raiser's edge 7.92

THE RAISER’S EDGE

7.92 RELEASE PREVIEW

02/13/2012 1

Allison Van [email protected]@blackbaud.com

NEW FEATURES

You spoke, we listened!• Easier to use Queries

• Query lists• Where’s my query used?

• Events

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• Better record keeping improvements

• Preventing duplicates• Import, search, constituent entry and duplicate report

• Export Categories

• Built-in Market Intelligence

• Resource Center

QUE RY L IS T S

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QUE RY L IS T S

QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES

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QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES

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1. Automatically suppresses duplicates, default columns

2. Ability to add or remove constituent/s from the query list

3. Query List can be used every where a query is currently being used in the system

QUERY LISTS

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WHERE IS MY QUERY BEING USED?

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E V E NT PART IC IPANT S UP DAT E S

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E V E NT PART IC IPANT S UP DAT E S

MARKING ATTENDEES & UPDATED NUMBERS ABOUT EVENT

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DUP L ICAT E P RE V E NT ION

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DUP L ICAT E P RE V E NT ION

DUPLICATE PREVENTION ALGORITHM

Incorporated an algorithm to prevent duplicates

• Uses first name, last name, middle initial, suffix, address, phone number and email

• Phone and Email have been added to Constituent Search

• Used in constituent search, import and duplicate report

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• Used in constituent search, import and duplicate report

• Prevent adding duplicate constituents individually and through import

• Intelligently shows the best results• Shows the best results with the strongest matches at the top

• Fuzzy search• Still returns results even if you misspell something on the record

or in the search

NEW CONSTITUENT SEARCH

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DUPLICATE CHECK ON ADD

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IM P ORT RE P ORT

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IM P ORT RE P ORT

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DUPLICATE REPORT

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EXPORT CATEGORIES

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RESOURCE CENTER IN RE

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RE7.92

THE GIVING SCORE

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Helps you raise more money by: • Giving you the power to target and identify your

best supporters• Saving you time and money by knowing who to

invest in• Improving efficiency with managing your supporters in RE

THE GIVING SCORE™

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The Giving Score™ Applies Smart Analytics to your Database:• Segments your constituents into four unique groups• Focuses cultivation and solicitation efforts on who is likely and

capable to give

How we do it:• Target Analytics looked at hundreds of external demographic and

financial characteristics and combined that data with historical giving information from your organization to build the score

S CORING Y OUR DATABAS E

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S CORING Y OUR DATABAS E

SCORING YOUR DATABASE

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WHERE DO THE SCORES SHOW UP IN RE?

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THE GIVING SCORE: THE FANS

Who are they?• Fans tend to by loyal donors or

may be high scoring non-donors• They have a high affinity for your

organization and are passionate about your mission

FANAcquire & Upgrade

VIPCultivate &

Steward

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• They are likely to give you a gift when asked and have the potential to be upgraded to higher ask amounts

• Strong annual donors and many are potential prospects for planned gifts

LongShotQualify & Inspire

AcquaintanceMinimize & Monitor

CAPACITY TO GIVE

THE GIVING SCORE: FAN STRATEGY

• The Goal• Retain and Upgrade to larger gifts

• The Strategy• Retain their support through

personalized appeals and keep them on your list for potential upgrades

• The Action


VIPCultivate &

Steward

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• The Action• Ask for higher ask amounts over

time• Focus on upgrade potential and

moving to a high end annual donor and future mid-level or major donor



CAPACITY TO GIVE

THE GIVING SCORE: THE ACQUAINTANCES’

Who are they:• They are the most challenging

people to acquire as donors• They may be new to your

organization and not had an opportunity to give or they may have no interest in your mission


VIPCultivate &

Steward

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have no interest in your mission• They scored very low due to

having no capacity or affinity to make a gift

• Most likely non-donors



CAPACITY TO GIVE

THE GIVING SCORE: ACQUAINTANCE STRATEGY

• The Goal• Reduce Costs and Staff Time

• The Strategy• Minimize investment as the

majority of these individuals do not have interest or capacity to make a gift

• Monitor if there is tie to the


VIPCultivate &

Steward

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• Monitor if there is tie to the organization in some other way (i.e. young alumni)

• The Action• Do not mail to this group of

individuals• Use inexpensive tactics like email• Monitor those with ties to the

organization to tailor your communication plan



CAPACITY TO GIVE

THE GIVING SCORE: THE LONG-SHOTS

Who are they:• LongShots have high capacity to

give but have little to no relationship with your organization

• They may be wealthy people who were manually added to your


VIPCultivate &

Steward

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were manually added to your database or attended a special event

• They need to be sold on your mission



CAPACITY TO GIVE

THE GIVING SCORE: LONG-SHOT STRATEGY

• The Goal• Qualify potential VIPs

• The Strategy• Inspire them with mission driven

stories about your organization’s impact on the community

• The Action


VIPCultivate &

Steward

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• The Action• Identify and qualify major gift

potential and focus investment on long term cultivation.



CAPACITY TO GIVE

THE GIVING SCORE: THE VIP

Who are they:• VIPs are proven, loyal donors or

may be a newly discovered prospect who has been flying under the radar

• They have high affinity and high


VIPCultivate &

Steward

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• They have high affinity and high capacity to make a gift to your organization and they are waiting to be asked for a gift



CAPACITY TO GIVE

THE GIVING SCORE: VIP STRATEGY

• The Goal• Encourage VIP’s to give a major gift

• The Strategy• Cultivate them with high-touch, personal

communication• Your VIPs are the supporters who should

receive your greatest attention

• The Action


VIPCultivate &

Steward

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• The Action• Understand previous history with your

organization- refine the list using giving history

• Contact immediately!• Identify hard assets and other indicators

of wealth with WealthPoint for Raiser’s Edge

• Use face-to-face meetings and solicitations from you or your board members



CAPACITY TO GIVE

W E ALT HP OINT F OR T HE RAIS E R’S E DGE

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W E ALT HP OINT F OR T HE RAIS E R’S E DGE

WEALTHPOINT DATA SOURCES

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WEALTHPOINT

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GIV ING S CORE RE P ORT

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GIV ING S CORE RE P ORT

GIVING SCORE REPORT

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GIV ING S CORE DAS HBOARDS

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GIV ING S CORE DAS HBOARDS

GIVING SCORE DASHBOARDS

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GIV ING S CORE QUE RY

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GIV ING S CORE QUE RY

GIVING SCORE QUERY

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BEYOND 7.92…

MOBILE FUNCTIONALITY

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Data Portability- Optimized presentation of constituent

information for smartphone- Up-to-date information for constituent

profiles—no more printing static copies- Access recent gift data- No more lugging around binders or laptops- Add constituents as Favorites for offline

access


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access - Leverage native smartphone functions like

click-to-call, mapping, email, text

Ease of Update- Meet users where they are used to working- Add/edit notes and call reports on the

road—right into the constituent record- Complete your assigned actions and add

new actionsTargeted Release Date: 1H12


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Prototype products you will be seeing are under development and are subject to change prior to commercial release.

Targeted Release Date: 1H12

raiser's edge 7.92

Technology