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Fundraising Tools and Data Tuesday, July 31, 2012 Presented by Susan Markham

CandidateProject.org/academy

Presenter: Susan Markham

OBJECTIVES: ‣ By the end of this session, you will understand what data and tools are necessary for your local campaign’s fundraising program, and know the best tactics for achieving your fundraising goals.

AGENDA: Data ‣ What you need in a database ‣ How to maintain a database Tools ‣ Raisers ‣ Call time ‣ Events

‣ Segmenting different types of donors ‣ Tracking contacts ‣ Tracking pledges ‣ Reporting WHY DATA MATTERS:

‣ Online Databases ‣ Excel KINDS OF DATABASES

TYPES OF DATA Fundraising ‣ Prospects ‣ Pledges ‣ Donations ‣ Notes ‣ Contact information ‣ Ask amounts ‣ History

TYPES OF DATA Reporting ‣ Name ‣ Address ‣ Occupation ‣ Employer ‣ Other information specific to the locality where you’re running

MAINTAINING A DATABASE ‣ Collect business cards ‣ Update ask/pledge information ‣ Get info need for reporting when you get the check ‣ Note HOW the contribution was collected ‣ Have a system

FUNDRAISING: Communicating to potential donors in a clear and precise way how they benefit from your campaign.

As part of your campaign Strategy  Budget  Fundraising Fundraising activities and your schedule should reflect your budget and strategy.

Fundraising Tactics

Strategize

‣ Raisers ‣ Call Time ‣ Meetings ‣ Events ‣ Online FUNDRAISING TOOLS

Raisers

CALL TIME

MAKING THE ASK

‣ It’s hard ‣ Practice makes perfect ‣ Message and a specific ask are key ‣ Call time is sacred UNDERSTANDING CALL TIME

MEETINGS

EVENTS

‣ ALWAYS have a ticket price ‣ Recruit a motivated host committee ‣ Follow up phone calls to invitees ‣ Market your event for the appropriate audience ‣ Registration MAKING EVENTS SUCCESSFUL

ONLINE FUNDRAISING

‣ In the context of the campaign message ‣ Takes advantage of opportunistic moments ‣ Driven by deadlines ‣ Provides a compelling theory about how the money will change the race. ONLINE WORKS BEST WHEN...

Making Contributions with EASE

QUESTIONS? CandidateProject.org/academy