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Where Does Waldo Work? T raining Webinar Sponsored by AFP and HEP . June 23, 2010 Terry Handler, T. Handler Consulting. Learning Objectives. After participating in this session, you will be able to: Identify new opportunities for obtaining employment information from your constituents

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Where does waldo work t raining webinar sponsored by afp and hep

Where Does Waldo Work?Training Webinar Sponsored by AFP and HEP

June 23, 2010

Terry Handler, T. Handler Consulting


Learning objectives

Learning Objectives

  • After participating in this session, you will be able to:

    • Identify new opportunities for obtaining employment information from your constituents

    • Be able to approach vendors who have employment information for your constituents

    • Apply employment information more effectively in advancing the mission of your organization

    • Establish and improve matching gift information internally and with your donors

    • Increase your matching gifts income


Where does waldo work

Where Does Waldo Work?

  • And why do I care???

    • Employment information is key in prospect identification

    • Many constituents may prefer to receive information from your organization at their place of work

    • Employment information and contact numbers are critical for major gift fundraisers and relationship building

    • Employment information can help drive a more effective matching gift program


Where does waldo work1

Where Does Waldo Work?

  • Who needs Waldo’s work information:

    • Prospect Identification for Research, Major Gifts, Volunteers and Members

    • Major Gifts and Leadership programs to contact

    • Annual Giving for Matching Gifts $ increases

    • Corporate/Fdn to maintain, expand relationships.

    • Records to clean, connect, enhance value

    • Gifts to identify, confirm and limit surprises


Where does waldo work2

Where Does Waldo Work?

  • Sources of employment information

    • Individual

    • Employer

    • Government

    • Research Companies


Where does waldo work3

Where Does Waldo Work?

  • Points of contact with individual for finding employment information

    • Membership directories

    • On-line communities

    • Fellow constituents

    • Events

    • Telemarketing solicitations

    • Social networking sites


Where does waldo work4

Where Does Waldo Work?

  • Companies

    • Fellow employees

    • Professional directories

    • Association membership


Where does waldo work5

Where Does Waldo Work?

  • Government

    • Tax records

    • Real estate holdings

    • Securities filings


Where does waldo work6

Where Does Waldo Work?

  • Research companies

    • With name, address, e-mail, research is possible across many publicly available databases

    • AlumniFinder (Lexis/Nexis) offers “People at Work”

      • Mines networking sites (LinkedIn, Facebook, Twitter, MySpace)

      • Mines state and county records, probate, associations

    • Corporate Affiliations (Lexis/Nexiis) provides work data

      • Over 1 million personnel names and titles

    • HEP Data offers “Employer Find”

      • Mines more than 100 databases

      • Meshes with their matching gift identification service


Where does waldo work7

Where Does Waldo Work?

  • Refresh standards

    • New data, content, locations

      • Setup and testing

      • Workflow, update and management processes

    • Maturing needs

      • Priorities and overlapping needs by user depts.

      • Access and reporting

    • Cleaning and refreshing

      • Consolidate resources, sources, techniques

      • Communicate, participate and engage with users


Where does waldo work8

Where Does Waldo Work?

  • Keep up with the sources


Where does waldo work9

Where Does Waldo Work?

  • Keep up with the sources

    • Electronic data sources and tools

      • Update data services, tools

      • Use power of people

    • Projects and large updates

      • Timing impact from and for depts

      • Resources up front and in the plans

    • Ongoing and daily

      • Prioritize, tie to business

      • Enable data staff


Where does waldo work and is it a matching gift company

Where Does Waldo Work?...... And is it a Matching Gift Company?

  • Finding Matching Gift Companies

    • Donor Provided Information

      • Obtaining information from donors

      • Approaches to encourage donors to find their employers

    • Services to Find Matching Gift Companies

      • Interactive services

      • Online and look-up services

      • Database matching services


Waldo s e match example st jude children s online service by hep

Waldo’s E-Match Example - St. Jude Children’s Online Service (by HEP)


Example tool to find matches automatch by hep

Example Tool to Find Matches - AutoMatch by HEP

  • Finds Matching Gift Eligible Donors by screening those not previously identified as match eligible against HEP’s database

  • Screens client files where client has employer information

    • Hit rates average 4-12% over what they have currently

  • Newly released version of software


Example service automatch

Example Service: AutoMatch

Totals & Statistics


Example service employer find

Example Service: Employer Find

  • Finds Employer Information on 15-40% of a file when no client employer information is available

    How it works

  • Screen client files against ten+ databases containing over 70+ million records

  • Data comes from publicly available data and databases including the internet

  • Can then run that file using Automatch to

    • Find more matching gift eligible constituents

      • Typical match for first time can be around 20%


Example service employerfind

Example Service: EmployerFind


Effective pages the maryland affiliate of susan g komen for the cure

Effective pages – The Maryland Affiliate of Susan G. Komen for the Cure®


Waldo s summary

Waldo’s Summary

  • Efforts to maintain current employment information can benefit organizations in many ways

  • Individuals are the best source of employment information and should be solicited for this information at multiple points of contact

  • Companies are increasingly providing services that will research employment information for nonprofit organizations

  • Matching Gifts potential can be identified and increased with more employment data from donors and with help from resources like HEP


Thank you waldo works for a matching gift company

THANK YOU!Waldo Works for a Matching Gift Company

Terry Handler, T. Handler Consulting

[email protected]

612-817-7752

AFP - www.afpnet.org

HEP/AFP - www.hepdata.com/afp


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