valley gives knowing_your_donors_through_data_segmentation_2016_updated
TRANSCRIPT
April 7, 2016
Knowing Your DonorsThrough Data Segmentation
Kevin MartoneTechnology Program ManagerHarold Grinspoon Foundation (www.hgf.org)[email protected]
Eric PhelpsPrincipalRAINMAKER Consulting (http://www.rainmkr.com)[email protected]
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
“Great! We get to talk about data management!”
- Nobody. Ever.
Who is in the Room?
Is Your Database Helping You Do
Your Work?
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
Segment Your Donors/Prospects
Giving History
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?
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
Top 5 Things You Can Do to Segment Your Emails, Direct Mail, etc. NOW
1. Sort by Total Giving
2. Sort by # of Lifetime Gifts
https://www.flickr.com/photos/72153088@N08/6510934443
3. LYBUNT/SYBUNT
4. People Who Gave During ValleyGives Dec. 2014
5. Demographics
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
Top 5 Things to Do This Better in the Future!
1. Everyone In!
Donors Past Program Participants
Parents? Grandparents?
Current/Former Staff Current/Former Board members Current/Former Volunteers Community members People interested in your cause Other?
Paper Records
Lists from Past Events
Recognition Wall
Word of Mouth
2. Clean Your Data
Person-to-Person Maintenance
Remove Duplicates
Data from External Databases
3. Track What’s Important to YOUR Organization/Donors
4. Create and Document Data Standards
5. Train Staff
How Can You Do This Work?
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
“Know Your Donor”
Phone-a-thons
• Personal Meetings
• Person-to-Person: Who knows this prospect?
Human Touch
Prospect Research Tools
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
Thank Your Donors
Enter Gifts in Your Database
Track Gifts as “ValleyGives”
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!
April 7, 2016
Knowing Your DonorsThrough Data Segmentation