valley gives knowing_your_donors_through_data_segmentation_2016_updated
TRANSCRIPT
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April 7, 2016
Knowing Your DonorsThrough Data Segmentation
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Kevin MartoneTechnology Program ManagerHarold Grinspoon Foundation (www.hgf.org)[email protected]
Eric PhelpsPrincipalRAINMAKER Consulting (http://www.rainmkr.com)[email protected]
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1. Why Data Segmentation?2. 5 Things You Can Do Now to Segment3. 5 Things You Should Do to Segment
Better for the Future4. Know Your Donors5. After ValleyGives…
Agenda
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“Great! We get to talk about data management!”
- Nobody. Ever.
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Who is in the Room?
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Is Your Database Helping You Do
Your Work?
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1. Why Data Segmentation?2. 5 Things You Can Do Now to Segment3. 5 Things You Should Do to Segment
Better for the Future4. Know Your Donors5. After ValleyGives…
Agenda
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Segment Your Donors/Prospects
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Giving History
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Total Lifetime Giving
• Don’t forget “total lifetime giving”: – People signed up for monthly giving, even small gifts– People who have pledged planned gifts– People who give every year, even small gifts– Table Captains– Peer-2-Peer fundraisers– Social Media ambassadors– Members of a large family of big supporters– Other?
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1. Why Data Segmentation?2. 5 Things You Can Do Now to Segment3. 5 Things You Should Do to Segment
Better for the Future4. Know Your Donors5. After ValleyGives…
Agenda
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Top 5 Things You Can Do to Segment Your Emails, Direct Mail, etc. NOW
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1. Sort by Total Giving
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2. Sort by # of Lifetime Gifts
https://www.flickr.com/photos/72153088@N08/6510934443
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3. LYBUNT/SYBUNT
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4. People Who Gave During ValleyGives Dec. 2014
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5. Demographics
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1. Why Data Segmentation?2. 5 Things You Can Do Now to Segment3. 5 Things You Should Do to Segment
Better for the Future4. Know Your Donors5. After ValleyGives…
Agenda
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Top 5 Things to Do This Better in the Future!
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1. Everyone In!
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Donors Past Program Participants
Parents? Grandparents?
Current/Former Staff Current/Former Board members Current/Former Volunteers Community members People interested in your cause Other?
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Paper Records
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Lists from Past Events
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Recognition Wall
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Word of Mouth
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2. Clean Your Data
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Person-to-Person Maintenance
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Remove Duplicates
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Data from External Databases
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3. Track What’s Important to YOUR Organization/Donors
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4. Create and Document Data Standards
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5. Train Staff
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How Can You Do This Work?
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1. Why Data Segmentation?2. 5 Things You Can Do Now to Segment3. 5 Things You Should Do to Segment
Better for the Future4. Know Your Donors5. After ValleyGives…
Agenda
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“Know Your Donor”
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Phone-a-thons
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• Personal Meetings
• Person-to-Person: Who knows this prospect?
Human Touch
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Prospect Research Tools
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1. Why Data Segmentation?2. 5 Things You Can Do Now to Segment3. 5 Things You Should Do to Segment
Better for the Future4. Know Your Donors5. After ValleyGives…
Agenda
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Thank Your Donors
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Enter Gifts in Your Database
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Track Gifts as “ValleyGives”
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Data Maintenance Never Ends…
One database» Always pull new data into this one database –
from website form, new donors, etc.» Process for transferring program data into donor
database regularly (if applicable) Standard, consistent process for entering data
» Write it down Train staff!
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April 7, 2016
Knowing Your DonorsThrough Data Segmentation