Donor Relations Using Data Management to …...Prospect Report Kim Perri KishHealth System Foundation Grants and Development Associate Raiser’s Edge screen shots –BIO 1 Tab Raiser’s

Donor Relations:Using Data Management to

Strengthen Community Connections

Moderated by: Kristin Miller, Clark Miller Consulting

Panelists: Michelle Donahoe, Sycamore History Museum

Kimberly Perri, KishHealth System Foundation

Heather Short, TAILS Humane Society

To build a sustainable Development Program, organizations MUST:

1. Retain Donors

2. Acquire Donors

Fundraising Effectiveness Project

http://www.afpnet.org/files/ContentDocuments/FEP2016FinalReport.pdf

Importance of Donor Relations

Fundraising Effectiveness ProjectCollaboration between AFP /Urban Institute began in 2006

• For every $100 gained, $91 is lost• Greatest losses are from lapsed NEW donors

• Average Donor Retention rate was 46% in 2014 and 2015• First time average donor retention rate was 29%

• Report shows growth in giving rates by budget size

http://www.afpnet.org/files/ContentDocuments/FEP2016FinalReport.pdf

Importance of Donor Relations

Analogy

1. Data Management – Good data management supports the fundraising process and makes it easier for NPOs to

systematically engage donors and prospects.

2. Donor Communication – Key messages and calendar of activities that combine to cultivate and steward

donors throughout the fiscal year. Segmentation based on relationship of the donor to the organization.

Two-Step Process

Michelle Donahoe

Executive Director

Sycamore History Museum

Two year giving history

10 year giving history

Donation summary

10 year giving history

Form for pledges, donations and membership

Prospect Report

Kim Perri

KishHealth System Foundation

Grants and Development Associate

Raiser’s Edge screen shots – BIO 1 Tab

Raiser’s Edge screen shots – BIO 2 Tab

Raiser’s Edge screen shots – Relationships Tab

Raiser’s Edge screen shots – Appeals Tab

Heather Short

Development/Events Manager

TAILS Humane Society

Queries & Reports

Communications & Database

Donor Communication

Sycamore History Museum

Communication: Fund Raiser

Monthly Newsletter

November 5, 2015

Dear

What do the following organizations have in common?

Boy Scouts of America, Troop 16 ~ DeKalb County Community Foundation ~ DeKalb County Forest Preserve District ~ Ellwood House Museum ~ Master Gardeners of

DeKalb County ~ Midwest Museum of Natural History ~ Northern Illinois Food Pantry ~ Northern Illinois University (NGOLD, History Department, Museum Studies program,

Public Administration program, and Fine Arts Department) ~ Sycamore Public Library ~ Sycamore High School ~ Sycamore School District’s OSCAR program ~ University of

Illinois Extension

These are our partners. SHM may be small, but we have a huge impact in our community because we collaborate with other resourceful organizations throughout our community. This allows us to

reach new audiences, offer programs SHM alone would not be able to support, and

impact more people without additional resources.

These partnerships are a result of building relationships, establishing trust, and creatively thinking of new ways to work together. Consequently, this year we were able to reach the following groups: Over 200 children who used our gardens as an outdoor classroom Over 225 students who experienced learning about local history in authentic learning places (the DeKalb County Community Foundation’s Freight Room and DeKalb

County Forest Preserve District’s 1835 Miller Cabin) Over 170 people were first time visitors or attendees to SHM programs. Visitors from over 27 zip codes who came to see our award winning exhibit “Connecting a Community: How One Railroad Shaped a Small Town.”

We ask for your support in the Sycamore History Museum’s important work through participating in our Annual Giving Program. Consider a donation of $50, $100, $250 or more to reach our goal of $5000. To learn more about SHM’s awards, events, exhibits, and collection, visit sycamorehistory.org. Checks can be sent to Sycamore

History Museum, P.O. Box 502, Sycamore, IL 60178 or you may pay donate by credit card at our secure on-line site: sycamorehistory.org/get-involved/support.

Thank you for your gift.

Beth Helton, Board President

Solicitation Letter

Thank You Letter

KishHealth System Foundation

Fall newsletter

Hospice Appeal Letter

Reply Device

Acknowledgement Letter

TAILS Humane Society

Donor Communications

Q&A Session

THANK YOU!