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T echnology to Compete for the Next Generation of Donors and Funders

T echnology to Compete for the Next Generation of Donors and Funders. Aligning Mission and Technology with CRM. The Pace of Change is Only Increasing. Facing Change & Thinking Strategically. By the end of this presentation, you’ll have hard data re:

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T echnology to Compete for the Next Generation of Donors and Funders

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  1. Technology to Compete forthe Next Generation of Donors and Funders Aligning Mission and Technology with CRM

  2. The Pace of Change is Only Increasing

  3. 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 for Who are we? The Next Generation

  4. Impetus for our Next Gen Study

  5. Bucking the Trend: bright spots in acquisition Cumulative Online Revenue # Email Records

  6. The Next Generation Study b. ≤1945 79% Give 30.8M donors $1066 yr/avg 6.3 charities b. 1946-1964 67% Give 52.2M donors $901 yr/avg 5.2 charities Total Annual Giving b. 1965-1980 58% Give 35.9M donors $796 yr/avg 4.2 charities b. 1981-1991 56% Give 28.5M donors $341 yr/avg 3.6 charities % Giving

  7. % Giving via Direct Mail 49% Total Annual Giving 38% 36% 26% % Giving

  8. % Giving via Telemarketing 25% Total Annual Giving 16% 10% 8% % Giving

  9. Other Growing Channels for Giving Total Annual Giving % Giving

  10. What about Plain Old Communications? Total Annual Giving % Giving

  11. Where Donors Increasingly Get Updates Total Annual Giving % Giving

  12. The Future is Profoundly Multi-Channel

  13. Exponential Growth in Mobile Monthly Mobile Usage by Age “Our text advocacy appeals drive 5x higher response than email.” Leading Nonprofit

  14. “Another expectation to add to my plate.” “More work to add to my plate” 14

  15. Back-Office vs. Front-Office • Take a critical look & ask: are you harnessing technology equally, externally & internally?

  16. Back-Office vs. Front-Office • Take a critical look & ask: are you harnessing technology equally, externally & internally?

  17. Mobile

  18. Be Mobile! • Not so fast • $10 cap on gifts • Thousandsto set up • ROI poor so far for local & regional groups BUT STAY TUNED! May be unavoidable in 5 years…

  19. Mobile for the Back-Office Laptop screenshot

  20. Back-Office vs. Front-Office • Can you write down 1 area where mobile tech could help you deliver on your mission? accountable…

  21. Social

  22. Be Social!

  23. Project on Government Oversight

  24. Managing Relationships Track individual to individual relationships

  25. Managing Social Donor Insights

  26. Back-Office vs. Front-Office • What’s 1 idea where your nonprofit can be social (internally) to advance your mission?

  27. Accountable

  28. Be Accountable! • You know orgs compete on accountability externally • Amazon-style “you might also like…”

  29. 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

  30. Managing Donations and Pledges Split gifts by two or more “funds” or designations Create a donor specific payment schedule for pledge payments 30

  31. Managing Rapid-Response

  32. Managing Soft Credits

  33. Managing Major Gifts Pipeline Board Prospecting

  34. Managing Cash Flow

  35. Managing Gift Acknowledgments

  36. Managing Gift Acknowledgements Create and share custom dashboards Schedule automatic delivery via email

  37. Back-Office vs. Front-Office • Write down 1 idea where technology can help your org be more accountable…

  38. Omniscient

  39. Be Omniscient! CRM as central nervous system Donors Media Events Volunteers Programs Businesses Prospects Board Members Funders Academics Practitioners Advocates Partners

  40. Be Omniscient!

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

  42. The Paramount Theater

  43. C3 • One centralized database • Donors , researchers, public officials, support group leaders, corporate sponsors, doctors, and patients

  44. C3

  45. Stump the Speakers Drop a business card for a chance to win a custom Funder-Feed concept during this workshop!

  46. Marathon Kids • Mission is to build community around children through acceptance in schools as a fitness and nutrition program. • Key metrics • Connections to schools and districts via teachers & parents • Acceptance in market cities throughout the country.

  47. Marathon Kids Market City acceptance comparison

  48. Austin Partners in Education • Key Metrics to support mission • Classrooms available • Volunteer sign-ups • Volunteers trained • Classrooms filled

  49. Fair Trade USA Fair Trade USA audits and certifies international suppliers • Were workers paid fairly? • Are working conditions safe? • Is the environment managed sustainably?

  50. Fair Trade USA • Fair Trade Certified™ Product Database • Purchase and Sale Reporting • Tracking & Executing All Onsite Audits • Tracking All Product Supply Contracts • Global Customer Support (internal and partners)

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