROUP CONSULTING WEBINARS

BEST PRACTICES FOR RESULTS

TOOLS TRAINING + RESOURCE CTR

PRODUCTION SERVICES

COMMUNITY SUPPORT

ANALYTICS & BENCHMARKS

Go! Program

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DELIVERED WITH BEST PRACTICE STRATEGIC SERVICES

Q1WELCOME

SERIES

Q2SUSTAINER

FUNDRAISING

Q3HOUSEFILE

ENGAGEMENT

Q4YEAR-END

FUNDRAISING

Converting site visitors + cultivating new subscribers

Production of eNews & launch activities

Writing a compelling ask + cultivating new supporters

Build & send, online sustainer appeal + continue eNews

Engagement for your mission / Viral marketing

Build & send email messages + Continue eNews

Maximizing year-end giving + Donation form best practices

Build & send email appeals + Continue eNews

Page 115: New York NXT Roadshow

EFFECTIVELY MANAGE THE END TO END SUPPORTER

JOURNEY

4

Page 116: New York NXT Roadshow

FROM “HELLO” TO HIGHLY ENGAGED

POTENTIAL SUPPORTER

Data enrichment & Segmentation Email Acquisition- Sign up Direct MailWebsitePeer to peer network effect

New ways of engagingFinding & introducingNoisy space with limited mindshare

SUPPORTERAutomated Welcome Series Dynamic ContentSmart Donation forms & payment processing

How do you capitalize on interest?How do you convert to donor?

1-TIME DONOR Personalized Targeted ContentWork Centers & Cultivation TracksAnalytics & demographicsRecurring giving programs

How do you retain them?How do you ensure you get the maximize their gift?

SUSTAINING DONOR Enable your donors and

supporters with tools, programs, and events to engage in diverse ways & help spread the word

How can they have more mission impactHow can they help spread the word?

MAJOR DONOR/LIFELONG

SUPPORTER

ENAGED DONOR/ADVOCATE

High touch moves managementGiving Manager Work CenterWealth Analytics

Who to pursue for major gifts?When to make a major ask?How?

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SINGLE VIEW OF TRUTH

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INTEGRATED SOLUTION

Powerful Integration

LuminateOnline

LuminateOnline

• 360° view for powerful, multi-channel marketing, fundraising, analytics, reporting, & planning

Give to my favorite nonprofit

ONLINE ACTIVITY & TRANSACTIONS

ONLINE MARKETING &COMMUNICATION

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TOTAL CONSTITUENT ENGAGEMENT SOLUTION

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Email

You ask… We answer…

I have Blackbaud NetCommunity, so what does RE NXT mean for me?

• RE NXT integrates with BBNC. There is no integration loss.• Several hundred BBNC customers have found Online Express to be

a better fit for their needs and already transitioned over.• As part of RE NXT, Online Express will benefit from rapid

innovation- released every 2 weeks.

I have Sphere, what does that mean?

• Much like BBNC customers, many Sphere customers have found that RE NXT and the Luminate Online suite better meet their needs and have already transitioned over.

• With so much investment for innovation going into RE NXT and Luminate Online, these are great options to consider at the right time for your organization.

• You can continue using Sphere with RE NXT.

Have other customers transitioned from an existing Blackbaud Internet solution to NXT or NXT with Luminate Online?

• Yes. We have helped over 500 customers already transition.

Q & A

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And the winner is….