technology for ministry donor support
TRANSCRIPT
Technology For MinistryUsing Technology to Make Partnership Development Easier
Roy Yabuki - DFW Director
Rebekah Miller – Web Coordinator
Bob Schwartz – Computers in Ministry
Partnership Development (What is it all about?)• Re-connecting with many friends• Different place in relationship with each in regard to PD• Asking, Re-asking, asking if they sent the check yet. thanks• Simple process but need to stay on track with each person• About relationship, but with so many people it is hard to
remember what shared with who and what promised• Tough… need to stay on task and focus on relationships…
don’t need hassle of tools. Should make it easier not harder.
Three Major Areas of PD• Raising Partners• Tracking Partners• Keeping Partners
What do We Need? Raising Partners
• List/address book of potential ministry partners with contact info
• Way to keep track of where in the process of PD a person is
• Way to keep track of actual interaction with people• Reminders for you to follow-up based on where they are
in the process• Tracking Pledges vs. actual giving history• Analysis of response to activity (letters, appeals, website)
What do We Need? Tracking Partners
• What we get from home office?– Weekly Donor Report– Annual Donor Report– You learn
• Who is giving? How often?• How and when giving?
What do We Need? Tracking Partners
• Statistics & Analysis – Crunching the data– Progress to Goal?– Summary of Donor giving Patterns?
• Average monthly giving?• Last year but not this year givers?• Late donors...• Top givers? • Most consistent givers?
– Giver profile? Who do I ask for more? How? – How are people giving? – Scott Morton stuff
What do We Need? Keeping Partners
– Way to keep track of interaction with people• Last time said thank you• How can we pray for our partners?
– Way to get people to experience your ministry as if they are there...• Staying in contact with partners on a regular/personal basis• Mass e-mail/Calling/Social networking• Keeping people up on what is going on• Snail Mail newsletter/personal mail
– Is someone giving more or less? Why?
Solution 1 – Microsoft Outlook• Centralized contact manager – can be shared• Calendar / To-do• Keep track of interaction (journal) – searchable
xobni add-on• Flags/Categories – Set Priorities/Groups/Status• Mail Merge – More work to personalize• Can be backed up/ synced with exchange server –
Web/outlook/ Smart phone access with one database• Outlook for Business Contact Manager – workflow
Get an Account from Rebekah!
Solution 2 – MS Excel/Word• Simple searchable/sortable database• Analysis of giving – Data is Hand Keyed• One page showing of data • Mail Merge - Personalized
– Snail mail– Email
Solutions 3: TNTMPD – http://tntware.com
• Free and specifically designed for partnership development
• Built in support related address book, calendar, to-do functions and can be synced with Outlook, Access & Excel
• Tracks where you are in the donor relationship workflow• Automated reminders/tasks in donor relationship
workflow
Solutions 3: TNTMPD – http://tntware.com
• Tracks and analyzes giving (hand input of data with potential some day of syncing with home office system)
• Tracks interaction with people and suggests next steps• Simple reports analyzing giving patterns• Birthday and Anniversary Report• Can do mail merging
Tip 1: iContact / Constant Contact• http://icontact.com, http://constantcontact.com • Mass E-mail• Easily send attractive formatted semi-personalized e-mail
messages to different types of partners• No spam blocking• Keep track of if your mailings are
actually being effective• Scheduled e-mail follow-up• Approx $6-20 month
Solution 4: Facebook & other social media (Youtube, Picasa, Flickr, Kodak photoshare)• Keep track of partner’s lives and interact with them as
stuff happens on both sides• Partners see your interaction directly with students• Get in contact with "long lost friends, potential partners,
etc and they see you interacting directly with students• Share pictures & videos so partners/potential partners
can experience your ministry as it is happening (as if they are there)
Tip 2: Chalkline• Chalkline
– Mass Snail mail– http://www.chalkline.org/
– Expensive… but good in a pinch
Other OptionsDatabase Tools
Free• Donor Manager (www.donormanager.com)
Paid• ACT!/Goldmine & other CRM Tools• Microsoft Access!• Saleforce.com
Other Options• Notepad(moleskin), Calendar, address book• Online slide shows (www.slideshare.net)• Zoho.com (wonderful online tools like google docs)
– Writer– CRM– Notebook
Important• Its not the tools but its your heart, your
relationships and God’s grace that drives partner development
• It takes time to save time…– Set aside a day– Then 10 minutes a week…
More Ideas?
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