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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
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%
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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