1. Welcome! We will be starting the training session shortly. If you are experiencing technical difficulties, please visit www.CandidateProject.org/help www.CandidateProject.org/help to read frequently asked webinar tech questions.

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

3. CandidateProject.org/academy

4. Presenter: Susan Markham

5. 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.

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

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

8. ‣ Online Databases ‣ Excel KINDS OF DATABASES

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

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

11. 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

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

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

14. Fundraising Tactics

15. Strategize

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

19. Raisers

20. CALL TIME

21. MAKING THE ASK

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

23. MEETINGS

24. EVENTS

25. ‣ 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

26. ONLINE FUNDRAISING

27. ‣ 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...

28. Making Contributions with EASE

29. QUESTIONS? CandidateProject.org/academy