2. Turning Data into Dollars
Brandi Barber and Elizabeth Wojcik
Computer System Innovations

3. Session Overview Working with your data
Getting staff & key individuals on board
Connecting with your donors
Bringing it all together

4. Your Data Difficulties
What is your biggest struggle with data right now?

5. Working with your data Where’s the data? What data should you have?
Centralization is key!
What data should you have?
Member Involvement
Leadership academy attendee becomes chapter officer
Scholarship winners
Chapter Activities
Chapter points of pride
Giving History
Lifetime giving, Consecutive years, areas of interest

6. Put your data to work for you!
Maintaining Data
Keep it all in your database
Get rid of rouge Excel files
Moving beyond folders
Leveraging historical knowledge
Put your data to work for you!

7. Fundraising Dashboards
Dollars raised by….
Quarter/Year
Campaign
Fund
Appeal
Progress on goals
Recent gifts received
Use charts, lists, graphs, gauges

8. Fundraising Dashboards

9. Custom Dashboards Moves Management Gift Officer goals and metrics
Campaign specific
Giving Tuesday
Annual Fund
Housing Campaigns
Chapter Scholarships

10. Moves Management Dashboards

11. Working with Staff/Volunteers
Work with Fraternity!
Need internal database champion
Channels
Linking solicitor with prospect
Commonalities (chapter, location, career, major, etc.)

12. Working with Staff/Volunteers
Automate & Integrate
Save valuable staff time
Forget
Collect donor visit reports online
24/7 access for staff and volunteers to the data they need

13. Connecting with Donors
Personalization
More than just “Dear Brandi,”
Targeted giving amounts for online forms
Make it easy for them to give! (pre-filled forms)
Communication based on data points

14. Personalized Giving Pages

15. Analyzing Donors Take a step beyond Wealth Scoring
Weighted scoring for engagement
Specific analysis of interactions with your organization
Event attendance – 10 points
Volunteer with local chapter – 25 points
Previous gift to Foundation – 15 points
engagement – 5 points
Complete profile – 5 points
National volunteer – 30 points
Alumni Dues – 10 points

16. Analyzing Donors

17. Analyzing Donors

18. Bringing it all together
Working with your data
Determine activities to track
Identify what you are missing
Analyze the data you do have
What, if any, modifications are needed
Work with staff to eliminate storing data outside database

19. Bringing it all together
Getting staff & key individuals on board
What are staff pain points?
Identify your database champion
Survey volunteers for highest priority reports and data points

20. Bringing it all together
Connecting with your donors
Audit current communication tools to identify integration opportunities
Review online giving tools and simplify the process
Define engagement metrics

21. Questions?
Contact Us Brandi Barber Elizabeth Wojcik