T echnology to
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T echnology to

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Presentation on theme: "T echnology to"— Presentation transcript:

Slide1

Technology to Compete forthe Next Generation of Donors and Funders

Aligning Mission and Technology with CRM

Slide2

The Pace of Change is Only Increasing

Slide3

Jennifer Darrouzet Rachel Muir Kevin Burpo@jendarra@rachelmuir@kellpartners

Facing Change & Thinking Strategically

By the end of this presentation, you’ll have hard data re: The evolving expectations of supporters How to inform your strategic plan Strategic technology usage to compete forWho are we?

The

Next

Generation

Slide4

Impetus for our Next Gen Study

Slide5

Bucking the Trend: bright spots in acquisition

Cumulative Online Revenue

# Email Records

Slide6

% Giving

Total Annual Giving

The Next Generation Study

b. 1946-1964

67% Give

52.2M donors

$901 yr/

avg

5.2 charities

b. ≤194579% Give30.8M donors$1066 yr/avg6.3 charities

b. 1965-198058% Give35.9M donors$796 yr/avg4.2 charities

b. 1981-199156% Give28.5M donors$341 yr/avg3.6 charities

Slide7

% Giving

Total Annual Giving

38%

26%

36%

49%

% Giving via Direct Mail

Slide8

% Giving

Total Annual Giving

% Giving via Telemarketing

25%

1

6%

10%

8%

Slide9

% Giving

Total Annual Giving

Other Growing Channels for Giving

Slide10

% Giving

Total Annual Giving

What about Plain Old Communications?

Slide11

% Giving

Total Annual Giving

Where Donors Increasingly Get Updates

Slide12

The Future is Profoundly Multi-Channel

Slide13

Our text advocacy appeals drive 5x higher response than email.”Leading Nonprofit

Exponential Growth in Mobile

Monthly Mobile Usage by Age

Slide14

14

“Another expectation to add to my plate.”

“More work

to

add to my plate”

Slide15

Back-Office vs. Front-Office

Take a critical look & ask: are you harnessing technology equally, externally & internally?

Slide16

Back-Office vs. Front-Office

Take a critical look & ask: are you harnessing technology equally, externally & internally?

Slide17

Mobile

Slide18

Be Mobile!

Not

so fast

$10 cap on gifts

Thousands

to set up

ROI poor so far for local & regional groups

BUT STAY TUNED!

May be unavoidable in 5 years…

Slide19

Mobile for the Back-Office

Laptop screenshot

Slide20

Back-Office vs. Front-Office

Can you write down 1 area where mobile tech could help you deliver on your mission? accountable…

Slide21

Social

Slide22

Be Social!

Slide23

Project on Government Oversight

Slide24

Managing Relationships

Track individual to individual relationships

Slide25

Managing Social Donor Insights

Slide26

Back-Office vs. Front-Office

What’s 1 idea where your nonprofit can be social (internally) to advance your mission?

Slide27

Accountable

Slide28

You know orgs compete on accountability externallyAmazon-style “you might also like…”

Be Accountable!

Slide29

Managing Volume Gift Entry

Create custom data entry screens

Apply default values to all or some transactions

Validate entries for missing information and against totals

Slide30

30

Managing Donations and Pledges

Split gifts by two or more “funds” or designations

Create a donor specific payment schedule for pledge payments

Slide31

Managing Rapid-Response

Slide32

Managing Soft Credits

Slide33

Managing Major Gifts Pipeline

Board Prospecting

Slide34

Managing Cash Flow

Slide35

Managing Gift Acknowledgments

35

Slide36

36

Managing Gift Acknowledgements

Create and share custom dashboards

Schedule automatic delivery via email

Slide37

Back-Office vs. Front-Office

Write down 1 idea where technology can help your org be more accountable…

Slide38

Omniscient

Slide39

Be Omniscient!

Donors

Events

Programs

Prospects

Funders

Media

Board Members

Businesses

Academics

Volunteers

CRM as central nervous system

Practitioners

Advocates

Partners

Slide40

Be Omniscient!

Slide41

Mission is to serve community for artistic, educational, and charitable benefit.CRM insights saved them $65K in taxes!

The Paramount

Theater

Slide42

The Paramount Theater

Slide43

One centralized databaseDonors , researchers, public officials, support group leaders, corporate sponsors, doctors, and patients

C3

Slide44

C3

Slide45

Stump the Speakers

Drop a business card for a chance to win a

custom Funder-Feed concept

during this workshop!

Slide46

Mission is to build community around children through acceptance in schools as a fitness and nutrition program.Key metricsConnections to schools and districts via teachers & parentsAcceptance in market cities throughout the country.

Marathon Kids

Slide47

Marathon Kids

Market City acceptance comparison

Slide48

Key Metrics to support missionClassrooms availableVolunteer sign-upsVolunteers trainedClassrooms filled

Austin Partners in Education

Slide49

Fair Trade USA audits and certifies international suppliersWere workers paid fairly?Are working conditions safe?Is the environment managed sustainably?

Fair Trade USA

Slide50

Fair Trade USA

Fair

Trade Certified™ Product Database

Purchase and Sale

Reporting

Tracking & Executing All Onsite Audits

Tracking All Product Supply Contracts

Global Cus

tomer

Support (internal and partners)

Slide51

With Omniscience, you need precision!

Define and combine multiple criteria to create an appeal segment

Classify contacts to ensure the right message to the right audience

Slide52

Back-Office vs. Front-Office

Jot down your ideas for how a centralized database could help automate a Funder Feed

Slide53

Adaptable

Slide54

Be Adaptable!

44%

Percent of volunteers who said that if a charity cannot take advantage of their specific skills, they will

seek out another group

instead

Slide55

Be Adaptable!

10x

How much more money volunteers give, vs. those who don’t volunteer

Slide56

Mission: Create and foster community and school partnerships that provide all AISD students preparation for college and career.Classroom Coaching places volunteers in classrooms

Austin Partners in Education

Slide57

Technology makes it feasible & cost-effectiveOnline volunteer shift sign-upTeacher and Coordinator portals for direct feedback

Austin Partners in Education

Slide58

Large volunteer support for event, managed by a volunteer!Custom role-based permissions set up for volunteer placement only.Coordinators see only volunteer info.Full internal users see much more!

Sante Fe International Folk Art Market

Slide59

Sante Fe International Folk Art Market

Volunteer specific Qualifications

Find Volunteer Shifts based on Qualifications

Slide60

Sustainable

Slide61

Be Sustainable!

It is with mixed emotions that I write…

Subject: Organizational Update

Appointed as interim director will be…

We are immensely grateful for her leadership.

The

search

committee

will…

Slide62

Managing the Next Generation Workforce

1 in 4

The number of people who have been in their job less than one year

8-10%

The average annual F/T employee turnover in the nonprofit sector

11

How many employers the average worker has before retirement

Slide63

Moves Management

Slide64

What if you automated action plans for ALL key constituentsOne for a new patientA new practitionerA new reporterEven a new staff member…SURPRISE DRAWING for a custom action planAny last business cards?Drawing for 1 free hour consultation with Rachel Muir

Managing sustainable best

practices

Slide65

Back-Office vs. Front-Office

Write down 1 idea where technology can help your org be more sustainable…

Slide66

Did You Stump the Speakers?

Funder-Feeds On-the-Fly

Slide67

67

Is tech helping,

front-office

& back?

Slide68

Convio (booth #3)Nonprofit software & services to increase community supportDownload materials at convio.com/AFPSanAntonioProducts shown here start at $200/monthconvio.cominfo@convio.com1-888-528-9501 ext. 1

Kell Partners (booth #4)Consulting firm ensuring nonprofits get maximum return on tech investmentsOver 100 clients using Convio Common Ground database; certified Convio Solution Providerkellpartners.cominfo@kellpartners.com512.850.KELL (5355)

Talk to Convio & Kell